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Sherman Porfolios, LLC

← All funds

13F holdings as of 2024-12-31 · vs 2024-09-30 · long US-listed positions only

2026-03-312025-12-312025-09-302025-06-302024-12-31
Reported 13F value
$230.4M
Positions
56
New this quarter
56
Exited this quarter
0
Top-10 concentration
78%
#HoldingSharesValue% of 13FQoQ Δ
1GLDSPDR GOLD TRNEW108K$26.3M11.4%new
2IYZISHARES TRNEW962K$25.8M11.2%new
3IYFISHARES TRNEW230K$25.5M11.0%new
4IYCISHARES TRNEW264K$25.4M11.0%new
5IDUISHARES TRNEW225K$21.7M9.4%new
6SSOPROSHARES TRNEW154K$14.2M6.2%new
7BNDVANGUARD BD INDEX FDSNEW142K$10.2M4.4%new
8IVWISHARES TRNEW99K$10.1M4.4%new
9SPYSTATE STR SPDR S&P 500 ETF TNEW17K$9.8M4.3%new
10DIASTATE STR SPDR DOW JONES INDNEW23K$9.7M4.2%new
11IVEISHARES TRNEW50K$9.5M4.1%new
12IYRISHARES TRNEW100K$9.3M4.1%new
13IYWISHARES TRNEW18K$2.9M1.3%new
14QQQINVESCO QQQ TRNEW3K$1.6M0.7%new
15PLTRPALANTIR TECHNOLOGIES INCNEW18K$1.4M0.6%new
16NVDANVIDIA CORPORATIONNEW10K$1.3M0.6%new
17TSLATESLA INCNEW3K$1.3M0.6%new
18UALUNITED AIRLS HLDGS INCNEW13K$1.3M0.6%new
19VSTVISTRA CORPNEW9K$1.2M0.5%new
20CCL1EURCARNIVAL CORPNEW48K$1.2M0.5%new
21CEGCONSTELLATION ENERGY CORPNEW5K$1.1M0.5%new
22ROYAL CARIBBEAN GROUPNEW4K$1.0M0.4%new
23BXBLACKSTONE INCNEW6K$950K0.4%new
24ORCLORACLE CORPNEW6K$947K0.4%new
25AMZNAMAZON COM INCNEW4K$942K0.4%new
26AXONAXON ENTERPRISE INCNEW2K$907K0.4%new
27KMIKINDER MORGAN INC DELNEW32K$872K0.4%new
28HWMHOWMET AEROSPACE INCNEW8K$857K0.4%new
29CBRECBRE GROUP INCNEW6K$841K0.4%new
30WMBWILLIAMS COS INCNEW15K$838K0.4%new
31SYFSYNCHRONY FINANCIALNEW13K$835K0.4%new
32HYGISHARES TRNEW11K$832K0.4%new
33TRGPTARGA RES CORPNEW5K$825K0.4%new
34LQDISHARES TRNEW8K$819K0.4%new
35NORWEGIAN CRUISE LINE HLDGSNEW31K$801K0.3%new
36IRMIRON MTN INC DELNEW7K$786K0.3%new
37MTBM & T BK CORPNEW4K$750K0.3%new
38FICOFAIR ISAAC CORPNEW266$530K0.2%new
39APPAPPLOVIN CORPNEW1K$454K0.2%new
40TTDTHE TRADE DESK INCNEW3K$384K0.2%new
41DASHDOORDASH INCNEW2K$362K0.2%new
42AAPLAPPLE INCNEW1K$359K0.2%new
43DOCSDOXIMITY INCNEW6K$341K0.1%new
44TMUST-MOBILE US INCNEW2K$335K0.1%new
45SFMSPROUTS FMRS MKT INCNEW2K$295K0.1%new
46CHWYCHEWY INCNEW8K$270K0.1%new
47CNXCNX RES CORPNEW7K$260K0.1%new
48PEPPEPSICO INCNEW2K$258K0.1%new
49COHRCOHERENT CORPNEW3K$257K0.1%new
50VNOVORNADO RLTY TRNEW6K$252K0.1%new
51FTNTFORTINET INCNEW3K$252K0.1%new
52HOODROBINHOOD MKTS INCNEW7K$249K0.1%new
53VTIVANGUARD INDEX FDSNEW824$239K0.1%new
54SOFISOFI TECHNOLOGIES INCNEW15K$238K0.1%new
55CVNACARVANA CONEW1K$214K0.1%new
56CAVACAVA GROUP INCNEW2K$204K0.1%new

Source: SEC Form 13F. Values are as-of 2024-12-31 (quarter-end), not live. Percentages are of reported 13F value, not the fund’s full AUM (13F excludes shorts, cash, bonds, most non-US holdings).