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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 6 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVUV AMERICAN CENTY ETF TR 10,313.0 $1.1M 0.17% -416.0 -3.9% $101.98 +19.6%
102 BX BLACKSTONE INC Financial Services 6,799.0 $1.0M 0.16% +37.0 +0.6% $154.16 -19.7%
103 LH LABCORP HOLDINGS INC Healthcare 4,082.0 $1.0M 0.16% +2K +70.2% $250.88 +2.0%
104 LOW LOWES COS INC Consumer Cyclical 4,056.0 $978K 0.15% $241.21 -7.9%
105 ENB ENBRIDGE INC Energy 20,115.0 $962K 0.15% $47.83 +14.0%
106 LMT LOCKHEED MARTIN CORP Industrials 1,979.0 $958K 0.15% +13.0 +0.7% $483.89 +5.6%
107 ORCL ORACLE CORP Technology 4,789.0 $934K 0.15% +27.0 +0.6% $194.95 -5.5%
108 IWB ISHARES TR 2,467.0 $921K 0.14% +40.0 +1.6% $373.47 +9.4%
109 MRK MERCK & CO INC Healthcare 8,752.0 $921K 0.14% +302.0 +3.6% $105.26 +8.2%
110 XLE SELECT SECTOR SPDR TR 20,456.0 $915K 0.14% +10K +100.1% $44.71 +20.3%
111 TRV TRAVELERS COMPANIES INC Financial Services 3,151.0 $914K 0.14% -111.0 -3.4% $290.09 +6.1%
112 PSX PHILLIPS 66 Energy 7,014.0 $905K 0.14% $129.05 +28.7%
113 XPEV XPENG INC Consumer Cyclical 44,492.0 $902K 0.14% -1K -2.6% $20.28 -34.9%
114 IP INTERNATIONAL PAPER CO Consumer Cyclical 21,160.0 $833K 0.13% -1K -4.5% $39.39 -6.5%
115 NUE NUCOR CORP Basic Materials 5,019.0 $819K 0.13% -30.0 -0.6% $163.11 +49.5%
116 MDT MEDTRONIC PLC Healthcare 8,299.0 $797K 0.12% -2K -22.8% $96.06 -17.4%
117 TFC TRUIST FINL CORP Financial Services 16,077.0 $791K 0.12% -253.0 -1.6% $49.21 -1.8%
118 GE GE AEROSPACE Industrials 2,547.0 $785K 0.12% -24.0 -0.9% $308.09 +16.1%
119 PRU PRUDENTIAL FINL INC Financial Services 6,815.0 $769K 0.12% -4K -33.9% $112.88 -5.6%
120 MMM 3M CO Industrials 4,716.0 $755K 0.12% $160.10 +0.3%
Page 6 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%