Salomon & Ludwin, LLC

13F filer · CIK 0001766156

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$1.22BU.S. long equity reported on 13F

Positions1,53686 new · 74 closed

Net flow last quarter-$5.31MBuys minus sells

Top 10 positions weight10.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 20261,536 positions
SPYSPDR S&P 500 ETF Trust	$30.2M	2.49%	Not reported	-4.7%	Q4 2018
MSFTMicrosoft Corp	$23.2M	1.91%	0.00%	-2.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$20.3M	1.67%	Not reported	-2.4%	Q2 2020
AAPLApple Inc.	$20.2M	1.66%	0.00%	-1.3%	Q4 2018
MOAltria Group, Inc.	$7.26M	0.60%	0.01%	-0.1%	Q4 2018
LRCXLam Research Corp	$6.29M	0.52%	0.00%	-0.7%	Q2 2022
PMPhilip Morris International Inc.	$4.9M	0.40%	0.00%	-1.1%	Q4 2018
ORCLOracle Corp	$4.67M	0.38%	0.00%	0.0%	Q4 2018
DDominion Energy, Inc	$4.59M	0.38%	0.01%	0.0%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$3.91M	0.32%	Not reported	-2.1%	Q4 2019
AMZNAmazon Com Inc	$3.69M	0.30%	0.00%	-0.5%	Q4 2018
NEUNewmarket Corp	$2.94M	0.24%	0.04%	Not reported	Q4 2018
LOWLowes Companies Inc	$2.83M	0.23%	0.00%	-3.3%	Q3 2022
NVDANvidia Corp	$2.75M	0.23%	0.00%	+1.4%	Q3 2023
GOOGLAlphabet Inc.	$2.71M	0.22%	0.00%	-0.4%	Q4 2018
MCDMcdonalds Corp	$2.64M	0.22%	0.00%	+1.5%	Q4 2018
AMATApplied Materials Inc	$2.03M	0.17%	0.00%	-4.4%	Q3 2023
LLYELI LILLY & Co	$1.95M	0.16%	0.00%	-3.1%	Q4 2019
KOCoca Cola Co	$1.78M	0.15%	0.00%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.72M	0.14%	0.00%	+6.4%	Q4 2018
JNJJohnson & Johnson	$1.71M	0.14%	0.00%	-0.4%	Q4 2018
GOOGAlphabet Inc.	$1.55M	0.13%	Not reported	-1.8%	Q4 2018
