Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Shulman DeMeo Asset Management LLC

•CIK: 1767070•Filing: Q4 2025

Shulman DeMeo Asset Management LLC manages $441M across a portfolio of 119 positions. The fund exhibits a significant concentration in broad market indices, notably allocating $258.2M to SPY. Further substantial exposure includes $26.6M in NDQ and $17.1M in AAPL. This structure suggests a core mandate focused on large-cap equity market participation.

Total AUM

$441.0M

QoQ Performance

+1.4%

Positions

101

Top 10 Concentration

81.5%

Latest Filing

Q4 2025

Top Holdings Allocation

SPY

NDQ

SPY58.5%

NDQ6.0%

AAPL3.9%

EFA3.2%

IVV3.0%

IJR2.4%

SDY1.4%

XLK1.1%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+102.3%

1.1% of portfolio

SELECT SECTOR SPDR TR

+96.0%

0.2% of portfolio

WARNER BROS DISCOVERY INC

NEW

0.1% of portfolio

SELECT SECTOR SPDR TR

NEW

0.0% of portfolio

SELECT SECTOR SPDR TR

+98.6%

0.1% of portfolio

📉 Biggest Sells

SPDR S&P 500 ETF TR

-0.7%

58.5% of portfolio

INVESCO QQQ TR

-0.7%

6.0% of portfolio

AT&T INC

-34.4%

0.1% of portfolio

HONEYWELL INTL INC

-27.4%

0.1% of portfolio

INTEL CORP

-31.4%

0.1% of portfolio

Sector Breakdown

ETF61.7%

Other26.2%

Technology7.1%

Consumer1.4%

Healthcare1.1%

Financial0.6%

Consumer Staples0.6%

Industrial0.5%

🚪 Exited Positionssold since Q3 2025

TRAVELERS COMPANIES INC

SOLD

$285.3K

BLACKROCK CORE BD TR

SOLD

$238.6K

RTX CORPORATION

SOLD

$202.8K

NETFLIX INC

SOLD

$201.4K

Changes from Q3 2025

NEW3 new positions

↑33 increased

↓65 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPDR S&P 500 ETF TR

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