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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RJF RAYMOND JAMES FINL INC Financial Services 2,878.0 $438K 0.08% -20.0 -0.7% $152.04 +16.2%
82 LAZ LAZARD INC Financial Services 10,417.0 $437K 0.08% $41.94 +5.1%
83 SPGI S&P GLOBAL INC Financial Services 1,071.0 $436K 0.08% $407.38 +6.9%
84 XBI SPDR SERIES TRUST 2,751.0 $435K 0.08% $158.25 +3.7%
85 ITW ILLINOIS TOOL WKS INC Industrials 1,598.0 $432K 0.08% -12.0 -0.8% $270.45 +5.0%
86 BLK BLACKROCK INC Financial Services 444.0 $427K 0.08% +10.0 +2.3% $960.80 +22.0%
87 CII BLACKROCK ENHANCED LARGE CAP Financial Services 16,132.0 $422K 0.08% -1K -8.1% $26.15 -7.6%
88 NVDA NVIDIA CORPORATION Technology 2,101.0 $420K 0.08% +488.0 +30.2% $200.08 +4.2%
89 VIG VANGUARD SPECIALIZED FUNDS 1,759.0 $416K 0.08% $236.60 +3.4%
90 SPHD INVESCO EXCH TRADED FD TR II 8,133.0 $414K 0.08% -574.0 -6.6% $50.84 +5.2%
91 AMLP ALPS ETF TR 7,720.0 $400K 0.07% -272.0 -3.4% $51.85 +5.9%
92 HPQ HP INC Technology 18,073.0 $397K 0.07% $21.94 +30.3%
93 PFE PFIZER INC Healthcare 16,281.0 $392K 0.07% -327.0 -2.0% $24.08 +16.2%
94 EMR EMERSON ELEC CO Industrials 2,686.0 $385K 0.07% +114.0 +4.4% $143.16 +10.1%
95 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,162.0 $381K 0.07% $61.76 -8.2%
96 LOW LOWES COS INC Consumer Cyclical 1,636.0 $361K 0.07% -31.0 -1.9% $220.44 -1.6%
97 TJX TJX COS INC NEW Consumer Cyclical 2,340.0 $354K 0.07% +101.0 +4.5% $151.48 -7.1%
98 COP CONOCOPHILLIPS Energy 3,305.0 $344K 0.06% -33.0 -1.0% $103.95 +28.3%
99 MCK MCKESSON CORP Healthcare 454.0 $343K 0.06% $755.59 +15.6%
100 TRV TRAVELERS COMPANIES INC Financial Services 1,025.0 $338K 0.06% $330.01 +12.3%
Page 5 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%