Shulman DeMeo Asset Management LLC

Q2 2026 13F-HR Holdings

Location
Lake Success, NY
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$535,004
Net value change ($000)
+64,101 (13.6%)
New positions
9
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 34,288 14.1%
QQQ 6,577 26.7%
DIA 3,396 12.2%
AAPL 2,093 13.2%
IJR 2,029 18.8%
XLK 2,027 43.6%
WDC 1,881 135.2%
IVV 1,867 14.7%
MDY 1,489 13.4%
EFA 1,076 7.6%
Top Reduces (Value $000, Stocks/ETFs)
CVX -406 -22.6%
HON -373 -100.0%
ICE -354 -22.3%
T -257 -100.0%
CL -230 -100.0%
WMT -204 -9.0%
XOM -197 -24.4%
KR -180 -23.3%
LMT -162 -16.0%
NOC -157 -25.6%
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