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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 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 6,444.0 $3.7M 0.58% +195.0 +3.1% $572.91 +72.1%
42 VTI VANGUARD INDEX FDS 10,614.0 $3.6M 0.56% +1K +15.4% $335.28 +10.4%
43 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 11,601.0 $3.5M 0.55% +150.0 +1.3% $303.89 +52.1%
44 SNPS SYNOPSYS INC Technology 7,197.0 $3.4M 0.53% -381.0 -5.0% $469.72 -3.0%
45 KNSL KINSALE CAP GROUP INC Financial Services 8,553.0 $3.3M 0.52% $391.16 -21.0%
46 CVX CHEVRON CORP NEW Energy 21,641.0 $3.3M 0.52% -362.0 -1.6% $152.41 +13.9%
47 MA MASTERCARD INCORPORATED Financial Services 5,659.0 $3.2M 0.51% $570.89 -14.2%
48 MS MORGAN STANLEY Financial Services 17,943.0 $3.2M 0.50% $177.54 +25.7%
49 CEG CONSTELLATION ENERGY CORP Utilities 8,831.0 $3.1M 0.49% $353.27 -22.4%
50 UNILEVER PLC 47,610.0 $3.1M 0.49% NEW $65.40
51 AEP AMERICAN ELEC PWR CO INC Utilities 26,739.0 $3.1M 0.48% +134.0 +0.5% $115.31 +10.7%
52 AXON AXON ENTERPRISE INC Industrials 5,283.0 $3.0M 0.47% +844.0 +19.0% $567.93 -25.4%
53 BOND PIMCO ETF TR 31,514.0 $2.9M 0.46% -10K -23.6% $93.08 -1.1%
54 CRM SALESFORCE INC Technology 10,510.0 $2.8M 0.44% +289.0 +2.8% $264.93 -42.7%
55 XOM EXXON MOBIL CORP Energy 23,048.0 $2.8M 0.43% +1K +6.2% $120.34 +14.5%
56 IBM INTERNATIONAL BUSINESS MACHS Technology 9,334.0 $2.8M 0.43% +548.0 +6.2% $296.23 -15.9%
57 DBEF DBX ETF TR 56,961.0 $2.7M 0.43% -1K -2.1% $48.11 +13.7%
58 DHR DANAHER CORPORATION Healthcare 11,681.0 $2.7M 0.42% -142.0 -1.2% $228.93 -22.6%
59 CLBT CELLEBRITE DI LTD Technology 144,040.0 $2.6M 0.41% $18.03 -28.8%
60 MET METLIFE INC Financial Services 32,883.0 $2.6M 0.41% -2K -6.9% $78.94 +8.4%
Page 3 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%