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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMLP ALPS ETF TR 7,992.0 $421K 0.09% NEW $52.64 -1.9%
82 RJF RAYMOND JAMES FINL INC Financial Services 2,898.0 $420K 0.09% -27.0 -0.9% $144.78 +8.7%
83 ITW ILLINOIS TOOL WKS INC Industrials 1,610.0 $419K 0.09% -13.0 -0.8% $260.33 +0.5%
84 BLK BLACKROCK INC Financial Services 434.0 $418K 0.09% NEW $962.68 +5.5%
85 LOW LOWES COS INC Consumer Cyclical 1,667.0 $394K 0.08% -22.0 -1.3% $236.33 -9.6%
86 MCK MCKESSON CORP Healthcare 455.0 $393K 0.08% $864.80 -11.7%
87 SHEL SHELL PLC Energy 4,224.0 $393K 0.08% -26.0 -0.6% $93.00 -14.5%
88 TSLA TESLA INC Consumer Cyclical 1,047.0 $389K 0.08% $371.75 +2.7%
89 GE GE AEROSPACE Industrials 1,364.0 $387K 0.08% NEW $283.76 +25.6%
90 VIG VANGUARD SPECIALIZED FUNDS 1,758.0 $378K 0.08% $215.04 +8.9%
91 HON HONEYWELL INTL INC Industrials 1,651.0 $373K 0.08% -16.0 -1.0% $226.04 -1.6%
92 CII BLACKROCK ENHANCED LARGE CAP Financial Services 17,548.0 $369K 0.08% -4K -17.4% $21.02 +16.9%
93 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,163.0 $360K 0.08% -610.0 -9.0% $58.47 +3.9%
94 TJX TJX COS INC NEW Consumer Cyclical 2,239.0 $358K 0.08% $159.67 +2.9%
95 XBI SPDR SERIES TRUST 2,751.0 $351K 0.07% $127.73 +15.1%
96 HPQ HP INC Technology 18,033.0 $346K 0.07% NEW $19.21 +23.2%
97 GSK GSK PLC Healthcare 6,142.0 $339K 0.07% NEW $55.19 -5.7%
98 EMR EMERSON ELEC CO Industrials 2,572.0 $337K 0.07% $131.02 +9.2%
99 RSG REPUBLIC SVCS INC Industrials 1,529.0 $335K 0.07% $219.09 -4.6%
100 DUK DUKE ENERGY CORP NEW Utilities 2,542.0 $333K 0.07% NEW $130.93 -4.5%
Page 5 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%