AVGOBroadcom Inc.	$1.44M	0.12%	0.00%	-6.0%	Q4 2019
ABBVAbbVie Inc.	$1.32M	0.11%	0.00%	+0.8%	Q4 2018
TSLATesla, Inc.	$1.21M	0.10%	0.00%	+2.9%	Q3 2023
TFCTruist Financial Corp	$1.11M	0.09%	0.00%	-0.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.02M	0.08%	Not reported	-2.1%	Q4 2018
AUBAtlantic Union Bankshares Corp	$958K	0.08%	0.02%	Not reported	Q2 2019
CLColgate Palmolive Co	$957K	0.08%	0.00%	Not reported	Q4 2018
PRAAPra Group Inc	$897K	0.07%	0.12%	-0.3%	Q4 2018
INTCIntel Corp	$876K	0.07%	0.00%	-1.2%	Q4 2018
XOMExxonMobil Holdings Corp	$876K	0.07%	0.00%	-1.7%	Q4 2018
CATCaterpillar Inc	$867K	0.07%	0.00%	+0.1%	Q4 2018
GEGeneral Electric Co	$841K	0.07%	0.00%	-1.8%	Q3 2023
NSCNorfolk Southern Corp	$824K	0.07%	0.00%	-0.5%	Q4 2018
CSCOCisco Systems, Inc.	$741K	0.06%	0.00%	-1.5%	Q4 2018
METAMeta Platforms, Inc.	$734K	0.06%	Not reported	-51.6%	Q2 2019
IBMInternational Business Machines Corp	$703K	0.06%	0.00%	-2.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$615K	0.05%	Not reported	-12.0%	Q2 2019
LINELineage, Inc.	$571K	0.05%	0.01%	+2150.2%	Q1 2025
MUMicron Technology Inc	$558K	0.05%	0.00%	+5.5%	Q3 2025
PEPPepsico Inc	$553K	0.05%	0.00%	-6.9%	Q4 2018
VVisa Inc.	$547K	0.05%	0.00%	-0.1%	Q4 2018
CVXChevron Corp	$546K	0.04%	0.00%	-3.3%	Q4 2018
WFCWells Fargo & Company	$545K	0.04%	0.00%	-0.5%	Q4 2018
GEVGE Vernova Inc.	$534K	0.04%	0.00%	-2.7%	Q2 2024
DUKDuke Energy CORP	$524K	0.04%	0.00%	-0.7%	Q4 2018
QCOMQualcomm Inc	$453K	0.04%	0.00%	+7.2%	Q4 2018
MDLZMondelez International, Inc.	$452K	0.04%	0.00%	-1.2%	Q4 2018
RSReliance, Inc.	$444K	0.04%	0.00%	Not reported	Q2 2019

