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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 70 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 AKR ACADIA RLTY TR Real Estate 668.0 $13K 0.00% -219.0 -24.7% $19.42 +13.4%
1382 MD PEDIATRIX MEDICAL GR Healthcare 612.0 $13K 0.00% $21.18 +1.7%
1383 HLX HELIX ENERGY SOLUTIONS G Energy 1,347.0 $13K 0.00% +369.0 +37.7% $9.61 -2.7%
1384 ENTAIN PLC F 1,705.0 $13K 0.00% +918.0 +116.7% $7.57
1385 EPD ENTERPRISE PRODS PART LP Energy 343.0 $13K 0.00% $37.57 -2.1%
1386 UNICHARM CORP F 4,290.0 $13K 0.00% -322.0 -7.0% $3.00
1387 AVY AVERY DENNISON CORP Industrials 75.0 $13K 0.00% $171.47 -7.2%
1388 PGX INVESCO PREFERRED ETF 1,168.0 $13K 0.00% $11.01 -0.0%
1389 FVD FIRST TRUST VALUE LINE 271.0 $13K 0.00% $47.35 -0.2%
1390 SVENSKA HANDELSBANKEN F 1,915.0 $13K 0.00% $6.70
1391 SDGR SCHRODINGER INC Healthcare 1,102.0 $13K 0.00% +687.0 +165.5% $11.58 +31.3%
1392 ONB OLD NATL BANCORP IND Financial Services 574.0 $13K 0.00% $22.20 +8.2%
1393 RVTY REVVITY INC Healthcare 143.0 $13K 0.00% -58.0 -28.9% $88.94 +17.6%
1394 KDP KEURIG DR PEPPER INC Consumer Defensive 502.0 $13K 0.00% -446.0 -47.0% $25.31 +18.6%
1395 NWSA NEWS CORP NEW Communication Services 520.0 $13K 0.00% -14.0 -2.6% $24.40 +7.0%
1396 AMT AMERICAN TOWER CORP NEW Real Estate 73.0 $13K 0.00% -293.0 -80.0% $173.73 +7.6%
1397 UA UNDER ARMOUR INC Consumer Cyclical 2,305.0 $13K 0.00% +2K +466.3% $5.50 +4.2%
1398 SOFI SOFI TECHNOLOGIES INC Financial Services 799.0 $13K 0.00% -45.0 -5.3% $15.85 +15.0%
1399 CAPCOM CO LTD F 1,181.0 $13K 0.00% +1K +10000.0% $10.67
1400 ARES ARES MGMT CORP Financial Services 123.0 $13K 0.00% -14.0 -10.2% $102.43 +25.5%
Page 70 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%