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Equibles

Salomon & Ludwin, LLC

Location
RICHMOND, VA
Portfolio Value
Micro $15,696,100
Diversification
Diversified
Filing Date
Global Rank
#4,078 / 8,336 ▲ 143
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
+67.3%
SPY
+74.2%
Annualised alpha
-1.6%
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
Jun 2023 → Mar 2026 · range 499 – 981
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 CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
RITM +8,923 9,105 $86,315
LYG +7,401 13,870 $69,766
MPT +3,339 7,196 $33,317
MTCH +2,671 2,690 $82,609
SONY +2,552 4,991 $103,313
F +2,547 4,880 $56,315
IART +2,480 2,733 $25,744
CRRFY +2,367 4,167 $15,501
CWK +2,363 4,111 $50,400
DFH +2,346 2,621 $36,484
CTKB +2,241 2,701 $11,803
GRAB +2,222 4,076 $14,918
BGC +2,113 4,273 $41,789
BTDPY +2,068 2,430 $16,815
SM +2,064 2,415 $75,299
ING +1,851 3,165 $82,448
WDS +1,808 2,345 $55,998
HAYW +1,718 2,867 $38,360
TWI +1,706 2,233 $15,430
WEN +1,697 2,952 $20,516
WU +1,656 4,982 $43,492
NCLTY +1,640 2,425 $19,206
DXC +1,587 2,661 $33,448
IBIT +1,541 8,545 $328,298
OBICY +1,534 1,976 $24,186

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
SABR −3,264 687 $996
PAYO −2,178 505 $2,439
CCC −2,073 969 $5,814
BRBS −1,642 19,634 $82,462
GNW −1,270 1,736 $14,096
SOLS −1,164 100 $7,616
PSLV −1,125 14,738 $359,459
OGN −977 752 $4,504
MIR −952 684 $12,715
VYX −938 102 $645
HTZ −870 364 $1,678
DNOW −847 149 $1,774
FBRT −844 252 $2,139
GEO −746 239 $4,017
MBC −720 108 $897
RELX −713 172 $5,701
SFGYY −708 362 $1,632
MRP −701 486 $13,608
PSO −635 6 $78
UPWK −635 249 $2,729
STLA −631 121 $857
CWST −623 107 $8,489
FUJIY −610 423 $4,031
MSFT −597 61,565 $22,789,516
OUNZ −592 1,489 $67,079

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
AZN 674 $132,926
LW 1,690 $71,419
AGX 131 $71,349
VSEC 348 $64,171
LTH 2,091 $56,331
SMERY 323 $54,496
LYFT 4,034 $53,652
LAUR 1,392 $48,497
LIF 902 $36,819
RNG 857 $31,871
SPHR 242 $28,410
EFOR 715 $27,677
KMPR 898 $27,442
IP 745 $26,596
DEI 2,744 $25,848
RSHGY 957 $22,374
GTM 3,652 $21,838
EXLS 694 $21,132
NTAP 200 $20,478
MBIN 464 $19,910
PINS 1,074 $19,697
WINA 46 $19,667
SW 465 $18,530
KXIAY 1,369 $17,701
TMHC 301 $17,530

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
ARWR 1,046 $69,443
CTRE 1,713 $61,942
SITM 175 $61,808
AEIS 271 $56,739
IDCC 175 $55,716
TTMI 755 $52,095
BWA 777 $35,011
VRRM 1,497 $33,547
FLUT 130 $27,955
TNC 369 $27,195
JEF 413 $25,593
CRBG 828 $24,980
TGNA 1,158 $22,476
LEN 211 $21,690
VICR 180 $19,728
BLDR 181 $18,623
CMG 493 $18,241
FND 277 $16,866
ABM 371 $15,693
PFGC 171 $15,376
APAM 375 $15,277
SMPL 735 $14,758
PRGS 322 $13,833
BROS 223 $13,652
INVH 472 $13,116

