Portfolio (Quarterly) Guide ↗

Shulman DeMeo Asset Management LLC

· CIK 0001767070

13F Portfolio $535M AUM 146 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 16 Added 60 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	1,651	$373K	0.08%	SOLD
2	T	AT&T INC	Communication Services	8,857	$257K	0.06%	SOLD
3	CL	COLGATE PALMOLIVE CO	Consumer Defensive	2,704	$230K	0.05%	SOLD

Sector Allocation

Financial Services 83.9%

Technology 7.4%

Consumer Cyclical 1.7%

Healthcare 1.6%

Communication Services 1.4%

Consumer Defensive 1.4%

Industrials 1.2%

Energy 0.8%

Utilities 0.7%

Real Estate 0.0%