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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 7 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RTX RTX CORPORATION Industrials 4,014.0 $736K 0.12% -193.0 -4.6% $183.40 +1.2%
122 JEPQ J P MORGAN EXCHANGE TRADED F 11,951.0 $695K 0.11% +4K +41.5% $58.12 +5.5%
123 MCD MCDONALDS CORP Consumer Cyclical 2,198.0 $672K 0.10% $305.64 -8.8%
124 XLV SELECT SECTOR SPDR TR 4,277.0 $662K 0.10% +489.0 +12.9% $154.82 -3.5%
125 VCR VANGUARD WORLD FD 1,607.0 $633K 0.10% -26.0 -1.6% $393.92 +0.1%
126 MANH MANHATTAN ASSOCIATES INC Technology 3,445.0 $597K 0.09% $173.31 -23.7%
127 MCK MCKESSON CORP Healthcare 682.0 $559K 0.09% +123.0 +22.0% $820.29 -8.5%
128 AMD ADVANCED MICRO DEVICES INC Technology 2,479.0 $531K 0.08% $214.16 +150.9%
129 GEV GE VERNOVA INC Utilities 792.0 $518K 0.08% +198.0 +33.3% $654.14 +69.6%
130 CSCO CISCO SYS INC Technology 6,661.0 $513K 0.08% $77.03 +55.2%
131 XLU SELECT SECTOR SPDR TR 11,908.0 $508K 0.08% +7K +127.6% $42.69 +4.8%
132 BK BANK NEW YORK MELLON CORP Financial Services 4,355.0 $506K 0.08% -34.0 -0.8% $116.10 +22.2%
133 PM PHILIP MORRIS INTL INC Consumer Defensive 3,151.0 $505K 0.08% +32.0 +1.0% $160.41 +11.2%
134 EXC EXELON CORP Utilities 11,457.0 $499K 0.08% $43.59 +5.1%
135 PAVE GLOBAL X FDS 10,199.0 $487K 0.08% -168.0 -1.6% $47.79 +22.5%
136 XLI SELECT SECTOR SPDR TR 3,072.0 $477K 0.07% $155.13 +16.6%
137 MO ALTRIA GROUP INC Consumer Defensive 8,243.0 $475K 0.07% +160.0 +2.0% $57.66 +19.9%
138 QCOM QUALCOMM INC Technology 2,748.0 $470K 0.07% -2K -43.2% $171.08 +32.2%
139 XLF SELECT SECTOR SPDR TR 8,576.0 $470K 0.07% -192.0 -2.2% $54.77 -2.2%
140 SHEL SHELL PLC Energy 6,000.0 $441K 0.07% $73.48 +7.3%
Page 7 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%