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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 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BK BANK OF NY MELLON CORP Financial Services 7,087.0 $1.0M 0.19% $144.61 -1.9%
42 DNP DNP SELECT INCOME FD INC Financial Services 91,876.0 $991K 0.18% -511.0 -0.6% $10.79 +0.9%
43 TXN TEXAS INSTRS INC Technology 3,124.0 $931K 0.17% $298.12 -12.9%
44 SPYG SPDR SERIES TRUST 7,530.0 $896K 0.17% -296.0 -3.8% $118.99 +0.7%
45 DIS DISNEY WALT CO Communication Services 9,255.0 $891K 0.17% $96.25 +14.4%
46 DELL DELL TECHNOLOGIES INC Technology 1,988.0 $858K 0.16% +23.0 +1.2% $431.47 +0.3%
47 LMT LOCKHEED MARTIN CORP Industrials 1,672.0 $852K 0.16% $509.35 +11.3%
48 SO SOUTHERN CO Utilities 8,639.0 $827K 0.15% $95.71 -6.1%
49 ED CONSOLIDATED EDISON INC Utilities 7,212.0 $798K 0.15% $110.64 -3.0%
50 MRK MERCK & CO INC Healthcare 6,161.0 $792K 0.15% -88.0 -1.4% $128.50 +17.8%
51 MRVL MARVELL TECHNOLOGY INC Technology 2,556.0 $761K 0.14% -57.0 -2.2% $297.87 -23.3%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 17,776.0 $753K 0.14% +110.0 +0.6% $42.34 +18.5%
53 AEP AMERICAN ELEC PWR CO INC Utilities 5,496.0 $752K 0.14% $136.82 -11.5%
54 IVE ISHARES TR 3,255.0 $739K 0.14% $227.07 +4.6%
55 GOOG ALPHABET INC 1,993.0 $704K 0.13% $353.33
56 ENB ENBRIDGE INC Energy 12,987.0 $704K 0.13% -97.0 -0.7% $54.21 -7.7%
57 GD GENERAL DYNAMICS CORP Industrials 1,976.0 $700K 0.13% -26.0 -1.3% $354.33 +8.3%
58 XLF SELECT SECTOR SPDR TR 12,741.0 $683K 0.13% $53.61 +8.5%
59 VOO VANGUARD INDEX FDS 989.0 $679K 0.13% $686.91 +2.3%
60 MET METLIFE INC Financial Services 7,998.0 $677K 0.13% $84.61 +13.1%
Page 3 of 8  ·  146 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%