Portfolio (Quarterly)
Guide ↗
Salomon & Ludwin, LLC
· CIK 0001766156| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 881 | CLH | CLEAN HBRS INC | Industrials | 84.0 | $21K | 0.00% | NEW | — | $244.14 | +15.1% |
| 882 | IWY | ISHARES RUSSELL TOP 200 | — | 74.0 | $20K | 0.00% | NEW | — | $276.59 | +8.4% |
| 883 | — | SSE PLC F | — | 663.0 | $20K | 0.00% | NEW | — | $30.85 | — |
| 884 | VCTR | VICTORY CAP HLDGS INC DE | Financial Services | 312.0 | $20K | 0.00% | NEW | — | $65.55 | +29.0% |
| 885 | CON | CONCENTRA GROUP HOLD EQU | Healthcare | 1,050.0 | $20K | 0.00% | NEW | — | $19.46 | +27.8% |
| 886 | TBBK | BANCORP INC DEL | Financial Services | 293.0 | $20K | 0.00% | NEW | — | $69.49 | -20.6% |
| 887 | WSFS | WSFS FINL CORP | Financial Services | 360.0 | $20K | 0.00% | NEW | — | $56.54 | +26.4% |
| 888 | — | SUMITOMO METAL MNG CO F | — | 1,893.0 | $20K | 0.00% | NEW | — | $10.75 | — |
| 889 | — | QBE INS GROUP LTD F | — | 1,536.0 | $20K | 0.00% | NEW | — | $13.23 | — |
| 890 | DIOD | DIODES INC | Technology | 389.0 | $20K | 0.00% | NEW | — | $52.03 | +102.4% |
| 891 | IMCB | ISHARES MORNINGSTAR MID | — | 239.0 | $20K | 0.00% | NEW | — | $84.44 | +10.6% |
| 892 | SPOT | SPOTIFY TECHNOLOGY S A F | Communication Services | 34.0 | $20K | 0.00% | NEW | — | $593.38 | -16.1% |
| 893 | — | ERSTE GROUP BK A G F | — | 328.0 | $20K | 0.00% | NEW | — | $61.49 | — |
| 894 | HOPE | HOPE BANCORP INC | Financial Services | 1,795.0 | $20K | 0.00% | NEW | — | $11.23 | +11.7% |
| 895 | MAN | MANPOWERGROUP INC WIS | Industrials | 671.0 | $20K | 0.00% | NEW | — | $29.99 | +5.5% |
| 896 | GOLF | ACUSHNET HLDGS CORP | Consumer Cyclical | 238.0 | $20K | 0.00% | NEW | — | $84.50 | +5.1% |
| 897 | SIG | SIGNET JEWELERS LIMITE F | Consumer Cyclical | 224.0 | $20K | 0.00% | NEW | — | $89.59 | -2.5% |
| 898 | — | CORPAY INC | — | 65.0 | $20K | 0.00% | NEW | — | $308.62 | — |
| 899 | — | BLOCK INC A | — | 293.0 | $20K | 0.00% | NEW | — | $68.45 | — |
| 900 | HUBG | HUB GROUP INC | Industrials | 454.0 | $20K | 0.00% | NEW | — | $44.14 | -5.9% |
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
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%