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Portfolio (Quarterly) Guide ↗

Salomon & Ludwin, LLC

· CIK 0001766156
13F Portfolio $1.1B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2142 New
Page 14 of 108  ·  2,142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NESTLE S A F 925.0 $89K 0.01% NEW $96.73
262 MGM MGM RESORTS INTL Consumer Cyclical 2,480.0 $89K 0.01% NEW $35.96 +21.4%
263 OUNZ VANECK MERK GOLD ETF Financial Services 2,081.0 $89K 0.01% NEW $42.79 +2.1%
264 SIEMENS A G F 621.0 $89K 0.01% NEW $143.25
265 HTRB HARTFORD TOTAL RETURN 2,570.0 $88K 0.01% NEW $34.18 -1.3%
266 UNP UNION PAC CORP Industrials 374.0 $87K 0.01% NEW $231.97 +13.2%
267 GM GENERAL MTRS CO Consumer Cyclical 1,042.0 $87K 0.01% NEW $83.15 +0.1%
268 ZTS ZOETIS INC Healthcare 669.0 $87K 0.01% NEW $129.37 -39.5%
269 MFC MANULIFE FINL CORP F Financial Services 2,347.0 $86K 0.01% NEW $36.68 +4.1%
270 CARE CARTER BANKSHARES INC Financial Services 4,365.0 $86K 0.01% NEW $19.71 +38.5%
271 VLO VALERO ENERGY CORP NEW Energy 476.0 $86K 0.01% NEW $180.57 +35.6%
272 MRSH MARSH & MCLENNAN COS INC Financial Services 456.0 $85K 0.01% NEW $187.34 -14.6%
273 IRIDIUM COMMUNICATIONS I 4,714.0 $85K 0.01% NEW $18.10
274 MCK MCKESSON CORP Healthcare 103.0 $85K 0.01% NEW $824.92 -10.0%
275 CNP CENTERPOINT ENERGY INC Utilities 2,226.0 $85K 0.01% NEW $38.10 +10.9%
276 CSX CSX CORP Industrials 2,341.0 $84K 0.01% NEW $35.91 +26.0%
277 AOM ISHARES CORE 40 60 MOD 1,744.0 $84K 0.01% NEW $48.05 +3.8%
278 MMM 3M CO Industrials 506.0 $83K 0.01% NEW $163.55 -6.4%
279 AJG GALLAGHER ARTHUR J & CO Financial Services 314.0 $83K 0.01% NEW $263.24 -23.6%
280 PTNQ PACER TRENDPILOT 100 1,025.0 $81K 0.01% NEW $79.18 +12.4%
Page 14 of 108  ·  2,142 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
Technology 36.2%
Financial Services 25.9%
Consumer Defensive 8.1%
Consumer Cyclical 8.0%
Healthcare 5.6%
Industrials 4.1%
Communication Services 3.9%
Utilities 3.5%
Basic Materials 2.4%
Energy 1.6%