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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 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BX BLACKSTONE INC Financial Services 5,570.0 $655K 0.12% $117.67 +22.1%
62 DE DEERE & CO Industrials 1,004.0 $637K 0.12% -112.0 -10.0% $634.28 +2.3%
63 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 77,280.0 $609K 0.11% -421.0 -0.5% $7.88 -4.8%
64 XOM EXXON MOBIL CORP Energy 4,454.0 $609K 0.11% -298.0 -6.3% $136.71 +20.0%
65 PG PROCTER & GAMBLE CO Consumer Defensive 4,143.0 $608K 0.11% -65.0 -1.5% $146.64 -0.0%
66 INTC INTEL CORP Technology 4,314.0 $602K 0.11% NEW $139.64 -37.5%
67 KR KROGER CO Consumer Defensive 10,691.0 $594K 0.11% $55.53 +6.4%
68 C CITIGROUP INC Financial Services 4,083.0 $571K 0.11% $139.96 -5.9%
69 VOOV VANGUARD ADMIRAL FDS INC 2,574.0 $564K 0.10% +126.0 +5.2% $219.18 +4.7%
70 XLP SELECT SECTOR SPDR TR 6,658.0 $553K 0.10% $83.07 +5.3%
71 GE GE AEROSPACE Industrials 1,388.0 $519K 0.10% +24.0 +1.8% $373.61 -8.5%
72 BTZ BLACKROCK CR ALLOCATION Financial Services 50,279.0 $514K 0.10% -260.0 -0.5% $10.22 -1.3%
73 XLE SELECT SECTOR SPDR TR 9,420.0 $500K 0.09% $53.11 +18.8%
74 FPE FIRST TR EXCH TRADED FD III 27,291.0 $488K 0.09% $17.88 -1.2%
75 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 13,633.0 $480K 0.09% +179.0 +1.3% $35.22 +3.2%
76 AXP AMERICAN EXPRESS CO Financial Services 1,408.0 $476K 0.09% $338.37 -0.3%
77 VYM VANGUARD WHITEHALL FDS 2,929.0 $463K 0.09% $158.05 +4.5%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 492.0 $460K 0.09% +4.0 +0.8% $934.91 +3.9%
79 NOC NORTHROP GRUMMAN CORP Industrials 898.0 $457K 0.09% $509.19 +7.9%
80 TSLA TESLA INC Consumer Cyclical 1,074.0 $452K 0.08% +27.0 +2.6% $420.60 -17.0%
Page 4 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%