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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
Page 30 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CON CONCENTRA GROUP HOLD EQU Healthcare 1,996.0 $42K 0.00% +946.0 +90.1% $20.89 +20.9%
582 ACS ACTIV DE CONSTRUC F 1,627.0 $42K 0.00% +1K +222.8% $25.62
583 NDAQ NASDAQ INC Financial Services 480.0 $42K 0.00% -110.0 -18.6% $86.65 +7.3%
584 MTD METTLER-TOLEDO INTL INC Healthcare 33.0 $42K 0.00% $1259.94 -6.9%
585 TTWO TAKE-TWO INTERACTIVE SOF Communication Services 208.0 $42K 0.00% -22.0 -9.6% $199.87 +12.9%
586 JAPAN POST BK CO LTD F 2,519.0 $42K 0.00% NEW $16.48
587 RSG REPUBLIC SVCS INC Industrials 186.0 $42K 0.00% +82.0 +78.8% $223.19 -9.6%
588 ZURICH INS GROUP LTD F 1,155.0 $41K 0.00% -188.0 -14.0% $35.89
589 ETSY INC 802.0 $41K 0.00% +226.0 +39.2% $51.64
590 OII OCEANEERING INTL INC Energy 1,164.0 $41K 0.00% +321.0 +38.1% $35.56 +7.8%
591 EOG EOG RES INC Energy 290.0 $41K 0.00% -120.0 -29.3% $142.64 -6.8%
592 CENX CENTURY ALUM CO Basic Materials 660.0 $41K 0.00% +286.0 +76.5% $62.57 +4.7%
593 KONGSBERG GRUPPEN ASA F 1,869.0 $41K 0.00% +936.0 +100.3% $22.05
594 GALDERMA GROUP AG F 1,046.0 $41K 0.00% +810.0 +343.2% $39.35
595 CREDIT AGRICOLE S A F 4,372.0 $41K 0.00% +3K +236.6% $9.41
596 IMCG ISHARES MORNINGSTAR 513.0 $41K 0.00% $80.15 +16.3%
597 FIX COMFORT SYS USA INC Industrials 29.0 $41K 0.00% $1417.21 +27.3%
598 SMFG SUMITOMO MITSUI FINL G F Financial Services 2,011.0 $41K 0.00% $20.43 +7.6%
599 ORANGE F 1,994.0 $41K 0.00% +1K +139.4% $20.59
600 TDW TIDEWATER INC NEW Energy 485.0 $41K 0.00% +123.0 +34.0% $84.38 -13.1%
Page 30 of 105  ·  2,097 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 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%