What does Salomon & Ludwin, LLC hold?

Salomon & Ludwin, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1766156.

What is Salomon & Ludwin, LLC's AUM?

Salomon & Ludwin, LLC reported approximately $1.2B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.3B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Salomon & Ludwin, LLC's holdings?

All Salomon & Ludwin, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1766156. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Salomon & Ludwin, LLC's 13F data updated on 13F Pro?

Salomon & Ludwin, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Salomon & Ludwin, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1766156

Institutional-grade research for retail investors

Sector Allocation

Other83.8%$1.0B
Technology6.5%$78.6M
Financials2.9%$34.9M
Consumer Staples1.6%$18.8M
Consumer Discretionary1.3%$15.3M
Industrials1.1%$13.7M
Healthcare1.0%$12.1M
Utilities0.6%$7.5M
Materials0.5%$5.8M
Energy0.3%$4.0M

AUM History

13fpro.ai/research/fund/salomon-and-ludwin-llc-1766156

Conviction and streaks

Stable · top 10 = 43.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.5% weight · held 10 quarters

$Conviction hold6.4% weight · held 10 quarters

$Conviction hold6.2% weight · held 10 quarters

$Conviction hold5.0% weight · held 10 quarters

$Conviction hold4.2% weight · held 10 quarters

$Accumulating+44% shares · 9 quarters running

$Accumulating+588% shares · 9 quarters running

$Accumulating+489% shares · 9 quarters running

$Accumulating+45% shares · 8 quarters running

$Accumulating+92% shares · 8 quarters running

$Trimming-49% shares · 9 quarters running

$Trimming-40% shares · 9 quarters running

$Trimming-42% shares · 9 quarters running

$Trimming-44% shares · 9 quarters running

$Trimming-38% shares · 9 quarters running

Largest positions — Q2 2026

ISHARES
$79.1M
ISHARES
$77.3M
STATE
$75.3M
JPMORGAN
$61.2M
VANGUARD
$51.4M
STATE
$49.3M
ISHARES
$40.8M
SPY
$30.2M
VANGUARD
$29.8M
VANGUARD
$29.3M
ISHARES
$27.3M
ISHARES
$26.3M
VANGUARD
$25.8M
MSFT
$23.2M
ISHARES
$21.3M
ISHARES
$21.2M
VANGUARD
$20.3M
AAPL
$20.2M
ISHARES
$19.2M
STATE
$18.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/salomon-and-ludwin-llc-1766156

Salomon & Ludwin, LLC 13F holdings — Q2 2026

$1.2B portfolio (+8.5% QoQ) · 2,116 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

1
ISHARES S&P 500 GROWTH - ETF
$79.1M
6.5% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES SHORT-TERM - ETF
$77.3M
6.4% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
STATE STREET TECHNOLOGY - ETF
$75.3M
6.2% of stocks
-7%This quarter—Since filed—Held
AIQuality—Est. buy—
4
JPMORGAN ULTRA-SHORT - ETF
$61.2M
5.0% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD S&P 500 ETF - ETF
$51.4M
4.2% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
STATE STREET SPDR - ETF
$49.3M
4.1% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES S&P 500 VALUE - ETF
$40.8M
3.4% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SPDR S&P 500 ETF TRUST
$SPY
$30.2M
2.5% of stocks
-5%This quarter-1.0%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
9
VANGUARD FTSE DEVELOPED - ETF
$29.8M
2.5% of stocks
-0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD TAX-EXEMPT BOND - ETF
$29.3M
2.4% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES S&P 500 GROWTH - ETF	$79.1M	6.5%	-3%	—	—	—	—
2	ISHARES SHORT-TERM - ETF	$77.3M	6.4%	+2%	—	—	—	—
3	STATE STREET TECHNOLOGY - ETF	$75.3M	6.2%	-7%	—	—	—	—
4	JPMORGAN ULTRA-SHORT - ETF	$61.2M	5.0%	+1%	—	—	—	—
5	VANGUARD S&P 500 ETF - ETF	$51.4M	4.2%	-3%	—	—	—	—
6	STATE STREET SPDR - ETF	$49.3M	4.1%	+2%	—	—	—	—
7	ISHARES S&P 500 VALUE - ETF	$40.8M	3.4%	-4%	—	—	—	—
8	SPDR S&P 500 ETF TRUST$SPY	$30.2M	2.5%	-5%	-1.0%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
9	VANGUARD FTSE DEVELOPED - ETF	$29.8M	2.5%	-0.4%	—	—	—	—
10	VANGUARD TAX-EXEMPT BOND - ETF	$29.3M	2.4%	+3%	—	—	—	—

