Shulman DeMeo Asset Management LLC
CIK 1767070
13F filing for Q2 2026・No. 3,734
- Holdings
- US$535M
- Quarter change
- +US$64.1M
- Entries
- 146
- Net bought (estimate)
- −US$1.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 3
- Cut 90
- Added 39
- Corporate actions 0
- Unchanged 8
Largest holdings
146 stocks worth US$535M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 372,247 | US$277.98M | 51.96% |
| STATE STR SPDR DOW JONES INDUT SER 1 | Cut | 59,768 | US$31.22M | 5.84% |
| QQQInvesco QQQUNIT SER 1 | Cut | 42,319 | US$31.16M | 5.82% |
| AAPLAppleCOM | Cut | 62,010 | US$17.94M | 3.35% |
| EFAISHARES TRMSCI EAFE ETF | Added | 145,883 | US$15.15M | 2.83% |
| IVVISHARES TRCORE S&P500 ETF | Added | 19,410 | US$14.54M | 2.72% |
| ISHARES TRCORE S&P SCP ETF | Cut | 86,405 | US$12.81M | 2.40% |
| STATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP | Cut | 17,873 | US$12.57M | 2.35% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 35,055 | US$6.68M | 1.25% |
| SPDR SERIES TRUSTST STR SP DIV | Cut | 41,726 | US$6.35M | 1.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.