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Latest Salomon & Ludwin, LLC Stock Portfolio

$1.22Billion | No. of Holdings #2116

Salomon & Ludwin, LLC Performance

2026 Q2+3.11%
YTD+0.84%
2025+15.28%

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

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Salomon & Ludwin, LLC reported an equity portfolio of $1.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Salomon & Ludwin, LLC are IJR, AAXJ, XLB. The fund has invested 6.5% of it's portfolio in ISHARES S&P 500 GROWTH and 6.4% of portfolio in ISHARES SHORT-TERM. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), VIAVI SOLUTIONS INC (VIAV) and SEMTECH CORP (SMTC) stocks. They significantly reduced their stock positions in BUREAU VERITAS SA F, RYANAIR HLDGS PLC F (RYAAY) and SS&C TECHNOLOGIES HLDGS (SSNC). Salomon & Ludwin, LLC opened new stock positions in STATE STREET MULTI-ASSET (GAL), STATE STREET BRIDGEWATER (EMTL) and JPMORGAN HEDGED EQUITY. The fund showed a lot of confidence in some stocks as they added substantially to QANTAS AIRWAYS LTD F, ICU MED INC (ICUI) and F&G ANNUITIES & LIFE INC (FG).
Salomon & Ludwin, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$1.22Billion
  as of Aug 07, 2026

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

Our best estimate is that Salomon & Ludwin, LLC made a return of 3.11% in the last quarter. In trailing 12 months, it's portfolio return was 11.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
state street multi-asset957,269
state street bridgewater99,076
jpmorgan hedged equity67,793
honeywell aerospace inc57,050
honeywell intl inc55,438
New stocks bought by Salomon & Ludwin, LLC

Additions

Ticker% Inc.
lineage inc equity2,150
the campbell's co1,386
transdigm group inc740
pool corp707
siemens energy ag f670
vanguard information618
kimberly clark corp584
casella waste sys inc498
Additions to existing portfolio by Salomon & Ludwin, LLC

Reductions

Ticker% Reduced
mastercard inc-86.25
rtx corp-66.52
ishares bitcoin trust-60.89
sap se f-56.98
meta platforms inc-51.58
intuitive surgical inc-40.32
british amern tob plc f-34.15
armstrong world inds inc-30.41
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 86.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
Sector%
Others86.4
Technology5.9
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%
UNALLOCATED86.4
MEGA-CAP8
LARGE-CAP3.6
MID-CAP1.6

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 50011.3
RUSSELL 20001.4
Top 5 Winners (%)%
MXL
maxlinear inc
485.3 %
astera labs inc
267.8 %
penguin solutions inc de
232.6 %
murata mfg co ltd f
211.0 %
kioxia hldgs corp f
199.7 %
Top 5 Winners ($)$
XLB
state street technology
21.4 M
IJR
ishares s&p 500 growth
13.1 M
VB
vanguard s&p 500 etf
6.3 M
SPY
state street spdr s&p
3.7 M
IJR
ishares russell 2000
3.6 M
Top 5 Losers (%)%
BLD
topbuild corp
-99.2 %
PPLT
abrdn physical platinum
-86.5 %
kawasaki heavy inds lt f
-75.5 %
VAW
vanguard information
-74.3 %
VB
vanguard growth index
-70.7 %
Top 5 Losers ($)$
VB
vanguard growth index
-41.9 M
VAW
vanguard information
-12.4 M
VB
vanguard mid-cap index
-7.6 M
IJR
ishares russell 1000
-4.0 M
AAXJ
ishares short-term
-0.7 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 2116 stocks in it's portfolio. About 43.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Salomon & Ludwin, LLC last quarter.

$1.18BTotal Value
500Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Salomon & Ludwin, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Short-Term

Ishares Short-Term

AAXJ
Salomon & Ludwin, LLC's holding in Ishares Short-Term over time
6.36%726,711
$77.32M
6.36%
increased 2.2 percentadded
AAXJ
Ishares National Muni

Ishares National Muni

AAXJ
Salomon & Ludwin, LLC's holding in Ishares National Muni over time
2.25%253,804
$27.30M
2.25%
increased 5.17 percentadded
AAXJ
Ishares U.S. Aerospace &

Ishares U.S. Aerospace &

AAXJ
Salomon & Ludwin, LLC's holding in Ishares U.S. Aerospace & over time
0.14%6,870
$1.68M
0.14%
unchanged 0 percentunchanged
AAXJ
Ishares 01 Year Treasury

Ishares 01 Year Treasury

AAXJ
Salomon & Ludwin, LLC's holding in Ishares 01 Year Treasury over time
0.02%2,002
$220.3K
0.02%
increased 0.35 percentadded
AAXJ
Ishares Esg Msci Kld 400

Ishares Esg Msci Kld 400

AAXJ
Salomon & Ludwin, LLC's holding in Ishares Esg Msci Kld 400 over time
0.01%541
$76.9K
0.01%
unchanged 0 percentunchanged
ACSG
Xtrackers Msci Eafe

Xtrackers Msci Eafe

ACSG
Salomon & Ludwin, LLC's holding in Xtrackers Msci Eafe over time
0.01%1,418
$77.1K
0.01%
decreased 10.42 percentreduced
ACWV
Ishares Msci Global

Ishares Msci Global

ACWV
Salomon & Ludwin, LLC's holding in Ishares Msci Global over time
0.01%3,308
$102.3K
0.01%
increased 0.43 percentadded
AEMB
Avantis International

Avantis International

AEMB
Salomon & Ludwin, LLC's holding in Avantis International over time
0.01%1,890
$168.2K
0.01%
decreased 4.93 percentreduced
AEMB
Avantis Emerging Markets

Avantis Emerging Markets

AEMB
Salomon & Ludwin, LLC's holding in Avantis Emerging Markets over time
0.01%1,358
$127.0K
0.01%
unchanged 0 percentunchanged
AEMB
Avantis Us Equity Etf

Avantis Us Equity Etf

AEMB
Salomon & Ludwin, LLC's holding in Avantis Us Equity Etf over time
0.01%881
$112.3K
0.01%
decreased 4.76 percentreduced
AEMB
Avantis International

Avantis International

AEMB
Salomon & Ludwin, LLC's holding in Avantis International over time
0.01%931
$96.5K
0.01%
decreased 5 percentreduced