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CIK: 0001767070
Total reported value
$505.4M
$505.4M
146 檔
73.9%
At the close of Q2 2026, Shulman DeMeo Asset Management LLC disclosed equity holdings valued at approximately $505.4M, spread across 146 reported holdings.
In Q2 2026, Shulman DeMeo Asset Management LLC adopted a defensive or profit-taking posture, trimming 89 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 51.96% | +4.06% | -0.66% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.84% | +0.13% | -0.51% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.82% | -5.82% | EXIT | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.35% | +0.68% | -0.71% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.83% | +0.12% | +0.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.72% | +0.27% | +0.08% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.40% | -0.06% | -0.41% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.35% | -0.01% | -0.52% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.25% | +0.14% | +0.14% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.19% | +0.01% | -3.04% | |
| 11 | HDV | Ishares Core High Dividend E | ETF-Other | 0.84% | +0.05% | +382.10% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.84% | +0.01% | -4.02% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-Other | 0.63% | — | -0.35% | |
| 14 | WDC | Western Digital CORP | Stock-Tech | 0.61% | -0.17% | -0.39% | |
| 15 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.60% | -0.04% | -0.34% | |
| 16 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.59% | — | -0.17% | |
| 17 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.57% | +0.01% | -0.37% | |
| 18 | XSSPX | Nuveen S&p 500 Dynam Overwr | Stock-Other | 0.53% | +0.03% | -3.91% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | +0.19% | -0.30% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | — | -0.25% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.09% | +0.18% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | +0.01% | -0.56% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.02% | -0.18% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | — | +0.43% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.06% | -1.20% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 0.32% | -0.02% | -0.16% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | +0.16% | -1.61% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | — | +4.09% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | +0.02% | +0.08% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.26% | +0.08% | -3.37% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.26% | +0.04% | -0.63% | |
| 32 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | Stock-Other | 0.25% | +0.02% | -3.62% | |
| 33 | APO | Apollo Global Management Inc | Stock-Financials | 0.24% | +0.01% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.02% | -3.02% | |
| 35 | BDJ | Blackrock Enhanced Eqty Dvd | Stock-Other | 0.23% | +0.01% | -0.42% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.23% | +0.04% | -0.73% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.21% | -0.01% | -0.48% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.02% | +3.28% | |
| 39 | PGX | Invesco Preferred ETF | ETF-Other | 0.20% | -0.01% | -0.56% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | — | -0.63% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.19% | +0.01% | +0.33% | |
| 42 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.19% | -0.02% | -0.55% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.17% | — | +0.29% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | -3.78% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.02% | -0.19% | |
| 46 | DELL | Dell Technologies -c | Stock-Tech | 0.16% | +0.04% | +1.17% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.16% | — | -0.36% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.15% | -0.01% | -0.01% | |
| 49 | ED | Consolidated Edison Inc | Stock-Utilities | 0.15% | — | +0.11% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | +0.02% | -1.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | -0.66% | Trim |
| 2 | WDC | Western Digital CORP | +0.3% | -0.39% | Trim |
| 3 | XLK | Ss Technology Select Sector | +0.3% | +0.14% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.66% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.41% | Trim |
| 6 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 7 | QCOM | Qualcomm Inc | +0.1% | -0.25% | Trim |
| 8 | DELL | Dell Technologies -c | +0.1% | +1.17% | Add |
| 9 | MRVL | Marvell Technology Inc | +0.1% | -2.18% | Trim |
| 10 | WSM | Williams-sonoma Inc | +0.1% | -0.37% | Trim |
| 11 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 12 | LLY | Eli Lilly & Co | +0.1% | +0.43% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 14 | UFOX | Defiance Connective Tech ETF | +0.1% | NEW | New buy |
| 15 | CSCO | Cisco Systems Inc | 0% | -0.63% | Trim |
| 16 | TXN | Texas Instruments Inc | 0% | +0.29% | Add |
| 17 | RNST | Renasant CORP | 0% | NEW | New buy |
| 18 | XLY | Ss Consumer Disc Select Sect | 0% | NEW | New buy |
| 19 | UNP | Union Pacific CORP | 0% | NEW | New buy |
| 20 | CNOB | Connectone Bancorp Inc | 0% | NEW | New buy |
| 21 | CMI | Cummins Inc | 0% | NEW | New buy |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +0.08% | Add |
| 23 | MS | Morgan Stanley | 0% | -0.16% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +4.09% | Add |
| 25 | NVDA | Nvidia CORP | 0% | +30.25% | Add |
| 26 | GE | General Electric | 0% | +1.76% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | +0.18% | Add |
| 28 | BNY | Bank Of New York Mellon CORP | 0% | +0.33% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +3.28% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +0.05% | Add |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -3.78% | Trim |
| 32 | MET | Metlife Inc | 0% | -0.37% | Trim |
| 33 | C | Citigroup Inc | 0% | -0.49% | Trim |
| 34 | UNH | Unitedhealth Group Inc | 0% | -10.33% | Trim |
| 35 | CVS | Cvs Health CORP | 0% | +0.32% | Add |
| 36 | XBI | Ss Spdr S&p Biotech ETF | 0% | — | Unchanged |
| 37 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 38 | MDY | State Street Spdr S&p Midcap | — | -0.52% | Trim |
| 39 | IBB | Ishares Biotechnology ETF | — | -0.63% | Trim |
| 40 | VOO | Vanguard S&p 500 ETF | — | +0.20% | Add |
| 41 | VOOV | Vanguard S&p 500 Value ETF | — | +5.15% | Add |
| 42 | TSLA | Tesla Inc | — | +2.58% | Add |
| 43 | XLF | Ss Financial Select Sector | — | -0.07% | Trim |
| 44 | CII | Blackrock Enhan Lrg Cap Core | — | -8.07% | Trim |
| 45 | AXP | American Express Co | — | +0.36% | Add |
| 46 | HPQ | Hp Inc | — | +0.22% | Add |
| 47 | EMR | Emerson Electric Co | — | +4.43% | Add |
| 48 | USB | US Bancorp | — | +0.36% | Add |
| 49 | TRV | Travelers Cos Inc/the | — | +0.10% | Add |
| 50 | VIG | Vanguard Dividend Apprec ETF | — | +0.06% | Add |
According to official SEC Form 13F filings, Shulman DeMeo Asset Management LLC reported a total U.S. public equity portfolio value of $505.4M across 146 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, DIA, QQQ) accounted for 73.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
INTC
市值: $602.4K
Top Position Liquidated / Trimmed
HON
前期市值: $373.2K
During Q2 2026, Shulman DeMeo Asset Management LLC's top holdings by market value included SPY (52.0%)、DIA (5.8%)、QQQ (5.8%). The largest single position, SPY, represented 52.0% of total portfolio value.
In Q2 2026, Shulman DeMeo Asset Management LLC made 141 total portfolio adjustments, initiating 9 new buys, adding to 40 positions, trimming 89 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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