All holdings — Salomon & Ludwin, LLC (Q2 2026)

Sort

2,116 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	—	ISHARES NATIONAL MUNI - ETFetf/fund	—	$27.3M	2.3%	254K	+5%	—	—	13F
12	—	ISHARES CORE S&P MID-CAP - ETFetf/fund	—	$26.3M	2.2%	344K	-2%	—	—	13F
13	—	VANGUARD SHORT-TERM - ETFetf/fund	—	$25.8M	2.1%	444K	+3%	—	—	13F
14	$MSFT	MICROSOFT CORP	Technology	$23.2M	1.9%	60K	-2%	10+ qtrs	79.8	13F
15	—	ISHARES MSCI EAFE ETF - ETFetf/fund	—	$21.3M	1.8%	207K	-2%	—	—	13F
16	—	ISHARES RUSSELL 2000 - ETFetf/fund	—	$21.2M	1.8%	71K	-1.0%	—	—	13F
17	—	VANGUARD HIGH DIVIDEND - ETFetf/fund	—	$20.3M	1.7%	128K	-2%	—	—	13F
18	$AAPL	Apple Inc.	Technology	$20.2M	1.7%	69K	-1%	10+ qtrs	75.7	13F
19	—	ISHARES S&P MID-CAP 400 - ETFetf/fund	—	$19.2M	1.6%	165K	-5%	—	—	13F
20	—	STATE STREET CONSUMER - ETFetf/fund	—	$18.4M	1.5%	155K	-1%	—	—	13F
21	—	VANGUARD GROWTH INDEX - ETFetf/fund	—	$17.3M	1.4%	201K	+488%	—	—	13F
22	—	STATE STREET HEALTH CARE - ETFetf/fund	—	$15.9M	1.3%	100K	-0.9%	—	—	13F
23	—	VANGUARD INTER-TERM - ETFetf/fund	—	$15.8M	1.3%	270K	+4%	—	—	13F
24	—	STATE STREET FINANCIAL - ETFetf/fund	—	$15.4M	1.3%	280K	-0.8%	—	—	13F
25	—	STATE STREET SPDR - ETFetf/fund	—	$15.2M	1.3%	537K	+4%	—	—	13F
26	—	ISHARES 1-3 YEAR - ETF	—	$14.6M	1.2%	178K	+4%
27	—	ISHARES S&P MID-CAP 400 - ETF	—	$13.9M	1.1%	94K	-2%
28	—	ISHARES CORE S&P - ETF	—	$13.5M	1.1%	92K	-2%
29	—	STATE STREET INDUSTRIAL - ETF	—	$10.8M	0.9%	59K	-0.8%
30	—	STATE STREET SPDR - ETF	—	$10.8M	0.9%	213K	+7%
31	—	ISHARES S&P SMALL-CAP - ETF	—	$10.2M	0.8%	60K	-4%
32	—	STATE STREET CONSUMER - ETF	—	$9.4M	0.8%	113K	-1%
33	—	ISHARES CORE MSCI - ETF	—	$8.9M	0.7%	111K	-1%
34	—	ISHARES MSCI EMERGING - ETF	—	$8.9M	0.7%	134K	-2%
35	—	STATE STREET SPDR - ETF	—	$8.9M	0.7%	75K	-5%
36	—	ISHARES CORE S&P 500 - ETF	—	$8.5M	0.7%	11K	-8%
37	$MO	ALTRIA GROUP, INC.	Consumer Staples	$7.3M	0.6%	102K	-0.1%
38	$LRCX	LAM RESEARCH CORP	Technology	$6.3M	0.5%	16K	-0.7%
39	—	ISHARES GLOBAL - ETF	—	$6.2M	0.5%	49K	-1%
40	—	STATE STREET SPDR - ETF	—	$5.7M	0.5%	94K	-2%
41	—	STATE STREET SPDR S&P - ETF	—	$5.5M	0.5%	50K	-4%
42	—	VANGUARD CONSUMER - ETF	—	$5.4M	0.5%	14K	-1%
43	—	ISHARES S&P SMALL-CAP - ETF	—	$5.4M	0.5%	40K	-6%
44	—	STATE STREET SPDR S&P - ETF	—	$5.2M	0.4%	34K	-3%
45	—	VANGUARD SMALL-CAP INDEX - ETF	—	$5.1M	0.4%	17K	-5%
46	$PM	Philip Morris International Inc.	Consumer Staples	$4.9M	0.4%	28K	-1%
47	$IVZ	Invesco Ltd.	Financials	$4.8M	0.4%	204K	-0.6%
48	$ORCL	ORACLE CORP	Technology	$4.7M	0.4%	33K	-0.0%
49	—	VANGUARD MID-CAP INDEX - ETF	—	$4.6M	0.4%	57K	+290%
50	$D	DOMINION ENERGY, INC	Utilities	$4.6M	0.4%	68K	-0.0%
51	—	VANGUARD INDUSTRIALS - ETF	—	$4.5M	0.4%	13K	-1%
52	$DOV	DOVER Corp	Industrials	$4.4M	0.4%	28K	-0.3%
53	—	VANGUARD INFORMATION - ETF	—	$4.3M	0.3%	37K	+618%
54	—	STATE STREET - ETF	—	$4.2M	0.3%	38K	+5%
55	—	STATE STREET ENERGY - ETF	—	$4.0M	0.3%	75K	+3%
