Salomon & Ludwin, LLC

CIK

1766156

Location

RICHMOND, VA

Portfolio Value

Small $190,383,894

Diversification

Diversified

Filing Date

Global Rank

#4,313 / 8,623 ▲ 60 · as of Mar 2026

Top Industry

Software - Infrastructure 18.3%

3Y Alpha vs SPY

-1.3%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+63.9%

SPY

+65.3%

Annualised alpha

-0.3%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,482 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.5%

−0.8 pts

Top 5

41.8%

−4.3 pts

Top 10

51.8%

−3.9 pts

HHI

498

Diversified−108

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$62,560,021	225
Unclassified	17.4%	$33,086,758	12
Consumer Defensive	9.3%	$17,792,953	74
Financial Services	8.3%	$15,808,469	271
Consumer Cyclical	8.1%	$15,505,235	180
Healthcare	6.0%	$11,348,676	175
Industrials	4.9%	$9,263,742	211
Utilities	3.7%	$7,002,174	48
Communication Services	3.4%	$6,523,274	57
Basic Materials	2.5%	$4,836,953	58
Energy	2.4%	$4,520,473	74
Real Estate	1.1%	$2,135,166	97

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RITM	Rithm Capital Corp.	+8,923	9,105	$86,315
LYG	Lloyds Banking Group plc	+7,401	13,870	$69,766
MPT	Medical Properties Trust Inc	+3,339	7,196	$33,317
MTCH	Match Group, Inc.	+2,671	2,690	$82,609
SONY	Sony Group Corp	+2,552	4,991	$103,313
F	Ford Motor Co	+2,547	4,880	$56,315
IART	Integra Lifesciences Holdings Corp	+2,480	2,733	$25,744
CRRFY	Carrefour SA	+2,367	4,167	$15,501
CWK	Cushman & Wakefield Ltd.	+2,363	4,111	$50,400
DFH	Dream Finders Homes, Inc.	+2,346	2,621	$36,484
CTKB	Cytek Biosciences, Inc.	+2,241	2,701	$11,803
GRAB	Grab Holdings Ltd	+2,222	4,076	$14,918
BGC	BGC Group, Inc.	+2,113	4,273	$41,789
BTDPY	Barratt Developments PLC/ADR	+2,068	2,430	$16,815
SM	SM Energy Co	+2,064	2,415	$75,299
ING	Ing Groep NV	+1,851	3,165	$82,448
WDS	Woodside Energy Group Ltd	+1,808	2,345	$55,998
HAYW	Hayward Holdings, Inc.	+1,718	2,867	$38,360
TWI	Titan International Inc	+1,706	2,233	$15,430
WEN	Wendy's Co	+1,697	2,952	$20,516
WU	Western Union CO	+1,656	4,982	$43,492
NCLTY	Nitori Holdings Co., Ltd.	+1,640	2,425	$19,206
DXC	DXC Technology Co	+1,587	2,661	$33,448
IBIT	iShares Bitcoin Trust ETF	+1,541	8,545	$328,298
OBICY	OBIC Co., Ltd./ADR	+1,534	1,976	$24,186
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SABR	Sabre Corp	−3,264	687	$996
PAYO	Payoneer Global Inc.	−2,178	505	$2,439
CCC	CCC Intelligent Solutions Holdings Inc.	−2,073	969	$5,814
BRBS	Blue Ridge Bankshares, Inc.	−1,642	19,634	$82,462
GNW	Genworth Financial Inc	−1,270	1,736	$14,096
SOLS	Solstice Advanced Materials Inc.	−1,164	100	$7,616
PSLV	Sprott Physical Silver Trust	−1,125	14,738	$359,459
OGN	Organon & Co.	−977	752	$4,504
MIR	Mirion Technologies, Inc.	−952	684	$12,715
VYX	NCR Voyix Corp	−938	102	$645
HTZ	Hertz Global Holdings, Inc	−870	364	$1,678
