Shulman DeMeo Asset Management LLC
CIK
1767070
City
LAKE SUCCESS
State / Country
NY
Top Portfolio Positions
111 positions ·
$392,509,266 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
374,720 | $243,695,404 | 62.09% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
60,075 | $27,826,139 | 7.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
42,599 | $24,587,290 | 6.26% | |
| AAPL |
Apple Inc.
Technology
|
62,454 | $15,850,200 | 4.04% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
17,967 | $11,081,326 | 2.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,019 | $2,871,520 | 0.73% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
157,720 | $2,534,560 | 0.65% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
13,051 | $2,379,588 | 0.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
18,197 | $2,261,523 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
8,178 | $1,999,030 | 0.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,865 | 77,701 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $692,220 | 85,354 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $730,242 | 89,054 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $717,557 | 89,471 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $713,645 | 89,654 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $712,116 | 90,600 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $730,867 | 90,566 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $676,206 | 90,523 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $652,097 | 90,695 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $616,302 | 91,169 | Shares | Sole | 2024-01-11 | |
| No 13F history on record for this holder in this stock. | ||||||