Shulman DeMeo Asset Management LLC: 13F holdings
CIK 17670702026Q2
| Positions | 146 |
|---|---|
| Reported value | $535.0m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 372,247 | $278.0m | 52.0% |
| DIA STATE STR SPDR DOW JONES IND | 59,768 | $31.2m | 5.8% |
| QQQ INVESCO QQQ TR | 42,319 | $31.2m | 5.8% |
| AAPL APPLE INC | 62,010 | $17.9m | 3.4% |
| EFA ISHARES TR | 145,883 | $15.2m | 2.8% |
| IVV ISHARES TR | 19,410 | $14.5m | 2.7% |
| IJR ISHARES TR | 86,405 | $12.8m | 2.4% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 17,873 | $12.6m | 2.3% |
| XLK SELECT SECTOR SPDR TR | 35,055 | $6.7m | 1.2% |
| SDY SPDR SERIES TRUST | 41,726 | $6.3m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767070")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.