Q1 2026Reported May 11, 20261,522 positions
SPYSPDR S&P 500 ETF Trust	$27.9M	2.49%	Not reported	-0.3%	Q4 2018
MSFTMicrosoft Corp	$23M	2.05%	0.00%	-1.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.5M	1.74%	Not reported	-1.2%	Q2 2020
AAPLApple Inc.	$17.8M	1.59%	0.00%	-0.4%	Q4 2018
MOAltria Group, Inc.	$6.68M	0.60%	0.01%	+0.2%	Q4 2018
ORCLOracle Corp	$4.79M	0.43%	0.00%	+0.8%	Q4 2018
PMPhilip Morris International Inc.	$4.41M	0.39%	0.00%	-0.1%	Q4 2018
DDominion Energy, Inc	$4.25M	0.38%	0.01%	-0.5%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$3.57M	0.32%	Not reported	-2.3%	Q4 2019
LRCXLam Research Corp	$3.54M	0.32%	0.00%	Not reported	Q2 2022
AMZNAmazon Com Inc	$3.22M	0.29%	0.00%	-1.9%	Q4 2018
LOWLowes Companies Inc	$3.05M	0.27%	0.00%	+1.5%	Q3 2022
MCDMcdonalds Corp	$2.97M	0.26%	0.00%	-1.8%	Q4 2018
NVDANvidia Corp	$2.44M	0.22%	0.00%	-0.6%	Q3 2023
NEUNewmarket Corp	$2.38M	0.21%	0.04%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$2.23M	0.20%	0.00%	-0.4%	Q4 2018
KOCoca Cola Co	$1.68M	0.15%	0.00%	0.0%	Q4 2018
JNJJohnson & Johnson	$1.64M	0.15%	0.00%	-0.1%	Q4 2018
LLYELI LILLY & Co	$1.58M	0.14%	0.00%	-5.6%	Q4 2019
JPMJPMorgan Chase & Co	$1.43M	0.13%	0.00%	-8.5%	Q4 2018
METAMeta Platforms, Inc.	$1.42M	0.13%	Not reported	+4.4%	Q2 2019
AVGOBroadcom Inc.	$1.31M	0.12%	0.00%	+2.6%	Q4 2019
GOOGAlphabet Inc.	$1.3M	0.12%	Not reported	-1.3%	Q4 2018
AMATApplied Materials Inc	$1.14M	0.10%	0.00%	-3.2%	Q3 2023
ABBVAbbVie Inc.	$1.09M	0.10%	0.00%	-2.2%	Q4 2018
XOMExxonMobil Holdings Corp	$1.05M	0.09%	0.00%	-5.0%	Q4 2018
TFCTruist Financial Corp	$1.03M	0.09%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$1M	0.09%	0.00%	-3.8%	Q3 2023
MAMastercard Inc	$901K	0.08%	0.00%	-7.2%	Q4 2018
CLColgate Palmolive Co	$878K	0.08%	0.00%	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$843K	0.08%	Not reported	-1.4%	Q4 2018
PRAAPra Group Inc	$836K	0.07%	0.12%	+0.2%	Q4 2018
AUBAtlantic Union Bankshares Corp	$801K	0.07%	0.02%	Not reported	Q2 2019
NSCNorfolk Southern Corp	$747K	0.07%	0.00%	-4.1%	Q4 2018
CVXChevron Corp	$678K	0.06%	0.00%	-3.6%	Q4 2018
BRK.BBerkshire Hathaway Inc	$668K	0.06%	Not reported	-3.4%	Q2 2019
PEPPepsico Inc	$661K	0.06%	0.00%	-1.0%	Q4 2018
GEGeneral Electric Co	$642K	0.06%	0.00%	-4.3%	Q3 2023
CATCaterpillar Inc	$626K	0.06%	0.00%	-0.6%	Q4 2018
IBMInternational Business Machines Corp	$622K	0.06%	0.00%	-0.8%	Q4 2018
NFLXNetflix Inc	$574K	0.05%	0.00%	+10.5%	Q4 2018
RTXRTX Corp	$567K	0.05%	0.00%	-0.7%	Q3 2021
DUKDuke Energy CORP	$555K	0.05%	0.00%	-3.0%	Q4 2018
TMOThermo Fisher Scientific Inc.	$528K	0.05%	0.00%	-1.9%	Q2 2019
COSTCostco Wholesale Corp	$520K	0.05%	0.00%	+20.5%	Q4 2018
WFCWells Fargo & Company	$514K	0.05%	0.00%	-2.7%	Q4 2018
PGPROCTER & GAMBLE Co	$509K	0.05%	0.00%	+5.1%	Q4 2018
CSCOCisco Systems, Inc.	$508K	0.05%	0.00%	-2.1%	Q4 2018
VVisa Inc.	$470K	0.04%	0.00%	+23.4%	Q4 2018
MDLZMondelez International, Inc.	$443K	0.04%	0.00%	-1.5%	Q4 2018

