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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 105 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 PSO PEARSON PLC F Communication Services 6.0 $80.0 -635.0 -99.1% $13.33 +13.0%
2082 ACCO ACCO BRANDS CORP Industrials 25.0 $72.0 $2.88 +39.8%
2083 NLOP NET LEASE OFFICE PPTYS Real Estate 5.0 $59.0 $11.80 +1.1%
2084 USHY ISHARES BROAD USD HIGH 1.0 $37.0 $37.00 +0.3%
2085 MVIS MICROVISION INC DEL Technology 49.0 $31.0 $0.63 -2.6%
2086 SNAP SNAP INC Communication Services 6.0 $28.0 $4.67 +26.7%
2087 PXH INVESCO RAFI EMERGING 1.0 $27.0 $27.00 +7.5%
2088 ONL ORION PPTYS INC Real Estate 10.0 $22.0 $2.20 +33.6%
2089 NUW NUVEEN AMT-FREE MUNICIPA Financial Services 1.0 $14.0 $14.00 +0.9%
2090 AURORA CANNABIS INC F 4.0 $14.0 $3.50
2091 ANGI ANGI INC Communication Services 1.0 $7.0 -88.0 -98.9% $7.00 -23.1%
2092 TIC TIC SOLUTIONS INC Industrials 1.0 $7.0 $7.00 +19.8%
2093 CLOUD PEAK ENERGY 10.0
2094 FIRST REP BK SAN FRA 8.0
2095 KINGOLD JEWELRY INC 56.0
2096 MONOGRAM TECHNOLOGIES IN 6,000.0
2097 WALGREENS BOOTS ALLIANCE 230.0
Page 105 of 105  ·  2,097 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 33.1%
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%