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James DeMeo

Shulman Demeo Asset Management Llc

Assets Managed
$535.004M
Holdings
146
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.62%(2Q avg: 10.21%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shulman Demeo Asset Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Shulman Demeo Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 535.004M in assets, with a quarterly growth rate of 13.62% and a 2-quarter average growth rate of 10.21%. The portfolio is managed by James DeMeo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.65%
51.96%
$277.983M
372,247 shares@ $746.78 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -0.51%
5.84%
$31.222M
59,768 shares@ $522.39 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.65%
5.83%
$31.164M
42,319 shares@ $736.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.71%
3.36%
$17.943M
62,010 shares@ $289.36 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 0.65%
2.84%
$15.154M
145,883 shares@ $103.88 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.09%
2.72%
$14.536M
19,410 shares@ $748.89 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.41%
2.4%
$12.815M
86,405 shares@ $148.31 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -0.52%
2.35%
$12.57M
17,873 shares@ $703.33 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 0.15%
1.25%
$6.679M
35,055 shares@ $190.53 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -3.03%
1.19%
$6.35M
41,726 shares@ $152.19 avg price

1-10 of 146