Salomon & Ludwin, LLC

CIK

1766156

Location

RICHMOND, VA

Portfolio Value

Micro $15,696,100

Diversification

Diversified

Filing Date

Global Rank

#4,301 / 8,578 ▲ 31

Top Industry

Software - Infrastructure 18.3%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed May 11, 2026 · 35d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.5%

SPY

+74.2%

Annualised alpha

-1.5%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,479 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

499

Diversified−109

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%	$33,087,019	13
Consumer Defensive	9.4%	$17,792,953	74
Financial Services	8.3%	$15,696,100	269
Consumer Cyclical	8.1%	$15,475,483	179
Healthcare	6.0%	$11,348,676	175
Industrials	4.9%	$9,263,741	211
Utilities	3.7%	$7,002,174	48
Communication Services	3.4%	$6,519,790	56
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
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
INVH	Invitation Homes Inc.	472	$13,116
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

269 positions · $15,696,100 total · Financial Services only · 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 269 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NUW	Nuveen AMT-Free Municipal Value Fund Financial Services	Held	1	0	$14	0.0%	0.00%
RIOT	Riot Platforms, Inc. Financial Services	Held	13	0	$160	−2.4%	0.00%
HDB	Hdfc Bank Ltd Financial Services	Held	8	0	$199	−31.8%	0.00%
FG	F&G Annuities & Life, Inc. Financial Services	Held	8	0	$202	−17.9%	0.00%
PRI	Primerica, Inc. Financial Services	Held	1	0	$250	−3.1%	0.00%
EVR	Evercore Inc. Financial Services	Reduced	1	-40	$298	−97.9%	0.00%
BHF	Brighthouse Financial, Inc. Financial Services	Held	5	0	$299	−7.4%	0.00%
BRO	Brown & Brown, Inc. Financial Services	Reduced	8	-235	$521	−97.3%	0.00%
GL	Globe Life Inc. Financial Services	Held	4	0	$556	−0.5%	0.00%
WTW	Willis Towers Watson PLC Financial Services	Reduced	3	-31	$872	−92.2%	0.01%
FCT	First Trust Senior Floating Rate Income Fund II Financial Services	Held	112	0	$1,079	−4.3%	0.01%
TRUP	Trupanion, Inc. Financial Services	Reduced	47	-206	$1,203	−87.3%	0.01%
RGA	Reinsurance Group Of America Inc Financial Services	Held	6	0	$1,224	+0.3%	0.01%
AEG	Aegon Ltd. Financial Services	Reduced	173	-317	$1,255	−66.8%	0.01%
FNB	Fnb Corp/Pa/ Financial Services	Held	77	0	$1,287	−2.2%	0.01%
EGBN	Eagle Bancorp Inc Financial Services	Held	57	0	$1,417	+16.1%	0.01%
SFGYY	Sony Financial Group Inc./ADR Financial Services	Reduced	362	-708	$1,632	−70.8%	0.01%
EIG	Employers Holdings, Inc. Financial Services	Reduced	44	-63	$1,810	−60.8%	0.01%
TYG	Tortoise Energy Infrastructure Corp Financial Services	Held	37	0	$1,844	+21.9%	0.01%
SBSI	Southside Bancshares Inc Financial Services	Held	61	0	$1,896	+2.3%	0.01%
VVR	Invesco Senior Income Trust Financial Services	Held	598	0	$1,925	−1.5%	0.01%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Held	162	0	$1,997	−2.6%	0.01%
GSHD	Goosehead Insurance, Inc. Financial Services	Reduced	54	-31	$2,303	−63.2%	0.01%
CFFN	Capitol Federal Financial, Inc. Financial Services	Held	363	0	$2,588	+4.7%	0.02%
WD	Walker & Dunlop, Inc. Financial Services	Reduced	67	-194	$2,973	−81.1%	0.02%
STEP	StepStone Group Inc. Financial Services	Reduced	66	-348	$3,149	−88.1%	0.02%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	72	-1	$3,200	−16.3%	0.02%
GGT	Gabelli Multimedia Trust Inc. Financial Services	Held	834	0	$3,277	−6.4%	0.02%
PFBC	Preferred Bank Financial Services	Reduced	39	-65	$3,536	−64.0%	0.02%
UMBF	Umb Financial Corp Financial Services	Held	35	0	$3,947	−2.0%	0.03%
HIX	Western Asset High Income Fund II Inc. Financial Services	Held	1,007	0	$4,007	−4.3%	0.03%
ACT	Enact Holdings, Inc. Financial Services	Held	100	0	$4,081	+3.0%	0.03%
ACP	abrdn Income Credit Strategies Fund Financial Services	Held	855	0	$4,360	−5.7%	0.03%
TMP	Tompkins Financial Corp Financial Services	Held	58	0	$4,572	+8.7%	0.03%
WRB	Berkley W R Corp Financial Services	Reduced	70	-96	$4,639	−60.1%	0.03%
BPRE	Bluerock Private Real Estate Fund Financial Services	Added	283	+6	$4,700	+13.1%	0.03%
FBK	FB Financial Corp Financial Services	Reduced	92	-80	$4,778	−50.2%	0.03%
VABK	Virginia National Bankshares Corp Financial Services	Held	126	0	$4,813	−4.1%	0.03%
VOYA	Voya Financial, Inc. Financial Services	Held	74	0	$5,055	−8.3%	0.03%
LPLA	LPL Financial Holdings Inc. Financial Services	Reduced	17	-55	$5,114	−80.1%	0.03%
ORI	Old Republic International Corp Financial Services	Held	129	0	$5,147	−12.6%	0.03%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	125	-10	$5,797	−21.3%	0.04%
PDI	PIMCO Dynamic Income Fund Financial Services	Held	352	0	$6,022	−3.4%	0.04%
LAZ	Lazard, Inc. Financial Services	Held	143	0	$6,074	−12.5%	0.04%
RNR	Renaissancere Holdings Ltd Financial Services	Held	21	0	$6,241	+5.7%	0.04%
MPV	Barings Participation Investors Financial Services	Held	365	0	$6,256	+7.9%	0.04%
LSEGY	London Stock Exchange Group plc Financial Services	Reduced	210	-384	$6,264	−65.5%	0.04%
NWBI	Northwest Bancshares, Inc. Financial Services	Held	524	0	$6,649	+5.7%	0.04%
TW	Tradeweb Markets Inc. Financial Services	Reduced	58	-51	$6,824	−41.8%	0.04%
CHY	Calamos Convertible & High Income Fund Financial Services	Held	637	0	$6,936	−3.7%	0.04%