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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 79 of 108  ·  2,142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 ESLT ELBIT SYSTEMS LTD F Industrials 13.0 $8K 0.00% NEW $628.23 +40.2%
1562 FSLR FIRST SOLAR INC Energy 30.0 $8K 0.00% NEW $272.00 +12.8%
1563 SIVR ABRDN PHYSICAL SILVER Financial Services 112.0 $8K 0.00% NEW $72.51 -1.0%
1564 BIV VANGUARD INTERMEDIATE 104.0 $8K 0.00% NEW $78.01 -1.5%
1565 BOC HONG KONG HLDGS LT F 79.0 $8K 0.00% NEW $102.15
1566 STAA STAAR SURGICAL CO Healthcare 337.0 $8K 0.00% NEW $23.94 +24.9%
1567 UNITED OVERSEAS BK LTD F 145.0 $8K 0.00% NEW $55.55
1568 PMT PENNYMAC MTG INVT TR Real Estate 634.0 $8K 0.00% NEW $12.70 -17.6%
1569 TPL TEXAS PACIFIC LAND C Energy 27.0 $8K 0.00% NEW $297.56 +32.1%
1570 HYMB ST SRT SPDR NVN ICE HG 320.0 $8K 0.00% NEW $24.97 +1.0%
1571 NORSK HYDRO ASA ADR AD F 976.0 $8K 0.00% NEW $8.18
1572 FR FIRST INDL RLTY TR INC Real Estate 136.0 $8K 0.00% NEW $58.36 +6.0%
1573 INVA INNOVIVA INC Healthcare 396.0 $8K 0.00% NEW $20.03 +6.9%
1574 HENDERSON LD DEV LTD F 2,174.0 $8K 0.00% NEW $3.64
1575 ARLO ARLO TECHNOLOGIES INC Industrials 570.0 $8K 0.00% NEW $13.83 -3.5%
1576 KYOCERA CORP F 548.0 $8K 0.00% NEW $14.38
1577 BLFS BIOLIFE SOLUTIONS INC Healthcare 311.0 $8K 0.00% NEW $25.31 -1.5%
1578 L LOEWS CORP Financial Services 74.0 $8K 0.00% NEW $105.68 -2.0%
1579 EDP S.A. ADR F 165.0 $8K 0.00% NEW $47.38
1580 SNDR SCHNEIDER NATL INC WIS Industrials 278.0 $8K 0.00% NEW $28.11 +25.7%
Page 79 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%