Shulman DeMeo Asset Management LLC

CIK

1767070

Location

LAKE SUCCESS, NY

Portfolio Value

Small $535,005,427

Diversification

Highly concentrated

Filing Date

Global Rank

#3,668 / 8,794 ▼ 7 · as of Jun 2026

Top Industry

Consumer Electronics 18.3%

Period ended 3 months ago

Filed Jul 8, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

130 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

52.0%

−6.3 pts

Top 5

77.1%

−0.1 pts

Top 10

84.7%

+1.4 pts

HHI

2,899

Highly concentrated−609

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.7%	$437,161,097	18
Technology	6.2%	$33,037,840	14
Financial Services	4.7%	$25,349,743	44
Consumer Cyclical	1.4%	$7,432,955	7
Healthcare	1.3%	$7,070,252	10
Communication Services	1.3%	$6,978,962	5
Consumer Defensive	1.1%	$6,076,107	8
Industrials	1.0%	$5,177,811	12
Energy	0.7%	$3,603,721	6
Utilities	0.5%	$2,905,490	5
Real Estate	0.0%	$211,449	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+129,535	163,436	$4,479,780
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,653	73,134	$8,776,913
NVDA	Nvidia Corp	+488	2,101	$420,389
AB	Alliancebernstein Holding L.P.	+179	13,633	$480,154
GOOGL	Alphabet Inc.	+174	6,399	$2,278,758
AMZN	Amazon Com Inc	+150	4,717	$1,124,249
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+126	2,574	$564,246
EMR	Emerson Electric Co	+114	2,686	$384,500
VZ	Verizon Communications Inc	+110	17,776	$752,635
TJX	Tjx Companies Inc /De/	+101	2,340	$354,510
PEP	Pepsico Inc	+55	1,964	$265,925
HPQ	Hp Inc	+40	18,073	$396,521
LAZ	Lazard, Inc.	+32	10,417	$436,888
TSLA	Tesla, Inc.	+27	1,074	$451,724
GE	General Electric Co	+24	1,388	$518,737
DELL	Dell Technologies Inc.	+23	1,988	$857,742
BNY	Bank of New York Mellon Corp	+23	7,087	$1,024,851
USB	US Bancorp De	+20	5,535	$334,314
IBM	International Business Machines Corp	+14	7,882	$2,216,497
KO	Coca Cola Co	+14	17,699	$1,438,397
BX	Blackstone Inc.	+11	5,570	$655,421
BLK	BlackRock, Inc.	+10	444	$426,932
CVS	CVS HEALTH Corp	+9	2,803	$289,970
TXN	Texas Instruments Inc	+9	3,124	$931,170
ED	Consolidated Edison Inc	+8	7,212	$797,863
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	−6,168	151,552	$2,824,929
GAB	Gabelli Equity Trust Inc	−3,174	44,634	$252,628
AGNC	AGNC Investment Corp.	−2,485	19,399	$211,449
SPY	Spdr S&P 500 ETF Trust	−2,473	372,247	$277,982,892
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,998	162,720	$11,221,404
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	−1,659	44,170	$1,331,283
CII	BlackRock Enhanced Large Cap Core Fund, Inc.	−1,416	16,132	$421,851
ZTR	Virtus Total Return Fund Inc.	−1,299	14,756	$100,783
IVZ	Invesco Ltd.	−1,131	107,566	$1,491,334
BHK	Blackrock Core Bond Trust	−1,042	21,577	$197,861
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,011	413,150	$54,251,362
GLAD	Gladstone Capital Corp	−999	17,396	$337,830
DHF	Bny Mellon High Yield Strategies Fund	−950	44,188	$106,934
BKT	Blackrock Income Trust, Inc.	−785	25,325	$271,484
BDJ	BlackRock Enhanced Equity Dividend Trust	−539	129,042	$1,234,931
PHK	Pimco High Income Fund	−513	10,294	$47,970
DNP	Dnp Select Income Fund Inc	−511	91,876	$991,342
AAPL	Apple Inc.	−444	62,010	$17,943,213
JPC	Nuveen Preferred & Income Opportunities Fund	−421	77,280	$608,966
HIX	Western Asset High Income Fund II Inc.	−344	10,541	$41,742
PFE	Pfizer Inc	−327	16,281	$392,046
DIA	Spdr Dow Jones Industrial Average ETF Trust	−307	59,768	$31,222,205
XOM	ExxonMobil Holdings Corp	−298	4,454	$608,950
CVX	Chevron Corp	−293	8,390	$1,390,726
QQQ	Invesco Qqq Trust, Series 1	−280	42,319	$31,163,711
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,314	$602,363
AFK	VanEck Africa Index ETF	483	$316,794
AVGO	Broadcom Inc.	642	$242,515
—		2,542	$241,584
RNST	Renasant Corp	5,051	$214,869
UNP	Union Pacific Corp	773	$210,256
CNOB	ConnectOne Bancorp, Inc.	6,214	$207,796
CMI	Cummins Inc	290	$206,830
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,651	$373,175
T	At&T Inc.	8,857	$256,764
CL	Colgate Palmolive Co	2,704	$230,461
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