Q4 2025Reported Jan 28, 20261,561 positions
MSFTMicrosoft Corp	$29.4M	2.60%	0.00%	+0.8%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$29.3M	2.59%	Not reported	+0.1%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.4M	1.72%	Not reported	-2.9%	Q2 2020
AAPLApple Inc.	$18.6M	1.65%	0.00%	+1.0%	Q4 2018
ORCLOracle Corp	$6.26M	0.55%	0.00%	-0.6%	Q4 2018
MOAltria Group, Inc.	$5.71M	0.50%	0.01%	0.0%	Q4 2018
PMPhilip Morris International Inc.	$4.47M	0.39%	0.00%	+0.4%	Q4 2018
DDominion Energy, Inc	$4M	0.35%	0.01%	+0.1%	Q4 2018
AMZNAmazon Com Inc	$3.64M	0.32%	0.00%	+9.2%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$3.64M	0.32%	Not reported	-1.9%	Q4 2019
LOWLowes Companies Inc	$3.18M	0.28%	0.00%	-0.4%	Q3 2022
LRCXLam Research Corp	$3.15M	0.28%	0.00%	+0.4%	Q2 2022
MCDMcdonalds Corp	$2.95M	0.26%	0.00%	+1.0%	Q4 2018
NEUNewmarket Corp	$2.63M	0.23%	0.04%	Not reported	Q4 2018
NVDANvidia Corp	$2.6M	0.23%	0.00%	+3.7%	Q3 2023
GOOGLAlphabet Inc.	$2.39M	0.21%	0.00%	+2.4%	Q4 2018
LLYELI LILLY & Co	$1.87M	0.16%	0.00%	+36.9%	Q4 2019
JPMJPMorgan Chase & Co	$1.77M	0.16%	0.00%	0.0%	Q4 2018
METAMeta Platforms, Inc.	$1.56M	0.14%	Not reported	-0.3%	Q2 2019
KOCoca Cola Co	$1.49M	0.13%	0.00%	-3.5%	Q4 2018
GOOGAlphabet Inc.	$1.41M	0.13%	Not reported	+10.9%	Q4 2018
AVGOBroadcom Inc.	$1.39M	0.12%	0.00%	+2.9%	Q4 2019
JNJJohnson & Johnson	$1.38M	0.12%	0.00%	-3.0%	Q4 2018
TSLATesla, Inc.	$1.3M	0.12%	0.00%	-1.9%	Q3 2023
ABBVAbbVie Inc.	$1.18M	0.10%	0.00%	-8.5%	Q4 2018
MAMastercard Inc	$1.12M	0.10%	0.00%	+7.0%	Q4 2018
TFCTruist Financial Corp	$1.11M	0.10%	0.00%	-0.1%	Q4 2019
AMATApplied Materials Inc	$959K	0.08%	0.00%	+3.0%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$902K	0.08%	Not reported	-8.0%	Q4 2018
XOMExxonMobil Holdings Corp	$863K	0.08%	0.00%	+3.3%	Q4 2018
PRAAPra Group Inc	$830K	0.07%	0.12%	0.0%	Q4 2018
AUBAtlantic Union Bankshares Corp	$802K	0.07%	0.02%	+26.8%	Q2 2019
CLColgate Palmolive Co	$794K	0.07%	0.00%	+2.2%	Q4 2018
NSCNorfolk Southern Corp	$779K	0.07%	0.00%	-1.3%	Q4 2018
GEGeneral Electric Co	$774K	0.07%	0.00%	0.0%	Q3 2023
IBMInternational Business Machines Corp	$745K	0.07%	0.00%	-14.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$722K	0.06%	Not reported	-4.0%	Q2 2019
TMOThermo Fisher Scientific Inc.	$669K	0.06%	0.00%	+1.6%	Q2 2019
WFCWells Fargo & Company	$631K	0.06%	0.00%	-0.8%	Q4 2018
PEPPepsico Inc	$595K	0.05%	0.00%	+5.2%	Q4 2018
CVXChevron Corp	$579K	0.05%	0.00%	-1.3%	Q4 2018
RTXRTX Corp	$548K	0.05%	0.00%	+7.7%	Q3 2021
CATCaterpillar Inc	$541K	0.05%	0.00%	+8.5%	Q4 2018
ABTAbbott Laboratories	$509K	0.05%	0.00%	-9.7%	Q4 2018
DUKDuke Energy CORP	$505K	0.04%	0.00%	-2.8%	Q4 2018
CSCOCisco Systems, Inc.	$496K	0.04%	0.00%	+22.0%	Q4 2018
DISWalt Disney Co	$491K	0.04%	0.00%	-2.5%	Q4 2018
NFLXNetflix Inc	$482K	0.04%	0.00%	-1.8%	Q4 2018
PGPROCTER & GAMBLE Co	$475K	0.04%	0.00%	-7.2%	Q4 2018
QCOMQualcomm Inc	$452K	0.04%	0.00%	-0.1%	Q4 2018

