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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 7 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UFOX ETF SER SOLUTIONS 2,542.0 $242K 0.04% NEW $95.05 -15.0%
122 HCA HCA HEALTHCARE INC Healthcare 616.0 $240K 0.04% $390.11 +10.0%
123 BA BOEING CO Industrials 1,106.0 $239K 0.04% $216.47 -2.8%
124 WBD WARNER BROS DISCOVERY INC Communication Services 8,930.0 $238K 0.04% $26.66 +7.7%
125 XLV SELECT SECTOR SPDR TR 1,481.0 $235K 0.04% -109.0 -6.9% $158.68 +10.1%
126 VLO VALERO ENERGY CORP Energy 881.0 $229K 0.04% -12.0 -1.3% $260.31 +32.9%
127 EOS EATON VANCE ENHANCED EQUITY Financial Services 10,346.0 $228K 0.04% -191.0 -1.8% $22.04 -2.9%
128 RTX RTX CORPORATION Industrials 1,136.0 $216K 0.04% -76.0 -6.3% $189.77 +10.2%
129 RNST RENASANT CORP Financial Services 5,051.0 $215K 0.04% NEW $42.54 -2.6%
130 XLY SELECT SECTOR SPDR TR 1,817.0 $213K 0.04% NEW $117.31 +0.8%
131 AGNC AGNC INVT CORP Real Estate 19,399.0 $211K 0.04% -2K -11.4% $10.90 +0.7%
132 UNP UNION PAC CORP Industrials 773.0 $210K 0.04% NEW $271.98 +13.9%
133 CNOB CONNECTONE BANCORP INC Financial Services 6,214.0 $208K 0.04% NEW $33.44 -3.7%
134 CMI CUMMINS INC Industrials 290.0 $207K 0.04% NEW $713.69 -19.9%
135 NEE NEXTERA ENERGY INC Utilities 2,354.0 $207K 0.04% $87.75 -4.2%
136 NZF NUVEEN MUN CR INCOME FD Financial Services 15,634.0 $198K 0.04% $12.68 -3.7%
137 BHK BLACKROCK CORE BD TR Financial Services 21,577.0 $198K 0.04% -1K -4.6% $9.17 -2.3%
138 BGT BLACKROCK FLOATING RATE INC Financial Services 16,128.0 $172K 0.03% -202.0 -1.2% $10.66 +1.7%
139 JFR NUVEEN FLOATING RATE INCOME Financial Services 21,002.0 $161K 0.03% -267.0 -1.3% $7.67 -2.0%
140 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 16,615.0 $142K 0.03% -100.0 -0.6% $8.56 -3.5%
Page 7 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%