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Latest Salomon & Ludwin, LLC Stock Portfolio

$1.12Billion– No. of Holdings #2097

Salomon & Ludwin, LLC Performance:
2026 Q1: -2.2%YTD: -2.2%2025: 15.28%
Performance for 2026 Q1 is -2.2%, and YTD is -2.2%, and 2025 is 15.28%.

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

On 2026-05-11, 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 Mar, 2026.

The top stock holdings of Salomon & Ludwin, LLC are AAXJ, IJR, BBAX. The fund has invested 6.8% of it's portfolio in ISHARES SHORT-TERM and 6.1% of portfolio in ISHARES S&P 500 GROWTH.

The fund managers got completely rid off ASTRAZENECA PLC F (AZN), PACER TRENDPILOT 100 (AFTY) and ARROWHEAD PHARMACEUTICAL (ARWR) stocks. They significantly reduced their stock positions in PEARSON PLC F (PSO), ANGI INC (ANGI) and VISTRA CORP (VST). Salomon & Ludwin, LLC opened new stock positions in ASTRAZENECA PLC F, PIPER SANDLER COS (PIPR) and ARGAN INC (AGX). The fund showed a lot of confidence in some stocks as they added substantially to MATCH GROUP INC NEW (MTCH), CAPCOM CO LTD F and PAYCOM SOFTWARE INC (PAYC).
Salomon & Ludwin, LLC Equity Portfolio Value
Last Reported on: 11 May, 2026

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

Our best estimate is that Salomon & Ludwin, LLC made a return of -2.2% in the last quarter. In trailing 12 months, it's portfolio return was 15.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc f137,152
piper sandler cos77,207
argan inc75,346
lamb weston hldgs inc66,502
vse corp64,411
life time group hldgs in56,436
siemens energy ag f56,008
lyft inc53,814
New stocks bought by Salomon & Ludwin, LLC

Additions

Ticker% Inc.
match group inc new14,057
paycom software inc8,380
rithm capital corp4,902
waters corp641
versant media group inc614
molina healthcare inc592
sm energy co588
swisscom f544
Additions to existing portfolio by Salomon & Ludwin, LLC

Reductions

Ticker% Reduced
state street spdr-39.09
palo alto networks inc-33.71
medtronic plc f-29.22
vaneck merk gold trust-28.45
home depot inc-24.03
zurn elkay wtr solutions-22.75
travelers cos inc-22.54
emerson elec co-22.29
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 86.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
Sector%
Others86.5
Technology5.5
Consumer Defensive1.5
Consumer Cyclical1.3
Financial Services1.1

Market Cap. Distribution

Salomon & Ludwin, LLC has about 11.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED86.5
MEGA-CAP8.1
LARGE-CAP3.5
MID-CAP1.5

Stocks belong to which Index?

About 12.7% of the stocks held by Salomon & Ludwin, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others87.3
S&P 50011.4
RUSSELL 20001.3
Top 5 Winners (%)%
LITE
lumentum hldgs inc
131.6 %
sandisk corp
126.1 %
CIEN
ciena corp
92.5 %
IRDM
iridium communications i
78.4 %
DOCN
digitalocean hldgs inc
77.8 %
Top 5 Winners ($)$
VEA
vanguard ftse developed
1.2 M
MO
altria group inc
1.0 M
XLB
state street energy
0.9 M
IJR
ishares msci eafe etf
0.6 M
VAW
vanguard energy index
0.5 M
Top 5 Losers (%)%
itochu corp f
-83.1 %
softbank grp corp f
-73.6 %
hensoldt ag f
-68.4 %
TEAM
atlassian corp
-52.8 %
bridgestone corp f
-50.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-6.1 M
IJR
ishares s&p 500 growth
-5.5 M
XLB
state street technology
-4.1 M
VB
vanguard s&p 500 etf
-2.4 M
XLB
state street consumer
-2.1 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 2097 stocks in it's portfolio. About 43.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Salomon & Ludwin, LLC last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions