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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 17 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IYC ISHARES TR 2,338.0 $241K 0.01% NEW $103.13 +0.3%
322 WRB BERKLEY W R CORP Financial Services 3,423.0 $240K 0.01% NEW $70.13 -4.0%
323 FIDELITY COVINGTON TRUST 3,218.0 $239K 0.01% NEW $74.28
324 CSX CSX CORP Industrials 6,518.0 $236K 0.01% NEW $36.25 +30.0%
325 ESGU ISHARES TR 1,556.0 $232K 0.01% NEW $149.06 +9.8%
326 L LOEWS CORP Financial Services 2,168.0 $228K 0.01% NEW $105.31 +1.6%
327 XLF SELECT SECTOR SPDR TR 4,112.0 $225K 0.01% NEW $54.78 -6.1%
328 FAST FASTENAL CO Industrials 5,567.0 $223K 0.01% NEW $40.13 +11.7%
329 MDLZ MONDELEZ INTL INC Consumer Defensive 4,140.0 $223K 0.01% NEW $53.84 +15.6%
330 USB US BANCORP DEL Financial Services 4,132.0 $220K 0.01% NEW $53.36 +2.5%
331 KLAC KLA CORP Technology 180.0 $219K 0.01% NEW $1218.49 +60.6%
332 IYK ISHARES TR 3,244.0 $217K 0.01% NEW $66.93 +8.5%
333 SPYG SPDR SERIES TRUST 2,034.0 $217K 0.01% NEW $106.71 +12.2%
334 ROL ROLLINS INC Consumer Cyclical 3,533.0 $212K 0.01% NEW $60.02 -16.1%
335 GLW CORNING INC Technology 2,415.0 $212K 0.01% NEW $87.59 +118.0%
336 FNDX SCHWAB STRATEGIC TR 7,690.0 $209K 0.01% NEW $27.21 +13.8%
337 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,182.0 $209K 0.01% NEW $50.01 -38.7%
338 APH AMPHENOL CORP NEW Technology 1,535.0 $208K 0.01% NEW $135.19 +3.7%
339 ING ING GROEP N.V. Financial Services 7,317.0 $205K 0.01% NEW $28.00 +11.0%
340 LII LENNOX INTL INC Industrials 419.0 $203K 0.01% NEW $485.58 +3.6%
Page 17 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%