56	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$3.9M	0.3%	5,616	-2%
57	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.7M	0.3%	15K	-0.5%
58	—	FIRST TRUST MORNINGSTAR - ETF	—	$3.5M	0.3%	72K	-2%
59	—	VANGUARD FTSE EMERGING - ETF	—	$3.5M	0.3%	60K	-0.7%
60	—	VANGUARD VALUE INDEX - ETF	—	$3.4M	0.3%	16K	-3%
61	$WT	WisdomTree, Inc.	Financials	$3.2M	0.3%	25K	-2%
62	—	STATE STREET SPDR - ETF	—	$3.1M	0.3%	59K	+5%
63	$NEU	NEWMARKET CORP	Materials	$2.9M	0.2%	3,740	—
64	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$2.8M	0.2%	13K	-3%
65	$NVDA	NVIDIA CORP	Technology	$2.8M	0.2%	14K	+1%
66	$GOOGL	Alphabet Inc.	Technology	$2.7M	0.2%	7,500	-0.4%
67	$MCD	MCDONALDS CORP	Consumer Discretionary	$2.6M	0.2%	9,806	+2%
68	—	ISHARES RUSSELL 1000 - ETF	—	$2.5M	0.2%	21K	+282%
69	$WT	WisdomTree, Inc.	Financials	$2.2M	0.2%	38K	-1%
70	$WT	WisdomTree, Inc.	Financials	$2.1M	0.2%	50K	-4%
71	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.0M	0.2%	3,123	-4%
72	$STT	STATE STREET CORP	Financials	$2.0M	0.2%	18K	-5%
73	$LLY	ELI LILLY & Co	Healthcare	$2.0M	0.2%	1,638	-3%
74	—	VANGUARD ENERGY INDEX - ETF	—	$1.9M	0.1%	13K	-0.6%
75	$KO	COCA COLA CO	Consumer Staples	$1.8M	0.1%	22K	—
76	—	STATE STREET SPDR S&P - ETF	—	$1.8M	0.1%	19K	-1%
77	$JPM	JPMORGAN CHASE & CO	Financials	$1.7M	0.1%	5,155	+6%
78	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.7M	0.1%	6,720	-0.4%
79	—	ISHARES U.S. AEROSPACE & - ETF	—	$1.7M	0.1%	6,870	—
80	$IVZ	Invesco Ltd.	Financials	$1.6M	0.1%	7,612	-5%
81	$GOOG	Alphabet Inc.	Technology	$1.5M	0.1%	4,323	-2%
82	—	VANGUARD HEALTH CARE - ETF	—	$1.5M	0.1%	4,907	-0.3%
83	$AVGO	Broadcom Inc.	Technology	$1.4M	0.1%	3,902	-6%
84	$ABBV	AbbVie Inc.	Healthcare	$1.3M	0.1%	5,275	+0.8%
85	—	VANGUARD TOTAL STOCK - ETF	—	$1.3M	0.1%	3,475	-4%
86	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.2M	0.1%	2,852	+3%
87	$TFC	TRUIST FINANCIAL CORP	Financials	$1.1M	0.1%	22K	-0.2%
88	—	STATE STREET SPDR S&P - ETF	—	$1.1M	0.1%	9,398	-1%
89	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.0M	0.1%	1,410	-2%
90	$AUB	Atlantic Union Bankshares Corp	Financials	$958K	0.1%	22K	—
91	—	STATE STREET MULTI-ASSET - ETF	—	$957K	0.1%	28K	New
92	$CL	COLGATE PALMOLIVE CO	Consumer Staples	$957K	0.1%	10K	—
93	—	ISHARES 0-3 MONTH - ETF	—	$901K	0.1%	8,978	-1%
94	$PRAA	PRA GROUP INC	Financials	$897K	0.1%	47K	-0.3%
95	$INTC	INTEL CORP	Technology	$876K	0.1%	6,900	-1%
96	$XOM.R34088	EXXON MOBIL CORP	Energy	$876K	0.1%	6,429	-2%
97	$CAT	CATERPILLAR INC	Industrials	$867K	0.1%	874	+0.1%
98	$GE	GENERAL ELECTRIC CO	Industrials	$841K	0.1%	2,243	-2%
99	—	ISHARES S&P 100 ETF - ETF	—	$826K	0.1%	2,258	—
100	$NSC	NORFOLK SOUTHERN CORP	Industrials	$824K	0.1%	2,582	-0.5%
101	—	VANGUARD LARGE-CAP INDEX - ETF	—	$807K	0.1%	2,351	-6%
102	$CSCO	CISCO SYSTEMS, INC.	Technology	$741K	0.1%	6,332	-1%
103	$META	Meta Platforms, Inc.	Technology	$734K	0.1%	1,197	-52%
104	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$703K	0.1%	2,455	-2%
