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Portfolio (Quarterly) Guide ↗

Strategic Advisors LLC

· CIK 0001569119
13F Portfolio $638M AUM 180 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 59 Added 61 Reduced 11 Exited
Page 1 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 192,449.0 $52.3M 8.20% -11K -5.2% $271.86 +9.6%
2 NVDA NVIDIA CORPORATION Technology 204,253.0 $38.1M 5.97% +9K +4.4% $186.50 +13.0%
3 MSFT MICROSOFT CORP Technology 70,090.0 $33.9M 5.31% -1K -1.5% $483.62 -21.6%
4 SCHB SCHWAB STRATEGIC TR 1,111,119.0 $29.1M 4.57% -23K -2.0% $26.23 +10.4%
5 AMZN AMAZON COM INC Consumer Cyclical 122,653.0 $28.3M 4.43% -1K -1.0% $230.82 +5.9%
6 GOOGL ALPHABET INC Communication Services 77,960.0 $24.4M 3.82% -2K -1.9% $313.00 +17.6%
7 BIL SPDR SERIES TRUST 203,389.0 $18.6M 2.91% $91.38 +0.2%
8 HD HOME DEPOT INC Consumer Cyclical 42,249.0 $14.5M 2.28% -591.0 -1.4% $344.10 -2.9%
9 JPM JPMORGAN CHASE & CO. Financial Services 39,093.0 $12.6M 1.97% +345.0 +0.9% $322.22 +0.9%
10 V VISA INC Financial Services 33,872.0 $11.9M 1.86% +245.0 +0.7% $350.71 -6.7%
11 TSLA TESLA INC Consumer Cyclical 25,206.0 $11.3M 1.78% $449.72 -10.9%
12 ABBV ABBVIE INC Healthcare 47,163.0 $10.8M 1.69% -1K -2.3% $228.49 -5.2%
13 META META PLATFORMS INC Communication Services 15,016.0 $9.9M 1.55% +633.0 +4.4% $660.10 -12.6%
14 SPYM SPDR SERIES TRUST 123,448.0 $9.9M 1.55% +10K +8.3% $80.22 +9.6%
15 CRWD CROWDSTRIKE HLDGS INC Technology 20,426.0 $9.6M 1.50% -257.0 -1.2% $468.76 +46.1%
16 GS GOLDMAN SACHS GROUP INC Financial Services 9,785.0 $8.6M 1.35% $879.03 +24.7%
17 DUK DUKE ENERGY CORP NEW Utilities 67,814.0 $7.9M 1.25% -377.0 -0.6% $117.21 +5.7%
18 WM WASTE MGMT INC DEL Industrials 35,832.0 $7.9M 1.23% -414.0 -1.1% $219.71 -2.3%
19 QQQ INVESCO QQQ TR Financial Services 12,686.0 $7.8M 1.22% -145.0 -1.1% $614.34 +20.6%
20 BERKSHIRE HATHAWAY INC DEL 15,361.0 $7.7M 1.21% -110.0 -0.7% $502.65
Page 1 of 9  ·  180 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
Technology 37.7%
Financial Services 14.6%
Consumer Cyclical 12.1%
Industrials 9.5%
Communication Services 8.2%
Healthcare 6.7%
Utilities 4.8%
Consumer Defensive 3.6%
Energy 2.2%
Basic Materials 0.6%