What does Shulman DeMeo Asset Management LLC hold?

Shulman DeMeo Asset Management LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY, AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1767070.

What is Shulman DeMeo Asset Management LLC's AUM?

Shulman DeMeo Asset Management LLC reported approximately $505.4M in 13F-reportable AUM as of 2026-09-30. 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 $815.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Shulman DeMeo Asset Management LLC's holdings?

All Shulman DeMeo Asset Management LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1767070. 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 Shulman DeMeo Asset Management LLC's 13F data updated on 13F Pro?

Shulman DeMeo Asset Management 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.

Shulman DeMeo Asset Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767070

Institutional-grade research for retail investors

Sector Allocation

Other83.0%$419.4M
Technology8.0%$40.5M
Financials2.7%$13.5M
Consumer Discretionary1.3%$6.6M
Healthcare1.3%$6.6M
Consumer Staples1.1%$5.5M
Energy0.8%$4.2M
Industrials0.8%$4.0M
Utilities0.5%$2.7M
Communication Services0.4%$2.0M

AUM History

13fpro.ai/research/fund/shulman-demeo-asset-management-llc-1767070

Conviction and streaks

Stable · top 10 = 80.1%

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.

$SPYConviction hold56.0% weight · held 11 quarters

$AAPLConviction hold4.0% weight · held 11 quarters

$Conviction hold3.0% weight · held 11 quarters

$Conviction hold2.3% weight · held 11 quarters

$BNYAccumulating+4% shares · 9 quarters running

$Accumulating+1% shares · 5 quarters running

$Accumulating+13% shares · 5 quarters running

$Accumulating+68% shares · 3 quarters running

$SPYTrimming-9% shares · 10 quarters running

$Trimming-13% shares · 10 quarters running

$Trimming-14% shares · 10 quarters running

$Trimming-15% shares · 10 quarters running

Largest positions — Q3 2026

SPY
$283.1M
STATE
$30.2M
AAPL
$20.4M
ISHARES
$15.1M
ISHARES
$14.9M
ISHARES
$11.8M
MDY
$11.8M
SELECT
$7.0M
SPDR
$6.1M
ISHARES
$4.5M
ISHARES
$4.3M
META
$3.6M
ISHARES
$3.2M
ISHARES
$3.0M
WSM
$2.9M
SPDR
$2.8M
NUVEEN
$2.8M
MSFT
$2.4M
QCOM
$2.3M
WDC
$2.2M

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

13fpro.ai/research/fund/shulman-demeo-asset-management-llc-1767070

Shulman DeMeo Asset Management LLC 13F holdings — Q3 2026

$505.4M portfolio (-5.5% QoQ) · 144 holdings · Q3 2026 13F · top 10 are 80% of the stock portfolio

1
SPDR S&P 500 ETF TRUST
$SPY
$283.1M
56.0% of stocks
-2%This quarter-1.7%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
2
STATE STR SPDR DOW JONES IND - UT SER 1
$30.2M
6.0% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Apple Inc.
$AAPL
$20.4M
4.0% of stocks
-1%This quarter+2.2%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
4
ISHARES TR - CORE S&P500 ETF
$15.1M
3.0% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - MSCI EAFE ETF
$14.9M
3.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE S&P SCP ETF
$11.8M
2.3% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
SPDR S&P MIDCAP 400 ETF TRUST
$MDY
$11.8M
2.3% of stocks
-1%This quarter-0.7%Since filed3 qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
8
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$7.0M
1.4% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SPDR SERIES TRUST - ST STR SP DIV
$6.1M
1.2% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES TR - CORE HIGH DV ETF
$4.5M
0.9% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR S&P 500 ETF TRUST$SPY	$283.1M	56.0%	-2%	-1.7%	11+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
2	STATE STR SPDR DOW JONES IND - UT SER 1	$30.2M	6.0%	-1%	—	—	—	—
3	Apple Inc.$AAPL	$20.4M	4.0%	-1%	+2.2%	11+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
4	ISHARES TR - CORE S&P500 ETF	$15.1M	3.0%	-0.1%	—	—	—	—
5	ISHARES TR - MSCI EAFE ETF	$14.9M	3.0%	-2%	—	—	—	—
6	ISHARES TR - CORE S&P SCP ETF	$11.8M	2.3%	-1%	—	—	—	—
7	SPDR S&P MIDCAP 400 ETF TRUST$MDY	$11.8M	2.3%	-1%	-0.7%	3 qtrs	—	Estimated buy price is Pro: unlock with a free trial
8	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$7.0M	1.4%	-0.1%	—	—	—	—
9	SPDR SERIES TRUST - ST STR SP DIV	$6.1M	1.2%	-2%	—	—	—	—
10	ISHARES TR - CORE HIGH DV ETF	$4.5M	0.9%	-2%	—	—	—	—

