SHERMAN PORFOLIOS, LLC
Top Portfolio Positions
66 positions ·
$364,346,685 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
218,753 | $94,127,228 | 25.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
32,242 | $20,968,262 | 5.76% | |
| COP |
Conocophillips
Energy
|
80,672 | $10,648,704 | 2.92% | |
| XOM |
Exxon Mobil Corp
Energy
|
59,151 | $10,035,558 | 2.75% | |
| MSFT |
Microsoft Corp
Technology
|
21,946 | $8,123,750 | 2.23% | |
| PSX |
Phillips 66
Energy
|
40,572 | $7,391,406 | 2.03% | |
| QCOM |
Qualcomm Inc/De
Technology
|
55,032 | $7,087,020 | 1.95% | |
| CVX |
Chevron Corp
Energy
|
33,198 | $6,868,666 | 1.89% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
57,004 | $6,857,011 | 1.88% | |
| VZ |
Verizon Communications Inc
Communication Services
|
131,312 | $6,591,862 | 1.81% |
Portfolio Trend
Holdings in SRFM
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,889 | 30,339 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $125,349 | 29,219 | Shares | Sole | 2025-12-22 | |
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