Salomon & Ludwin, LLC

CIK 0001766156 · Q2 2026

13F Equity AUM

$1.2B

+8.5% QoQ

Positions

2,049

+11 QoQ

AUM Rank

#2,126

Top 24%

Skill Alpha (FF)

-1.9%/yr

Underperformer

Rank #5,681 · Top 68%

vs S&P -3.5%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 28.3%Top 10: 43.1%Top 20: 61.5%

IVW6.5%

SUB6.4%

XLK6.2%

JMST5.0%

VOO4.2%

BIL4.1%

IVE3.4%

SPY2.5%

VEA2.5%

VTEB2.4%

Others (2039)56.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.4%

Technology6.0%

Other7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2049Median: 0.00%Avg: 0.05%

0–0.5%

2010(20.6%)

0.5–1%

11(7.9%)

1–3%

21(35.7%)

3–5%

3(11.7%)

5%+

4(24.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 2,049vs 20 funds

0%Low

2,049

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New111Increased440Decreased740Exited92

New Positions

RLY0.1%

+28K

HELO0.0%

+1K

ALLW0.0%

+3K

RELY0.0%

+2K

ENDEAVOUR MNG PLC OR…0.0%

+110

MOBILITY GLOBAL INC0.0%

+229

ABM0.0%

+473

BDRFY0.0%

+319

HONEYWELL INTL INC0.0%

+250

PRNDY0.0%

+415

Increased

VUG1.4%

+167K(+488%)

VO0.4%

+43K(+290%)

VGT0.3%

+31K(+618%)

SPTI1.3%

+21K(+4%)

SUB6.4%

+16K(+2%)

IWF0.2%

+15K(+282%)

VTEB2.4%

+14K(+3%)

SPDW0.9%

+13K(+7%)

LINE0.1%

+13K(+2150%)

VGSH2.1%

+13K(+3%)

Decreased

XLK6.2%

-28,507(-7%)

IVW6.5%

-20,201(-3%)

IJK1.6%

-9,186(-5%)

IJH2.2%

-8,326(-2%)

IVE3.4%

-6,732(-4%)

IBIT0.0%

-5,203(-61%)

EFA1.8%

-5,019(-2%)

W3U0.0%

-4,185(-84%)

SPYG0.7%

-3,958(-5%)

MPT0.0%

-3,377(-47%)

Exited

-948

-666

-2,162

-568

-1,573

-566

-1,396

PRA

-312

CCC

-969

LKQ1

-1,903

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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