Shulman DeMeo Asset Management LLC
CIK: 0001767070SEC EDGAR →
Portfolio Value
$441.0M
Holdings
119
As of
Q4 2025
New Positions
119
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 378,595 | $258.2M | 58.55% |
| 2 | INVESCO QQQ TR | 43,328 | $26.6M | 6.04% |
| 3 | APPLE INC | 62,924 | $17.1M | 3.88% |
| 4 | ISHARES TR | 147,434 | $14.2M | 3.21% |
| 5 | ISHARES TR | 19,406 | $13.3M | 3.01% |
| 6 | ISHARES TR | 87,928 | $10.6M | 2.40% |
| 7 | SPDR SERIES TRUST | 43,296 | $6.0M | 1.37% |
| 8 | SELECT SECTOR SPDR TR | 34,895 | $5.0M | 1.14% |
| 9 | ISHARES TR | 30,029 | $4.2M | 0.96% |
| 10 | ISHARES TR | 34,157 | $4.2M | 0.94% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (119)
$258.2M · 379K shares
$26.6M · 43K shares
$17.1M · 63K shares
$14.2M · 147K shares
$13.3M · 19K shares
$10.6M · 88K shares
$6.0M · 43K shares
$5.0M · 35K shares
$4.2M · 30K shares
$4.2M · 34K shares
$3.6M · 116K shares
$3.5M · 110K shares
$3.3M · 5K shares
$2.8M · 19K shares
$2.4M · 8K shares
$2.4M · 13K shares
$2.3M · 5K shares
$2.2M · 13K shares
$2.0M · 18K shares
$1.8M · 5K shares
$1.8M · 2K shares
$1.7M · 8K shares
$1.5M · 8K shares
$1.4M · 95K shares
$1.3M · 4K shares
$1.3M · 9K shares
$1.3M · 135K shares
$1.3M · 4K shares
$1.2M · 18K shares
$1.2M · 7K shares
$1.1M · 102K shares
$1.1M · 26K shares
$1.1M · 5K shares
$1.1M · 9K shares
$1.0M · 104K shares
$904K · 59K shares
$894K · 5K shares
$832K · 46K shares
$818K · 7K shares
$816K · 2K shares
$755K · 9K shares
$729K · 18K shares
$724K · 7K shares
$718K · 13K shares
$698K · 9K shares
$692K · 85K shares
$688K · 3K shares
$677K · 9K shares
$673K · 2K shares
$671K · 11K shares
$644K · 5K shares
$638K · 13K shares
$634K · 6K shares
$624K · 2K shares
$622K · 4K shares
$618K · 986 shares
$584K · 54K shares
$563K · 1K shares
$554K · 14K shares
$550K · 3K shares
$530K · 1K shares
$522K · 1K shares
$517K · 7K shares
$514K · 902 shares
$496K · 21K shares
$479K · 2K shares
$479K · 6K shares
$470K · 1K shares
$469K · 3K shares
$438K · 3K shares
$427K · 9K shares
$426K · 495 shares
$423K · 9K shares
$411K · 17K shares
$407K · 2K shares
$399K · 2K shares
$398K · 22K shares
$387K · 2K shares
$383K · 7K shares
$372K · 454 shares
$353K · 57K shares
$343K · 2K shares
$342K · 3K shares
$335K · 3K shares
$325K · 2K shares
$325K · 2K shares
$321K · 2K shares
$312K · 3K shares
$312K · 4K shares
$302K · 13K shares
$302K · 925 shares
$300K · 2K shares
$293K · 889 shares
$292K · 5K shares
$287K · 615 shares
$270K · 11K shares
$269K · 2K shares
$264K · 2K shares
$257K · 9K shares
$254K · 3K shares
$249K · 4K shares
$248K · 7K shares
$241K · 1K shares
$234K · 9K shares
$225K · 1K shares
$220K · 3K shares
$212K · 2K shares
$211K · 369 shares
$206K · 16K shares
$206K · 2K shares
$202K · 7K shares
$192K · 17K shares
$173K · 20K shares
$169K · 22K shares
$146K · 58K shares
$119K · 19K shares
$83K · 13K shares
$55K · 11K shares
$47K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $335.2M | 76.0% |
| Unknown | 9 | $39.3M | 8.9% |
| Technology | 22 | $31.4M | 7.1% |
| Communication Services | 7 | $7.0M | 1.6% |
| Consumer Cyclical | 7 | $6.7M | 1.5% |
| Consumer Defensive | 8 | $6.0M | 1.4% |
| Healthcare | 8 | $5.4M | 1.2% |
| Industrials | 10 | $4.4M | 1.0% |
| Energy | 6 | $3.4M | 0.8% |
| Utilities | 3 | $2.1M | 0.5% |