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Portfolio (Quarterly) Guide ↗

Stratos Investment Management, LLC

· CIK 0001707206
13F Portfolio $2.5B AUM 371 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 193 Added 103 Reduced 19 Exited
Page 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPYG SPDR SERIES TRUST 2,759.0 $270K 0.01% +725.0 +35.6% $97.94 +22.0%
182 CSX CSX CORP Industrials 6,556.0 $269K 0.01% +38.0 +0.6% $41.05 +14.5%
183 EMB ISHARES TR 2,833.0 $266K 0.01% +267.0 +10.4% $93.95 +2.1%
184 PAVE GLOBAL X FDS 5,135.0 $261K 0.01% +33.0 +0.7% $50.81 +11.7%
185 PANW PALO ALTO NETWORKS INC Technology 1,610.0 $258K 0.01% +205.0 +14.6% $160.42 +55.1%
186 L LOEWS CORP Financial Services 2,333.0 $249K 0.01% +165.0 +7.6% $106.74 +0.8%
187 USB US BANCORP Financial Services 4,785.0 $249K 0.01% +653.0 +15.8% $52.02 +5.2%
188 IYK ISHARES TR 3,524.0 $247K 0.01% +280.0 +8.6% $70.04 +3.8%
189 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 14,283.0 $245K 0.01% +231.0 +1.6% $17.12 +19.6%
190 WELL WELLTOWER INC Real Estate 1,235.0 $244K 0.01% +141.0 +12.9% $197.71 +9.1%
191 WRB BERKLEY W R CORP Financial Services 3,507.0 $232K 0.01% +84.0 +2.5% $66.28 -1.3%
192 LPLA LPL FINL HLDGS INC Financial Services 733.0 $221K 0.01% +16.0 +2.2% $300.87 -10.6%
193 LII LENNOX INTL INC Industrials 431.0 $200K 0.01% +12.0 +2.9% $464.13 +9.4%
Page 10 of 10  ·  193 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 29.2%
Financial Services 15.3%
Healthcare 11.1%
Communication Services 10.4%
Industrials 8.1%
Consumer Cyclical 7.5%
Consumer Defensive 5.8%
Energy 5.6%
Utilities 4.8%
Basic Materials 1.3%