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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
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 6,161.0 $792K 0.15% -88.0 -1.4% $128.50 +17.3%
22 MRVL MARVELL TECHNOLOGY INC Technology 2,556.0 $761K 0.14% -57.0 -2.2% $297.87 -23.0%
23 ENB ENBRIDGE INC Energy 12,987.0 $704K 0.13% -97.0 -0.7% $54.21 -7.6%
24 GD GENERAL DYNAMICS CORP Industrials 1,976.0 $700K 0.13% -26.0 -1.3% $354.33 +8.3%
25 DE DEERE & CO Industrials 1,004.0 $637K 0.12% -112.0 -10.0% $634.28 +2.3%
26 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 77,280.0 $609K 0.11% -421.0 -0.5% $7.88 -4.8%
27 XOM EXXON MOBIL CORP Energy 4,454.0 $609K 0.11% -298.0 -6.3% $136.71 +20.0%
28 PG PROCTER & GAMBLE CO Consumer Defensive 4,143.0 $608K 0.11% -65.0 -1.5% $146.64 -0.0%
29 BTZ BLACKROCK CR ALLOCATION Financial Services 50,279.0 $514K 0.10% -260.0 -0.5% $10.22 -1.3%
30 RJF RAYMOND JAMES FINL INC Financial Services 2,878.0 $438K 0.08% -20.0 -0.7% $152.04 +16.2%
31 ITW ILLINOIS TOOL WKS INC Industrials 1,598.0 $432K 0.08% -12.0 -0.8% $270.45 +5.0%
32 CII BLACKROCK ENHANCED LARGE CAP Financial Services 16,132.0 $422K 0.08% -1K -8.1% $26.15 -7.6%
33 SPHD INVESCO EXCH TRADED FD TR II 8,133.0 $414K 0.08% -574.0 -6.6% $50.84 +5.2%
34 AMLP ALPS ETF TR 7,720.0 $400K 0.07% -272.0 -3.4% $51.85 +5.9%
35 PFE PFIZER INC Healthcare 16,281.0 $392K 0.07% -327.0 -2.0% $24.08 +16.2%
36 LOW LOWES COS INC Consumer Cyclical 1,636.0 $361K 0.07% -31.0 -1.9% $220.44 -1.6%
37 COP CONOCOPHILLIPS Energy 3,305.0 $344K 0.06% -33.0 -1.0% $103.95 +28.3%
38 GLAD GLADSTONE CAP CORP Financial Services 17,396.0 $338K 0.06% -999.0 -5.4% $19.42 +2.1%
39 UNH UNITEDHEALTH GROUP INC Healthcare 799.0 $332K 0.06% -92.0 -10.3% $415.63 -4.1%
40 AMGN AMGEN INC Healthcare 914.0 $331K 0.06% -6.0 -0.7% $361.93 +22.6%
Page 2 of 3  ·  60 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
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%