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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 8 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLY SELECT SECTOR SPDR TR 5,131.0 $559K 0.02% +797.0 +18.4% $108.99 +11.4%
142 UNP UNION PAC CORP Industrials 2,286.0 $555K 0.02% +994.0 +76.9% $242.64 +15.1%
143 IEMG ISHARES INC 7,681.0 $536K 0.02% +3K +79.1% $69.76 +19.7%
144 VZ VERIZON COMMUNICATIONS INC Communication Services 10,645.0 $534K 0.02% +2K +20.3% $50.20 -3.2%
145 FTEC FIDELITY COVINGTON TRUST 2,568.0 $534K 0.02% +725.0 +39.3% $208.07 +34.6%
146 FERG FERGUSON ENTERPRISES INC Industrials 2,276.0 $531K 0.02% +608.0 +36.5% $233.36 -1.1%
147 VOT VANGUARD INDEX FDS 1,987.0 $512K 0.02% +19.0 +1.0% $257.44 +14.0%
148 VIG VANGUARD SPECIALIZED FUNDS 2,358.0 $507K 0.02% +350.0 +17.4% $215.07 +8.4%
149 SUB ISHARES TR 4,734.0 $504K 0.02% +67.0 +1.4% $106.51 -0.1%
150 IYZ ISHARES TR 12,662.0 $498K 0.02% +2K +14.9% $39.32 +14.8%
151 TER TERADYNE INC Technology 1,674.0 $496K 0.02% +20.0 +1.2% $296.47 +25.9%
152 TJX TJX COS INC NEW Consumer Cyclical 3,078.0 $492K 0.02% +551.0 +21.8% $159.73 -1.7%
153 PGR PROGRESSIVE CORP Financial Services 2,432.0 $482K 0.02% +744.0 +44.1% $198.27 -0.7%
154 XLE SELECT SECTOR SPDR TR 7,394.0 $453K 0.02% +47.0 +0.6% $61.26 -6.6%
155 PFE PFIZER INC Healthcare 16,102.0 $452K 0.02% +1K +7.6% $28.08 -6.6%
156 DFAI DIMENSIONAL ETF TRUST 11,475.0 $447K 0.02% +297.0 +2.7% $38.96 +7.3%
157 NSC NORFOLK SOUTHN CORP Industrials 1,542.0 $443K 0.02% +21.0 +1.4% $287.08 +13.6%
158 CMF ISHARES TR 7,344.0 $418K 0.02% +331.0 +4.7% $56.86 +0.5%
159 EMR EMERSON ELEC CO Industrials 3,148.0 $413K 0.02% +363.0 +13.0% $131.05 +6.4%
160 FSMD FIDELITY COVINGTON TRUST 9,001.0 $403K 0.02% +854.0 +10.5% $44.72 +12.4%
Page 8 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%