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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.39 Million 0.32% of portfolio
96,046
Q3 2025 Reduced 0.05%
$0
$1.23 Million 0.28% of portfolio
135,557
Q3 2025 Reduced 1.1%
$0
$1.04 Million 0.24% of portfolio
104,276
Q3 2025 Reduced 0.33%
$0
$892,000 0.21% of portfolio
59,944
Q2 2025 Reduced 0.13%
$0
$801,000 0.18% of portfolio
46,733
Q3 2025 Reduced 0.11%
$0
$730,000 0.17% of portfolio
89,054
Q3 2025 Reduced 0.47%
$0
$597,000 0.14% of portfolio
54,094
Q3 2025 Reduced 0.5%
$0
$491,000 0.11% of portfolio
21,365
Q3 2025 Reduced 0.24%
$0
$350,000 0.08% of portfolio
57,518
Q3 2025 Reduced 0.21%
$0
$312,000 0.07% of portfolio
13,051
Q3 2025 Reduced 0.24%
$0
$284,000 0.07% of portfolio
11,456
Q3 2025 Reduced 1.66%
$0
$206,000 0.05% of portfolio
16,450
Q2 2025 Reduced 0.07%
$0
$215,000 0.05% of portfolio
17,667
Q3 2025 Reduced 0.24%
$0
$238,000 0.05% of portfolio
24,009
Q3 2025 Reduced 5.56%
$0
$185,000 0.04% of portfolio
19,520
Q3 2025 Added 0.84%
$0
$177,000 0.04% of portfolio
21,639
Q2 2025 Reduced 0.21%
$0
$84,000 0.02% of portfolio
13,348
Q4 2024 Reduced 5.45%
$0
$49,000 0.01% of portfolio
11,444
Q3 2025 Reduced 1.54%
$0
$56,000 0.01% of portfolio
11,389
Q3 2025 Reduced 1.06%

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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