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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN TEXAS INSTRS INC Technology 3,115.0 $605K 0.13% -59.0 -1.9% $194.16 +56.8%
62 VOO VANGUARD INDEX FDS 987.0 $590K 0.12% $597.75 +13.1%
63 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 77,701.0 $586K 0.12% -8K -9.0% $7.54 +2.7%
64 XLE SELECT SECTOR SPDR TR 9,402.0 $576K 0.12% -65.0 -0.7% $61.26 -11.1%
65 GOOG ALPHABET INC Communication Services 1,992.0 $571K 0.12% $286.83 +20.7%
66 MET METLIFE INC Financial Services 8,028.0 $568K 0.12% -552.0 -6.4% $70.72 +24.5%
67 XLP SELECT SECTOR SPDR TR 6,664.0 $546K 0.12% $81.98 +2.1%
68 BTZ BLACKROCK CR ALLOCATION Financial Services 50,539.0 $510K 0.11% -3K -6.4% $10.10 -0.4%
69 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 13,454.0 $504K 0.11% -943.0 -6.5% $37.44 -4.4%
70 VOOV VANGUARD ADMIRAL FDS INC 2,448.0 $499K 0.11% +105.0 +4.5% $203.78 +7.6%
71 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 488.0 $486K 0.10% -7.0 -1.4% $996.82 -3.9%
72 FPE FIRST TR EXCH TRADED FD III 27,291.0 $484K 0.10% +5K +24.9% $17.75 +1.2%
73 PFE PFIZER INC Healthcare 16,608.0 $466K 0.10% +94.0 +0.6% $28.08 -12.0%
74 C CITIGROUP INC Financial Services 4,103.0 $465K 0.10% NEW $113.41 +27.9%
75 SPGI S&P GLOBAL INC Financial Services 1,070.0 $455K 0.10% -8.0 -0.7% $425.41 -5.9%
76 LAZ LAZARD INC Financial Services 10,385.0 $441K 0.09% NEW $42.48 -0.4%
77 COP CONOCOPHILLIPS Energy 3,338.0 $441K 0.09% $132.00 -16.7%
78 VYM VANGUARD WHITEHALL FDS 2,931.0 $434K 0.09% -124.0 -4.1% $148.09 +6.8%
79 SPHD INVESCO EXCH TRADED FD TR II 8,707.0 $432K 0.09% -200.0 -2.2% $49.61 +2.1%
80 AXP AMERICAN EXPRESS CO Financial Services 1,403.0 $424K 0.09% -8.0 -0.6% $302.55 +11.6%
Page 4 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%