Shulman DeMeo Asset Management
Shulman DeMeo Asset Management reported 144 stocks worth $505M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPY (56.0%), DIA (6.0%) and AAPL (4.0%). Compared with Q2 2026, the fund opened new positions in XOM, JPIE and RSP, added to BNY, IVE and ED, trimmed SPY, DIA and AAPL and sold out of QQQ, XOM and MO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $283M | 56.0% | 365K | −6,873 (−2%) | 8 of 8 | |
| 2 |  DIA Spdr Dow Jones Indl Average | $30.2M | 6.0% | 59K | −808 (−1%) | 3 of 8 | |
| 3 |  AAPL Apple Inc | $20.4M | 4.0% | 61K | −790 (−1%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $15.1M | 3.0% | 19K | No change | 8 of 8 | |
| 5 |  EFA Ishares TR | $14.9M | 3.0% | 143K | −2,573 (−2%) | 8 of 8 | |
| 6 |  IJR Ishares TR | $11.8M | 2.3% | 85K | −1,166 (−1%) | 8 of 8 | |
| 7 |  MDY Spdr S&P Midcap 400 ETF TR | $11.8M | 2.3% | 18K | −246 (−1%) | 3 of 8 | |
| 8 |  XLK Select Sector Spdr TR | $7M | 1.4% | 35K | −49 (−0%) | 8 of 8 | |
| 9 |  SDY State Street Spdr S&P Div ETF | $6.1M | 1.2% | 41K | −648 (−2%) | 8 of 8 | |
| 10 |  HDV Ishares Core | $4.5M | 0.9% | 160K | −3,399 (−2%) | 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 |
|---|---|---|
 QQQ Invesco Qqq TR | $31.2M | 42K |
 XOM Exxon Mobil Corp | $609K | 4,454 |
 MO Altria Group Inc | $272K | 3,786 |
 RNST Renasant Corp | $215K | 5,051 |
 CNOB Connectone Bancorp Inc | $208K | 6,214 |
🔒 Free account: see all 7.
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 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shulman DeMeo Asset Management 13F FAQ
What does Shulman DeMeo Asset Management own?
Shulman DeMeo Asset Management reported 144 stocks worth $505M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPY (56.0%), DIA (6.0%) and AAPL (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Shulman DeMeo Asset Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 16 added to, 99 trimmed and 7 sold out. New positions include XOM, JPIE and RSP. It sold all of QQQ, XOM and MO.
When will Shulman DeMeo Asset Management 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 Shulman DeMeo Asset Management's portfolio worth?
The Q3 2026 filing reports $505M 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.