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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 5 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOC NORTHROP GRUMMAN CORP Industrials 3,234.0 $2.2M 0.09% +63.0 +2.0% $682.30 -19.2%
82 TXN TEXAS INSTRS INC Technology 10,319.0 $2.0M 0.08% +2K +18.5% $194.15 +63.5%
83 XLK SELECT SECTOR SPDR TR 13,965.0 $1.9M 0.07% +1K +11.4% $132.90 +38.8%
84 AMAT APPLIED MATLS INC Technology 5,332.0 $1.8M 0.07% +1K +36.6% $341.80 +31.1%
85 JAAA JANUS DETROIT STR TR 33,834.0 $1.7M 0.07% +2K +5.2% $50.37 +0.7%
86 ETN EATON CORP PLC Industrials 4,502.0 $1.6M 0.07% +196.0 +4.5% $357.72 +13.6%
87 PM PHILIP MORRIS INTL INC Consumer Defensive 9,352.0 $1.5M 0.06% +815.0 +9.6% $165.35 +10.1%
88 IWF ISHARES TR 3,405.0 $1.5M 0.06% +51.0 +1.5% $426.51 -70.5%
89 ITW ILLINOIS TOOL WKS INC Industrials 5,534.0 $1.4M 0.06% +529.0 +10.6% $260.29 -3.8%
90 AMD ADVANCED MICRO DEVICES INC Technology 6,944.0 $1.4M 0.06% +1K +21.6% $203.43 +143.6%
91 MCD MCDONALDS CORP Consumer Cyclical 4,484.0 $1.4M 0.06% +482.0 +12.0% $310.81 -9.6%
92 NEAR ISHARES U S ETF TR 26,593.0 $1.4M 0.05% +2K +9.0% $50.84 -0.2%
93 SCHW SCHWAB CHARLES CORP Financial Services 14,076.0 $1.3M 0.05% +2K +12.4% $93.98 -8.9%
94 CRWD CROWDSTRIKE HLDGS INC Technology 3,287.0 $1.3M 0.05% +226.0 +7.4% $390.41 +65.3%
95 VTV VANGUARD INDEX FDS 6,538.0 $1.3M 0.05% +1K +18.2% $196.22 +8.0%
96 VRIG INVESCO ACTIVELY MANAGED EXC 50,598.0 $1.3M 0.05% +4K +9.2% $25.04 +0.1%
97 USTB VICTORY PORTFOLIOS II 24,461.0 $1.2M 0.05% +2K +10.0% $50.58 +0.0%
98 URA GLOBAL X FDS 25,189.0 $1.2M 0.05% +346.0 +1.4% $48.43 +3.6%
99 IYW ISHARES TR 6,531.0 $1.2M 0.05% +505.0 +8.4% $181.44 +35.8%
100 ALL ALLSTATE CORP Financial Services 5,679.0 $1.2M 0.05% +510.0 +9.9% $207.38 +0.7%
Page 5 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%