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Latest Salomon & Ludwin, LLC Stock Portfolio

Salomon & Ludwin, LLC Performance:
2025 Q4: -4.38%YTD: 5.2%2024: 15.07%
Performance for 2025 Q4 is -4.38%, and YTD is 5.2%, and 2024 is 15.07%.

About Salomon & Ludwin, LLC and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Salomon & Ludwin, LLC reported an equity portfolio of $1.1 Billions as of 31 Dec, 2025.

The top stock holdings of Salomon & Ludwin, LLC are IJR, AAXJ, XLB. The fund has invested 6.7% of it's portfolio in ISHARES S&P 500 GROWTH and 6.3% of portfolio in ISHARES SHORT TERM NTNL.

The fund managers got completely rid off LISTED FNDS RONDHL, ALPS ALERIAN MLP ETF (ACES) and STERLING INFRASTRUCTURE (STRL) stocks. They significantly reduced their stock positions in CAPCOM CO LTD F, INSULET CORP (PODD) and VICI PPTYS INC (VICI). Salomon & Ludwin, LLC opened new stock positions in VANECK MERK GOLD ETF (OUNZ), PACER TRENDPILOT 100 (AFTY) and EASTMAN CHEM CO (EMN). The fund showed a lot of confidence in some stocks as they added substantially to TYLER TECHNOLOGIES INC (TYL), RYANAIR HLDGS PLC F (RYAAY) and CLEAN HBRS INC (CLH).

Salomon & Ludwin, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Salomon & Ludwin, LLC made a return of -4.38% in the last quarter. In trailing 12 months, it's portfolio return was 5.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck merk gold etf89,046
pacer trendpilot 10081,159
eastman chem co68,829
totalenergies f64,520
solstice advanced matls62,353
akre focus etf61,182
primoris svcs corp43,708
mohawk inds inc43,169
New stocks bought by Salomon & Ludwin, LLC

Additions

Ticker% Inc.
pacer trendpilot us2,351
blue ridge bankshares in2,002
lkq corp1,272
pacer us cash cows 100965
netflix inc882
carmax inc814
fedex corp700
servicenow inc184
Additions to existing portfolio by Salomon & Ludwin, LLC

Reductions

Ticker% Reduced
casella waste sys inc-75.67
ishares 0 1 year-56.22
the cigna group-42.32
t-mobile us inc-30.49
uber technologies inc-30.07
honeywell intl inc-29.08
united parcel svc inc-28.8
enbridge inc f-26.86
Salomon & Ludwin, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Salomon & Ludwin, LLC

Sector Distribution

Salomon & Ludwin, LLC has about 86.2% of it's holdings in Others sector.

Sector%
Others86.2
Technology6.2
Consumer Defensive1.4
Consumer Cyclical1.4
Financial Services1.2

Market Cap. Distribution

Salomon & Ludwin, LLC has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED86.2
MEGA-CAP7.5
LARGE-CAP4.8
MID-CAP1.2

Stocks belong to which Index?

About 12% of the stocks held by Salomon & Ludwin, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others86.9
S&P 50012
Top 5 Winners (%)%
RKT
rocket companies cla a
VRCA
verrica pharmaceuticals
90.0 %
VSCO
victorias secret & co
89.5 %
VICR
vicor corp
84.9 %
EXAS
exact sciences corp
79.2 %
Top 5 Winners ($)$
IJR
ishares s&p 500 growth
1.7 M
VB
vanguard s&p 500 etf
1.4 M
IJR
ishares s&p 500 value
1.3 M
XLB
state strt hlth cre slt
1.0 M
LRCX
lam resh corp
0.8 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.5 %
NOW
servicenow inc
-77.8 %
TRST
trustco bk corp n y
-73.8 %
REYN
reynolds consumer prods
-62.0 %
TPL
texas pacific land c
-60.5 %
Top 5 Losers ($)$
XLB
state stret tec select
-45.4 M
XLB
state strt cons dsry slt
-13.8 M
NFLX
netflix inc
-3.1 M
ORCL
oracle corp
-3.0 M
MSFT
microsoft corp
-2.8 M

Salomon & Ludwin, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Salomon & Ludwin, LLC

Salomon & Ludwin, LLC has 2142 stocks in it's portfolio. About 43.8% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Salomon & Ludwin, LLC last quarter.

Last Reported on: 28 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions