SHERMAN PORFOLIOS, LLC
•CIK: 2096483•Filing: Q4 2025
**SHERMAN PORFOLIOS, LLC** manages $1.5B across a diversified portfolio of 156 holdings. The firm maintains significant exposure to technology and financial sectors, highlighted by the top three positions: MSFT at $203.7M, SPGI at $163.2M, and GS at $153.5M. Notable allocations also include substantial positions in MAR ($61.5M) and CAT ($42.5M). This concentration suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$1.5B
QoQ Performance
+405.0%
Positions
128
Top 10 Concentration
54.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
SPGI
GS
MSFT13.9%
SPGI11.1%
GS10.5%
MAR4.2%
CAT2.9%
AVY2.9%
SPY2.6%
BIV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.3%
Technology16.7%
Financial11.6%
Consumer6.1%
Industrial4.8%
ETF2.7%
Materials1.9%
Communication1.6%
🚪 Exited Positionssold since Q3 2025
+64 more exited positions
Changes from Q3 2025
NEW116 new positions
↑31 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025