All holdings — Shulman DeMeo Asset Management LLC (Q3 2026)

Sort

144 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.

#		Company						Held		Source
11	—	ISHARES TR - SELECT DIVID ETFetf/fund	—	$4.3M	0.8%	28K	-2%	—	—	13F
12	$META	Meta Platforms, Inc.	Technology	$3.6M	0.7%	4,919	-2%	11+ qtrs	78.0	13F
13	—	ISHARES TR - PFD AND INCM SECpreferred	—	$3.2M	0.6%	108K	-2%	—	—	13F
14	—	ISHARES TR - US INDUSTRIALSetf/fund	—	$3.0M	0.6%	19K	-0.1%	—	—	13F
15	$WSM	WILLIAMS SONOMA INC	Consumer Discretionary	$2.9M	0.6%	12K	-6%	11+ qtrs	62.8	13F
16	—	SPDR SERIES TRUST - ST STR PFD ETFpreferred	—	$2.8M	0.6%	100K	-5%	—	—	13F
17	—	NUVEEN S&P 500 DYNAMIC OVERW - COM	—	$2.8M	0.6%	150K	-0.8%	—	—	13F
18	$MSFT	MICROSOFT CORP	Technology	$2.4M	0.5%	4,577	-1%	11+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$QCOM	QUALCOMM INC/DE	Technology	$2.3M	0.5%	12K	-3%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$WDC	WESTERN DIGITAL CORP	Technology	$2.2M	0.4%	5,047	-1%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$JNJ	JOHNSON & JOHNSON	Healthcare	$2.0M	0.4%	8,004	-2%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$LLY	ELI LILLY & Co	Healthcare	$1.9M	0.4%	1,631	-0.6%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$WMT	Walmart Inc.	Consumer Staples	$1.8M	0.4%	17K	-5%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$CVX	CHEVRON CORP	Energy	$1.7M	0.3%	8,248	-2%	11+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.6M	0.3%	7,320	-7%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$MS	MORGAN STANLEY	Financials	$1.5M	0.3%	7,864	-5%
27	—	ISHARES TR - ISHARES BIOTECH	—	$1.5M	0.3%	7,182	-0.3%
28	$KO	COCA COLA CO	Consumer Staples	$1.5M	0.3%	17K	-3%
29	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.5M	0.3%	5,294	+0.1%
30	$GOOGL	Alphabet Inc.	Technology	$1.5M	0.3%	4,289	-3%
31	$ICE	Intercontinental Exchange, Inc.	Financials	$1.4M	0.3%	8,996	-10%
32	$QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Other	$1.3M	0.3%	44K	-0.2%
33	$JPM	JPMORGAN CHASE & CO	Financials	$1.3M	0.3%	3,800	-0.4%
34	$APO	Apollo Global Management, Inc.	Financials	$1.2M	0.3%	11K	-0.7%
35	$BDJ	BlackRock Enhanced Equity Dividend Trust	—	$1.2M	0.2%	129K	-0.1%
36	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.2M	0.2%	4,717	—
37	$BNY	Bank of New York Mellon Corp	Financials	$1.0M	0.2%	7,096	+0.1%
38	$DELL	Dell Technologies Inc.	Technology	$1.0M	0.2%	1,840	-7%
39	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$1.0M	0.2%	25K	-0.2%
40	$CSCO	CISCO SYSTEMS, INC.	Technology	$946K	0.2%	8,388	-5%
41	$IVZ	Invesco Ltd.	Financials	$940K	0.2%	93K	-6%
42	—	SPDR SERIES TRUST - ST STR P500GRW	—	$931K	0.2%	7,404	-2%
43	$DNP	DNP SELECT INCOME FUND INC	Other	$870K	0.2%	92K	-0.1%
44	$TXN	TEXAS INSTRUMENTS INC	Technology	$858K	0.2%	2,911	-7%
45	$MRK	Merck & Co., Inc.	Healthcare	$841K	0.2%	6,030	-2%
46	$LMT	LOCKHEED MARTIN CORP	Industrials	$820K	0.2%	1,618	-3%
47	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$795K	0.2%	17K	-2%
48	$MET	METLIFE INC	Financials	$757K	0.1%	7,818	-2%
49	—	ISHARES TR - S&P 500 VAL ETF	—	$751K	0.1%	3,259	+0.1%
