Sherman Asset Management, Inc. has disclosed its quarterly holdings in a recent filing, revealing a total value of approximately $134.25 million as of September 30, 2026. This update is significant as it reflects the company's ongoing investment strategy and positions within the asset management industry.

The filing, made on November 5, 2026, shows that Sherman Asset Management has been active in managing its portfolio, with a total of 109 entries reported. This diverse range of investments includes notable companies and exchange-traded funds (ETFs), indicating a strategic approach to portfolio management.

Background

Sherman Asset Management, Inc. is based in Ventura, California, and operates as an asset management firm. The company is identified under the Central Index Key (CIK) number 0001736535. The latest filing is part of its routine reporting requirements under the SEC Act of 1934, demonstrating its commitment to transparency and regulatory compliance.

What the Filing Says

The recent filing indicates that Sherman Asset Management's total reported holdings amount to $134,252,487. The filing includes a detailed list of assets, including stocks and ETFs, which are managed under the firm's discretion.

Impact

This update may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. By revealing its investment allocations, Sherman Asset Management provides insights into its strategic priorities, which could influence market dynamics and competitive positioning among similar firms.

What's Next

The filing does not specify what happens next for Sherman Asset Management, leaving future actions and investment strategies open to speculation.