Latest Salomon & Ludwin, LLC Stock Portfolio

Salomon & Ludwin, LLC Performance:

2025 Q3: 3.82%YTD: 7.08%2024: 14.31%

Performance for 2025 Q3 is 3.82%, and YTD is 7.08%, and 2024 is 14.31%.

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

In it's latest 13F Holdings report, Salomon & Ludwin, LLC reported an equity portfolio of $1.1 Billions as of 30 Sep, 2025.

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

The fund managers got completely rid off ACM RESH INC (ACMR), STEEL DYNAMICS INC (STLD) and FIRST TRST ENHNCD SHRT (FCVT) stocks. They significantly reduced their stock positions in SHOPIFY INC F, COCA COLA CONSOLIDAT (COKE) and VANGUARD MORTGAGE BACKED (BNDW). Salomon & Ludwin, LLC opened new stock positions in DIMENSIONAL U S CORE (DFAC), VANGUARD MEGA CAP GROWTH (EDV) and JPMORGAN SHORT DURATION (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to ADIENT PLC F (ADNT), LUMEN TECHNOLOGIES INC (LUMN) and ALFA LAVAL AB SWEDEN F.

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

Our best estimate is that Salomon & Ludwin, LLC made a return of 3.82% in the last quarter. In trailing 12 months, it's portfolio return was 7.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional u s core	290,728
vanguard mega cap growth	211,932
dimensional core fixed	184,341
jpmorgan short duration	173,576
avantis international	167,318
dimensional us core	138,720
goldman sachs actvbt	130,687
avantis us equity etf	127,557

New stocks bought by Salomon & Ludwin, LLC

Additions

Ticker	% Inc.
lumen technologies inc	17,960
robinhood mkts inc	5,814
quest diagnostics inc	3,905
softbank grp corp f	3,788
resideo technologies inc	3,591
intesa sanpaolo s p a f	3,554
advanced micro devic	3,271
jpmorgan core plus bond	3,176

Additions to existing portfolio by Salomon & Ludwin, LLC

Reductions

Ticker	% Reduced
vaneck semiconductor	-60.00
marathon pete corp	-53.36
danaher corp	-36.97
ishares total us stock	-32.59
ishares short treasury	-30.95
ishares 0-3 month	-21.64
nike inc	-20.95
coherent corp	-20.86

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% of it's holdings in Others sector.

Sector	%
Others	86
Technology	6.6
Consumer Defensive	1.5
Consumer Cyclical	1.3
Financial Services	1.1

Market Cap. Distribution

Salomon & Ludwin, LLC has about 12.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	86
MEGA-CAP	7.8
LARGE-CAP	4.7
MID-CAP	1.2

Stocks belong to which Index?

About 12.3% of the stocks held by Salomon & Ludwin, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.8
S&P 500	12.3

Top 5 Winners (%)		%
NKTR	nektar therapeutics	136.4 %
ZIMV	zimvie inc	93.3 %
RIOT	riot platforms inc	59.1 %
HLIO	helios technologies inc	46.5 %
LRCX	lam resh corp	46.1 %

Top 5 Winners ($)		$
IJR	ishares s&p 500 growth	7.4 M
XLB	technology select sector	6.8 M
AAPL	apple inc	2.8 M
SPY	spdr s&p 500 etf	2.2 M
IJR	ishares s&p 500 value	2.0 M

Top 5 Losers (%)		%
IRDM	iridium communications i	-40.5 %
KMX	carmax inc	-35.1 %
KD	kyndryl hldgs inc	-28.5 %
HRL	hormel foods corp	-18.7 %
LYB	lyondellbasell industr f	-18.4 %

Top 5 Losers ($)		$
PM	philip morris intl inc	-0.6 M
XLB	spdr fund consumer	-0.5 M
CL	colgate palmolive co	-0.1 M
KO	the coca-cola co	-0.1 M
CWST	casella waste sys inc	-0.1 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 2153 stocks in it's portfolio. About 44.4% of the portfolio is in top 10 stocks. PM 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: 21 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.00	363	51,415	added	242

AAPL	apple inc	1.60	68,983	17,799,000	added	11.32

AAXJ	ishares short term ntnl	6.10	635,915	67,839,400	added	6.12

AAXJ	ishares national muni	1.91	199,980	21,273,900	reduced	-17.86

AAXJ	ishares us aerospace	0.13	6,870	1,439,610	unchanged	0.00

AAXJ	ishares short treasury	0.04	4,552	501,671	reduced	-30.95

AAXJ	ishares esg msci kld 400	0.00	474	60,061	unchanged	0.00

AAXJ	ishares morgstar mid cap	0.00	517	42,901	unchanged	0.00

ABBV	abbvie inc	0.12	5,845	1,367,200	added	22.23

ABC	cencora inc	0.00	155	46,928	added	638

ABT	abbott labs	0.05	4,462	600,541	added	32.21

ACES	alps alerian mlp etf	0.01	2,000	93,280	unchanged	0.00

ACIW	aci worldwide inc	0.00	726	38,928	new

ACN	accenture plc ireland f	0.01	314	77,030	added	11.35

ACSG	xtrackers msci eafe hdgd	0.01	1,583	74,765	reduced	-4.98

ACWV	ishares msi glbl silr	0.01	3,241	88,467	unchanged	0.00

ADBE	adobe inc	0.01	274	95,007	added	38.38

ADP	automatic data processin	0.01	463	134,877	added	78.76

AEE	ameren corp	0.01	1,042	108,097	added	2.86

AEIS	advanced energy inds inc	0.00	264	45,899	new