Shulman DeMeo Asset Management LLC holds a concentrated book of 146 stocks worth $535.0M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 52% of the equity book.
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Use Arkolith to show Shulman DeMeo Asset Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $278.0M | 372.2K | 52.0% | ▼−0.7% Reduced · −2K sh | |
| 2 | State STR SPDR Dow Jones Ind UT SER 1 | $31.2M | 59.8K | 5.8% | ▼−0.5% Reduced · −307 sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $31.2M | 42.3K | 5.8% | ▼−0.7% Reduced · −280 sh | |
| 4 | Apple Inc COM | $17.9M | 62.0K | 3.4% | ▼−0.7% Reduced · −444 sh | |
| 5 | Ishares TR MSCI EAFE ETF | $15.2M | 145.9K | 2.8% | ▲+0.6% Added · +942 sh | |
| 6 | Ishares TR CORE S&P500 ETF | $14.5M | 19.4K | 2.7% | ▲+0.1% Added · +16 sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $12.8M | 86.4K | 2.4% | ▼−0.4% Reduced · −360 sh | |
| 8 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $12.6M | 17.9K | 2.3% | ▼−0.5% Reduced · −94 sh | |
| 9 | Select Sector SPDR TR ST STR TECHN ETF | $6.7M | 35.1K | 1.2% | ▲+0.1% Added · +50 sh | |
| 10 | SPDR Series Trust ST STR SP DIV | $6.3M | 41.7K | 1.2% | ▼−3.0% Reduced · −1K sh | |
| 11 | Ishares TR CORE HIGH DV ETF | $4.5M | 163.4K | 0.8% | ▲+382% Added · +130K sh | |
| 12 | Ishares TR SELECT DIVID ETF | $4.5M | 28.6K | 0.8% | ▼−4.0% Reduced · −1K sh | |
| 13 | Ishares TR PFD AND INCM SEC | $3.4M | 110.6K | 0.6% | ▼−0.3% Reduced · −383 sh | |
| 14 | Western Digital Corp COM | $3.3M | 5.1K | 0.6% | ▼−0.4% Reduced · −20 sh | |
| 15 | SPDR Series Trust ST STR PFD ETF | $3.2M | 105.4K | 0.6% | ▼−0.3% Reduced · −355 sh | |
| 16 | Ishares TR US INDUSTRIALS | $3.2M | 19.0K | 0.6% | ▼−0.2% Reduced · −33 sh | |
| 17 | Williams Sonoma Inc COM | $3.0M | 13.0K | 0.6% | ▼−0.4% Reduced · −48 sh | |
| 18 | Nuveen S&P 500 Dynamic Overw COM | $2.8M | 151.6K | 0.5% | ▼−3.9% Reduced · −6K sh | |
| 19 | Meta Platforms Inc CL A | $2.8M | 5.0K | 0.5% | ▼−0.3% Reduced · −15 sh | |
| 20 | Qualcomm Inc COM | $2.4M | 12.9K | 0.4% | ▼−0.2% Reduced · −32 sh | |
| 21 | International Business Machs COM | $2.2M | 7.9K | 0.4% | ▲+0.2% Added · +14 sh | |
| 22 | Johnson & Johnson COM | $2.1M | 8.1K | 0.4% | ▼−0.6% Reduced · −46 sh | |
| 23 | Walmart Inc COM | $2.1M | 18.2K | 0.4% | ▼−0.2% Reduced · −32 sh | |
| 24 | Eli Lilly & Co COM | $2.0M | 1.6K | 0.4% | ▲+0.4% Added · +7 sh | |
| 25 | Home Depot Inc COM | $1.9M | 5.3K | 0.3% | ▼−1.2% Reduced · −64 sh | |
| 26 | Morgan Stanley COM NEW | $1.7M | 8.3K | 0.3% | ▼−0.1% Reduced · −13 sh | |
| 27 | Microsoft Corp COM | $1.7M | 4.6K | 0.3% | ▼−1.6% Reduced · −76 sh | |
| 28 | Alphabet Inc CAP STK CL A | $1.6M | 4.4K | 0.3% | ▲+4.1% Added · +173 sh | |
| 29 | Coca Cola Co COM | $1.4M | 17.7K | 0.3% | ▲+0.1% Added · +14 sh | |
| 30 | Chevron Corporation COM | $1.4M | 8.4K | 0.3% | ▼−3.4% Reduced · −293 sh | |
| 31 | Ishares TR ISHARES BIOTECH | $1.4M | 7.2K | 0.3% | ▼−0.6% Reduced · −46 sh | |
| 32 | Nuveen Nasdaq 100 Dynamic Ov COM SHS | $1.3M | 44.2K | 0.2% | ▼−3.6% Reduced · −2K sh | |
| 33 | Apollo Global Mgmt Inc COM | $1.3M | 10.9K | 0.2% | —Held | |
| 34 | JPMorgan Chase & Co COM | $1.2M | 3.8K | 0.2% | ▼−3.0% Reduced · −119 sh | |
| 35 | BlackRock Enhanced Equity Di COM | $1.2M | 129.0K | 0.2% | ▼−0.4% Reduced · −539 sh | |
| 36 | Intercontinental Exchange In COM | $1.2M | 10.0K | 0.2% | ▼−0.7% Reduced · −74 sh | |
| 37 | Select Sector SPDR TR ST STR UTIL ETF | $1.1M | 25.4K | 0.2% | ▼−0.5% Reduced · −123 sh | |
| 38 | Amazon Com Inc COM | $1.1M | 4.7K | 0.2% | ▲+3.3% Added · +150 sh | |
| 39 | Invesco Exch Traded FD TR II PFD ETF | $1.1M | 99.4K | 0.2% | ▼−0.6% Reduced · −557 sh | |
| 40 | Cisco Sys Inc COM | $1.0M | 8.8K | 0.2% | ▼−0.6% Reduced · −56 sh | |
| 41 | Bank Of NY Mellon Corp COM | $1.0M | 7.1K | 0.2% | ▲+0.3% Added · +23 sh | |
| 42 | DNP Select Income FD Inc COM | $991K | 91.9K | 0.2% | ▼−0.6% Reduced · −511 sh | |
| 43 | Texas Instrs Inc COM | $931K | 3.1K | 0.2% | ▲+0.3% Added · +9 sh | |
| 44 | SPDR Series Trust ST STR P500GRW | $896K | 7.5K | 0.2% | ▼−3.8% Reduced · −296 sh | |
| 45 | Disney Walt Co COM | $891K | 9.3K | 0.2% | ▼−0.2% Reduced · −18 sh | |
| 46 | Dell Technologies Inc CL C | $858K | 2.0K | 0.2% | ▲+1.2% Added · +23 sh | |
| 47 | Lockheed Martin Corp COM | $852K | 1.7K | 0.2% | ▼−0.3% Reduced · −6 sh | |
| 48 | Southern Co COM | $827K | 8.6K | 0.2% | ▼~0% Reduced · −1 sh | |
| 49 | Consolidated Edison Inc COM | $798K | 7.2K | 0.1% | ▲+0.1% Added · +8 sh | |
| 50 | Merck & Co Inc COM | $792K | 6.2K | 0.1% | ▼−1.4% Reduced · −88 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 146 | $535.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 140 | $470.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 119 | $441.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 120 | $435.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 118 | $403.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 116 | $356.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 118 | $370.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 132 | $407.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.