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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BOND PIMCO ETF TR 31,514.0 $2.9M 0.46% -10K -23.6% $93.08 -1.1%
22 DBEF DBX ETF TR 56,961.0 $2.7M 0.43% -1K -2.1% $48.11 +13.7%
23 DHR DANAHER CORPORATION Healthcare 11,681.0 $2.7M 0.42% -142.0 -1.2% $228.93 -22.6%
24 MET METLIFE INC Financial Services 32,883.0 $2.6M 0.41% -2K -6.9% $78.94 +8.4%
25 CDNS CADENCE DESIGN SYSTEM INC Technology 8,226.0 $2.6M 0.40% -147.0 -1.8% $312.58 +23.9%
26 SCHG SCHWAB STRATEGIC TR 73,434.0 $2.4M 0.38% -489.0 -0.7% $32.62 +3.9%
27 APD AIR PRODS & CHEMS INC Basic Materials 7,981.0 $2.0M 0.31% -162.0 -2.0% $247.04 +13.4%
28 AXP AMERICAN EXPRESS CO Financial Services 5,193.0 $1.9M 0.30% -233.0 -4.3% $369.95 -8.6%
29 HON HONEYWELL INTL INC Industrials 8,915.0 $1.7M 0.27% -1K -10.4% $195.10 +17.4%
30 IWR ISHARES TR 16,916.0 $1.6M 0.26% -320.0 -1.9% $96.27 +12.7%
31 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,797.0 $1.6M 0.25% -96.0 -3.3% $579.56 -19.8%
32 KO COCA COLA CO Consumer Defensive 20,907.0 $1.5M 0.23% -197.0 -0.9% $69.91 +13.6%
33 T AT&T INC Communication Services 49,813.0 $1.2M 0.19% -2K -3.4% $24.84 -11.4%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 28,739.0 $1.2M 0.18% -767.0 -2.6% $40.73 +11.4%
35 HACK AMPLIFY ETF TR 14,369.0 $1.2M 0.18% -736.0 -4.9% $80.37 +19.4%
36 AVUV AMERICAN CENTY ETF TR 10,313.0 $1.1M 0.17% -416.0 -3.9% $101.98 +19.6%
37 TRV TRAVELERS COMPANIES INC Financial Services 3,151.0 $914K 0.14% -111.0 -3.4% $290.09 +6.1%
38 XPEV XPENG INC Consumer Cyclical 44,492.0 $902K 0.14% -1K -2.6% $20.28 -34.9%
39 IP INTERNATIONAL PAPER CO Consumer Cyclical 21,160.0 $833K 0.13% -1K -4.5% $39.39 -6.5%
40 NUE NUCOR CORP Basic Materials 5,019.0 $819K 0.13% -30.0 -0.6% $163.11 +49.5%
Page 2 of 4  ·  61 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%