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Portfolio (Quarterly) Guide ↗

Stratos Investment Management, LLC

· CIK 0001707206
13F Portfolio $2.5B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 350 New
Page 13 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LRCX LAM RESEARCH CORP Technology 2,826.0 $484K 0.02% NEW $171.20 +88.3%
242 IWP ISHARES TR 3,495.0 $479K 0.02% NEW $136.97 +4.0%
243 BA BOEING CO Industrials 2,201.0 $478K 0.02% NEW $217.12 +5.2%
244 BX BLACKSTONE INC Financial Services 3,056.0 $471K 0.02% NEW $154.17 -24.4%
245 DUHP DIMENSIONAL ETF TRUST 12,169.0 $463K 0.02% NEW $38.03 +8.5%
246 NUMV NUSHARES ETF TR 11,450.0 $448K 0.02% NEW $39.10 +8.6%
247 QCOM QUALCOMM INC Technology 2,605.0 $446K 0.02% NEW $171.09 +42.8%
248 AXON AXON ENTERPRISE INC Industrials 781.0 $444K 0.02% NEW $567.93 -22.5%
249 VIG VANGUARD SPECIALIZED FUNDS 2,008.0 $441K 0.02% NEW $219.79 +6.5%
250 T AT&T INC Communication Services 17,752.0 $441K 0.02% NEW $24.84 +0.2%
251 NSC NORFOLK SOUTHN CORP Industrials 1,521.0 $439K 0.02% NEW $288.73 +6.8%
252 SCHG SCHWAB STRATEGIC TR 13,209.0 $431K 0.02% NEW $32.62 +7.0%
253 DFAI DIMENSIONAL ETF TRUST 11,178.0 $426K 0.02% NEW $38.11 +9.7%
254 IWO ISHARES TR 1,292.0 $417K 0.02% NEW $323.12 +18.6%
255 FTEC FIDELITY COVINGTON TRUST 1,843.0 $414K 0.02% NEW $224.67 +26.5%
256 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,608.0 $414K 0.02% NEW $257.26 -14.7%
257 CMF ISHARES TR 7,013.0 $403K 0.02% NEW $57.46 -0.4%
258 DIS DISNEY WALT CO Communication Services 3,473.0 $395K 0.02% NEW $113.78 -8.7%
259 SCHF SCHWAB STRATEGIC TR 16,331.0 $393K 0.02% NEW $24.04 +15.5%
260 TJX TJX COS INC NEW Consumer Cyclical 2,527.0 $388K 0.02% NEW $153.63 +0.9%
Page 13 of 18  ·  350 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 31.9%
Financial Services 16.9%
Communication Services 12.5%
Healthcare 10.1%
Consumer Cyclical 8.7%
Industrials 6.0%
Consumer Defensive 5.0%
Utilities 4.1%
Energy 3.8%
Real Estate 0.6%