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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GVAL CAMBRIA ETF TR 408,299.0 $13.5M 0.54% NEW $33.17 +7.4%
2 FENI FIDELITY COVINGTON TRUST 335,992.0 $12.5M 0.50% NEW $37.20 +8.2%
3 ALLW SSGA ACTIVE TR 198,465.0 $5.7M 0.23% NEW $28.85 +3.8%
4 IWS ISHARES TR 36,654.0 $5.3M 0.21% NEW $145.74 +9.7%
5 STBA S & T BANCORP INC Financial Services 70,584.0 $3.0M 0.12% NEW $41.83 +8.1%
6 SDCI USCF ETF TR 93,562.0 $2.5M 0.10% NEW $27.24 +2.8%
7 URI UNITED RENTALS INC Industrials 2,841.0 $2.1M 0.08% NEW $728.56 +34.7%
8 FMNB FARMERS NATIONAL BANC CORP Financial Services 102,450.0 $1.3M 0.05% NEW $13.16 +8.5%
9 SPDW SPDR INDEX SHS FDS 20,888.0 $954K 0.04% NEW $45.65 +11.5%
10 IDOG ALPS ETF TR 19,753.0 $823K 0.03% NEW $41.65 +4.8%
11 XBB BONDBLOXX ETF TRUST 19,350.0 $787K 0.03% NEW $40.69 +0.5%
12 FICO FAIR ISAAC CORP Technology 432.0 $461K 0.02% NEW $1067.54 +19.4%
13 FITB FIFTH THIRD BANCORP Financial Services 9,889.0 $459K 0.02% NEW $46.46 +8.2%
14 EQIX EQUINIX INC Real Estate 451.0 $442K 0.02% NEW $980.79 +9.1%
15 SHW SHERWIN WILLIAMS CO Basic Materials 1,213.0 $389K 0.02% NEW $320.73 -3.2%
16 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,238.0 $350K 0.01% NEW $282.37 +22.4%
17 DE DEERE & CO Industrials 562.0 $317K 0.01% NEW $563.84 -6.3%
18 WMB WILLIAMS COS INC Energy 3,878.0 $282K 0.01% NEW $72.79 +4.0%
19 INTC INTEL CORP Technology 5,876.0 $259K 0.01% NEW $44.14 +168.5%
20 CME CME GROUP INC Financial Services 875.0 $259K 0.01% NEW $295.46 -6.0%
Page 1 of 2  ·  40 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%