DNOW	DNOW Inc.	−847	149	$1,774
FBRT	Franklin BSP Realty Trust, Inc.	−844	252	$2,139
GEO	Geo Group Inc	−746	239	$4,017
MBC	MasterBrand, Inc.	−720	108	$897
RELX	Relx PLC	−713	172	$5,701
SFGYY	Sony Financial Group Inc./ADR	−708	362	$1,632
MRP	Millrose Properties, Inc.	−701	486	$13,608
PSO	Pearson PLC	−635	6	$78
UPWK	Upwork, Inc	−635	249	$2,729
STLA	Stellantis N.V.	−631	121	$857
CWST	Casella Waste Systems Inc	−623	107	$8,489
FUJIY	FUJI PHOTO FILM CO LTD /FI	−610	423	$4,031
MSFT	Microsoft Corp	−597	61,565	$22,789,516
OUNZ	VanEck Merk Gold ETF	−592	1,489	$67,079
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	674	$132,926
LW	Lamb Weston Holdings, Inc.	1,690	$71,419
AGX	Argan Inc	131	$71,349
VSEC	Vse Corp	348	$64,171
LTH	Life Time Group Holdings, Inc.	2,091	$56,331
SMERY	Siemens Energy AG/ADR	323	$54,496
LYFT	Lyft, Inc.	4,034	$53,652
LAUR	Laureate Education, Inc.	1,392	$48,497
LIF	Life360, Inc.	902	$36,819
RNG	RingCentral, Inc.	857	$31,871
SPHR	Sphere Entertainment Co.	242	$28,410
EFOR	Everforth Inc	715	$27,677
KMPR	KEMPER Corp	898	$27,442
IP	International Paper Co /New/	745	$26,596
DEI	Douglas Emmett Inc	2,744	$25,848
RSHGY	Resona Holdings Inc	957	$22,374
GTM	ZoomInfo Technologies Inc.	3,652	$21,838
EXLS	ExlService Holdings, Inc.	694	$21,132
NTAP	NetApp, Inc.	200	$20,478
MBIN	Merchants Bancorp	464	$19,910
PINS	Pinterest, Inc.	1,074	$19,697
WINA	Winmark Corp	46	$19,667
SW	Smurfit Westrock plc	465	$18,530
KXIAY	Kioxia Holdings Corporation/ADR	1,369	$17,701
TMHC	Taylor Morrison Home Corp	301	$17,530
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ARWR	Arrowhead Pharmaceuticals, Inc.	1,046	$69,443
CTRE	CareTrust REIT, Inc.	1,713	$61,942
SITM	SITIME Corp	175	$61,808
MOG-A	Moog Inc.	243	$59,182
AEIS	Advanced Energy Industries Inc	271	$56,739
IDCC	InterDigital, Inc.	175	$55,716
TTMI	Ttm Technologies Inc	755	$52,095
BWA	Borgwarner Inc	777	$35,011
VRRM	VERRA MOBILITY Corp	1,497	$33,547
FLUT	Flutter Entertainment plc	130	$27,955
TNC	Tennant Co	369	$27,195
JEF	Jefferies Financial Group Inc.	413	$25,593
CRBG	Corebridge Financial, Inc.	828	$24,980
TGNA	TEGNA INC	1,158	$22,476
LEN	Lennar Corp /New/	211	$21,690
VICR	Vicor Corp	180	$19,728
BLDR	Builders FirstSource, Inc.	181	$18,623
CMG	Chipotle Mexican Grill Inc	493	$18,241
FND	Floor & Decor Holdings, Inc.	277	$16,866
ABM	Abm Industries Inc /De/	371	$15,693
PFGC	Performance Food Group Co	171	$15,376
APAM	Artisan Partners Asset Management Inc.	375	$15,277
SMPL	Simply Good Foods Co	735	$14,758
PRGS	Progress Software Corp /Ma	322	$13,833
BROS	Dutch Bros Inc.	223	$13,652
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,482 tracked positions · $190,383,894 total · filing declares 2,097 positions · $1,119,710,058 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,482 positions by value · page 1 of 30