Q3 2025Reported Oct 21, 20251,565 positions
MSFTMicrosoft Corp	$31.9M	2.87%	0.00%	+5.0%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$28.5M	2.56%	Not reported	-3.5%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.4M	1.75%	Not reported	-1.3%	Q2 2020
AAPLApple Inc.	$17.8M	1.60%	0.00%	+11.3%	Q4 2018
ORCLOracle Corp	$9.35M	0.84%	0.00%	+2.2%	Q4 2018
MOAltria Group, Inc.	$6.67M	0.60%	0.01%	+1.0%	Q4 2018
PMPhilip Morris International Inc.	$4.27M	0.38%	0.00%	+1.2%	Q4 2018
DDominion Energy, Inc	$4.18M	0.38%	0.01%	-1.0%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$3.59M	0.32%	Not reported	-3.5%	Q4 2019
LOWLowes Companies Inc	$3.21M	0.29%	0.00%	+2.4%	Q3 2022
NEUNewmarket Corp	$3.16M	0.28%	0.04%	+4.0%	Q4 2018
AMZNAmazon Com Inc	$3.14M	0.28%	0.00%	+36.3%	Q4 2018
MCDMcdonalds Corp	$2.93M	0.26%	0.00%	-7.6%	Q4 2018
NVDANvidia Corp	$2.5M	0.23%	0.00%	+391.3%	Q3 2023
LRCXLam Research Corp	$2.35M	0.21%	0.00%	+2.1%	Q2 2022
GOOGLAlphabet Inc.	$1.81M	0.16%	0.00%	+21.8%	Q4 2018
METAMeta Platforms, Inc.	$1.69M	0.15%	Not reported	+64.6%	Q2 2019
JPMJPMorgan Chase & Co	$1.64M	0.15%	0.00%	+7.8%	Q4 2018
KOCoca Cola Co	$1.51M	0.14%	0.00%	+9.0%	Q4 2018
ABBVAbbVie Inc.	$1.37M	0.12%	0.00%	+22.2%	Q4 2018
AVGOBroadcom Inc.	$1.33M	0.12%	0.00%	+73.7%	Q4 2019
JNJJohnson & Johnson	$1.31M	0.12%	0.00%	+48.3%	Q4 2018
TSLATesla, Inc.	$1.26M	0.11%	0.00%	+62.6%	Q3 2023
LLYELI LILLY & Co	$1.1M	0.10%	0.00%	+16.9%	Q4 2019
MAMastercard Inc	$1.07M	0.10%	0.00%	+11.1%	Q4 2018
TFCTruist Financial Corp	$998K	0.09%	0.00%	+1.1%	Q4 2019
GOOGAlphabet Inc.	$991K	0.09%	Not reported	+94.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$957K	0.09%	Not reported	-2.7%	Q4 2018
IBMInternational Business Machines Corp	$855K	0.08%	0.00%	+81.0%	Q4 2018
NSCNorfolk Southern Corp	$822K	0.07%	0.00%	+4.0%	Q4 2018
CLColgate Palmolive Co	$787K	0.07%	0.00%	+3.4%	Q4 2018
XOMExxonMobil Holdings Corp	$755K	0.07%	0.00%	+12.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$752K	0.07%	Not reported	+77.6%	Q2 2019
AMATApplied Materials Inc	$712K	0.06%	0.00%	+4.6%	Q3 2023
GEGeneral Electric Co	$709K	0.06%	0.00%	+70.1%	Q3 2023
PRAAPra Group Inc	$697K	0.06%	0.12%	+0.5%	Q4 2018
AUBAtlantic Union Bankshares Corp	$624K	0.06%	0.01%	+3.4%	Q2 2019
NFLXNetflix Inc	$618K	0.06%	0.00%	+35.7%	Q4 2018
ABTAbbott Laboratories	$601K	0.05%	0.00%	+32.2%	Q4 2018
TMOThermo Fisher Scientific Inc.	$586K	0.05%	0.00%	+16.3%	Q2 2019
PEPPepsico Inc	$574K	0.05%	0.00%	+15.1%	Q4 2018
IBITiShares Bitcoin Trust ETF	$571K	0.05%	0.00%	+1.6%	Q1 2024
PGPROCTER & GAMBLE Co	$555K	0.05%	0.00%	+39.9%	Q4 2018
HDHome Depot, Inc.	$550K	0.05%	0.00%	+34.5%	Q4 2018
DUKDuke Energy CORP	$550K	0.05%	0.00%	+4.8%	Q4 2018
CVXChevron Corp	$550K	0.05%	0.00%	+23.8%	Q4 2018
WFCWells Fargo & Company	$533K	0.05%	0.00%	+37.7%	Q4 2018
COSTCostco Wholesale Corp	$510K	0.05%	0.00%	+23.5%	Q4 2018
DISWalt Disney Co	$497K	0.04%	0.00%	+18.1%	Q4 2018
UNHUnitedhealth Group Inc	$484K	0.04%	0.00%	+11.5%	Q4 2019

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