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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLAD GLADSTONE CAP CORP Financial Services 17,396.0 $338K 0.06% -999.0 -5.4% $19.42 +2.1%
102 USB US BANCORP Financial Services 5,535.0 $334K 0.06% $60.40 +3.3%
103 UNH UNITEDHEALTH GROUP INC Healthcare 799.0 $332K 0.06% -92.0 -10.3% $415.63 -4.1%
104 AMGN AMGEN INC Healthcare 914.0 $331K 0.06% -6.0 -0.7% $361.93 +22.6%
105 TD TORONTO DOMINION BK ONT Financial Services 2,707.0 $329K 0.06% $121.43 -4.0%
106 SHEL SHELL PLC Energy 4,217.0 $327K 0.06% $77.54 +19.9%
107 RSG REPUBLIC SVCS INC Industrials 1,522.0 $324K 0.06% $213.08 +4.7%
108 DUK DUKE ENERGY CORP NEW Utilities 2,546.0 $322K 0.06% $126.59 -3.7%
109 SPYV SPDR SERIES TRUST 5,292.0 $322K 0.06% -41.0 -0.8% $60.78 +4.8%
110 SMH VANECK ETF TRUST 483.0 $317K 0.06% NEW $656.09 -16.7%
111 GSK GSK PLC Healthcare 6,042.0 $317K 0.06% -100.0 -1.6% $52.42 -1.2%
112 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 10,776.0 $297K 0.06% -132.0 -1.2% $27.59 -1.7%
113 CVS CVS HEALTH CORP Healthcare 2,803.0 $290K 0.05% $103.43 -9.0%
114 MO ALTRIA GROUP INC Consumer Defensive 3,786.0 $272K 0.05% $71.95 -4.8%
115 BLACKROCK INCOME TR INC 25,325.0 $271K 0.05% -785.0 -3.0% $10.72
116 PEP PEPSICO INC Consumer Defensive 1,964.0 $266K 0.05% +55.0 +2.9% $135.38 +6.9%
117 GAB GABELLI EQUITY TR INC Financial Services 44,634.0 $253K 0.05% -3K -6.6% $5.66 +0.4%
118 PKG PACKAGING CORP AMER Consumer Cyclical 1,030.0 $245K 0.05% -17.0 -1.6% $238.21 +4.5%
119 ORCL ORACLE CORP Technology 1,671.0 $245K 0.05% $146.57 -2.8%
120 AVGO BROADCOM INC Technology 642.0 $243K 0.04% NEW $377.95 -5.1%
Page 6 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%