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	42,526	-115	$27,656,358	−4.9%	14.53%
MSFT	Microsoft Corp Technology	Reduced	61,565	-597	$22,789,516	−24.2%	11.97%
AAPL	Apple Inc. Technology	Reduced	69,405	-288	$17,614,294	−7.0%	9.25%
MO	Altria Group, Inc. Consumer Defensive	Added	101,641	+202	$6,707,289	+14.7%	3.52%
ORCL	Oracle Corp Technology	Added	32,748	+267	$4,817,558	−23.9%	2.53%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	27,901	-38	$4,613,151	+2.9%	2.42%
D	Dominion Energy, Inc Utilities	Reduced	67,745	-334	$4,187,995	+5.0%	2.20%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	5,738	-132	$3,538,968	−0.1%	1.86%
LRCX	Lam Research Corp Technology	Held	16,189	0	$3,458,941	+24.8%	1.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,335	-295	$3,193,820	−11.5%	1.68%
LOW	Lowes Companies Inc Consumer Cyclical	Added	13,181	+194	$3,114,406	−0.6%	1.64%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,658	-173	$3,001,609	−0.1%	1.58%
NVDA	Nvidia Corp Technology	Reduced	13,748	-83	$2,397,651	−7.0%	1.26%
NEU	Newmarket Corp Basic Materials	Held	3,740	0	$2,397,153	−6.7%	1.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,530	-28	$2,165,326	−8.5%	1.14%
KO	Coca Cola Co Consumer Defensive	Reduced	21,902	-4	$1,665,647	+8.8%	0.87%
JNJ	Johnson & Johnson Healthcare	Reduced	6,746	-8	$1,648,992	+18.0%	0.87%
LLY	ELI LILLY & Co Healthcare	Reduced	1,691	-100	$1,555,331	−19.2%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,844	-447	$1,424,911	−16.4%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	2,472	+105	$1,414,305	−9.5%	0.74%
AVGO	Broadcom Inc. Technology	Added	4,151	+106	$1,284,776	−8.2%	0.67%
ABBV	AbbVie Inc. Healthcare	Reduced	5,234	-117	$1,138,342	−6.9%	0.60%
AMAT	Applied Materials Inc /De Technology	Reduced	3,265	-109	$1,115,944	+28.7%	0.59%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,541	-342	$1,109,746	+34.0%	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,773	-110	$1,030,862	−20.5%	0.54%
TFC	Truist Financial Corp Financial Services	Held	21,903	0	$1,006,880	−6.6%	0.53%
MA	Mastercard Inc Financial Services	Reduced	1,826	-142	$912,379	−18.8%	0.48%
CL	Colgate Palmolive Co Consumer Defensive	Held	10,318	0	$879,403	+7.9%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,440	-20	$831,139	−7.3%	0.44%
PRAA	Pra Group Inc Financial Services	Added	47,030	+81	$823,025	−0.9%	0.43%
AUB	Atlantic Union Bankshares Corp Financial Services	Held	22,182	0	$792,784	+1.2%	0.42%
NSC	Norfolk Southern Corp Industrials	Reduced	2,594	-110	$744,478	−4.6%	0.39%
CVX	Chevron Corp Energy	Reduced	3,406	-127	$704,701	+30.9%	0.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,399	-49	$670,400	−7.9%	0.35%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,207	-42	$653,305	+7.1%	0.34%
GE	General Electric Co Industrials	Reduced	2,285	-102	$648,414	−11.8%	0.34%
CAT	Caterpillar Inc Industrials	Reduced	873	-5	$618,485	+23.0%	0.32%
IBM	International Business Machines Corp Technology	Reduced	2,506	-19	$607,429	−18.8%	0.32%
NFLX	Netflix Inc Communication Services	Added	5,815	+550	$559,112	+13.3%	0.29%
RTX	RTX Corp Industrials	Reduced	2,888	-21	$557,095	+4.4%	0.29%
DUK	Duke Energy CORP Utilities	Reduced	4,196	-131	$549,424	+8.3%	0.29%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,074	-21	$527,903	−16.8%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,555	+173	$513,484	+5.9%	0.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	512	+87	$510,172	+39.2%	0.27%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,376	-175	$507,593	−16.9%	0.27%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,428	-138	$498,748	−1.4%	0.26%
V	Visa Inc. Financial Services	Added	1,561	+296	$471,796	+6.3%	0.25%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	7,707	-117	$444,231	+5.5%	0.23%
ABT	Abbott Laboratories Healthcare	Added	4,309	+281	$442,405	−12.3%	0.23%
GEV	GE Vernova Inc. Industrials	Held	484	0	$422,483	+33.6%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.