BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 920.0 $324K 0.07% -5.0 -0.5% $351.66 +0.0%
102 DELL DELL TECHNOLOGIES INC Technology 1,965.0 $322K 0.07% NEW $164.11 +164.4%
103 GLAD GLADSTONE CAP CORP Financial Services 18,395.0 $319K 0.07% NEW $17.35 +7.8%
104 SPYV SPDR SERIES TRUST 5,333.0 $302K 0.06% NEW $56.58 +7.6%
105 TRV TRAVELERS COMPANIES INC Financial Services 1,024.0 $299K 0.06% NEW $291.60 +10.7%
106 PEP PEPSICO INC Consumer Defensive 1,909.0 $296K 0.06% +31.0 +1.6% $155.29 -7.7%
107 HCA HCA HEALTHCARE INC Healthcare 616.0 $292K 0.06% $473.48 -17.5%
108 USB US BANCORP Financial Services 5,515.0 $287K 0.06% +36.0 +0.7% $52.01 +15.3%
109 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 10,908.0 $282K 0.06% -308.0 -2.8% $25.88 +4.8%
110 NVDA NVIDIA CORPORATION Technology 1,613.0 $281K 0.06% $174.37 +15.2%
111 BLACKROCK INCOME TR INC 26,110.0 $276K 0.06% NEW $10.57
112 GAB GABELLI EQUITY TR INC Financial Services 47,808.0 $268K 0.06% -10K -16.7% $5.60 -0.8%
113 MRVL MARVELL TECHNOLOGY INC Technology 2,613.0 $259K 0.06% NEW $99.07 +174.4%
114 T AT&T INC Communication Services 8,857.0 $257K 0.06% -591.0 -6.3% $28.99 -22.7%
115 TD TORONTO DOMINION BK ONT Financial Services 2,707.0 $253K 0.05% $93.31 +27.6%
116 MO ALTRIA GROUP INC Consumer Defensive 3,781.0 $249K 0.05% -548.0 -12.7% $65.99 +9.1%
117 ORCL ORACLE CORP Technology 1,671.0 $246K 0.05% +20.0 +1.2% $147.09 +7.5%
118 WBD WARNER BROS DISCOVERY INC Communication Services 8,930.0 $245K 0.05% $27.46 -0.9%
119 UNH UNITEDHEALTH GROUP INC Healthcare 891.0 $241K 0.05% $270.45 +50.0%
120 RTX RTX CORPORATION Industrials 1,212.0 $234K 0.05% NEW $192.94 -3.8%
Page 6 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%