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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 4 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS 14,417.0 $4.1M 0.17% +3K +28.7% $287.19 -72.7%
62 CVX CHEVRON CORPORATION Energy 18,478.0 $3.8M 0.15% +820.0 +4.6% $206.91 -11.8%
63 PEP PEPSICO INC Consumer Defensive 24,217.0 $3.8M 0.15% +2K +9.5% $155.29 -4.9%
64 SPYM SPDR SERIES TRUST 47,854.0 $3.7M 0.15% +13K +36.0% $76.54 +15.4%
65 DFAU DIMENSIONAL ETF TRUST 77,189.0 $3.5M 0.14% +4K +5.8% $45.12 +14.5%
66 CSCO CISCO SYS INC Technology 43,045.0 $3.3M 0.13% +4K +9.0% $77.59 +54.2%
67 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,968.0 $3.2M 0.13% +1K +30.9% $650.43 +15.4%
68 KO COCA COLA CO Consumer Defensive 39,842.0 $3.0M 0.12% +3K +8.6% $76.05 +7.3%
69 ED CONSOLIDATED EDISON INC Utilities 25,384.0 $2.9M 0.12% +1K +5.5% $113.18 -4.6%
70 DFGR DIMENSIONAL ETF TRUST 107,915.0 $2.9M 0.12% +6K +5.4% $26.58 +9.3%
71 EXC EXELON CORP Utilities 58,211.0 $2.9M 0.11% +3K +5.4% $49.02 -5.8%
72 EUSA ISHARES INC 27,839.0 $2.8M 0.11% +365.0 +1.3% $101.77 +9.6%
73 MCK MCKESSON CORP Healthcare 3,045.0 $2.6M 0.11% +659.0 +27.6% $865.41 -12.6%
74 HON HONEYWELL INTL INC Industrials 11,599.0 $2.6M 0.10% +1K +9.8% $226.05 +2.4%
75 USIG ISHARES TR 50,984.0 $2.6M 0.10% +6K +13.6% $51.23 -0.0%
76 NEE NEXTERA ENERGY INC Utilities 25,988.0 $2.4M 0.10% +362.0 +1.4% $92.88 -5.6%
77 GS GOLDMAN SACHS GROUP INC Financial Services 2,851.0 $2.4M 0.10% +183.0 +6.9% $846.04 +17.8%
78 CMI CUMMINS INC Industrials 4,407.0 $2.4M 0.10% +4K +714.6% $538.05 +24.1%
79 BLK BLACKROCK INC Financial Services 2,436.0 $2.3M 0.09% +289.0 +13.5% $961.97 +11.3%
80 LMT LOCKHEED MARTIN CORP Industrials 3,833.0 $2.3M 0.09% +161.0 +4.4% $604.53 -12.1%
Page 4 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%