Salomon & Ludwin, LLC
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 SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.6%
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, 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 |
|---|---|---|---|---|---|---|
| PLD |
Prologis, Inc.
Real Estate
|
Held | 694 | $91,732 | 4.30% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
Added | 9,105 | $86,315 | 4.04% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Reduced | 704 | $85,972 | 4.03% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 419 | $82,840 | 3.88% | |
| TRNO |
Terreno Realty Corp
Real Estate
|
Added | 1,294 | $79,477 | 3.72% | |
| EPRT |
Essential Properties Realty Trust, Inc.
Real Estate
|
Added | 2,315 | $70,283 | 3.29% | |
| MAC |
Macerich Co
Real Estate
|
Added | 3,187 | $60,234 | 2.82% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 57 | $55,873 | 2.62% | |
| O |
Realty Income Corp
Real Estate
|
Added | 856 | $52,370 | 2.45% | |
| CWK |
Cushman & Wakefield Ltd.
Real Estate
|
Added | 4,111 | $50,400 | 2.36% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Held | 255 | $45,953 | 2.15% | |
| SKT |
Tanger Inc.
Real Estate
|
Added | 1,217 | $41,353 | 1.94% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Held | 210 | $39,171 | 1.83% | |
| RHP |
Ryman Hospitality Properties, Inc.
Real Estate
|
Reduced | 415 | $38,292 | 1.79% | |
| ARR |
Armour Residential REIT, Inc.
Real Estate
|
Added | 2,287 | $38,147 | 1.79% | |
| OUT |
OUTFRONT Media Inc.
Real Estate
|
Added | 1,428 | $37,842 | 1.77% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Added | 989 | $37,008 | 1.73% | |
| HIW |
Highwoods Properties, Inc.
Real Estate
|
Added | 1,717 | $36,760 | 1.72% | |
| APLE |
Apple Hospitality REIT, Inc.
Real Estate
|
Added | 3,135 | $36,083 | 1.69% | |
| LXP |
LXP Industrial Trust
Real Estate
|
Added | 778 | $35,990 | 1.69% | |
| SLG |
Sl Green Realty Corp
Real Estate
|
Added | 972 | $35,905 | 1.68% | |
| MPT |
Medical Properties Trust Inc
Real Estate
|
Added | 7,196 | $33,317 | 1.56% | |
| DRH |
DiamondRock Hospitality Co
Real Estate
|
Added | 3,284 | $30,771 | 1.44% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Reduced | 216 | $29,259 | 1.37% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 348 | $28,459 | 1.33% | |
| XHR |
Xenia Hotels & Resorts, Inc.
Real Estate
|
Held | 1,819 | $26,975 | 1.26% | |
| DEI |
Douglas Emmett Inc
Real Estate
|
NEW | 2,744 | $25,848 | 1.21% | |
| PEB |
Pebblebrook Hotel Trust
Real Estate
|
Added | 2,006 | $25,335 | 1.19% | |
| CURB |
Curbline Properties Corp.
Real Estate
|
Added | 950 | $24,500 | 1.15% | |
| SUI |
Sun Communities Inc
Real Estate
|
Reduced | 192 | $24,184 | 1.13% | |
| KIM |
Kimco Realty Corp
Real Estate
|
Held | 1,068 | $23,997 | 1.12% | |
| SBAC |
Sba Communications Corp
Real Estate
|
Added | 128 | $22,030 | 1.03% | |
| SHO |
Sunstone Hotel Investors, Inc.
Real Estate
|
Added | 2,267 | $20,425 | 0.96% | |
| PMT |
PennyMac Mortgage Investment Trust
Real Estate
|
Added | 1,746 | $20,358 | 0.95% | |
| UE |
Urban Edge Properties
Real Estate
|
Reduced | 1,018 | $20,339 | 0.95% | |
| FCPT |
Four Corners Property Trust, Inc.
Real Estate
|
Added | 858 | $20,291 | 0.95% | |
| GNL |
Global Net Lease, Inc.
Real Estate
|
Added | 2,146 | $20,086 | 0.94% | |
| JOE |
ST JOE Co
Real Estate
|
Held | 318 | $19,970 | 0.94% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 723 | $19,752 | 0.93% | |
| LINE |
Lineage, Inc.
Real Estate
|
Held | 582 | $19,066 | 0.89% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Reduced | 280 | $19,028 | 0.89% | |
| LTC |
Ltc Properties Inc
Real Estate
|
Added | 500 | $18,580 | 0.87% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 180 | $18,385 | 0.86% | |
| EQR |
Equity Residential
Real Estate
|
Added | 309 | $18,277 | 0.86% | |
| BXMT |
Blackstone Mortgage Trust, Inc.
Real Estate
|
Reduced | 944 | $18,077 | 0.85% | |
| ARI |
Apollo Commercial Real Estate Finance, Inc.
Real Estate
|
Added | 1,679 | $17,730 | 0.83% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Held | 810 | $17,131 | 0.80% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Added | 419 | $16,902 | 0.79% | |
| RWT |
Redwood Trust Inc
Real Estate
|
Added | 3,000 | $16,830 | 0.79% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Reduced | 269 | $16,790 | 0.79% |