Shulman DeMeo Asset Management LLC

Q4 2025 13F-HR Holdings

Location
Lake Success, NY
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$440,952
Net value change ($000)
+5,977 (1.4%)
New positions
3
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 4,209 1.7%
AAPL 1,049 6.5%
LLY 466 35.3%
QQQ 420 1.6%
EFA 408 3.0%
GOOGL 297 28.9%
WDC 269 43.0%
WBD 257 NEW
IVV 253 1.9%
XLY 213 NEW
Top Reduces (Value $000, Stocks/ETFs)
HD -326 -15.0%
TRV -285 -100.0%
META -255 -7.1%
WSM -243 -9.4%
BHK -239 -100.0%
RTX -203 -100.0%
NFLX -201 -100.0%
PSK -199 -5.4%
T -172 -42.3%
MSFT -164 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type