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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMT LOCKHEED MARTIN CORP Industrials 1,979.0 $958K 0.15% +13.0 +0.7% $483.89 +5.6%
42 ORCL ORACLE CORP Technology 4,789.0 $934K 0.15% +27.0 +0.6% $194.95 -5.5%
43 IWB ISHARES TR 2,467.0 $921K 0.14% +40.0 +1.6% $373.47 +9.4%
44 MRK MERCK & CO INC Healthcare 8,752.0 $921K 0.14% +302.0 +3.6% $105.26 +8.2%
45 XLE SELECT SECTOR SPDR TR 20,456.0 $915K 0.14% +10K +100.1% $44.71 +20.3%
46 JEPQ J P MORGAN EXCHANGE TRADED F 11,951.0 $695K 0.11% +4K +41.5% $58.12 +5.5%
47 XLV SELECT SECTOR SPDR TR 4,277.0 $662K 0.10% +489.0 +12.9% $154.82 -3.5%
48 MCK MCKESSON CORP Healthcare 682.0 $559K 0.09% +123.0 +22.0% $820.29 -8.5%
49 GEV GE VERNOVA INC Utilities 792.0 $518K 0.08% +198.0 +33.3% $654.14 +69.6%
50 XLU SELECT SECTOR SPDR TR 11,908.0 $508K 0.08% +7K +127.6% $42.69 +4.8%
51 PM PHILIP MORRIS INTL INC Consumer Defensive 3,151.0 $505K 0.08% +32.0 +1.0% $160.41 +11.2%
52 MO ALTRIA GROUP INC Consumer Defensive 8,243.0 $475K 0.07% +160.0 +2.0% $57.66 +19.9%
53 CB CHUBB LIMITED Financial Services 1,301.0 $406K 0.06% +18.0 +1.4% $312.28 +3.6%
54 TJX TJX COS INC NEW Consumer Cyclical 2,009.0 $309K 0.05% +83.0 +4.3% $153.65 +6.6%
55 SCHD SCHWAB STRATEGIC TR 10,245.0 $281K 0.04% +686.0 +7.2% $27.43 +16.1%
56 NOBL PROSHARES TR 2,616.0 $272K 0.04% +269.0 +11.5% $104.07 -47.2%
57 AMAT APPLIED MATLS INC Technology 1,018.0 $262K 0.04% +7.0 +0.7% $257.17 +140.0%
58 SO SOUTHERN CO Utilities 2,971.0 $259K 0.04% +147.0 +5.2% $87.22 +6.7%
59 ADI ANALOG DEVICES INC Technology 920.0 $250K 0.04% +10.0 +1.1% $271.30 +60.1%
Page 3 of 3  ·  59 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%