BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Shulman DeMeo Asset Management LLC

· CIK 0001767070
13F Portfolio $441M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New
Page 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,662.0 $1.8M 0.41% NEW $1074.38 +5.0%
22 JNJ JOHNSON & JOHNSON Healthcare 8,251.0 $1.7M 0.39% NEW $206.95 +11.5%
23 MS MORGAN STANLEY Financial Services 8,284.0 $1.5M 0.33% NEW $177.53 +14.8%
24 NUVEEN S&P 500 BUY-WRITE INC 94,573.0 $1.4M 0.32% NEW $14.70
25 GOOGL ALPHABET INC Communication Services 4,233.0 $1.3M 0.30% NEW $313.03 +24.6%
26 CVX CHEVRON CORP NEW Energy 8,682.0 $1.3M 0.30% NEW $152.41 +20.2%
27 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 135,379.0 $1.3M 0.29% NEW $9.48 -2.4%
28 JPM JPMORGAN CHASE & CO. Financial Services 3,950.0 $1.3M 0.29% NEW $322.24 -7.9%
29 KO COCA COLA CO Consumer Defensive 17,817.0 $1.2M 0.28% NEW $69.91 +15.0%
30 IBB ISHARES TR 7,302.0 $1.2M 0.28% NEW $168.77 +2.1%
31 PGX INVESCO EXCH TRADED FD TR II 101,949.0 $1.1M 0.26% NEW $11.24 -1.8%
32 XLU SELECT SECTOR SPDR TR 25,691.0 $1.1M 0.25% NEW $42.69 +4.5%
33 AMZN AMAZON COM INC Consumer Cyclical 4,570.0 $1.1M 0.24% NEW $230.82 +18.7%
34 DIS DISNEY WALT CO Communication Services 9,268.0 $1.1M 0.24% NEW $113.77 -8.8%
35 DNP DNP SELECT INCOME FD INC Financial Services 104,051.0 $1.0M 0.24% NEW $9.99 +7.6%
36 NUVEEN DOW 30 DYNMC OVERWRT 59,250.0 $904K 0.20% NEW $15.26
37 WDC WESTERN DIGITAL CORP Technology 5,192.0 $895K 0.20% NEW $172.29 +208.0%
38 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 46,128.0 $832K 0.19% NEW $18.04 +1.7%
39 BK BANK NEW YORK MELLON CORP Financial Services 7,047.0 $818K 0.19% NEW $116.10 +21.1%
40 LMT LOCKHEED MARTIN CORP Industrials 1,687.0 $816K 0.18% NEW $483.76 +11.0%
Page 2 of 6  ·  119 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 82.6%
Technology 7.5%
Communication Services 2.1%
Consumer Cyclical 1.9%
Consumer Defensive 1.8%
Healthcare 1.5%
Industrials 1.2%
Energy 0.9%
Utilities 0.6%