Salomon & Ludwin, LLC

CIK 0001766156 · Q1 2026

13F Equity AUM

$1.1B

-1.0% QoQ

Positions

2,038

-47 QoQ

AUM Rank

#2,604

Top 21%

Skill Alpha (FF)

-2.3%/yr

Underperformer

Rank #5,616 · Top 68%

vs S&P -5.8%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 27.9%Top 10: 43.1%Top 20: 61.8%

SUB6.8%

IVW6.1%

JMST5.4%

XLK5.2%

BIL4.3%

VOO4.2%

IVE3.5%

VTEB2.5%

SPY2.5%

VEA2.5%

Others (2028)56.9%

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

Sector Allocation

Financial Services86.6%

Technology5.7%

Other7.7%

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

Position Sizing

Positions: 2038Median: 0.00%Avg: 0.05%

0–0.5%

2000(20.9%)

0.5–1%

10(7.2%)

1–3%

21(36.2%)

3–5%

3(12.0%)

5%+

4(23.6%)

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

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Portfolio Overlap

Shared: 1,658Unique: 380vs 20 funds

21.6%Moderate

2,038

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

29.4%

BANK OF AMERICA CORP /DE/

32.2%

30%

33.2%

39.1%

33.5%

GEODE CAPITAL MANAGEMENT, LLC

31.6%

VANGUARD CAPITAL MANAGEMENT LLC

32.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

36.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New86Increased757Decreased551Exited131

New Positions

PIPER SANDLER COS0.0%

+992

SIEMENS ENERGY AG F0.0%

+323

VSEC0.0%

+348

AZN0.0%

+674

LTH0.0%

+2K

LW0.0%

+2K

AGX0.0%

+131

CSL0.0%

+34

CPB0.0%

+188

SUNBELT RENTALS HLDG…0.0%

+80

Increased

SPTI1.3%

+54K(+12%)

VTEB2.5%

+49K(+9%)

SUB6.8%

+48K(+7%)

VGSH2.3%

+27K(+7%)

VGIT1.4%

+26K(+11%)

MUB2.3%

+26K(+12%)

SPDW0.8%

+19K(+11%)

SHY1.3%

+18K(+12%)

JMST5.4%

+18K(+2%)

XLK5.2%

+9K(+2%)

Decreased

VEA2.5%

-28,995(-6%)

EFA1.9%

-15,440(-7%)

IVW6.1%

-14,163(-2%)

IJH2.1%

-7,596(-2%)

IJK1.6%

-6,710(-4%)

SPYG0.7%

-5,290(-6%)

EEM0.7%

-5,188(-4%)

IJR1.1%

-4,864(-5%)

PTLC0.0%

-4,608(-96%)

IJJ1.1%

-4,397(-4%)

Exited

-1,025

-1,713

-1,197

-1,046

-175

-175

-271

-243

-9

-229

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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