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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 80 of 108  ·  2,142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 PRA PROASSURANCE CORP Financial Services 324.0 $8K 0.00% NEW $24.10 -0.5%
1582 LEGAL & GEN GROUP PLC F 433.0 $8K 0.00% NEW $18.03
1583 DLX DELUXE CORP Communication Services 358.0 $8K 0.00% NEW $21.75 +11.7%
1584 NEXON CO LTD F 304.0 $8K 0.00% NEW $25.60
1585 DUOL DUOLINGO INC Technology 42.0 $8K 0.00% NEW $185.14 -39.9%
1586 SNN SMITH & NEPHEW GROUP P F Healthcare 233.0 $8K 0.00% NEW $33.34 -10.9%
1587 IFF INTERNTNL FLAVORS & Basic Materials 116.0 $8K 0.00% NEW $66.96 +13.7%
1588 UNM UNUM GROUP Financial Services 99.0 $8K 0.00% NEW $78.31 +6.3%
1589 SAAB AB F 237.0 $8K 0.00% NEW $32.71
1590 DIVO AMPLIFY CWP ENHANCED DIV 171.0 $8K 0.00% NEW $45.16 +2.4%
1591 EXG EATON VANCE TAX MAN GL D Financial Services 805.0 $8K 0.00% NEW $9.57 -0.1%
1592 ELF E L F BEAUTY INC Consumer Defensive 100.0 $8K 0.00% NEW $76.84 -27.1%
1593 SONOVA HLDG AG F 146.0 $8K 0.00% NEW $52.62
1594 SDGR SCHRODINGER INC Healthcare 415.0 $8K 0.00% NEW $18.50 -17.7%
1595 GMAB GENMAB A/S F Healthcare 241.0 $8K 0.00% NEW $31.80 -17.2%
1596 MEDP MEDPACE HLDGS INC Healthcare 13.0 $8K 0.00% NEW $586.85 -23.8%
1597 METALLUS INC 418.0 $8K 0.00% NEW $18.19
1598 SCI SERVICE CORP INTL Consumer Cyclical 97.0 $8K 0.00% NEW $78.34 -4.0%
1599 RACE FERRARI N V NEW F Consumer Cyclical 20.0 $8K 0.00% NEW $379.25 -10.1%
1600 SUMITOMO MITSUI TRUS A F 1,199.0 $8K 0.00% NEW $6.30
Page 80 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%