Portfolio (Quarterly) Guide ↗

Salomon & Ludwin, LLC

· CIK 0001766156

13F Portfolio $1.1B AUM 2,097 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 86 New 752 Added 505 Reduced 131 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
741	OXM	OXFORD INDS INC	Consumer Cyclical	158.0	$6K	0.00%	+28.0	+21.5%	$39.31	+21.7%
742	—	NIPPON SANSO HLDGS COR F	—	315.0	$6K	0.00%	+76.0	+31.8%	$18.25	—
743	GPK	GRAPHIC PACKAGING HLDG C	Consumer Cyclical	582.0	$6K	0.00%	+351.0	+151.9%	$9.68	+17.0%
744	—	SYMRISE AG F	—	221.0	$5K	—	+119.0	+116.7%	$21.44	—
745	—	BLUEROCK PRIVATE REAL ES	—	283.0	$5K	—	+6.0	+2.2%	$16.72	—
746	CVLT	COMMVAULT SYS INC	Technology	45.0	$4K	—	+6.0	+15.4%	$79.93	+38.1%
747	—	AUTOTRADER GROUP PLC F	—	2,059.0	$3K	—	+1K	+96.7%	$1.55	—
748	EXPI	EXP WORLD HLDGS INC	Real Estate	451.0	$3K	—	+63.0	+16.2%	$5.91	-16.4%
749	WKC	WORLD KINECT CORP	Energy	62.0	$1K	—	+21.0	+51.2%	$23.45	+20.7%
750	CNMD	CONMED CORP	Healthcare	41.0	$1K	—	+30.0	+272.7%	$34.78	+2.9%
751	NABL	N-ABLE INC	Technology	290.0	$1K	—	+237.0	+447.2%	$4.86	-28.7%
752	ICL	ICL GROUP LTD F	Basic Materials	261.0	$1K	—	+242.0	+1273.7%	$5.24	+28.9%

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① 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

Technology 33.1%

Financial Services 25.5%

Consumer Defensive 9.2%

Consumer Cyclical 7.9%

Healthcare 5.9%

Industrials 4.5%

Communication Services 4.0%

Utilities 3.9%

Basic Materials 2.5%

Energy 2.3%