Sherman Porfolios, LLC
Annual return '25
+2.4%
SPY '25
+17.7%
Alpha
-15.4ptsvs SPY
Invested
$1.3B
Holdings
122
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IJS
ISHARES TR
Held since at least Q1 2024
17.6%
02
$IWM
ISHARES TR
Held since at least Q1 2024
17.5%
03
$IJK
ISHARES TR
Held since at least Q1 2024
17.4%
04
$GQ9
SPDR GOLD TR
Q3 2025: Increased +3.0% (95.2k → 98.0k shares)
7.2%
05
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
3.0%
06
$XLE
SELECT SECTOR SPDR TR
Q3 2025: Increased +4.2% (160.8k → 167.6k shares)
2.8%
07
$SCHX
SCHWAB STRATEGIC TR
Q3 2025: Increased +86.1% (8.3k → 15.4k shares)
2.7%
08
$ECL
ECOLAB INC
Held since at least Q1 2024
2.7%
09
$BND
VANGUARD BD INDEX FDS
Q3 2025: Increased +16.5% (189.3k → 220.5k shares)
2.5%
10
$SCHF
SCHWAB STRATEGIC TR
Q3 2025: Increased +68.5% (10.1k → 17.1k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:54 UTC.