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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 5 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VHT VANGUARD HEALTH CARE 4,921.0 $1.3M 0.12% -38.0 -0.8% $273.09 +3.2%
82 AVGO BROADCOM INC Technology 4,151.0 $1.3M 0.12% +106.0 +2.6% $314.55 +36.4%
83 GOOG ALPHABET INC Communication Services 4,402.0 $1.3M 0.12% -57.0 -1.3% $294.46 +31.3%
84 VTI VANGUARD TOTAL STOCK 3,621.0 $1.2M 0.10% -66.0 -1.8% $323.76 +14.8%
85 AMAT APPLIED MATLS INC Technology 3,265.0 $1.1M 0.10% -109.0 -3.2% $348.47 +28.6%
86 ABBV ABBVIE INC Healthcare 5,234.0 $1.1M 0.10% -117.0 -2.2% $208.84 +4.6%
87 XOM EXXON MOBIL CORP Energy 6,541.0 $1.1M 0.09% -342.0 -5.0% $160.69 -8.3%
88 TFC TRUIST FINL CORP Financial Services 21,903.0 $1.0M 0.09% $47.16 +1.3%
89 TSLA TESLA INC Consumer Cyclical 2,773.0 $1000K 0.09% -110.0 -3.8% $360.59 +22.5%
90 SLYG STATE STREET SPDR S&P 9,538.0 $936K 0.08% +288.0 +3.1% $98.12 +12.0%
91 SGOV ISHARES 0-3 MONTH 9,088.0 $913K 0.08% $100.43 +0.2%
92 MA MASTERCARD INC Financial Services 1,826.0 $901K 0.08% -142.0 -7.2% $493.44 -0.7%
93 CL COLGATE PALMOLIVE CO Consumer Defensive 10,318.0 $878K 0.08% $85.14 +8.0%
94 QQQ INVESCO QQQ TR Financial Services 1,440.0 $843K 0.07% -20.0 -1.4% $585.18 +25.8%
95 PRAA PRA GROUP INC Financial Services 47,030.0 $836K 0.07% $17.78 -12.7%
96 AUB ATLANTIC UN BANKSHARES C Financial Services 22,182.0 $801K 0.07% $36.09 +3.8%
97 VV VANGUARD LARGE-CAP INDEX 2,493.0 $751K 0.07% -39.0 -1.5% $301.43 +15.2%
98 NSC NORFOLK SOUTHN CORP Industrials 2,594.0 $747K 0.07% -110.0 -4.1% $288.00 +8.2%
99 OEF ISHARES S&P 100 ETF 2,258.0 $723K 0.07% $320.41 +17.4%
100 CVX CHEVRON CORP NEW Energy 3,406.0 $678K 0.06% -127.0 -3.6% $198.97 -8.1%
Page 5 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%