Shulman De Meo Asset Management LLC Portfolio Holdings

Shulman De Meo Asset Management LLC

  • $435 Million
  • Q3 2025

Shulman De Meo Asset Management LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $435 Million distributed in 120 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 $254M, Invesco Qqq Trust, Series 1 with a value of $26.2M, Apple Inc. with a value of $16.1M, Ishares Tr Msci Eafe ETF with a value of $13.7M, and Ishares Core S&P 500 ETF with a value of $13M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $404M to 435M.

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

Portfolio value $435 Million
ETFs: $356 Million
Technology: $25.9 Million
Financial Services: $16.2 Million
Communication Services: $7.85 Million
Consumer Cyclical: $7.24 Million
Consumer Defensive: $6.34 Million
Industrials: $4.85 Million
Healthcare: $4.68 Million
Other: $5.77 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.7B
$2.59 Million 0.6% of portfolio
13,272
Q3 2025 Reduced 2.25%
$190B
$2.17 Million 0.5% of portfolio
13,045
Q3 2025 Added 0.72%
$106B
$822,000 0.19% of portfolio
8,683
Q3 2025 Added 1.53%
$169B
$822,000 0.19% of portfolio
18,704
Q3 2025 Reduced 0.81%
$128B
$843,000 0.19% of portfolio
1,689
Q3 2025 Added 0.18%
$86.5B
$764,000 0.18% of portfolio
7,014
Q3 2025 Added 0.5%
$36B
$742,000 0.17% of portfolio
7,388
Q3 2025 Added 0.11%
$48.4B
$723,000 0.17% of portfolio
10,738
Q3 2025 Reduced 0.43%
$93.5B
$683,000 0.16% of portfolio
2,004
Q3 2025 Reduced 0.05%
$63B
$707,000 0.16% of portfolio
8,590
Q3 2025 Added 0.07%
$95.7B
$677,000 0.16% of portfolio
13,420
Q3 2025 Reduced 0.59%
$177B
$621,000 0.14% of portfolio
3,192
Q3 2025 Reduced 0.31%
$60.3B
$616,000 0.14% of portfolio
5,484
Q3 2025 Reduced 0.18%
$38.6B
$626,000 0.14% of portfolio
5,218
Q3 2025 Reduced 1.04%
$92.2B
$552,000 0.13% of portfolio
906
Q3 2025 Reduced 0.55%
$158B
$524,000 0.12% of portfolio
1,077
Q3 2025 Reduced 0.74%
$139B
$528,000 0.12% of portfolio
1,156
Q3 2025 Reduced 0.77%
$65.6B
$491,000 0.11% of portfolio
6,149
Q3 2025 Added 0.23%
$141B
$483,000 0.11% of portfolio
2,297
Q3 2025 Added 15.37%
$139B
$423,000 0.1% of portfolio
16,636
Q3 2025 Added 0.48%
$79B
$425,000 0.1% of portfolio
1,631
Q2 2025 Reduced 3.95%
$152B
$424,000 0.1% of portfolio
1,691
Q3 2025 Reduced 0.53%
$186B
$407,000 0.09% of portfolio
14,413
Q3 2025 Added 0.04%
$113B
$359,000 0.08% of portfolio
6,773
Q3 2025 Reduced 17.05%
$69.8B
$351,000 0.08% of portfolio
1,533
Q3 2025 Reduced 1.79%
$157B
$329,000 0.08% of portfolio
9,824
Q3 2025 Reduced 10.72%
$113B
$350,000 0.08% of portfolio
454
Q2 2025 Reduced 1.09%
$78.2B
$338,000 0.08% of portfolio
2,577
Q3 2025 Added 0.08%
$63.1B
$285,000 0.07% of portfolio
1,022
Q3 2025 Added 0.1%
$114B
$309,000 0.07% of portfolio
4,681
Q3 2025 Reduced 23.36%
$167B
$325,000 0.07% of portfolio
2,249
Q3 2025 Reduced 1.53%
$110B
$314,000 0.07% of portfolio
3,322
Q3 2025 Added 0.12%
$19.5B
$269,000 0.06% of portfolio
1,236
Q3 2025 Reduced 0.16%
$70.7B
$263,000 0.06% of portfolio
5,453
Q3 2025 Added 0.91%
$161B
$264,000 0.06% of portfolio
936
Q3 2025 Reduced 0.85%
$124B
$262,000 0.06% of portfolio
615
Q3 2025 Reduced 2.54%
$61.8B
$208,000 0.05% of portfolio
7,376
Q4 2024 New
$146B
$216,000 0.05% of portfolio
2,707
Q3 2025 New
$129B
$239,000 0.05% of portfolio
1,111
Q3 2025 Reduced 4.06%
$109B
$208,000 0.05% of portfolio
2,760
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $435 Million
  • Prior Value $404 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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