Shulman De Meo Asset Management LLC Portfolio Holdings

Shulman De Meo Asset Management LLC

  • $439 Million
  • Q4 2025

Shulman De Meo Asset Management LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $439 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $252M, Invesco Qqq Trust, Series 1 with a value of $26.2M, Apple Inc. with a value of $16.8M, Ishares Tr Msci Eafe ETF with a value of $14M, and Ishares Core S&P 500 ETF with a value of $13.1M.

Examining the 13F form we can see an increase of $3.98M in the current position value, from $435M to 439M.

Below you can find more details about Shulman De Meo Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $439 Million
ETFs: $361 Million
Technology: $26.8 Million
Financial Services: $15.6 Million
Communication Services: $7.19 Million
Consumer Cyclical: $6.74 Million
Consumer Defensive: $6.32 Million
Healthcare: $5.25 Million
Industrials: $4.32 Million
Other: $5.74 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$252 Million 57.43% of portfolio
378,595
Q4 2025 Reduced 0.69%
$0
$26.2 Million 5.96% of portfolio
43,328
Q4 2025 Reduced 0.7%
$0
$14 Million 3.2% of portfolio
147,434
Q4 2025 Added 0.12%
$0
$13.1 Million 2.99% of portfolio
19,406
Q4 2025 Reduced 0.38%
$0
$10.3 Million 2.34% of portfolio
87,928
Q4 2025 Reduced 0.83%
$0
$10.1 Million 2.29% of portfolio
34,895
Q4 2025 Added 102.34%
$0
$5.98 Million 1.36% of portfolio
43,296
Q4 2025 Reduced 1.15%
$0
$4.22 Million 0.96% of portfolio
30,029
Q4 2025 Reduced 0.79%
$0
$4.18 Million 0.95% of portfolio
34,157
Q4 2025 Added 0.06%
$0
$3.59 Million 0.82% of portfolio
116,068
Q4 2025 Reduced 1.5%
$0
$3.56 Million 0.81% of portfolio
110,271
Q4 2025 Reduced 1.25%
$0
$2.73 Million 0.62% of portfolio
19,112
Q4 2025 Added 0.18%
$0
$2.28 Million 0.52% of portfolio
25,691
Q4 2025 Added 96.01%
$0
$1.2 Million 0.27% of portfolio
7,302
Q4 2025 Reduced 0.4%
$0
$1.16 Million 0.26% of portfolio
101,949
Q4 2025 Reduced 4.0%
$0
$871,000 0.2% of portfolio
9,467
Q4 2025 Added 98.59%
$0
$680,000 0.15% of portfolio
3,248
Q4 2025 Added 0.43%
$0
$609,000 0.14% of portfolio
986
Q4 2025 Added 0.41%
$0
$506,000 0.12% of portfolio
6,666
Q4 2025 Added 1.35%
$0
$474,000 0.11% of portfolio
2,343
Q4 2025 Added 0.47%
$0
$430,000 0.1% of portfolio
3,055
Q4 2025 Reduced 5.24%
$0
$428,000 0.1% of portfolio
8,907
Q4 2025 Reduced 3.04%
$0
$399,000 0.09% of portfolio
21,849
Q1 2025 New
$0
$411,000 0.09% of portfolio
1,783
Q4 2025 New
$0
$313,000 0.07% of portfolio
2,751
Q3 2024 Reduced 23.37%
$0
$320,000 0.07% of portfolio
1,761
Q4 2025 Reduced 6.68%
$0
$259,000 0.06% of portfolio
1,707
Q4 2025 Added 7.22%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $439 Million
  • Prior Value $435 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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