Shulman DeMeo Asset Management LLC
Top Portfolio Positions
87 positions ·
$359,859,176 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
378,595 | $258,171,502 | 71.74% |
| QQQ |
Invesco Qqq Trust, Series 1
|
43,328 | $26,616,823 | 7.40% |
| AAPL |
Apple Inc.
Technology
|
62,924 | $17,106,518 | 4.75% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,069 | $3,345,996 | 0.93% |
| IBM |
International Business Machines Corp
Technology
|
7,945 | $2,353,388 | 0.65% |
| MSFT |
Microsoft Corp
Technology
|
4,731 | $2,288,006 | 0.64% |
| QCOM |
Qualcomm Inc/De
Technology
|
13,040 | $2,230,492 | 0.62% |
| WMT |
Walmart Inc.
Consumer Defensive
|
18,296 | $2,038,357 | 0.57% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
5,352 | $1,841,623 | 0.51% |
| LLY |
ELI LILLY & Co
Healthcare
|
1,662 | $1,786,118 | 0.50% |
Portfolio Trend
Holdings in AB
Export CSVShares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $553,996 | 14,397 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $545,475 | 14,272 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $576,315 | 14,115 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $538,868 | 14,066 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $513,140 | 13,835 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $476,911 | 13,669 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $456,502 | 13,510 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $463,674 | 13,347 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $408,851 | 13,176 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $394,853 | 13,010 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $413,834 | 12,868 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $465,445 | 12,731 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $432,855 | 12,594 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $437,829 | 12,488 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $514,801 | 12,381 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $575,806 | 12,246 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $589,498 | 12,070 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $613,148 | 13,169 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $522,269 | 13,060 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $437,085 | 12,943 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $360,497 | 13,332 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $359,894 | 13,212 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $243,027 | 13,073 | Shares | Sole | 2020-04-10 | |
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