StockDriftsStockDriftsTop 50 Shulman Demeo Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 56.02% | 365.4K | $283.1M | -1.85%(-6.87K) | $273.75(+180.00%) | 2026-09-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 5.97% | 59.0K | $30.2M | -1.35%(-808) | $471.88(+9.97%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.03% | 61.2K | $20.4M | -1.27%(-790) | $58.26(+488.62%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.99% | 19.4K | $15.1M | -0.07%(-13) | $131.86(+483.95%) | 2026-09-30 | |
| EFA | ISHARES TR | 2.95% | 143.3K | $14.9M | -1.76%(-2.57K) | $63.49(+62.02%) | 2026-09-30 | |
| IJR | ISHARES TR | 2.34% | 85.2K | $11.8M | -1.35%(-1.17K) | $75.39(+80.16%) | 2026-09-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.34% | 17.6K | $11.8M | -1.38%(-246) | $610.02(+8.26%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.39% | 35.0K | $7.0M | -0.14%(-49) | $51.75(+259.37%) | 2026-09-30 | |
| SDY | SPDR SERIES TRUST | 1.2% | 41.1K | $6.1M | -1.55%(-648) | $95.12(+62.00%) | 2026-09-30 | |
| HDV | ISHARES TR | 0.89% | 160.0K | $4.5M | -2.08%(-3.40K) | $17.53(+70.10%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.68% | +71.41% | +10.79% | +66.93% |
| Top 20 Holdings Unweighted | +15.06% | +52.34% | +6.42% | +36.50% |
Shulman Demeo Asset Management LLC reports $505.38M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are SPY (56.0%), DIA (6.0%) and AAPL (4.0%). The top 20 holdings account for 85.98% of reported assets. Its disclosed equity book has returned +71.41% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shulman Demeo Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767070). View Shulman Demeo Asset Management LLC’s 13F filings on SEC