130 tracked positions · $535,005,427 total · filing declares 146 positions · $535,004,241 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 130 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	372,247	-2,473	$277,982,892	+14.1%	51.96%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	413,150	-1,011	$54,251,362	—	10.14%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	59,768	-307	$31,222,205	+12.2%	5.84%
QQQ	Invesco Qqq Trust, Series 1	Reduced	42,319	-280	$31,163,711	+26.7%	5.82%
AAPL	Apple Inc. Technology	Reduced	62,010	-444	$17,943,213	+13.2%	3.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	17,873	-94	$12,570,795	+13.4%	2.35%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	162,720	-1,998	$11,221,404	+2.4%	2.10%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	73,134	+1,653	$8,776,913	+32.4%	1.64%
		Added	163,436	+129,535	$4,479,780	+386.8%	0.84%
WDC	Western Digital Corp Technology	Reduced	5,123	-20	$3,272,162	+135.2%	0.61%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	13,003	-48	$3,030,999	+27.4%	0.57%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	Reduced	151,552	-6,168	$2,824,929	+11.5%	0.53%
META	Meta Platforms, Inc. Communication Services	Reduced	5,004	-15	$2,818,703	−1.8%	0.53%
QCOM	Qualcomm Inc/De Technology	Reduced	12,919	-32	$2,387,302	+43.1%	0.45%
GOOGL	Alphabet Inc. Communication Services	Added	6,399	+174	$2,278,758	+27.4%	0.43%
IBM	International Business Machines Corp Technology	Added	7,882	+14	$2,216,497	+16.2%	0.41%
JNJ	Johnson & Johnson Healthcare	Reduced	8,132	-46	$2,065,284	+3.3%	0.39%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,165	-32	$2,057,367	−9.0%	0.38%
LLY	ELI LILLY & Co Healthcare	Added	1,641	+7	$1,968,264	+31.0%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,289	-64	$1,865,324	+6.0%	0.35%
MS	Morgan Stanley Financial Services	Reduced	8,282	-13	$1,731,269	+26.8%	0.32%
MSFT	Microsoft Corp Technology	Reduced	4,636	-76	$1,729,320	−0.9%	0.32%
IVZ	Invesco Ltd. Financial Services	Reduced	107,566	-1,131	$1,491,334	−1.9%	0.28%
KO	Coca Cola Co Consumer Defensive	Added	17,699	+14	$1,438,397	+6.9%	0.27%
CVX	Chevron Corp Energy	Reduced	8,390	-293	$1,390,726	−22.6%	0.26%
		Reduced	7,202	-46	$1,369,748	+11.9%	0.26%
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund Financial Services	Reduced	44,170	-1,659	$1,331,283	+8.9%	0.25%
APO	Apollo Global Management, Inc. Financial Services	Held	10,910	0	$1,290,762	+6.2%	0.24%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,815	-119	$1,248,763	+7.9%	0.23%
BDJ	BlackRock Enhanced Equity Dividend Trust Financial Services	Reduced	129,042	-539	$1,234,931	+10.6%	0.23%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	10,023	-74	$1,233,931	−22.3%	0.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,717	+150	$1,124,249	+18.2%	0.21%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,789	-56	$1,032,355	+50.4%	0.19%
BNY	Bank of New York Mellon Corp Financial Services	Added	7,087	+23	$1,024,851	+22.3%	0.19%
DNP	Dnp Select Income Fund Inc Financial Services	Reduced	91,876	-511	$991,342	+4.2%	0.19%
TXN	Texas Instruments Inc Technology	Added	3,124	+9	$931,170	+54.0%	0.17%
DIS	Walt Disney Co Communication Services	Reduced	9,255	-18	$890,793	−0.3%	0.17%
DELL	Dell Technologies Inc. Technology	Added	1,988	+23	$857,742	+166.0%	0.16%
LMT	Lockheed Martin Corp Industrials	Reduced	1,672	-6	$851,817	−16.0%	0.16%
SO	Southern Co Utilities	Reduced	8,639	-1	$826,838	−0.9%	0.15%
ED	Consolidated Edison Inc Utilities	Added	7,212	+8	$797,863	−2.1%	0.15%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,161	-88	$791,688	+5.3%	0.15%
MRVL	Marvell Technology, Inc. Technology	Reduced	2,556	-57	$761,406	+194.2%	0.14%
VZ	Verizon Communications Inc Communication Services	Added	17,776	+110	$752,635	−15.1%	0.14%
AEP	American Electric Power Co Inc Utilities	Added	5,496	+4	$751,907	+4.4%	0.14%
ENB	Enbridge Inc Energy	Reduced	12,987	-97	$704,025	−0.6%	0.13%
GD	General Dynamics Corp Industrials	Reduced	1,976	-26	$699,978	+1.9%	0.13%
STT	State Street Corp Financial Services	Reduced	12,741	-9	$683,045	+8.5%	0.13%
VB	Vanguard Morningstar Small-Cap ETF	Added	989	+2	$679,255	+15.2%	0.13%
MET	Metlife Inc Financial Services	Reduced	7,998	-30	$676,710	+19.2%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.