Portfolio Positions

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 Shares Value (USD) % of Portfolio History
JPM
Jpmorgan Chase & Co
Financial Services 		4,844 $1,424,911 9.08%
TFC
Truist Financial Corp
Financial Services 		21,903 $1,006,880 6.41%
MA
Mastercard Inc
Financial Services 		1,826 $912,379 5.81%
PRAA
Pra Group Inc
Financial Services 		47,030 $823,025 5.24%
AUB
Atlantic Union Bankshares Corp
Financial Services 		22,182 $792,784 5.05%
BRK-B
Berkshire Hathaway Inc
Financial Services 		1,399 $670,400 4.27%
WFC
Wells Fargo & Company/Mn
Financial Services 		6,376 $507,593 3.23%
V
Visa Inc.
Financial Services 		1,561 $471,796 3.01%
MKL
Markel Group Inc.
Financial Services 		193 $369,415 2.35%
PSLV
Sprott Physical Silver Trust
Financial Services 		14,738 $359,459 2.29%
UBSI
United Bankshares Inc/Wv
Financial Services 		6,020 $249,348 1.59%
COF
Capital One Financial Corp
Financial Services 		1,312 $239,348 1.52%
BAC
Bank Of America Corp /De/
Financial Services 		4,717 $229,953 1.47%
AXP
American Express Co
Financial Services 		707 $213,853 1.36%
GS
Goldman Sachs Group Inc
Financial Services 		247 $208,959 1.33%
KNSL
Kinsale Capital Group, Inc.
Financial Services 		600 $204,996 1.31%
CB
Chubb Ltd
Financial Services 		517 $168,505 1.07%
BLK
BlackRock, Inc.
Financial Services 		165 $158,682 1.01%
PNC
Pnc Financial Services Group, Inc.
Financial Services 		640 $133,177 0.85%
HSBC
Hsbc Holdings PLC
Financial Services 		1,496 $123,405 0.79%
C
Citigroup Inc
Financial Services 		997 $113,069 0.72%
PHYS
Sprott Physical Gold Trust
Financial Services 		3,059 $108,410 0.69%
CARE
Carter Bankshares, Inc.
Financial Services 		4,365 $101,791 0.65%
MS
Morgan Stanley
Financial Services 		613 $100,881 0.64%
PRK
Park National Corp /Oh/
Financial Services 		610 $99,704 0.64%
NTRS
Northern Trust Corp
Financial Services 		682 $95,186 0.61%
BNY
Bank of New York Mellon Corp
Financial Services 		775 $91,938 0.59%
BRBS
Blue Ridge Bankshares, Inc.
Financial Services 		19,634 $82,462 0.53%
ING
Ing Groep NV
Financial Services 		3,165 $82,448 0.53%
MRSH
Marsh & Mclennan Companies, Inc.
Financial Services 		472 $81,868 0.52%
MFC
Manulife Financial Corp
Financial Services 		2,347 $80,830 0.51%
LNC
Lincoln National Corp
Financial Services 		2,092 $74,266 0.47%
BFH
Bread Financial Holdings, Inc.
Financial Services 		978 $73,242 0.47%
SNEX
StoneX Group Inc.
Financial Services 		897 $72,343 0.46%
AFL
Aflac Inc
Financial Services 		653 $71,640 0.46%
MUFG
Mitsubishi Ufj Financial Group Inc
Financial Services 		4,220 $71,613 0.46%
SAN
Banco Santander, S.A.
Financial Services 		6,242 $70,409 0.45%
LYG
Lloyds Banking Group plc
Financial Services 		13,870 $69,766 0.44%
SPGI
S&P Global Inc.
Financial Services 		162 $68,905 0.44%
MKTX
Marketaxess Holdings Inc
Financial Services 		417 $68,796 0.44%
PJT
PJT Partners Inc.
Financial Services 		492 $68,742 0.44%
MTB
M&T Bank Corp
Financial Services 		332 $68,631 0.44%
PGR
Progressive Corp/Oh/
Financial Services 		339 $67,203 0.43%
BX
Blackstone Inc.
Financial Services 		566 $65,084 0.41%
AJG
Arthur J. Gallagher & Co.
Financial Services 		295 $63,891 0.41%
IX
Orix Corp
Financial Services 		2,105 $63,128 0.40%
APO
Apollo Global Management, Inc.
Financial Services 		530 $59,052 0.38%
CME
Cme Group Inc.
Financial Services 		192 $56,707 0.36%
SBCF
Seacoast Banking Corp Of Florida
Financial Services 		1,840 $55,733 0.36%
ICE
Intercontinental Exchange, Inc.
Financial Services 		351 $55,205 0.35%

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