Shulman DeMeo Asset Management LLC has filed its Form 13F-HR, disclosing the firm’s equity portfolio holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer James DeMeo on October 8, 2026, lists 144 distinct securities held by the firm.
The largest position disclosed in the filing is Apple Inc. Class A common stock, with 20,379,546 shares. Other significant individual stock holdings include Microsoft Corporation (2,403,804 shares), Alphabet Inc. Class A (1,486,169 shares), and Johnson & Johnson (2,024,452 shares). The firm also holds substantial positions in exchange-traded funds (ETFs), with the iShares Core S&P 500 ETF (IVV) listed at 15,095,756 shares and the iShares Core S&P Small-Cap ETF (IJR) at 11,849,941 shares.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and consumer goods. Major holdings in the financial sector include BlackRock Inc. (459,187 shares), JPMorgan Chase & Co. (1,263,099 shares), and Morgan Stanley (1,495,579 shares). Healthcare holdings include Eli Lilly & Co. (1,864,461 shares) and Merck & Co. (841,439 shares). The filing also lists positions in energy companies such as Chevron Corporation (1,703,024 shares) and ExxonMobil Holdings Corp. (727,109 shares).
Shulman DeMeo Asset Management is headquartered at 3000 Marcus Avenue, Suite 3W1, Lake Success, NY 11042.
