Salomon & Ludwin, LLC RYCEY — ROLLS-ROYCE HOLDINGS P F

Ownership history in Salomon & Ludwin, LLC  ·  5 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported ROLLS-ROYCE HOLDINGS P F (RYCEY) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows RYCEY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RYCEY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in ROLLS-ROYCE HOLDINGS P F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RYCEY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RYCEY stock page Salomon & Ludwin, LLC fund profile Salomon & Ludwin, LLC full holdings
How Salomon & Ludwin, LLC held RYCEY — position size vs. price
% of Fund (quarterly)    RYCEY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,967 +1,565 +46.0% 0.01% $95K 2026-08-07 $20.54
2026 Q1 REDUCED — — — 3,402 -3 -0.1% 0.00% $54K 2026-05-11 $16.64
2025 Q4 ADDED — — — 3,405 +356 +11.7% 0.01% $58K 2026-01-28 $16.71
2025 Q3 ADDED — — — 3,049 +2,938 +2646.8% 0.00% $48K 2025-10-21 $15.06
2025 Q2 INITIATED — — — 111 — — 0.00% $1K 2025-07-29 $13.28

🏢 Other funds also holding RYCEY

As of 2026 Q2 — sorted by position size

Henry James International Management Inc. 3Y 7Y 3.25% Codex Capital Asset Management L.L.C. 2.58% Collaborative Fund Advisors, LLC 0.23% Pinnacle Wealth Management Advisory Group, LLC 3Y 7Y 0.15% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 0.06% Sterling Investment Advisors, Ltd. 3Y 7Y 0.04% GAMMA Investing LLC 0.03% Sterling Capital Management LLC 3Y 7Y 0.02% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% FULTON BANK, N.A. 3Y 7Y 0.01%

FAQ About Salomon & Ludwin, LLC and RYCEY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning RYCEY?

Salomon & Ludwin, LLC reported RYCEY across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported RYCEY position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for RYCEY was 0.01% in 2026 Q2.

What is the latest reported RYCEY position on this page?

The most recent filing on this page is 2026 Q2, when Salomon & Ludwin, LLC reported 4,967 shares, equal to 0.01% of portfolio, with an estimated market value of $95K.

What does the chart on this RYCEY ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly RYCEY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Salomon & Ludwin, LLC time their RYCEY position?

Based on 13F filing dates vs. subsequent RYCEY price moves, Salomon & Ludwin, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on RYCEY relative to SPY over the holding period was +25.0%.

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