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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GSLC GOLDMAN SACHS ETF TR 2,677.0 $335K 0.01% -140.0 -5.0% $125.13 +13.9%
82 TDVG T ROWE PRICE ETF INC 7,344.0 $328K 0.01% -878.0 -10.7% $44.63 +7.2%
83 AXON AXON ENTERPRISE INC Industrials 757.0 $321K 0.01% -24.0 -3.1% $424.69 -7.9%
84 PPA INVESCO EXCHANGE TRADED FD T 1,852.0 $307K 0.01% -211.0 -10.2% $165.76 +5.2%
85 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,802.0 $300K 0.01% -3K -28.8% $38.42 +10.5%
86 FLEX FLEXTRONICS INTL LTD Technology 4,549.0 $298K 0.01% -127.0 -2.7% $65.46 +122.7%
87 DIS DISNEY WALT CO Communication Services 2,996.0 $289K 0.01% -477.0 -13.7% $96.40 +8.1%
88 MET METLIFE INC Financial Services 3,789.0 $268K 0.01% -173.0 -4.4% $70.73 +17.6%
89 HBAN HUNTINGTON BANCSHARES INC Financial Services 17,072.0 $267K 0.01% -2K -10.9% $15.65 +2.4%
90 USXF ISHARES TR 4,832.0 $267K 0.01% -390.0 -7.5% $55.20 +21.5%
91 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,265.0 $257K 0.01% -343.0 -21.3% $203.32 +7.1%
92 ADBE ADOBE INC Technology 1,027.0 $250K 0.01% -12K -92.3% $243.10 -2.0%
93 IWO ISHARES TR 792.0 $249K 0.01% -500.0 -38.7% $313.86 +21.0%
94 INTU INTUIT Technology 572.0 $248K 0.01% -198.0 -25.7% $432.90 -28.9%
95 CINF CINCINNATI FINL CORP Financial Services 1,545.0 $243K 0.01% -142.0 -8.4% $157.39 +3.5%
96 QCOM QUALCOMM INC Technology 1,856.0 $239K 0.01% -749.0 -28.8% $128.81 +81.2%
97 DUHP DIMENSIONAL ETF TRUST 6,400.0 $235K 0.01% -6K -47.4% $36.76 +11.6%
98 PAYX PAYCHEX INC Industrials 2,512.0 $231K 0.01% -30.0 -1.2% $92.15 +2.5%
99 TMUS T-MOBILE US INC Communication Services 1,099.0 $231K 0.01% -9K -89.1% $210.11 -9.2%
100 HCA HCA HEALTHCARE INC Healthcare 453.0 $214K 0.01% -348.0 -43.5% $473.44 -17.2%
Page 5 of 6  ·  103 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%