Shulman Demeo Asset Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$470.9M
Q ending 2026-03-31
Prior quarter
$441.0M
Q ending 2025-12-31
Change
+6.8% QoQ · +32.2% YoY
Positions
140
reported holdings
Largest positions
Top 100 of 140 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $243.7M | 375K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $27.8M | 60K |
| Invesco Qqq Tr | QQQ | Shares | $24.6M | 43K |
| Apple Inc | AAPL | Shares | $15.9M | 62K |
| Ishares Tr | EFA | Shares | $14.1M | 145K |
| Ishares Tr | IVV | Shares | $12.7M | 19K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $11.1M | 18K |
| Ishares Tr | IJR | Shares | $10.8M | 87K |
| Spdr Series Trust | SDY | Shares | $6.3M | 43K |
| Select Sector Spdr Tr | XLK | Shares | $4.7M | 35K |
| Ishares Tr | HDV | Shares | $4.6M | 34K |
| Ishares Tr | DVY | Shares | $4.5M | 30K |
| Ishares Tr | PFF | Shares | $3.4M | 111K |
| Spdr Series Trust | PSK | Shares | $3.3M | 106K |
| Meta Platforms Inc | META | Shares | $2.9M | 5K |
| Ishares Tr | IYJ | Shares | $2.8M | 19K |
| Nuveen S&P 500 Dynamic Overw | XSSPX | Shares | $2.5M | 158K |
| Williams Sonoma Inc | WSM | Shares | $2.4M | 13K |
| Walmart Inc | WMT | Shares | $2.3M | 18K |
| Johnson & Johnson | JNJ | Shares | $2.0M | 8K |
| International Business Machs | IBM | Shares | $1.9M | 8K |
| Chevron Corporation | CVX | Shares | $1.8M | 9K |
| Home Depot Inc | HD | Shares | $1.8M | 5K |
| Microsoft Corp | MSFT | Shares | $1.7M | 5K |
| Qualcomm Inc | QCOM | Shares | $1.7M | 13K |
| Intercontinental Exchange In | ICE | Shares | $1.6M | 10K |
| Eli Lilly & Co | LLY | Shares | $1.5M | 2K |
| Western Digital Corp | WDC | Shares | $1.4M | 5K |
| Morgan Stanley | MS | Shares | $1.4M | 8K |
| Coca Cola Co | KO | Shares | $1.3M | 18K |
| Ishares Tr | IBB | Shares | $1.2M | 7K |
| Nuveen Nasdaq 100 Dynamic Ov | QQQX | Shares | $1.2M | 46K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Apollo Global Mgmt Inc | APO | Shares | $1.2M | 11K |
| Select Sector Spdr Tr | XLU | Shares | $1.2M | 25K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Blackrock Enhanced Equity Di | BDJ | Shares | $1.1M | 130K |
| Invesco Exch Traded Fd Tr Ii | PGX | Shares | $1.1M | 100K |
| Lockheed Martin Corp | LMT | Shares | $1.0M | 2K |
| Dnp Select Income Fd Inc | DNP | Shares | $952K | 92K |
| Amazon Com Inc | AMZN | Shares | $951K | 5K |
| Disney Walt Co | DIS | Shares | $894K | 9K |
| Verizon Communications Inc | VZ | Shares | $887K | 18K |
| Bank New York Mellon Corp | BNY | Shares | $838K | 7K |
| Southern Co | SO | Shares | $834K | 9K |
| Consolidated Edison Inc | ED | Shares | $815K | 7K |
| Exxon Mobil Corp | XOM | Shares | $806K | 5K |
| Kroger Co | KR | Shares | $774K | 11K |
| Spdr Series Trust | SPYG | Shares | $766K | 8K |
| Merck & Co Inc | MRK | Shares | $752K | 6K |
| American Elec Pwr Co Inc | AEP | Shares | $720K | 5K |
| Enbridge Inc | ENB | Shares | $708K | 13K |
| General Dynamics Corp | GD | Shares | $687K | 2K |
| Ishares Tr | IVE | Shares | $686K | 3K |
| Cisco Sys Inc | CSCO | Shares | $686K | 9K |
| Blackstone Inc | BX | Shares | $639K | 6K |
| Select Sector Spdr Tr | XLF | Shares | $629K | 13K |
| Deere & Co | DE | Shares | $629K | 1K |
| Northrop Grumman Corp | NOC | Shares | $614K | 900 |
| Procter & Gamble Co | PG | Shares | $608K | 4K |
| Texas Instrs Inc | TXN | Shares | $605K | 3K |
| Vanguard Index Fds | VOO | Shares | $590K | 987 |
| Nuveen Pfd & Income Opportun | JPC | Shares | $586K | 78K |
| Select Sector Spdr Tr | XLE | Shares | $576K | 9K |
| Alphabet Inc | GOOG | Shares | $571K | 2K |
| Metlife Inc | MET | Shares | $568K | 8K |
| Select Sector Spdr Tr | XLP | Shares | $546K | 7K |
| Blackrock Cr Allocation | BTZ | Shares | $510K | 51K |
| Alliancebernstein Hldg L P | AB | Shares | $504K | 13K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $499K | 2K |
| Costco Wholesale Corporation | COST | Shares | $486K | 488 |
| First Tr Exch Traded Fd Iii | FPE | Shares | $484K | 27K |
| Pfizer Inc | PFE | Shares | $466K | 17K |
| Citigroup Inc | C | Shares | $465K | 4K |
| S&P Global Inc | SPGI | Shares | $455K | 1K |
| Lazard Inc | LAZ | Shares | $441K | 10K |
| Conocophillips | COP | Shares | $441K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $434K | 3K |
| Invesco Exch Traded Fd Tr Ii | SPHD | Shares | $432K | 9K |
| American Express Co | AXP | Shares | $424K | 1K |
| Alps Etf Tr | AMLP | Shares | $421K | 8K |
| Raymond James Finl Inc | RJF | Shares | $420K | 3K |
| Illinois Tool Wks Inc | ITW | Shares | $419K | 2K |
| Blackrock Inc | BLK | Shares | $418K | 434 |
| Lowes Cos Inc | LOW | Shares | $394K | 2K |
| Mckesson Corp | MCK | Shares | $393K | 455 |
| Shell Plc | SHEL | Shares | $393K | 4K |
| Tesla Inc | TSLA | Shares | $389K | 1K |
| Ge Aerospace | GE | Shares | $387K | 1K |
| Vanguard Specialized Funds | VIG | Shares | $378K | 2K |
| Honeywell Intl Inc | HONGBP | Shares | $373K | 2K |
| Blackrock Enhanced Large Cap | CII | Shares | $369K | 18K |
| British Amern Tob Plc | BTI | Shares | $360K | 6K |
| Tjx Cos Inc New | TJX | Shares | $358K | 2K |
| Spdr Series Trust | XBI | Shares | $351K | 3K |
| Hp Inc | HPQ | Shares | $346K | 18K |
| Gsk Plc | GSK | Shares | $339K | 6K |
| Emerson Elec Co | EMR | Shares | $337K | 3K |
| Republic Svcs Inc | RSG | Shares | $335K | 2K |
| Duke Energy Corp New | DUK | Shares | $333K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.