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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 8,660.0 $755K 0.17% NEW $87.20 +6.1%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 17,909.0 $729K 0.17% NEW $40.73 +18.4%
43 ED CONSOLIDATED EDISON INC Utilities 7,297.0 $725K 0.16% NEW $99.31 +7.0%
44 XLF SELECT SECTOR SPDR TR 13,113.0 $718K 0.16% NEW $54.77 -6.4%
45 CSCO CISCO SYS INC Technology 9,064.0 $698K 0.16% NEW $77.03 +54.0%
46 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 85,354.0 $692K 0.16% NEW $8.11 -2.0%
47 IVE ISHARES TR 3,248.0 $689K 0.16% NEW $212.07 +7.7%
48 MET METLIFE INC Financial Services 8,580.0 $677K 0.15% NEW $78.94 +3.8%
49 GD GENERAL DYNAMICS CORP Industrials 2,000.0 $673K 0.15% NEW $336.60 +3.7%
50 KR KROGER CO Consumer Defensive 10,751.0 $672K 0.15% NEW $62.48 +1.9%
51 XOM EXXON MOBIL CORP Energy 5,355.0 $644K 0.15% NEW $120.34 +22.9%
52 ENB ENBRIDGE INC Energy 13,346.0 $638K 0.14% NEW $47.83 +16.2%
53 AEP AMERICAN ELEC PWR CO INC Utilities 5,505.0 $635K 0.14% NEW $115.30 +10.8%
54 GOOG ALPHABET INC Communication Services 1,990.0 $625K 0.14% NEW $313.86 +23.0%
55 PG PROCTER AND GAMBLE CO Consumer Defensive 4,341.0 $622K 0.14% NEW $143.31 +1.8%
56 VOO VANGUARD INDEX FDS 986.0 $618K 0.14% NEW $626.91 +10.7%
57 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 54,004.0 $585K 0.13% NEW $10.83 -5.9%
58 SPGI S&P GLOBAL INC Financial Services 1,078.0 $563K 0.13% NEW $522.62 -20.1%
59 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 14,397.0 $554K 0.13% NEW $38.48 -3.9%
60 TXN TEXAS INSTRS INC Technology 3,174.0 $551K 0.12% NEW $173.47 +83.0%
Page 3 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%