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Portfolio (Quarterly) Guide ↗

Shulman DeMeo Asset Management LLC

· CIK 0001767070
13F Portfolio $471M AUM 140 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 7 Added 68 Reduced 8 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLACKROCK INCOME TR INC 26,110.0 $276K 0.06% NEW $10.57
22 MRVL MARVELL TECHNOLOGY INC Technology 2,613.0 $259K 0.06% NEW $99.07 +181.7%
23 RTX RTX CORPORATION Industrials 1,212.0 $234K 0.05% NEW $192.94 -3.4%
24 VLO VALERO ENERGY CORP Energy 893.0 $221K 0.05% NEW $247.11 -1.3%
25 AGNC AGNC INVT CORP Real Estate 21,884.0 $219K 0.05% NEW $10.03 +4.1%
26 NEE NEXTERA ENERGY INC Utilities 2,363.0 $219K 0.05% NEW $92.87 -6.9%
27 BHK BLACKROCK CORE BD TR Financial Services 22,619.0 $207K 0.04% NEW $9.16 -2.0%
28 DHF BNY MELLON HIGH YIELD STRATE Financial Services 45,138.0 $110K 0.02% NEW $2.44 -1.6%
29 DSM BNY MELLON STRATEGIC MUN BD Financial Services 10,447.0 $63K 0.01% NEW $6.01 +2.0%
Page 2 of 2  ·  29 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
Financial Services 83.6%
Technology 6.4%
Communication Services 1.8%
Consumer Defensive 1.7%
Healthcare 1.7%
Consumer Cyclical 1.6%
Industrials 1.3%
Energy 1.1%
Utilities 0.7%
Real Estate 0.1%