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Portfolio (Quarterly) Guide ↗

Strategic Advisors LLC

· CIK 0001569119
13F Portfolio $623M AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 185 New
Page 2 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 9,738.0 $7.8M 1.25% NEW $796.43 +37.7%
22 QQQ INVESCO QQQ TR Financial Services 12,831.0 $7.7M 1.24% NEW $600.37 +23.4%
23 ETN EATON CORP PLC Industrials 19,611.0 $7.3M 1.18% NEW $374.25 +12.7%
24 EMR EMERSON ELEC CO Industrials 53,939.0 $7.1M 1.14% NEW $131.18 +14.8%
25 DTE DTE ENERGY CO Utilities 48,695.0 $6.9M 1.11% NEW $141.43 +4.3%
26 AVGO BROADCOM INC Technology 20,153.0 $6.6M 1.07% NEW $329.92 +24.7%
27 TTD THE TRADE DESK INC Technology 103,629.0 $5.1M 0.82% NEW $49.01 -62.2%
28 NOW SERVICENOW INC Technology 5,469.0 $5.0M 0.81% NEW $920.28 -89.7%
29 ISRG INTUITIVE SURGICAL INC Healthcare 10,397.0 $4.6M 0.75% NEW $447.23 -9.0%
30 ASML ASML HOLDING N V Technology 4,695.0 $4.5M 0.73% NEW $968.09 +99.3%
31 PH PARKER-HANNIFIN CORP Industrials 5,984.0 $4.5M 0.73% NEW $758.25 +25.7%
32 QQQM INVESCO EXCH TRADED FD TR II 17,812.0 $4.4M 0.71% NEW $247.12 +23.2%
33 SHOP SHOPIFY INC Technology 28,785.0 $4.3M 0.69% NEW $148.61 -26.8%
34 COST COSTCO WHSL CORP NEW Consumer Defensive 4,496.0 $4.2M 0.67% NEW $925.82 +2.8%
35 XLK SELECT SECTOR SPDR TR 13,848.0 $3.9M 0.63% NEW $281.87 -32.1%
36 BOND PIMCO ETF TR 41,224.0 $3.8M 0.62% NEW $93.35 -1.4%
37 SNPS SYNOPSYS INC Technology 7,578.0 $3.7M 0.60% NEW $493.39 -7.7%
38 KNSL KINSALE CAP GROUP INC Financial Services 8,515.0 $3.6M 0.58% NEW $425.30 -27.4%
39 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,854.0 $3.5M 0.56% NEW $391.64 +15.3%
40 CVX CHEVRON CORP NEW Energy 22,003.0 $3.4M 0.55% NEW $155.29 +11.8%
Page 2 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
Technology 37.9%
Financial Services 14.3%
Consumer Cyclical 12.5%
Industrials 9.7%
Communication Services 7.8%
Healthcare 6.0%
Utilities 5.0%
Consumer Defensive 3.9%
Energy 2.3%
Basic Materials 0.7%