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Portfolio (Quarterly) Guide ↗

Salomon & Ludwin, LLC

· CIK 0001766156
13F Portfolio $1.1B AUM 2,097 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 752 Added 505 Reduced 131 Exited
Page 14 of 38  ·  752 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 432.0 $41K 0.00% +194.0 +81.5% $93.88 +18.8%
262 E ENI S P A F Energy 708.0 $40K 0.00% +121.0 +20.6% $57.10 -13.3%
263 WMB WILLIAMS COS INC Energy 561.0 $40K 0.00% +190.0 +51.2% $72.00 +3.0%
264 DAIICHI LIFE GROUP INC F 2,161.0 $40K 0.00% +1K +150.7% $18.69
265 PUK PRUDENTIAL PLC F Financial Services 1,389.0 $40K 0.00% +739.0 +113.7% $29.04 -2.7%
266 ENPH ENPHASE ENERGY INC Energy 1,154.0 $40K 0.00% +262.0 +29.4% $34.92 +13.0%
267 ASTELLAS PHARMA INC F 2,432.0 $40K 0.00% +2K +231.3% $16.48
268 PSMT PRICESMART INC Consumer Defensive 262.0 $40K 0.00% +98.0 +59.8% $152.48 +18.3%
269 LGND LIGAND PHARMACEUTICALS I Healthcare 200.0 $40K 0.00% +56.0 +38.9% $199.59 +47.3%
270 MFG MIZUHO FINL GROUP INC F Financial Services 4,874.0 $40K 0.00% +113.0 +2.4% $8.16 +20.6%
271 VIRT VIRTU FINL INC Financial Services 859.0 $40K 0.00% +309.0 +56.2% $46.22 +22.6%
272 MTRN MATERION CORP Basic Materials 265.0 $40K 0.00% +87.0 +48.9% $149.12 +62.3%
273 UNF UNIFIRST CORP MASS Industrials 154.0 $39K 0.00% +49.0 +46.7% $256.19 +13.3%
274 ARMOUR RESIDENTIAL REIT 2,287.0 $39K 0.00% +1K +158.4% $17.14
275 DORM DORMAN PRODS INC Consumer Cyclical 386.0 $39K 0.00% +235.0 +155.6% $100.90 +36.4%
276 CSL LTD F 1,603.0 $39K 0.00% +1K +258.6% $24.20
277 BHE BENCHMARK ELECTRS INC Technology 685.0 $39K 0.00% +392.0 +133.8% $56.57 +42.5%
278 OUTFRONT MEDIA INC 1,428.0 $39K 0.00% +458.0 +47.2% $27.11
279 KYOCERA CORP F 2,507.0 $39K 0.00% +2K +357.5% $15.43
280 TOKYO ELECTRON LTD F 317.0 $38K 0.00% +14.0 +4.6% $121.36
Page 14 of 38  ·  752 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 25.5%
Consumer Defensive 9.2%
Consumer Cyclical 7.9%
Healthcare 5.9%
Industrials 4.5%
Communication Services 4.0%
Utilities 3.9%
Basic Materials 2.5%
Energy 2.3%