1y return+15.8%S&P 500 +20.9%
3y return+45.9%S&P 500 +68.5%
5y return+44.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $231 against $299 in the S&P 500.2
Salomon & Ludwin, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVWIshares S&p 500 Growth | $79.1M | 6.5% | −3.4% |
| SUBIshares Short-term | $77.3M | 6.4% | +2.2% |
| XLKState Street Technology | $75.3M | 6.2% | −6.6% |
| JMSTJpmorgan Ultra-short | $61.2M | 5.0% | +1.0% |
| VOOVanguard S&p 500 Etf | $51.4M | 4.2% | −3.5% |
| BILState Street Spdr | $49.3M | 4.1% | +1.9% |
| IVEIshares S&p 500 Value | $40.8M | 3.4% | −3.6% |
| SPYState Street Spdr S&p | $30.2M | 2.5% | −4.7% |
| VEAVanguard Ftse Developed | $29.8M | 2.5% | |
| VTEBVanguard Tax-exempt Bond | $29.3M | 2.4% | +2.5% |
| MUBIshares National Muni | $27.3M | 2.2% | +5.2% |
| IJHIshares Core S&p Mid-cap | $26.3M | 2.2% | −2.4% |
| VGSHVanguard Short-term | $25.8M | 2.1% | +2.9% |
| MSFTMicrosoft Corp | $23.2M | 1.9% | −2.0% |
| EFAIshares Msci Eafe Etf | $21.3M | 1.8% | −2.4% |
| IWMIshares Russell 2000 | $21.2M | 1.7% | |
| VYMVanguard High Dividend | $20.3M | 1.7% | −2.4% |
| AAPLApple Inc | $20.2M | 1.7% | −1.3% |
| IJKIshares S&p Mid-cap 400 | $19.2M | 1.6% | −5.3% |
| XLYState Street Consumer | $18.4M | 1.5% | −1.3% |
| VUGVanguard Growth Index | $17.3M | 1.4% | −2.1% |
| XLVState Street Health Care | $15.9M | 1.3% | |
| VGITVanguard Inter-term | $15.8M | 1.3% | +3.6% |
| XLFState Street Financial | $15.4M | 1.3% | |
| SPTIState Street Spdr | $15.2M | 1.2% | +4.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Resh Corp | December 31, 2024 | +499.9% | $6.3M |
| XLKState Street Technology | June 30, 2020 | +264.7% | $75.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $20.2M |
| XLIState Street Industrial | June 30, 2020 | +169.6% | $10.8M |
| IVWIshares S&p 500 Growth | June 30, 2020 | +165.1% | $79.1M |
| SPYGState Street Spdr | June 30, 2020 | +164.9% | $8.9M |
| VUGVanguard Growth Index | June 30, 2020 | +155.7% | $17.3M |
| VOOVanguard S&p 500 Etf | June 30, 2020 | +142.3% | $51.4M |
| SPYState Street Spdr S&p | June 30, 2020 | +142.2% | $30.2M |
| IXGIshares Global | June 30, 2020 | +138.7% | $6.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $153K
- VIAVViavi Solutions Inc was $80K
- SMTCSemtech Corp was $78K
- SANMSanmina Corp was $74K
- Sealed Air Corp NewCUSIP 81211K100 was $66K
- Air Lease CorpCUSIP 00912X302 was $54K
- LKQLkq Corp was $54K
- Tri Pointe Homes IncCUSIP 87265H109 was $53K
- DOCNDigitalocean Hldgs Inc was $51K
- Kyocera Corp FCUSIP 501556203 was $39K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Salomon & Ludwin, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1766156&type=13F-HR&dateb=&owner=include&count=40CIK 1766156
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1766156/000176615626000005/Filed August 7, 2026 · accession 0001766156-26-000005