Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shulman DeMeo Asset Management LLC (CIK 1767070) reported $535.0M across 146 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($278.0M, 51.96%), DIA ($31.2M, 5.84%), QQQ ($31.2M, 5.82%), AAPL ($17.9M, 3.35%), EFA ($15.2M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $278.0M | 51.96% | 372,247 | Trimmed |
| 2 | DIA | STATE STR SPDR DOW JONES IND | $31.2M | 5.84% | 59,768 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $31.2M | 5.82% | 42,319 | Trimmed |
| 4 | AAPL | APPLE INC | $17.9M | 3.35% | 62,010 | Trimmed |
| 5 | EFA | ISHARES TR | $15.2M | 2.83% | 145,883 | Added |
| 6 | IVV | ISHARES TR | $14.5M | 2.72% | 19,410 | Added |
| 7 | IJR | ISHARES TR | $12.8M | 2.40% | 86,405 | Trimmed |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | $12.6M | 2.35% | 17,873 | Trimmed |
| 9 | XLK | SELECT SECTOR SPDR TR | $6.7M | 1.25% | 35,055 | Added |
| 10 | SDY | SPDR SERIES TRUST | $6.3M | 1.19% | 41,726 | Trimmed |
| 11 | DVY | ISHARES TR | $4.5M | 0.84% | 28,586 | Trimmed |
| 12 | HDV | ISHARES TR | $4.5M | 0.84% | 163,436 | Added |
| 13 | PFF | ISHARES TR | $3.4M | 0.63% | 110,608 | Trimmed |
| 14 | WDC | WESTERN DIGITAL CORP | $3.3M | 0.61% | 5,123 | Trimmed |
| 15 | PSK | SPDR SERIES TRUST | $3.2M | 0.60% | 105,421 | Trimmed |
| 16 | IYJ | ISHARES TR | $3.2M | 0.59% | 19,003 | Trimmed |
| 17 | WSM | WILLIAMS SONOMA INC | $3.0M | 0.57% | 13,003 | Trimmed |
| 18 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $2.8M | 0.53% | 151,552 | Trimmed |
| 19 | META | META PLATFORMS INC | $2.8M | 0.53% | 5,004 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $2.4M | 0.45% | 12,919 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $2.2M | 0.41% | 7,882 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $2.1M | 0.39% | 8,132 | Trimmed |
| 23 | WMT | WALMART INC | $2.1M | 0.38% | 18,165 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $2.0M | 0.37% | 1,641 | Added |
| 25 | HD | HOME DEPOT INC | $1.9M | 0.35% | 5,289 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30