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Portfolio (Quarterly) Guide ↗

MARINO, STRAM & ASSOCIATES LLC

· CIK 0001099762
13F Portfolio $557M AUM 185 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 70 Added 35 Reduced 8 Exited
Page 8 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VNQ VANGUARD INDEX FDS 4,024.0 $357K 0.06% $88.71 +9.1%
142 GAP GAP INC Consumer Cyclical 14,558.0 $352K 0.06% $24.20 -14.9%
143 IYW ISHARES TR 1,907.0 $346K 0.06% $181.42 +39.3%
144 EVTR MORGAN STANLEY ETF TRUST 6,649.0 $337K 0.06% +585.0 +9.7% $50.75 -0.1%
145 AVUV AMERICAN CENTY ETF TR 2,975.0 $329K 0.06% +242.0 +8.8% $110.47 +11.1%
146 TRV TRAVELERS COMPANIES INC Financial Services 1,124.0 $328K 0.06% $291.63 +6.9%
147 AGG ISHARES TR 3,247.0 $322K 0.06% +216.0 +7.1% $99.27 -0.7%
148 FENI FIDELITY COVINGTON TRUST 8,567.0 $319K 0.06% +964.0 +12.7% $37.20 +8.8%
149 QCOM QUALCOMM INC Technology 2,450.0 $316K 0.06% +107.0 +4.6% $128.79 +77.9%
150 GEV GE VERNOVA INC Utilities 356.0 $311K 0.06% +4.0 +1.1% $872.22 +29.3%
151 MGC VANGUARD WORLD FD 1,301.0 $307K 0.06% $236.35 +15.8%
152 CRM SALESFORCE INC Technology 1,642.0 $307K 0.06% +49.0 +3.1% $186.69 -20.7%
153 SDVY FIRST TR EXCHANGE TRADED FD 7,505.0 $296K 0.05% +199.0 +2.7% $39.43 +7.4%
154 MMM 3M CO Industrials 2,006.0 $291K 0.05% $145.24 +12.2%
155 PSP INVESCO EXCHANGE TRADED FD T 5,067.0 $286K 0.05% -400.0 -7.3% $56.52 +0.1%
156 SUSL ISHARES TR 2,451.0 $278K 0.05% $113.60 +15.3%
157 VIGI VANGUARD WHITEHALL FDS 3,143.0 $278K 0.05% $88.46 +5.6%
158 NULV NUSHARES ETF TR 6,108.0 $278K 0.05% -158.0 -2.5% $45.50 +9.6%
159 ESGE ISHARES INC 6,080.0 $276K 0.05% $45.47 +25.1%
160 GLDM WORLD GOLD TR Financial Services 2,965.0 $275K 0.05% NEW $92.69 -10.6%
Page 8 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.4%
Technology 19.8%
Healthcare 12.3%
Consumer Defensive 10.6%
Energy 9.7%
Communication Services 7.9%
Consumer Cyclical 6.2%
Utilities 5.3%
Industrials 5.2%
Real Estate 1.7%