Portfolio (Quarterly)
Guide ↗
Salomon & Ludwin, LLC
· CIK 0001766156| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1461 | WCC | WESCO INTL INC | Industrials | 41.0 | $11K | 0.00% | — | — | $277.44 | +18.6% |
| 1462 | HUBB | HUBBELL INC | Industrials | 23.0 | $11K | 0.00% | — | — | $494.26 | -2.9% |
| 1463 | ADAMM | ADAM TR INC | Financial Services | 1,536.0 | $11K | 0.00% | +796.0 | +107.6% | $7.39 | +238.7% |
| 1464 | EME | EMCOR GROUP INC | Industrials | 15.0 | $11K | 0.00% | — | — | $756.33 | +0.5% |
| 1465 | BIZD | VANECK BDC INCOME ETF | — | 917.0 | $11K | 0.00% | — | — | $12.37 | +1.8% |
| 1466 | FNDE | SCHWAB FUNDAMENTAL | — | 297.0 | $11K | 0.00% | -15.0 | -4.8% | $38.15 | +6.7% |
| 1467 | HSTM | HEALTHSTREAM INC | Healthcare | 554.0 | $11K | 0.00% | +443.0 | +399.1% | $20.45 | +36.1% |
| 1468 | BMRN | BIOMARIN PHARMACEUTICAL | Healthcare | 204.0 | $11K | 0.00% | NEW | — | $55.50 | +6.7% |
| 1469 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 59.0 | $11K | 0.00% | NEW | — | $191.75 | +8.7% |
| 1470 | HAL | HALLIBURTON CO | Energy | 296.0 | $11K | 0.00% | — | — | $38.17 | -13.0% |
| 1471 | — | ASTRANA HEALTH INC | — | 451.0 | $11K | 0.00% | +130.0 | +40.5% | $25.05 | — |
| 1472 | — | SANDS CHINA LTD F | — | 515.0 | $11K | 0.00% | +399.0 | +344.0% | $21.86 | — |
| 1473 | CSL | CARLISLE COS INC | Industrials | 34.0 | $11K | 0.00% | NEW | — | $331.12 | -2.6% |
| 1474 | ACMR | ACM RESH INC | Technology | 277.0 | $11K | 0.00% | -28.0 | -9.2% | $40.54 | +135.0% |
| 1475 | — | ACADIAN ASSET MGMT I | — | 203.0 | $11K | 0.00% | — | — | $55.28 | — |
| 1476 | ARGX | ARGENX SE F | Healthcare | 15.0 | $11K | 0.00% | -10.0 | -40.0% | $746.40 | +17.2% |
| 1477 | — | CENTRAL JAPAN RY CO F | — | 847.0 | $11K | 0.00% | — | — | $13.19 | — |
| 1478 | TYL | TYLER TECHNOLOGIES INC | Technology | 33.0 | $11K | 0.00% | -29.0 | -46.8% | $338.03 | -11.3% |
| 1479 | ALAB | ASTERA LABS INC | Technology | 95.0 | $11K | 0.00% | — | — | $117.14 | +173.0% |
| 1480 | — | AEON CO LTD F | — | 920.0 | $11K | 0.00% | — | — | $12.08 | — |
① 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%