50	$ED	CONSOLIDATED EDISON INC	Utilities	$746K	0.1%	7,221	+0.1%
51	$DIS	Walt Disney Co	Communication Services	$744K	0.1%	7,176	-22%
52	$XOM.R34088	EXXON MOBIL CORP	Energy	$727K	0.1%	4,434	-0.4%
53	$SO	SOUTHERN CO	Utilities	$726K	0.1%	8,665	+0.3%
54	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$705K	0.1%	990	+0.1%
55	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$686K	0.1%	13K	-0.0%
56	$DE	DEERE & CO	Industrials	$680K	0.1%	997	-0.7%
57	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$652K	0.1%	5,442	-1.0%
58	$GOOG	Alphabet Inc.	Technology	$650K	0.1%	1,889	-5%
59	$GD	GENERAL DYNAMICS CORP	Industrials	$626K	0.1%	1,887	-5%
60	$BX	Blackstone Inc.	Financials	$625K	0.1%	5,595	+0.4%
61	$KR	KROGER CO	Consumer Staples	$603K	0.1%	10K	-4%
62	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$598K	0.1%	9,422	+0.0%
63	$ENB	ENBRIDGE INC	Energy	$596K	0.1%	13K	-0.3%
64	$MRVL	Marvell Technology, Inc.	Technology	$591K	0.1%	2,179	-15%
65	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	—	$582K	0.1%	2,616	+2%
66	$HPQ	HP INC	Technology	$570K	0.1%	18K	+0.1%
67	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$532K	0.1%	6,565	-1%
68	$NVDA	NVIDIA CORP	Technology	$527K	0.1%	2,205	+5%
69	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$518K	0.1%	12K	New
70	$JPC	Nuveen Preferred & Income Opportunities Fund	Other	$511K	0.1%	77K	-0.2%
71	$C	CITIGROUP INC	Financials	$504K	0.1%	3,921	-4%
72	$INTC	INTEL CORP	Technology	$501K	0.1%	4,314	—
73	$AB	ALLIANCEBERNSTEIN HOLDING L.P.	Financials	$484K	0.1%	14K	+1%
74	$BTZ	BLACKROCK CREDIT ALLOCATION INCOME TRUST	—	$466K	0.1%	50K	-0.2%
75	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$460K	0.1%	2,928	-0.0%
76	$BLK	BlackRock, Inc.	Financials	$459K	0.1%	431	-3%
77	$RJF	RAYMOND JAMES FINANCIAL INC	Financials	$456K	0.1%	2,833	-2%
78	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$452K	0.1%	490	-0.4%
79	$PFE	PFIZER INC	Healthcare	$436K	0.1%	16K	-2%
80	—	FIRST TR EXCH TRADED FD III - PFD SECS INC ETF	—	$433K	0.1%	25K	-7%
81	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$430K	0.1%	2,751	—
82	$SPGI	S&P Global Inc.	Financials	$419K	0.1%	1,072	+0.1%
83	$COP	CONOCOPHILLIPS	Energy	$418K	0.1%	3,252	-2%
84	$EMR	EMERSON ELECTRIC CO	Industrials	$416K	0.1%	2,564	-5%
85	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$416K	0.1%	1,760	+0.1%
86	$TSLA	Tesla, Inc.	Consumer Discretionary	$407K	0.1%	1,074	—
87	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$407K	0.1%	1,539	-4%
88	$GE	GENERAL ELECTRIC CO	Industrials	$402K	0.1%	1,314	-5%
89	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$394K	0.1%	827	-8%
90	$SHEL	Shell plc	Energy	$393K	0.1%	4,072	-3%
91	$IVZ	Invesco Ltd.	Financials	$392K	0.1%	8,143	+0.1%
92	$AXP	AMERICAN EXPRESS CO	Financials	$391K	0.1%	1,285	-9%
93	$CII	BlackRock Enhanced Large Cap Core Fund, Inc.	Other	$386K	0.1%	16K	-0.5%
94	$MCK	MCKESSON CORP	Consumer Staples	$373K	0.1%	407	-10%
95	$VLO	VALERO ENERGY CORP/TX	Energy	$370K	0.1%	884	+0.3%
96	$IVZ	Invesco Ltd.	Financials	$370K	0.1%	1,751	New
97	$LAZ	Lazard, Inc.	Financials	$364K	0.1%	10K	-1%
