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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYV SPDR SERIES TRUST 5,292.0 $322K 0.06% -41.0 -0.8% $60.78 +4.8%
42 GSK GSK PLC Healthcare 6,042.0 $317K 0.06% -100.0 -1.6% $52.42 -1.2%
43 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 10,776.0 $297K 0.06% -132.0 -1.2% $27.59 -1.7%
44 BLACKROCK INCOME TR INC 25,325.0 $271K 0.05% -785.0 -3.0% $10.72
45 GAB GABELLI EQUITY TR INC Financial Services 44,634.0 $253K 0.05% -3K -6.6% $5.66 +0.4%
46 PKG PACKAGING CORP AMER Consumer Cyclical 1,030.0 $245K 0.05% -17.0 -1.6% $238.21 +4.5%
47 XLV SELECT SECTOR SPDR TR 1,481.0 $235K 0.04% -109.0 -6.9% $158.68 +10.1%
48 VLO VALERO ENERGY CORP Energy 881.0 $229K 0.04% -12.0 -1.3% $260.31 +32.9%
49 EOS EATON VANCE ENHANCED EQUITY Financial Services 10,346.0 $228K 0.04% -191.0 -1.8% $22.04 -2.9%
50 RTX RTX CORPORATION Industrials 1,136.0 $216K 0.04% -76.0 -6.3% $189.77 +10.2%
51 AGNC AGNC INVT CORP Real Estate 19,399.0 $211K 0.04% -2K -11.4% $10.90 +0.7%
52 BHK BLACKROCK CORE BD TR Financial Services 21,577.0 $198K 0.04% -1K -4.6% $9.17 -2.3%
53 BGT BLACKROCK FLOATING RATE INC Financial Services 16,128.0 $172K 0.03% -202.0 -1.2% $10.66 +1.7%
54 JFR NUVEEN FLOATING RATE INCOME Financial Services 21,002.0 $161K 0.03% -267.0 -1.3% $7.67 -2.0%
55 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 16,615.0 $142K 0.03% -100.0 -0.6% $8.56 -3.5%
56 DHF BNY MELLON HIGH YIELD STRATE Financial Services 44,188.0 $107K 0.02% -950.0 -2.1% $2.42 -3.3%
57 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 14,756.0 $101K 0.02% -1K -8.1% $6.83 -2.3%
58 DSM BNY MELLON STRATEGIC MUN BD Financial Services 10,317.0 $63K 0.01% -130.0 -1.2% $6.15 -6.2%
59 PHK PIMCO HIGH INCOME FD Financial Services 10,294.0 $48K 0.01% -513.0 -4.8% $4.66 -2.4%
60 HIX WESTERN ASSET HIGH INCOM FD Financial Services 10,541.0 $42K 0.01% -344.0 -3.2% $3.96 -1.8%
Page 3 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%