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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 14 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FITB FIFTH THIRD BANCORP Financial Services 9,889.0 $459K 0.02% NEW $46.46 +7.4%
262 XLE SELECT SECTOR SPDR TR 7,394.0 $453K 0.02% +47.0 +0.6% $61.26 -7.0%
263 PFE PFIZER INC Healthcare 16,102.0 $452K 0.02% +1K +7.6% $28.08 -6.7%
264 COF CAPITAL ONE FINL CORP Financial Services 2,459.0 $449K 0.02% -102.0 -4.0% $182.44 +3.5%
265 IWP ISHARES TR 3,496.0 $448K 0.02% $128.12 +9.8%
266 DFAI DIMENSIONAL ETF TRUST 11,475.0 $447K 0.02% +297.0 +2.7% $38.96 +7.3%
267 NUMV NUSHARES ETF TR 11,450.0 $444K 0.02% $38.77 +9.3%
268 NSC NORFOLK SOUTHN CORP Industrials 1,542.0 $443K 0.02% +21.0 +1.4% $287.08 +13.4%
269 EQIX EQUINIX INC Real Estate 451.0 $442K 0.02% NEW $980.79 +9.1%
270 CMF ISHARES TR 7,344.0 $418K 0.02% +331.0 +4.7% $56.86 +0.5%
271 EMR EMERSON ELEC CO Industrials 3,148.0 $413K 0.02% +363.0 +13.0% $131.05 +6.6%
272 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 8,904.0 $411K 0.02% $46.19 -5.0%
273 T AT&T INC Communication Services 13,904.0 $403K 0.02% -4K -21.7% $28.99 -14.1%
274 FSMD FIDELITY COVINGTON TRUST 9,001.0 $403K 0.02% +854.0 +10.5% $44.72 +12.5%
275 GLW CORNING INC Technology 2,948.0 $401K 0.02% +533.0 +22.1% $135.98 +40.4%
276 KKR KKR & CO INC Financial Services 4,323.0 $400K 0.02% -217.0 -4.8% $92.51 +2.7%
277 XLF SELECT SECTOR SPDR TR 8,079.0 $399K 0.02% +4K +96.5% $49.37 +4.1%
278 SHW SHERWIN WILLIAMS CO Basic Materials 1,213.0 $389K 0.02% NEW $320.73 -3.4%
279 BX BLACKSTONE INC Financial Services 3,352.0 $386K 0.01% +296.0 +9.7% $115.02 +2.6%
280 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,701.0 $382K 0.01% $67.07 +20.7%
Page 14 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%