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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 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC Technology 10,707.0 $1.9M 0.30% +9K +553.7% $177.75 -27.7%
82 ZS ZSCALER INC Technology 8,250.0 $1.9M 0.29% $224.92 -44.5%
83 HON HONEYWELL INTL INC Industrials 8,915.0 $1.7M 0.27% -1K -10.4% $195.10 +17.4%
84 BAC BANK AMERICA CORP Financial Services 30,742.0 $1.7M 0.27% $55.00 +2.2%
85 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 19,857.0 $1.6M 0.26% +2K +13.3% $82.02 -24.9%
86 IWR ISHARES TR 16,916.0 $1.6M 0.26% -320.0 -1.9% $96.27 +12.7%
87 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,797.0 $1.6M 0.25% -96.0 -3.3% $579.56 -19.8%
88 NUVEEN NEW JERSEY QULT MUN F 116,446.0 $1.5M 0.23% $12.64
89 KO COCA COLA CO Consumer Defensive 20,907.0 $1.5M 0.23% -197.0 -0.9% $69.91 +13.6%
90 PANW PALO ALTO NETWORKS INC Technology 7,761.0 $1.4M 0.22% +293.0 +3.9% $184.20 +56.2%
91 WMT WALMART INC Consumer Defensive 11,678.0 $1.3M 0.20% +643.0 +5.8% $111.42 +5.2%
92 PTC PTC INC Technology 7,448.0 $1.3M 0.20% +65.0 +0.9% $174.21 -34.1%
93 JXN JACKSON FINANCIAL INC Financial Services 12,000.0 $1.3M 0.20% $106.65 +0.2%
94 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,679.0 $1.2M 0.20% $161.97 -17.3%
95 CFG CITIZENS FINL GROUP INC Financial Services 21,270.0 $1.2M 0.20% $58.41 +14.8%
96 T AT&T INC Communication Services 49,813.0 $1.2M 0.19% -2K -3.4% $24.84 -11.4%
97 VZ VERIZON COMMUNICATIONS INC Communication Services 28,739.0 $1.2M 0.18% -767.0 -2.6% $40.73 +11.4%
98 HACK AMPLIFY ETF TR 14,369.0 $1.2M 0.18% -736.0 -4.9% $80.37 +19.4%
99 HEICO CORP NEW 4,480.0 $1.1M 0.18% $252.46
100 JEPI J P MORGAN EXCHANGE TRADED F 19,747.0 $1.1M 0.18% +3K +16.3% $57.24 -2.0%
Page 5 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%