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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 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FFEB FIRST TR EXCHNG TRADED FD VI 120,879.0 $6.8M 0.27% -4K -3.3% $55.85 +8.9%
82 WFC WELLS FARGO & CO Financial Services 83,819.0 $6.7M 0.27% +33K +63.5% $79.61 -4.4%
83 XOM EXXON MOBIL CORP Energy 37,711.0 $6.4M 0.26% $169.66 -12.8%
84 BND VANGUARD BD INDEX FDS 84,679.0 $6.2M 0.25% +7K +9.3% $73.64 -0.5%
85 APH AMPHENOL CORP Technology 47,546.0 $6.0M 0.24% +46K +2997.5% $126.35 +11.0%
86 FBND FIDELITY MERRIMACK STR TR 128,307.0 $5.9M 0.23% +1K +1.0% $45.62 -0.1%
87 PSX PHILLIPS 66 Energy 31,672.0 $5.8M 0.23% -1K -3.2% $182.18 -4.1%
88 ALLW SSGA ACTIVE TR 198,465.0 $5.7M 0.23% NEW $28.85 +3.8%
89 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,582.0 $5.6M 0.22% +212.0 +4.0% $996.46 +0.7%
90 SCHB SCHWAB STRATEGIC TR 221,412.0 $5.6M 0.22% +13K +6.3% $25.10 +15.3%
91 COM DIREXION SHARES ETF TRUST 165,135.0 $5.5M 0.22% -266K -61.7% $33.57 +1.1%
92 IWS ISHARES TR 36,654.0 $5.3M 0.21% NEW $145.74 +9.6%
93 JNJ JOHNSON & JOHNSON Healthcare 21,377.0 $5.2M 0.21% +1K +5.5% $244.44 -5.4%
94 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,095.0 $5.0M 0.20% +363.0 +3.7% $491.53 -7.2%
95 DLR DIGITAL RLTY TR INC Real Estate 26,036.0 $4.7M 0.19% +1K +5.5% $180.22 +6.4%
96 IGIB ISHARES TR 85,327.0 $4.5M 0.18% +9K +11.7% $53.22 -0.2%
97 BA BOEING CO Industrials 22,070.0 $4.4M 0.18% +20K +902.7% $199.03 +12.7%
98 NEM NEWMONT CORP Basic Materials 38,649.0 $4.2M 0.17% +36K +1246.2% $108.25 -1.0%
99 VO VANGUARD INDEX FDS 14,417.0 $4.1M 0.17% +3K +28.7% $287.19 -72.7%
100 CVX CHEVRON CORPORATION Energy 18,478.0 $3.8M 0.15% +820.0 +4.6% $206.91 -11.8%
Page 5 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%