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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 16 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MDLZ MONDELEZ INTL INC Consumer Defensive 5,296.0 $305K 0.01% +1K +27.9% $57.64 +8.1%
302 XLI SELECT SECTOR SPDR TR 1,877.0 $304K 0.01% +165.0 +9.6% $161.77 +7.9%
303 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,802.0 $300K 0.01% -3K -28.8% $38.42 +10.4%
304 IYJ ISHARES TR 2,023.0 $299K 0.01% +317.0 +18.6% $147.59 +7.5%
305 FLEX FLEXTRONICS INTL LTD Technology 4,549.0 $298K 0.01% -127.0 -2.7% $65.46 +122.3%
306 XLV SELECT SECTOR SPDR TR 2,029.0 $297K 0.01% +239.0 +13.3% $146.61 +1.6%
307 FAST FASTENAL CO Industrials 6,409.0 $297K 0.01% +842.0 +15.1% $46.40 -3.4%
308 SPHD INVESCO EXCH TRADED FD TR II 5,991.0 $297K 0.01% $49.61 +1.3%
309 KLAC KLA CORP Technology 199.0 $294K 0.01% +19.0 +10.6% $1476.46 +32.4%
310 FIDELITY COVINGTON TRUST 4,146.0 $292K 0.01% +928.0 +28.8% $70.36
311 DIS DISNEY WALT CO Communication Services 2,996.0 $289K 0.01% -477.0 -13.7% $96.40 +7.7%
312 FIDI FIDELITY COVINGTON TRUST 10,255.0 $283K 0.01% +382.0 +3.9% $27.61 +2.4%
313 WMB WILLIAMS COS INC Energy 3,878.0 $282K 0.01% NEW $72.79 +2.6%
314 GDX VANECK ETF TRUST 3,045.0 $279K 0.01% $91.78 -6.2%
315 IXUS ISHARES TR 3,142.0 $272K 0.01% $86.64 +11.5%
316 SPYG SPDR SERIES TRUST 2,759.0 $270K 0.01% +725.0 +35.6% $97.94 +22.3%
317 CSX CSX CORP Industrials 6,556.0 $269K 0.01% +38.0 +0.6% $41.05 +14.7%
318 MET METLIFE INC Financial Services 3,789.0 $268K 0.01% -173.0 -4.4% $70.73 +17.5%
319 HBAN HUNTINGTON BANCSHARES INC Financial Services 17,072.0 $267K 0.01% -2K -10.9% $15.65 +2.5%
320 USXF ISHARES TR 4,832.0 $267K 0.01% -390.0 -7.5% $55.20 +21.6%
Page 16 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%