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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 13 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRM SALESFORCE INC Technology 2,949.0 $551K 0.02% -29K -90.8% $186.68 -4.9%
242 DFSU DIMENSIONAL ETF TRUST 13,115.0 $539K 0.02% -9K -40.4% $41.09 +12.9%
243 IEMG ISHARES INC 7,681.0 $536K 0.02% +3K +79.1% $69.76 +19.6%
244 VZ VERIZON COMMUNICATIONS INC Communication Services 10,645.0 $534K 0.02% +2K +20.3% $50.20 -3.9%
245 FTEC FIDELITY COVINGTON TRUST 2,568.0 $534K 0.02% +725.0 +39.3% $208.07 +34.8%
246 STIP ISHARES TR 5,137.0 $531K 0.02% $103.43 +0.0%
247 FERG FERGUSON ENTERPRISES INC Industrials 2,276.0 $531K 0.02% +608.0 +36.5% $233.36 -1.5%
248 SPGM SPDR INDEX SHS FDS 6,842.0 $518K 0.02% -426.0 -5.9% $75.72 +13.7%
249 VOT VANGUARD INDEX FDS 1,987.0 $512K 0.02% +19.0 +1.0% $257.44 +13.8%
250 VIG VANGUARD SPECIALIZED FUNDS 2,358.0 $507K 0.02% +350.0 +17.4% $215.07 +8.4%
251 SUB ISHARES TR 4,734.0 $504K 0.02% +67.0 +1.4% $106.51 -0.1%
252 IYZ ISHARES TR 12,662.0 $498K 0.02% +2K +14.9% $39.32 +14.4%
253 TER TERADYNE INC Technology 1,674.0 $496K 0.02% +20.0 +1.2% $296.47 +26.8%
254 QGRO AMERICAN CENTY ETF TR 4,698.0 $493K 0.02% -106K -95.8% $105.04 +9.9%
255 TJX TJX COS INC NEW Consumer Cyclical 3,078.0 $492K 0.02% +551.0 +21.8% $159.73 -1.7%
256 RSPA INVESCO ACTIVELY MANAGED EXC 9,669.0 $483K 0.02% -104.0 -1.1% $50.00 +5.1%
257 PGR PROGRESSIVE CORP Financial Services 2,432.0 $482K 0.02% +744.0 +44.1% $198.27 -0.7%
258 DFIV DIMENSIONAL ETF TRUST 8,803.0 $465K 0.02% -3K -28.1% $52.78 +5.8%
259 MGC VANGUARD WORLD FD 1,960.0 $463K 0.02% -76.0 -3.7% $236.35 +16.8%
260 FICO FAIR ISAAC CORP Technology 432.0 $461K 0.02% NEW $1067.54 +19.8%
Page 13 of 19  ·  371 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%