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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 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 AMH AMERICAN HOMES 4 RENT Real Estate 37 $1K SOLD
122 CIVITAS RES INC 34 $917.0 SOLD
123 EXACT SCIENCES CORP 9 $914.0 SOLD
124 CART MAPLEBEAR INC Consumer Cyclical 13 $571.0 SOLD
125 THRY THRYV HLDGS INC Communication Services 86 $500.0 SOLD
126 PSKY PARAMOUNT SKYDANCE CORP Communication Services 33 $428.0 SOLD
127 DAYFORCE INC 6 $416.0 SOLD
128 HANG SENG BK LTD F 14 $277.0 SOLD
129 BSY BENTLEY SYS INC Technology 5 $190.0 SOLD
130 BGS B & G FOODS INC NEW Consumer Defensive 32 $132.0 SOLD
131 TREND MICRO INC F 2 $83.0 SOLD
Page 7 of 7  ·  131 positions
Sector Allocation
Technology 33.1%
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%