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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 7,868.0 $1.9M 0.41% -77.0 -1.0% $242.39 +9.3%
22 CVX CHEVRON CORPORATION Energy 8,683.0 $1.8M 0.38% $206.91 -14.9%
23 HD HOME DEPOT INC Consumer Cyclical 5,353.0 $1.8M 0.37% $328.89 -1.4%
24 MSFT MICROSOFT CORP Technology 4,712.0 $1.7M 0.37% $370.14 +1.0%
25 QCOM QUALCOMM INC Technology 12,951.0 $1.7M 0.35% -89.0 -0.7% $128.78 +58.5%
26 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,097.0 $1.6M 0.34% NEW $157.28 -15.4%
27 LLY ELI LILLY & CO Healthcare 1,634.0 $1.5M 0.32% -28.0 -1.7% $919.93 +20.3%
28 WDC WESTERN DIGITAL CORP Technology 5,143.0 $1.4M 0.29% -49.0 -0.9% $270.51 +170.8%
29 MS MORGAN STANLEY Financial Services 8,295.0 $1.4M 0.29% $164.58 +37.3%
30 KO COCA COLA CO Consumer Defensive 17,685.0 $1.3M 0.29% -132.0 -0.7% $76.05 +5.6%
31 IBB ISHARES TR 7,248.0 $1.2M 0.26% -54.0 -0.7% $168.85 +5.5%
32 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 45,829.0 $1.2M 0.26% NEW $26.67 +9.7%
33 GOOGL ALPHABET INC Communication Services 4,233.0 $1.2M 0.26% $287.57 +20.4%
34 APOS APOLLO GLOBAL MGMT INC Financial Services 10,910.0 $1.2M 0.26% NEW $111.42 -77.3%
35 XLU SELECT SECTOR SPDR TR 25,484.0 $1.2M 0.25% -207.0 -0.8% $45.89 -1.8%
36 JPM JPMORGAN CHASE & CO Financial Services 3,934.0 $1.2M 0.25% $294.13 +13.6%
37 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 129,581.0 $1.1M 0.24% -6K -4.3% $8.62 +7.5%
38 PGX INVESCO EXCH TRADED FD TR II 99,990.0 $1.1M 0.23% -2K -1.9% $10.88 -0.4%
39 LMT LOCKHEED MARTIN CORP Industrials 1,678.0 $1.0M 0.21% -9.0 -0.5% $604.54 -16.7%
40 DNP DNP SELECT INCOME FD INC Financial Services 92,387.0 $952K 0.20% -12K -11.2% $10.30 +5.2%
Page 2 of 7  ·  140 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%