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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 59 of 108  ·  2,142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 COMMERZBANK A G F 338.0 $14K 0.00% NEW $42.82
1162 NI NISOURCE INC Utilities 348.0 $14K 0.00% NEW $41.57 +11.2%
1163 HIG HARTFORD INS GROUP INC Financial Services 105.0 $14K 0.00% NEW $137.75 -7.7%
1164 MXL MAXLINEAR INC Technology 796.0 $14K 0.00% NEW $18.13 +412.6%
1165 TXT TEXTRON INC Industrials 162.0 $14K 0.00% NEW $89.00 +3.1%
1166 BAX BAXTER INTL INC Healthcare 723.0 $14K 0.00% NEW $19.89 -5.6%
1167 SLB SLB LIMITED F Energy 328.0 $14K 0.00% NEW $43.80 +24.5%
1168 NITTO DENKO CORP F 599.0 $14K 0.00% NEW $23.96
1169 FNDA SCHWAB FUNDAMNTL US SML 443.0 $14K 0.00% NEW $32.29 +11.8%
1170 SOFTBANK CORP F 1,036.0 $14K 0.00% NEW $13.79
1171 INSW INTERNTNL SEAWAYS IN F Energy 305.0 $14K 0.00% NEW $46.81 +64.9%
1172 EVTC EVERTEC INC F Technology 480.0 $14K 0.00% NEW $29.71 -17.6%
1173 LKFN LAKELAND FINL CORP Financial Services 248.0 $14K 0.00% NEW $57.50 +5.4%
1174 WAT WATERS CORP Healthcare 36.0 $14K 0.00% NEW $394.97 -2.9%
1175 PEB PEBBLEBROOK HOTEL TR Real Estate 1,227.0 $14K 0.00% NEW $11.57 +31.8%
1176 SVENSKA HANDELSBANKEN F 1,916.0 $14K 0.00% NEW $7.39
1177 NOK NOKIA CORP F Technology 2,178.0 $14K 0.00% NEW $6.50 +128.3%
1178 MTX MINERALS TECHNOLOGIES IN Basic Materials 228.0 $14K 0.00% NEW $62.03 +24.2%
1179 PDBC INVSC ACTVLY MNG OPTM YD 1,044.0 $14K 0.00% NEW $13.53 +30.2%
1180 BKE BUCKLE INC Consumer Cyclical 261.0 $14K 0.00% NEW $54.10 -15.2%
Page 59 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%