Shulman DeMeo Asset Management LLC

Q1 2026 13F-HR Holdings

Location
Lake Success, NY
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$470,903
Net value change ($000)
+29,951 (6.8%)
New positions
29
Sold out positions
8
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DIA 27,826 NEW
MDY 11,081 NEW
SPXX 1,703 204.7%
ICE 1,588 NEW
QQQX 1,222 NEW
APO 1,216 NEW
SPYG 766 NEW
MRK 752 NEW
BX 639 NEW
WDC 496 55.4%
Top Reduces (Value $000, Stocks/ETFs)
SPY -14,476 -5.6%
QQQ -2,030 -7.6%
BXMX -1,390 -100.0%
AAPL -1,256 -7.3%
DIAX -904 -100.0%
IVV -623 -4.7%
QCOM -562 -25.2%
MSFT -544 -23.8%
META -475 -14.2%
IBM -447 -19.0%
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