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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 6 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TDTF FLEXSHARES TR 46,376.0 $1.1M 0.04% +2K +4.3% $24.11 +0.1%
102 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,796.0 $1.1M 0.04% +547.0 +7.5% $135.25 -2.6%
103 XEL XCEL ENERGY INC Utilities 13,250.0 $1.1M 0.04% +827.0 +6.7% $79.44 +1.7%
104 GLD SPDR GOLD TR Financial Services 2,441.0 $1.1M 0.04% +750.0 +44.4% $430.29 -5.1%
105 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,014.0 $1.0M 0.04% +189.0 +6.7% $338.04 +25.1%
106 VLO VALERO ENERGY CORP Energy 4,099.0 $1.0M 0.04% +2K +79.9% $247.12 -2.7%
107 AGG ISHARES TR 10,172.0 $1.0M 0.04% +99.0 +1.0% $99.27 -0.5%
108 HSY HERSHEY CO Consumer Defensive 4,851.0 $1.0M 0.04% +391.0 +8.8% $207.92 -4.9%
109 LOW LOWES COS INC Consumer Cyclical 4,108.0 $971K 0.04% +475.0 +13.1% $236.29 -8.2%
110 VXF VANGUARD INDEX FDS 4,674.0 $962K 0.04% +890.0 +23.5% $205.82 +13.7%
111 URTH ISHARES INC 5,273.0 $949K 0.04% +374.0 +7.6% $180.05 +13.2%
112 PFXF VANECK ETF TRUST 53,910.0 $946K 0.04% +813.0 +1.5% $17.54 +6.0%
113 IDEV ISHARES TR 11,132.0 $930K 0.04% +2K +21.9% $83.58 +8.0%
114 VV VANGUARD INDEX FDS 3,106.0 $928K 0.04% +30.0 +1.0% $298.87 +15.5%
115 VGSH VANGUARD SCOTTSDALE FDS 15,412.0 $902K 0.04% +1K +9.1% $58.54 -0.4%
116 VXUS VANGUARD STAR FDS 11,669.0 $900K 0.04% +657.0 +6.0% $77.11 +11.3%
117 LQDH ISHARES U S ETF TR 9,737.0 $899K 0.04% +819.0 +9.2% $92.34 +1.3%
118 AMP AMERIPRISE FINL INC Financial Services 1,967.0 $874K 0.04% +309.0 +18.6% $444.52 -0.3%
119 ADI ANALOG DEVICES INC Technology 2,652.0 $844K 0.03% +393.0 +17.4% $318.20 +31.0%
120 LRCX LAM RESEARCH CORP Technology 3,890.0 $831K 0.03% +1K +37.6% $213.68 +49.3%
Page 6 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%