Salomon & Ludwin, LLC
Top Portfolio Positions
1,480 positions ·
$190,201,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
42,526 | $27,656,358 | 14.54% | |
| MSFT |
Microsoft Corp
Technology
|
61,565 | $22,789,516 | 11.98% | |
| AAPL |
Apple Inc.
Technology
|
69,405 | $17,614,294 | 9.26% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
101,641 | $6,707,289 | 3.53% | |
| ORCL |
Oracle Corp
Technology
|
32,748 | $4,817,558 | 2.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
27,901 | $4,613,151 | 2.43% | |
| D |
Dominion Energy, Inc
Utilities
|
67,745 | $4,187,995 | 2.20% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
5,738 | $3,538,968 | 1.86% | |
| LRCX |
Lam Research Corp
Technology
|
16,189 | $3,458,941 | 1.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,335 | $3,193,820 | 1.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPKF
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,570 | 91 | Shares | Sole | 2026-01-28 | |
| 2024-06-30 | $4,607 | 272 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,097 | 288 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,270 | 288 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,472 | 288 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||