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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 17 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EMB ISHARES TR 2,833.0 $266K 0.01% +267.0 +10.4% $93.95 +2.1%
322 PAVE GLOBAL X FDS 5,135.0 $261K 0.01% +33.0 +0.7% $50.81 +11.7%
323 INTC INTEL CORP Technology 5,876.0 $259K 0.01% NEW $44.14 +170.2%
324 CME CME GROUP INC Financial Services 875.0 $259K 0.01% NEW $295.46 -6.0%
325 PANW PALO ALTO NETWORKS INC Technology 1,610.0 $258K 0.01% +205.0 +14.6% $160.42 +54.8%
326 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,265.0 $257K 0.01% -343.0 -21.3% $203.32 +7.2%
327 MPC MARATHON PETE CORP Energy 1,041.0 $254K 0.01% NEW $244.37 +2.0%
328 PULS PGIM ETF TR 5,106.0 $253K 0.01% NEW $49.50 +0.4%
329 ADBE ADOBE INC Technology 1,027.0 $250K 0.01% -12K -92.3% $243.10 -1.5%
330 L LOEWS CORP Financial Services 2,333.0 $249K 0.01% +165.0 +7.6% $106.74 +0.7%
331 USB US BANCORP Financial Services 4,785.0 $249K 0.01% +653.0 +15.8% $52.02 +5.2%
332 IWO ISHARES TR 792.0 $249K 0.01% -500.0 -38.7% $313.86 +21.4%
333 SCCO SOUTHERN COPPER CORP Basic Materials 1,441.0 $248K 0.01% NEW $172.14 +9.7%
334 INTU INTUIT Technology 572.0 $248K 0.01% -198.0 -25.7% $432.90 -28.0%
335 IYK ISHARES TR 3,524.0 $247K 0.01% +280.0 +8.6% $70.04 +3.9%
336 ACN ACCENTURE PLC IRELAND Technology 1,239.0 $246K 0.01% $198.38 -10.1%
337 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 14,283.0 $245K 0.01% +231.0 +1.6% $17.12 +19.3%
338 WELL WELLTOWER INC Real Estate 1,235.0 $244K 0.01% +141.0 +12.9% $197.71 +9.4%
339 CVS CVS HEALTH CORP Healthcare 3,394.0 $244K 0.01% NEW $71.84 +27.5%
340 CINF CINCINNATI FINL CORP Financial Services 1,545.0 $243K 0.01% -142.0 -8.4% $157.39 +4.2%
Page 17 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%