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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 14 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LITE LUMENTUM HLDGS INC Technology 1,045.0 $385K 0.01% NEW $368.59 +138.2%
262 PGR PROGRESSIVE CORP Financial Services 1,688.0 $385K 0.01% NEW $227.84 -14.2%
263 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 8,904.0 $379K 0.01% NEW $42.55 +4.3%
264 HCA HCA HEALTHCARE INC Healthcare 801.0 $374K 0.01% NEW $466.93 -17.7%
265 IYZ ISHARES TR 11,015.0 $373K 0.01% NEW $33.90 +32.0%
266 GSLC GOLDMAN SACHS ETF TR 2,817.0 $373K 0.01% NEW $132.39 +8.2%
267 PFE PFIZER INC Healthcare 14,966.0 $373K 0.01% NEW $24.90 +4.9%
268 FERG FERGUSON ENTERPRISES INC Industrials 1,668.0 $371K 0.01% NEW $222.69 +2.2%
269 ISRG INTUITIVE SURGICAL INC Healthcare 655.0 $371K 0.01% NEW $566.36 -25.3%
270 VLO VALERO ENERGY CORP Energy 2,278.0 $371K 0.01% NEW $162.84 +49.0%
271 TDVG T ROWE PRICE ETF INC 8,222.0 $370K 0.01% NEW $44.97 +6.7%
272 EMR EMERSON ELEC CO Industrials 2,785.0 $370K 0.01% NEW $132.76 +6.9%
273 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,678.0 $365K 0.01% NEW $64.31 +27.5%
274 IVE ISHARES TR 1,710.0 $363K 0.01% NEW $212.13 +7.6%
275 VZ VERIZON COMMUNICATIONS INC Communication Services 8,851.0 $361K 0.01% NEW $40.73 +17.9%
276 FSMD FIDELITY COVINGTON TRUST 8,147.0 $360K 0.01% NEW $44.13 +14.3%
277 COP CONOCOPHILLIPS Energy 3,618.0 $339K 0.01% NEW $93.62 +22.7%
278 CB CHUBB LIMITED Financial Services 1,083.0 $338K 0.01% NEW $312.29 +1.7%
279 UNIY WISDOMTREE TR 6,848.0 $336K 0.01% NEW $49.05 -1.3%
280 JEPQ J P MORGAN EXCHANGE TRADED F 5,740.0 $334K 0.01% NEW $58.13 +4.8%
Page 14 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%