105	—	STATE STREET SPDR - ETF	—	$649K	0.1%	11K	-0.6%
106	—	SCHWAB U.S. DIVIDEND - ETF	—	$646K	0.1%	20K	-5%
107	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$615K	0.1%	1,231	-12%
108	—	VANGUARD CONSUMER - ETF	—	$579K	0.1%	2,563	-0.1%
109	—	ISHARES RUSSELL MID-CAP - ETF	—	$574K	0.1%	5,210	-4%
110	$LINE	Lineage, Inc.	Real Estate	$571K	0.1%	13K	+2150%
111	$MU	MICRON TECHNOLOGY INC	Technology	$558K	0.1%	541	+5%
112	$PEP	PEPSICO INC	Consumer Staples	$553K	0.1%	3,919	-7%
113	—	ISHARES CORE S&P TOTAL - ETF	—	$550K	0.1%	3,351	—
114	$V	VISA INC.	Financials	$547K	0.1%	1,559	-0.1%
115	$CVX	CHEVRON CORP	Energy	$546K	0.0%	3,293	-3%
116	$WFC	WELLS FARGO & COMPANY/MN	Financials	$545K	0.0%	6,344	-0.5%
117	$GEV	GE Vernova Inc.	Industrials	$534K	0.0%	471	-3%
118	—	VANGUARD FINANCIALS - ETF	—	$526K	0.0%	3,919	-0.1%
119	$DUK	Duke Energy CORP	Utilities	$524K	0.0%	4,168	-0.7%
120	$QCOM	QUALCOMM INC/DE	Technology	$453K	0.0%	2,489	+7%
121	$MDLZ	Mondelez International, Inc.	Consumer Staples	$452K	0.0%	7,613	-1%
122	$WT	WisdomTree, Inc.	Financials	$449K	0.0%	4,661	-0.7%
123	$RS	RELIANCE, INC.	Consumer Discretionary	$444K	0.0%	1,192	—
124	$ASML	ASML HOLDING NV	Technology	$442K	0.0%	240	+3%
125	$ABT	ABBOTT LABORATORIES	Healthcare	$441K	0.0%	4,787	+11%
126	$PG	PROCTER & GAMBLE Co	Consumer Staples	$439K	0.0%	2,980	-16%
127	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$436K	0.0%	472	-8%
128	—	VANGUARD RUSSELL 2000 - ETF	—	$433K	0.0%	3,583	-1%
129	$HD	HOME DEPOT, INC.	Consumer Discretionary	$431K	0.0%	1,228	+33%
130	$AMD	ADVANCED MICRO DEVICES INC	Technology	$426K	0.0%	788	—
131	—	VANGUARD SMALL-CAP - ETF	—	$424K	0.0%	1,206	-3%
132	$DIS	Walt Disney Co	Communication Services	$415K	0.0%	4,340	+12%
133	$NFLX	NETFLIX INC	Communication Services	$388K	0.0%	5,229	-10%
134	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$378K	0.0%	886	-30%
135	$MRK	Merck & Co., Inc.	Healthcare	$370K	0.0%	2,954	-2%
136	$SO	SOUTHERN CO	Utilities	$368K	0.0%	3,870	+15%
137	$MKL	MARKEL GROUP INC.	Financials	$368K	0.0%	192	-0.5%
138	—	GLOBAL X S&P 500 COVERED - ETF	—	$349K	0.0%	8,548	-4%
139	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$335K	0.0%	2,479	—
140	$GLD	SPDR GOLD TRUST	Financials	$332K	0.0%	896	+24%
141	—	DIMENSIONAL U.S. CORE - ETF	—	$332K	0.0%	7,493	—
142	$GLDM	World Gold Trust	Financials	$331K	0.0%	4,139	+64%
143	$AMGN	AMGEN INC	Healthcare	$328K	0.0%	907	+27%
144	$WMT	Walmart Inc.	Consumer Staples	$325K	0.0%	2,983	-4%
145	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$305K	0.0%	1,487	+13%
146	$BDX	BECTON DICKINSON & CO	Healthcare	$294K	0.0%	1,922	-6%
147	$PANW	Palo Alto Networks Inc	Technology	$293K	0.0%	833	+43%
148	—	ISHARES RUSSELL 3000 - ETF	—	$291K	0.0%	683	-13%
149	$SON	SONOCO PRODUCTS CO	Materials	$283K	0.0%	5,039	—
150	$UBSI	UNITED BANKSHARES INC/WV	Financials	$283K	0.0%	6,020	—

