Shulman DeMeo Asset Management LLC

The portfolio currently holds 119 securities, displaying a strategy that prioritizes broad diversification. However, the concentration risk is notable, with the top 10 holdings accounting for approximately 82.5% of the total portfolio value. The firm’s approach appears to be "core-satellite" in nature, utilizing massive ETF allocations to establish market exposure while supplementing with specific individual stock picks.

2. Key Holdings

The portfolio is dominated by passive investment vehicles, with SPY (SPDR S&P 500 ETF TR) serving as the cornerstone position. Valued at $258.17M, SPY constitutes a massive 58.55% of the entire portfolio. This indicates a strong conviction in the broad U.S. equity market and suggests that the firm utilizes this position as a primary beta engine.