98	—	ALPS ETF TR - ALERIAN MLP	—	$363K	0.1%	6,854	-11%
99	$TRV	TRAVELERS COMPANIES, INC.	Financials	$358K	0.1%	993	-3%
100	$AMGN	AMGEN INC	Healthcare	$345K	0.1%	856	-6%
101	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$335K	0.1%	884	+11%
102	$GLAD	GLADSTONE CAPITAL CORP	Other	$327K	0.1%	17K	-2%
103	—	SPDR SERIES TRUST - ST STR P500VAL	—	$325K	0.1%	5,270	-0.4%
104	$TD	TORONTO DOMINION BANK	Financials	$317K	0.1%	2,707	—
105	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$312K	0.1%	2,325	-0.6%
106	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$306K	0.1%	483	—
107	$USB	US BANCORP \DE\	Financials	$305K	0.1%	5,324	-4%
108	$BTI	British American Tobacco p.l.c.	Consumer Staples	$297K	0.1%	5,608	-9%
109	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$293K	0.1%	1,631	-0.3%
110	$DUK	Duke Energy CORP	Utilities	$291K	0.1%	2,556	+0.4%
111	$UTF	COHEN & STEERS INFRASTRUCTURE FUND INC	Other	$270K	0.1%	11K	-0.3%
112	$GSK	GSK plc	Healthcare	$260K	0.1%	5,586	-8%
113	$RSG	REPUBLIC SERVICES, INC.	Utilities	$260K	0.1%	1,220	-20%
114	$PEP	PEPSICO INC	Consumer Staples	$244K	0.1%	1,946	-0.9%
115	$BKT	BLACKROCK INCOME TRUST, INC.	Other	$241K	0.1%	25K	—
116	$HCA	HCA Healthcare, Inc.	Healthcare	$238K	0.1%	548	-11%
117	$ORCL	ORACLE CORP	Technology	$238K	0.1%	1,672	+0.1%
118	$WBD	Warner Bros. Discovery, Inc.	Communication Services	$238K	0.1%	7,688	-14%
119	—	J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE	—	$238K	0.1%	5,178	New
120	$PKG	PACKAGING CORP OF AMERICA	Materials	$235K	0.1%	1,025	-0.5%
121	$GAB	GABELLI EQUITY TRUST INC	—	$230K	0.1%	44K	-0.3%
122	$AVGO	Broadcom Inc.	Technology	$230K	0.1%	633	-1%
123	$PG	PROCTER & GAMBLE Co	Consumer Staples	$229K	0.1%	1,570	-62%
124	$CVS	CVS HEALTH Corp	Healthcare	$227K	0.0%	2,612	-7%
125	—	ETF SER SOLUTIONS - DEFIANCE SPACE A	—	$225K	0.0%	2,544	+0.1%
126	$T	AT&T INC.	Communication Services	$224K	0.0%	9,260	New
127	$EOS	Eaton Vance Enhanced Equity Income Fund II	Other	$218K	0.0%	10K	-0.7%
128	$UNP	UNION PACIFIC CORP	Industrials	$215K	0.0%	775	+0.3%
129	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$215K	0.0%	1,283	-13%
130	$BA	BOEING CO	Industrials	$213K	0.0%	1,106	—
131	$RTX	RTX Corp	Industrials	$207K	0.0%	1,121	-1%
132	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$201K	0.0%	1,821	+0.2%
133	$BHK	BLACKROCK CORE BOND TRUST	—	$174K	0.0%	22K	—
134	$NZF	Nuveen Municipal Credit Income Fund	Other	$168K	0.0%	16K	—
135	$BGT	BLACKROCK FLOATING RATE INCOME TRUST	—	$166K	0.0%	16K	—
136	$AGNC	AGNC Investment Corp.	Real Estate	$161K	0.0%	19K	-4%
137	$JFR	NUVEEN FLOATING RATE INCOME FUND	Other	$152K	0.0%	21K	—
138	$HYT	BLACKROCK CORPORATE HIGH YIELD FUND, INC.	Other	$129K	0.0%	17K	-0.1%
139	$DHF	BNY MELLON HIGH YIELD STRATEGIES FUND	Other	$98K	0.0%	44K	-0.2%
140	$ZTR	Virtus Total Return Fund Inc.	Other	$87K	0.0%	15K	-0.8%
141	$USA	LIBERTY ALL STAR EQUITY FUND	Other	$78K	0.0%	13K	—
142	$DSM	BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.	Other	$53K	0.0%	10K	—
143	$PHK	PIMCO HIGH INCOME FUND	Other	$42K	0.0%	10K	-0.2%
144	$HIX	WESTERN ASSET HIGH INCOME FUND II INC.	Other	$36K	0.0%	10K	-2%

