Salomon & Ludwin, LLC
Filing Date
Global Rank
#4,301
/ 8,578
▲ 31
Top Industry
Software - Infrastructure
18.3%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed May 11, 2026 · 36d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.3%
SPY
+78.1%
Annualised alpha
-2.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 32.9% | $62,560,021 |
| Unclassified | 17.4% | $33,087,019 |
| Consumer Defensive | 9.4% | $17,792,953 |
| Financial Services | 8.3% | $15,696,100 |
| Consumer Cyclical | 8.1% | $15,475,483 |
| Healthcare | 6.0% | $11,348,676 |
| Industrials | 4.9% | $9,263,741 |
| Utilities | 3.7% | $7,002,174 |
| Communication Services | 3.4% | $6,519,790 |
| Basic Materials | 2.5% | $4,836,953 |
| Energy | 2.4% | $4,520,473 |
| Real Estate | 1.1% | $2,135,166 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
97 positions ·
$2,135,166 total
· Real Estate 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 97 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ONL |
Orion Properties Inc.
Real Estate
|
Held | 10 | $21 | 0.00% | |
| NLOP |
Net Lease Office Properties
Real Estate
|
Held | 5 | $57 | 0.00% | |
| UDR |
UDR, Inc.
Real Estate
|
Reduced | 14 | $472 | 0.02% | |
| JBGS |
JBG SMITH Properties
Real Estate
|
Reduced | 34 | $496 | 0.02% | |
| DHC |
Diversified Healthcare Trust
Real Estate
|
Held | 92 | $610 | 0.03% | |
| STAG |
STAG Industrial, Inc.
Real Estate
|
Held | 30 | $1,081 | 0.05% | |
| EGP |
Eastgroup Properties Inc
Real Estate
|
Held | 6 | $1,110 | 0.05% | |
| FBRT |
Franklin BSP Realty Trust, Inc.
Real Estate
|
Reduced | 252 | $2,139 | 0.10% | |
| REG |
Regency Centers Corp
Real Estate
|
Reduced | 32 | $2,421 | 0.11% | |
| BRX |
Brixmor Property Group Inc.
Real Estate
|
Held | 93 | $2,678 | 0.13% | |
| AGNT |
eXp World Holdings, Inc.
Real Estate
|
Added | 451 | $2,701 | 0.13% | |
| FRT |
Federal Realty Investment Trust
Real Estate
|
Held | 30 | $3,186 | 0.15% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Reduced | 44 | $3,577 | 0.17% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Reduced | 84 | $3,727 | 0.17% | |
| BDN |
Brandywine Realty Trust
Real Estate
|
Reduced | 1,422 | $3,853 | 0.18% | |
| REXR |
Rexford Industrial Realty, Inc.
Real Estate
|
Held | 129 | $4,222 | 0.20% | |
| CUBE |
CubeSmart
Real Estate
|
Held | 131 | $4,801 | 0.22% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Held | 248 | $6,058 | 0.28% | |
| BFS |
Saul Centers, Inc.
Real Estate
|
NEW | 195 | $6,353 | 0.30% | |
| CSR |
Centerspace
Real Estate
|
Held | 114 | $6,549 | 0.31% | |
| MMI |
Marcus & Millichap, Inc.
Real Estate
|
NEW | 268 | $7,126 | 0.33% | |
| FR |
First Industrial Realty Trust Inc
Real Estate
|
Reduced | 131 | $7,578 | 0.35% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Reduced | 47 | $7,677 | 0.36% | |
| EFC |
Ellington Financial Inc.
Real Estate
|
Reduced | 701 | $8,306 | 0.39% | |
| VRE |
Veris Residential, Inc.
Real Estate
|
Reduced | 443 | $8,359 | 0.39% | |
| DEA |
Easterly Government Properties, Inc.
Real Estate
|
Held | 394 | $8,443 | 0.40% | |
| TWO |
Two Harbors Investment Corp.
Real Estate
|
Added | 751 | $8,576 | 0.40% | |
| BXP |
BXP, Inc.
Real Estate
|
Reduced | 166 | $8,615 | 0.40% | |
| UHT |
Universal Health Realty Income Trust
Real Estate
|
Held | 213 | $8,620 | 0.40% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
Held | 466 | $8,928 | 0.42% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
Reduced | 86 | $10,892 | 0.51% | |
| ADAM |
Adamas Trust, Inc.
Real Estate
|
Added | 1,536 | $11,304 | 0.53% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Held | 1,155 | $11,584 | 0.54% | |
| JLL |
Jones Lang Lasalle Inc
Real Estate
|
Added | 39 | $11,868 | 0.56% | |
| WSR |
Whitestone REIT
Real Estate
|
Held | 751 | $12,128 | 0.57% | |
| IIPR |
Innovative Industrial Properties Inc
Real Estate
|
Added | 250 | $12,540 | 0.59% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 73 | $12,598 | 0.59% | |
| UNIT |
Uniti Group Inc.
Real Estate
|
Held | 1,348 | $12,644 | 0.59% | |
| AKR |
Acadia Realty Trust
Real Estate
|
Reduced | 668 | $12,772 | 0.60% | |
| CCS |
Century Communities, Inc.
Real Estate
|
Reduced | 228 | $13,082 | 0.61% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
Reduced | 486 | $13,608 | 0.64% | |
| SAFE |
Safehold Inc.
Real Estate
|
Added | 1,052 | $14,233 | 0.67% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
NEW | 61 | $14,762 | 0.69% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Reduced | 113 | $14,817 | 0.69% | |
| KW |
Kennedy-Wilson Holdings, Inc.
Real Estate
|
Added | 1,396 | $15,104 | 0.71% | |
| PSA |
Public Storage
Real Estate
|
Added | 57 | $15,440 | 0.72% | |
| GTY |
Getty Realty Corp /Md/
Real Estate
|
Added | 527 | $16,758 | 0.78% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Reduced | 269 | $16,790 | 0.79% | |
| RWT |
Redwood Trust Inc
Real Estate
|
Added | 3,000 | $16,830 | 0.79% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Added | 419 | $16,902 | 0.79% |