Institutional Manager · CIK 0001767070
Shulman DeMeo Asset Management LLC
LAKE SUCCESS, NY · File #028-19048
Latest AUM
$441.0M
Positions
119
Top-10 Concentration
86.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025119 pos · $441.0M
- 13F HOLDINGS REPORTQ/E Sep 2025120 pos · $435.0M
- 13F HOLDINGS REPORTQ/E Jun 2025118 pos · $403.9M
- 13F HOLDINGS REPORTQ/E Mar 2025116 pos · $356.1M
- 13F HOLDINGS REPORTQ/E Dec 2024118 pos · $370.6M
- 13F HOLDINGS REPORTQ/E Sep 2024132 pos · $407.5M
- 13F HOLDINGS REPORTQ/E Jun 2024129 pos · $383.0M
- 13F HOLDINGS REPORTQ/E Mar 2024134 pos · $377.6M
- 13F HOLDINGS REPORTQ/E Dec 2023128 pos · $299.4M
- 13F HOLDINGS REPORTQ/E Sep 2023131 pos · $334.3M
- 13F HOLDINGS REPORTQ/E Jun 2023135 pos · $318.4M
- 13F HOLDINGS REPORTQ/E Mar 2023134 pos · $300.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 378,595 | $258.2M | 61.99% |
| 2 | INVESCO QQQ TR | IVZ | 43,328 | $26.6M | 6.39% |
| 3 | APPLE INC | AAPL | 62,924 | $17.1M | 4.11% |
| 4 | ISHARES TR | 464287465 | 147,434 | $14.2M | 3.40% |
| 5 | ISHARES TR | 464287200 | 19,406 | $13.3M | 3.19% |
| 6 | ISHARES TR | 464287804 | 87,928 | $10.6M | 2.54% |
| 7 | SPDR SERIES TRUST | 78464A763 | 43,296 | $6.0M | 1.45% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 34,895 | $5.0M | 1.21% |
| 9 | ISHARES TR | 464287168 | 30,029 | $4.2M | 1.02% |
| 10 | ISHARES TR | 46429B663 | 34,157 | $4.2M | 1.00% |
| 11 | ISHARES TR | 464288687 | 116,068 | $3.6M | 0.86% |
| 12 | SPDR SERIES TRUST | 78464A292 | 110,271 | $3.5M | 0.84% |
| 13 | META PLATFORMS INC | META | 5,069 | $3.3M | 0.80% |
| 14 | ISHARES TR | 464287754 | 19,112 | $2.8M | 0.68% |
| 15 | INTERNATIONAL BUSINESS MACHS | INTR | 7,945 | $2.4M | 0.57% |
| 16 | WILLIAMS SONOMA INC | WSM | 13,164 | $2.4M | 0.56% |
| 17 | MICROSOFT CORP | MSFT | 4,731 | $2.3M | 0.55% |
| 18 | QUALCOMM INC | QCOM | 13,040 | $2.2M | 0.54% |
| 19 | WALMART INC | WMT | 18,296 | $2.0M | 0.49% |
| 20 | HOME DEPOT INC | HD | 5,352 | $1.8M | 0.44% |