What changed in Q3 2026

Against the previous quarter's 13F: 3 new, 22 added to, 104 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (3)

J P MORGAN EXCHANGE TRADED F - INCOME ETF$518K
first bought this quarter
J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE$238K
first bought this quarter
$TAT&T INC.$224K
first bought this quarter

Added to (22)

$UNHUNITEDHEALTH GROUP INC+11%
now $335K · held 11+ qtrs
$NVDANVIDIA CORP+5%
now $527K · held 6 qtrs, 2 adds in a row
VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD+2%
now $582K
$ABALLIANCEBERNSTEIN HOLDING L.P.+1%
now $484K · held 11+ qtrs, 2 adds in a row
$BXBlackstone Inc.+0.4%
now $625K · held 3 qtrs
$SOSOUTHERN CO+0.3%
now $726K · held 11+ qtrs

+16 more in the Excel export

Trimmed (104)

$SPYSPDR S&P 500 ETF TRUST-2%
now $283.1M · held 11+ qtrs
STATE STR SPDR DOW JONES IND - UT SER 1-1%
now $30.2M
$PGPROCTER & GAMBLE Co-62%
now $229K · held 11+ qtrs, 3 trims in a row
ISHARES TR - MSCI EAFE ETF-2%
now $14.9M
$AAPLApple Inc.-1%
now $20.4M · held 11+ qtrs
$DISWalt Disney Co-22%
now $744K · held 11+ qtrs

+98 more in the Excel export

Sold out (6)

$QQQINVESCO QQQ TRUST, SERIES 1was $31.2M
held 5 qtrs
$MOALTRIA GROUP, INC.was $272K
held 10+ qtrs
$RNSTRENASANT CORPwas $215K
held 1 qtr
$CNOBConnectOne Bancorp, Inc.was $208K
held 1 qtr
$CMICUMMINS INCwas $207K
$NEENEXTERA ENERGY INCwas $207K

Firm AUM (Form ADV): $815.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Shulman DeMeo Asset Management LLC has filed, 31 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Shulman DeMeo Asset Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-1.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 4% over the last 4

Top 10 weight

80%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

94%

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

Shulman DeMeo Asset Management LLC disclosed 144 positions worth $505.4M in its Form 13F-HR for Q3 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 56.0% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 6 and a full exit from $QQQ. The portfolio is most concentrated in Other (83.0% of disclosed assets). All figures are sourced directly from Shulman DeMeo Asset Management LLC’s Form 13F-HR filing with the SEC under CIK 1767070.

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AI-Powered Hedge Fund Analysis: Shulman DeMeo Asset Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Shulman DeMeo Asset Management LLC (SEC CIK: 1767070), 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 Shulman DeMeo Asset Management 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.