Institutional Fund
Shulman Demeo Asset Management LLC
Lake Success, NYCIK 17670705 filings on record
Portfolio Value
$470.90M
Q1 2026
Holdings
140
Reported positions
New Buys
29
Opened this quarter
QoQ Change
+6.8%
from $440.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr51.8%
- Spdr Dow Jones Indl Average5.9%
- Invesco Qqq Tr5.2%
- Apple Inc3.4%
- Ishares Tr3.0%
- Ishares Tr2.7%
- Other28.1%
Portfolio Holdings
140 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 374.7K | $243.70M | 51.8% | −3.9K | Reduced |
| 2 | Spdr Dow Jones Indl Average | 60.1K | $27.83M | 5.9% | +60.1K | New |
| 3 | Invesco Qqq Tr | 42.6K | $24.59M | 5.2% | −729 | Reduced |
| 4 | Apple Inc | 62.5K | $15.85M | 3.4% | −470 | Reduced |
| 5 | Ishares Tr | 144.9K | $14.08M | 3.0% | −2.5K | Reduced |
| 6 | Ishares Tr | 19.4K | $12.67M | 2.7% | −12 | Reduced |
| 7 | Spdr S&P Midcap 400 ETF Tr | 18.0K | $11.08M | 2.4% | +18.0K | New |
| 8 | Ishares Tr | 86.8K | $10.79M | 2.3% | −1.2K | Reduced |
| 9 | Spdr Series Trust | 43.0K | $6.28M | 1.3% | −264 | Reduced |
| 10 | Select Sector Spdr Tr | 35.0K | $4.65M | 1.0% | +110 | Added |
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