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 $470.9M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($243.7M, 51.75%), DIA ($27.8M, 5.91%), QQQ ($24.6M, 5.22%), AAPL ($15.9M, 3.37%), EFA ($14.1M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $243.7M | 51.75% | 374,720 | Trimmed |
| 2 | DIA | STATE STR SPDR DOW JONES IND | $27.8M | 5.91% | 60,075 | New |
| 3 | QQQ | INVESCO QQQ TR | $24.6M | 5.22% | 42,599 | Trimmed |
| 4 | AAPL | APPLE INC | $15.9M | 3.37% | 62,454 | Trimmed |
| 5 | EFA | ISHARES TR | $14.1M | 2.99% | 144,941 | Trimmed |
| 6 | IVV | ISHARES TR | $12.7M | 2.69% | 19,394 | Trimmed |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | $11.1M | 2.35% | 17,967 | New |
| 8 | IJR | ISHARES TR | $10.8M | 2.29% | 86,765 | Trimmed |
| 9 | SDY | SPDR SERIES TRUST | $6.3M | 1.33% | 43,032 | Trimmed |
| 10 | XLK | SELECT SECTOR SPDR TR | $4.7M | 0.99% | 35,005 | Added |
| 11 | HDV | ISHARES TR | $4.6M | 0.98% | 33,901 | Trimmed |
| 12 | DVY | ISHARES TR | $4.5M | 0.96% | 29,783 | Trimmed |
| 13 | PFF | ISHARES TR | $3.4M | 0.71% | 110,991 | Trimmed |
| 14 | PSK | SPDR SERIES TRUST | $3.3M | 0.69% | 105,776 | Trimmed |
| 15 | META | META PLATFORMS INC | $2.9M | 0.61% | 5,019 | Trimmed |
| 16 | IYJ | ISHARES TR | $2.8M | 0.60% | 19,036 | Trimmed |
| 17 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $2.5M | 0.54% | 157,720 | Added |
| 18 | WSM | WILLIAMS SONOMA INC | $2.4M | 0.51% | 13,051 | Trimmed |
| 19 | WMT | WALMART INC | $2.3M | 0.48% | 18,197 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $2.0M | 0.42% | 8,178 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $1.9M | 0.40% | 7,868 | Trimmed |
| 22 | CVX | CHEVRON CORPORATION | $1.8M | 0.38% | 8,683 | Added |
| 23 | MSFT | MICROSOFT CORP | $1.7M | 0.37% | 4,712 | Trimmed |
| 24 | HD | HOME DEPOT INC | $1.8M | 0.37% | 5,353 | Added |
| 25 | QCOM | QUALCOMM INC | $1.7M | 0.35% | 12,951 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31