Salomon & Ludwin
Salomon & Ludwin reported 1,712 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IVW (6.8%), XLK (6.8%) and SUB (6.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to XLK, SUB and JMST, trimmed IVW, VOO and IVE and sold out of XOM, RHHBY and NSRGY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $81.9M | 6.8% | 576K | −2,654 (−0%) | 8 of 8 | |
| 2 |  XLK Select Sector Spdr TR | $81.7M | 6.8% | 417K | +12K (+3%) | 8 of 8 | |
| 3 |  SUB Ishares Short Term Ntnl | $77.3M | 6.4% | 739K | +13K (+2%) | 8 of 8 | |
| 4 |  JMST J P Morgan Exchange Traded F | $61.4M | 5.1% | 1.2M | +12K (+1%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $52M | 4.3% | 74K | −859 (−1%) | 8 of 8 | |
| 6 |  BIL ST Stert Spdr Blmbg 1 3 | $49.6M | 4.1% | 542K | +2,259 (+0%) | 8 of 8 | |
| 7 |  IVE Ishares TR | $40.7M | 3.4% | 178K | −1,016 (−1%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $30.9M | 2.6% | 60K | No change | 8 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $30.7M | 2.5% | 40K | −340 (−1%) | 8 of 8 | |
| 10 |  VEA Vanguard Tax-Managed Fds | $29.9M | 2.5% | 424K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $876K | 6,429 |
 RHHBY Roche Hldgs AG Basel Sponsored ADR | $199K | 3,955 |
 NSRGY Nestle S A Sponsored ADR | $180K | 1,756 |
 SIEGY Siemens A G Sponsored ADR | $146K | 936 |
 ABBNY Abb Ltd | $143K | 1,350 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Salomon & Ludwin 13F FAQ
What does Salomon & Ludwin own?
Salomon & Ludwin reported 1,712 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IVW (6.8%), XLK (6.8%) and SUB (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Salomon & Ludwin buy and sell in Q3 2026?
Compared with Q2 2026: 59 new positions, 232 added to, 429 trimmed and 463 sold out. New positions include XOM. It sold all of XOM, RHHBY and NSRGY.
When will Salomon & Ludwin file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Salomon & Ludwin's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.