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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 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLU SELECT SECTOR SPDR TR 25,484.0 $1.2M 0.25% -207.0 -0.8% $45.89 -1.8%
22 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 129,581.0 $1.1M 0.24% -6K -4.3% $8.62 +7.5%
23 PGX INVESCO EXCH TRADED FD TR II 99,990.0 $1.1M 0.23% -2K -1.9% $10.88 -0.4%
24 LMT LOCKHEED MARTIN CORP Industrials 1,678.0 $1.0M 0.21% -9.0 -0.5% $604.54 -16.7%
25 DNP DNP SELECT INCOME FD INC Financial Services 92,387.0 $952K 0.20% -12K -11.2% $10.30 +5.2%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 17,666.0 $887K 0.19% -243.0 -1.4% $50.20 -9.6%
27 ED CONSOLIDATED EDISON INC Utilities 7,204.0 $815K 0.17% -93.0 -1.3% $113.18 -3.9%
28 XOM EXXON MOBIL CORP Energy 4,752.0 $806K 0.17% -603.0 -11.3% $169.67 -18.4%
29 KR KROGER CO Consumer Defensive 10,694.0 $774K 0.16% -57.0 -0.5% $72.36 -21.2%
30 ENB ENBRIDGE INC Energy 13,084.0 $708K 0.15% -262.0 -2.0% $54.14 +3.0%
31 CSCO CISCO SYS INC Technology 8,845.0 $686K 0.15% -219.0 -2.4% $77.59 +56.1%
32 XLF SELECT SECTOR SPDR TR 12,750.0 $629K 0.13% -363.0 -2.8% $49.37 +9.1%
33 DE DEERE & CO Industrials 1,116.0 $629K 0.13% -23.0 -2.0% $563.39 +5.1%
34 PG PROCTER & GAMBLE CO Consumer Defensive 4,208.0 $608K 0.13% -133.0 -3.1% $144.45 +4.4%
35 TXN TEXAS INSTRS INC Technology 3,115.0 $605K 0.13% -59.0 -1.9% $194.16 +56.8%
36 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 77,701.0 $586K 0.12% -8K -9.0% $7.54 +2.7%
37 XLE SELECT SECTOR SPDR TR 9,402.0 $576K 0.12% -65.0 -0.7% $61.26 -11.1%
38 MET METLIFE INC Financial Services 8,028.0 $568K 0.12% -552.0 -6.4% $70.72 +24.5%
39 BTZ BLACKROCK CR ALLOCATION Financial Services 50,539.0 $510K 0.11% -3K -6.4% $10.10 -0.4%
40 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 13,454.0 $504K 0.11% -943.0 -6.5% $37.44 -4.4%
Page 2 of 4  ·  68 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%