Shulman DeMeo Asset Management LLC 13F Holdings · Q3 2026
Shulman DeMeo Asset Management LLC reported 144 securities worth $505.38M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SPY (56.02%), DIA (5.97%), AAPL (4.03%). Among its top 25 positions this quarter: 25 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $283.1M | 56.02% | 365,374 | Trimmed |
| 2 | DIA | STATE STR SPDR DOW JONES IND | $30.2M | 5.97% | 58,960 | Trimmed |
| 3 | AAPL | APPLE INC | $20.4M | 4.03% | 61,220 | Trimmed |
| 4 | IVV | ISHARES TR | $15.1M | 2.99% | 19,397 | Trimmed |
| 5 | EFA | ISHARES TR | $14.9M | 2.95% | 143,310 | Trimmed |
| 6 | IJR | ISHARES TR | $11.8M | 2.34% | 85,239 | Trimmed |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | $11.8M | 2.34% | 17,627 | Trimmed |
| 8 | XLK | SELECT SECTOR SPDR TR | $7.0M | 1.39% | 35,006 | Trimmed |
| 9 | SDY | SPDR SERIES TRUST | $6.1M | 1.20% | 41,078 | Trimmed |
| 10 | HDV | ISHARES TR | $4.5M | 0.89% | 160,037 | Trimmed |
| 11 | DVY | ISHARES TR | $4.3M | 0.85% | 27,939 | Trimmed |
| 12 | META | META PLATFORMS INC | $3.6M | 0.72% | 4,919 | Trimmed |
| 13 | PFF | ISHARES TR | $3.2M | 0.63% | 108,314 | Trimmed |
| 14 | IYJ | ISHARES TR | $3.0M | 0.59% | 18,979 | Trimmed |
| 15 | WSM | WILLIAMS SONOMA INC | $2.9M | 0.58% | 12,218 | Trimmed |
| 16 | PSK | SPDR SERIES TRUST | $2.8M | 0.56% | 99,834 | Trimmed |
| 17 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $2.8M | 0.56% | 150,411 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $2.4M | 0.48% | 4,577 | Trimmed |
| 19 | QCOM | QUALCOMM INC | $2.3M | 0.45% | 12,483 | Trimmed |
| 20 | WDC | WESTERN DIGITAL CORP | $2.2M | 0.44% | 5,047 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $2.0M | 0.40% | 8,004 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $1.9M | 0.37% | 1,631 | Trimmed |
| 23 | WMT | WALMART INC | $1.8M | 0.36% | 17,304 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION | $1.7M | 0.34% | 8,248 | Trimmed |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $1.6M | 0.32% | 7,320 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR