Salomon & Ludwin, LLC

CIK

1766156

Location

RICHMOND, VA

Portfolio Value

Micro $4,836,953

Diversification

Diversified

Filing Date

Global Rank

#3,974 / 8,232 ▲ 171

Top Industry

Software - Infrastructure 18.3%

3Y Alpha vs SPY

-1.5%

Period ended 2 months ago

Filed May 11, 2026 · 34d

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

+69.9%

SPY

+76.3%

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

58 positions · $4,836,953 total · Basic Materials 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 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEU	Newmarket Corp Basic Materials	Held	3,740	0	$2,397,153	−6.7%	49.56%
RS	Reliance, Inc. Basic Materials	Reduced	1,192	-34	$362,272	+2.3%	7.49%
LIN	Linde PLC Basic Materials	Added	434	+39	$215,159	+27.7%	4.45%
PPG	Ppg Industries Inc Basic Materials	Reduced	1,449	-2	$154,869	+4.2%	3.20%
VMC	Vulcan Materials CO Basic Materials	Reduced	342	-57	$93,126	−18.2%	1.93%
RIO	Rio Tinto PLC Basic Materials	Added	973	+501	$90,771	+140.3%	1.88%
EMN	Eastman Chemical Co Basic Materials	Held	1,063	0	$81,128	+19.6%	1.68%
BHP	BHP Group Ltd Basic Materials	Reduced	1,113	-2	$80,959	+20.3%	1.67%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	270	+9	$78,432	+21.7%	1.62%
BCPC	Balchem Corp Basic Materials	Added	430	+227	$72,876	+134.1%	1.51%
ESI	Element Solutions Inc Basic Materials	Added	2,041	+194	$69,679	+51.0%	1.44%
CE	Celanese Corp Basic Materials	Added	913	+281	$60,048	+124.7%	1.24%
ECL	Ecolab Inc. Basic Materials	Added	218	+77	$57,992	+56.7%	1.20%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	504	0	$54,558	+8.4%	1.13%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	867	0	$50,962	+15.7%	1.05%
NUE	Nucor Corp Basic Materials	Reduced	293	-27	$49,546	−5.1%	1.02%
CC	Chemours Co Basic Materials	Added	2,129	+768	$46,901	+192.3%	0.97%
BCC	BOISE CASCADE Co Basic Materials	Added	609	+232	$46,192	+66.5%	0.95%
HWKN	Hawkins Inc Basic Materials	Added	277	+89	$42,547	+59.3%	0.88%
ALB	Albemarle Corp Basic Materials	Held	235	0	$42,189	+26.9%	0.87%
HCC	Warrior Met Coal, Inc. Basic Materials	Added	444	+75	$41,358	+27.1%	0.86%
CENX	Century Aluminum Co Basic Materials	Added	660	+286	$38,735	+164.3%	0.80%
MTRN	MATERION Corp Basic Materials	Added	265	+87	$38,332	+73.2%	0.79%
KWR	Quaker Chemical Corp Basic Materials	Added	282	+156	$35,032	+102.5%	0.72%
SHW	Sherwin Williams Co Basic Materials	Reduced	103	-17	$33,016	−15.1%	0.68%
CTVA	Corteva, Inc. Basic Materials	Held	387	0	$32,395	+24.9%	0.67%
SCL	Stepan Co Basic Materials	Added	637	+281	$31,837	+88.8%	0.66%
MT	ArcelorMittal Basic Materials	Added	546	+220	$28,381	+91.1%	0.59%
AMR	Alpha Metallurgical Resources, Inc. Basic Materials	Added	130	+34	$26,685	+39.1%	0.55%
AU	AngloGold Ashanti PLC Basic Materials	Held	273	0	$26,579	+14.2%	0.55%
FMC	Fmc Corp Basic Materials	Added	1,464	+542	$25,210	+97.1%	0.52%
RGLD	Royal Gold Inc Basic Materials	Held	98	0	$24,940	+14.5%	0.52%
AKZOY	Akzo Nobel NV Basic Materials	Added	1,293	+1,003	$24,735	+268.5%	0.51%
WDFC	Wd 40 Co Basic Materials	Added	93	+22	$18,966	+35.7%	0.39%
CRH	Crh Public Ltd Co Basic Materials	Reduced	177	-90	$18,606	−44.2%	0.38%
AA	Alcoa Corp Basic Materials	Held	272	0	$18,041	+24.8%	0.37%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	29	-19	$17,071	−42.9%	0.35%
REX	REX AMERICAN RESOURCES Corp Basic Materials	Added	371	+203	$16,906	+211.4%	0.35%
MTX	Minerals Technologies Inc Basic Materials	Held	228	0	$16,169	+16.4%	0.33%
NGVT	Ingevity Corp Basic Materials	Held	226	0	$16,097	+20.4%	0.33%
CDE	Coeur Mining, Inc. Basic Materials	Held	795	0	$14,922	+5.3%	0.31%
SXT	Sensient Technologies Corp Basic Materials	Reduced	168	-125	$14,521	−47.2%	0.30%
KOP	Koppers Holdings Inc. Basic Materials	Added	373	+136	$14,427	+124.8%	0.30%
DOW	Dow Inc. Basic Materials	Held	334	0	$13,911	+78.2%	0.29%
AMRZ	Amrize Ltd Basic Materials	Held	246	0	$13,780	+3.6%	0.28%
DD	DuPont de Nemours, Inc. Basic Materials	Held	274	0	$12,549	+13.9%	0.26%
KALU	Kaiser Aluminum Corp Basic Materials	Held	104	0	$12,533	+4.9%	0.26%
FUL	Fuller H B Co Basic Materials	Reduced	198	-123	$12,212	−36.0%	0.25%
STLD	Steel Dynamics Inc Basic Materials	Held	50	0	$9,000	+6.2%	0.19%
IFF	International Flavors & Fragrances Inc Basic Materials	Held	116	0	$8,415	+7.6%	0.17%