What changed in Q2 2026

Against the previous quarter's 13F: 106 new, 440 added to, 744 trimmed, 87 sold out. Share-count changes; largest moves by dollar size first.

New positions (106)

STATE STREET MULTI-ASSET - ETF$957K
first bought this quarter
STATE STREET BRIDGEWATER - ETF$99K
first bought this quarter
JPMORGAN HEDGED EQUITY - ETF$68K
first bought this quarter
$HONAHoneywell Aerospace Inc.$57K
first bought this quarter
$LQDALiquidia Corp$50K
first bought this quarter
SEI HIGH YIELD BOND & - ETF$44K
first bought this quarter

+100 more in the Excel export

Added to (440)

VANGUARD GROWTH INDEX - ETF+488%
now $17.3M
VANGUARD INFORMATION - ETF+618%
now $4.3M
VANGUARD MID-CAP INDEX - ETF+290%
now $4.6M
ISHARES RUSSELL 1000 - ETF+282%
now $2.5M
ISHARES SHORT-TERM - ETF+2%
now $77.3M
ISHARES NATIONAL MUNI - ETF+5%
now $27.3M

+434 more in the Excel export

Trimmed (744)

STATE STREET TECHNOLOGY - ETF-7%
now $75.3M
ISHARES S&P 500 GROWTH - ETF-3%
now $79.1M
VANGUARD S&P 500 ETF - ETF-3%
now $51.4M
ISHARES S&P 500 VALUE - ETF-4%
now $40.8M
$SPYSPDR S&P 500 ETF TRUST-5%
now $30.2M · held 10+ qtrs
ISHARES S&P MID-CAP 400 - ETF-5%
now $19.2M

+738 more in the Excel export

Sold out (87)

$VIAVVIAVI SOLUTIONS INC.was $80K
held 3 qtrs
$SMTCSEMTECH CORPwas $78K
held 3 qtrs
$SANMSANMINA CORPwas $74K
held 3 qtrs
$SDASunCar Technology Group Inc.was $66K
held 3 qtrs
$ALAIR LEASE CORPwas $54K
$LKQLKQ CORPwas $54K

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Firm AUM (Form ADV): $1.3B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Salomon & Ludwin, LLC has filed, 30 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Salomon & Ludwin's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+0.8%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 8% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Salomon & Ludwin, LLC disclosed 2,116 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 106 new positions and exited 87 and a full exit from $VIAV. The portfolio is most concentrated in Other (83.8% of disclosed assets). All figures are sourced directly from Salomon & Ludwin, LLC’s Form 13F-HR filing with the SEC under CIK 1766156.

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AI-Powered Hedge Fund Analysis: Salomon & Ludwin, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Salomon & Ludwin, LLC (SEC CIK: 1766156), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Salomon & Ludwin, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.