1y return+21.1%S&P 500 +20.9%
3y return+60.4%S&P 500 +68.5%
5y return+60.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $259 against $299 in the S&P 500.2
Shulman DeMeo Asset Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $278.0M | 52.0% | |
| DIAState Str Spdr Dow Jones Ind | $31.2M | 5.8% | |
| QQQInvesco Qqq Tr | $31.2M | 5.8% | |
| AAPLApple Inc | $17.9M | 3.4% | |
| EFAIshares Tr | $15.2M | 2.8% | |
| IVVIshares Tr | $14.5M | 2.7% | |
| IJRIshares Tr | $12.8M | 2.4% | |
| MDYState Str Spdr S&p Midcap 40 | $12.6M | 2.3% | |
| XLKSelect Sector Spdr Tr | $6.7M | 1.2% | |
| SDYSpdr Series Trust | $6.3M | 1.2% | −3.0% |
| HDVIshares Tr | $4.5M | 0.8% | −3.6% |
| DVYIshares Tr | $4.5M | 0.8% | −4.0% |
| PFFIshares Tr | $3.4M | 0.6% | |
| WDCWestern Digital Corp | $3.3M | 0.6% | |
| PSKSpdr Series Trust | $3.2M | 0.6% | |
| IYJIshares Tr | $3.2M | 0.6% | |
| WSMWilliams Sonoma Inc | $3.0M | 0.6% | |
| XSSPXNuveen S&p 500 Dynamic Overw | $2.8M | 0.5% | −3.9% |
| METAMeta Platforms Inc | $2.8M | 0.5% | |
| QCOMQualcomm Inc | $2.4M | 0.4% | |
| IBMInternational Business Machs | $2.2M | 0.4% | |
| JNJJohnson & Johnson | $2.1M | 0.4% | |
| WMTWalmart Inc | $2.1M | 0.4% | |
| LLYEli Lilly & Co | $2.0M | 0.4% | |
| HDHome Depot Inc | $1.9M | 0.3% | −1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | September 30, 2021 | +1031.7% | $3.3M |
| LLYEli Lilly & Co | September 30, 2021 | +419.1% | $2.0M |
| WSMWilliams Sonoma Inc | September 30, 2021 | +162.9% | $3.0M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $1.6M |
| WMTWalmart Inc | September 30, 2021 | +143.8% | $2.1M |
| XLKSelect Sector Spdr Tr | December 31, 2021 | +119.2% | $6.7M |
| MSMorgan Stanley | September 30, 2021 | +114.8% | $1.7M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $1.2M |
| AAPLApple Inc | September 30, 2021 | +104.5% | $17.9M |
| IBMInternational Business Machs | September 30, 2021 | +102.4% | $2.2M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Shulman DeMeo Asset Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767070&type=13F-HR&dateb=&owner=include&count=40CIK 1767070
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1767070/000176707026000003/Filed July 8, 2026 · accession 0001767070-26-000003