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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 6 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 24,217.0 $3.8M 0.15% +2K +9.5% $155.29 -4.9%
102 LHX L3HARRIS TECHNOLOGIES INC Industrials 10,691.0 $3.7M 0.15% -2K -13.8% $345.16 -10.5%
103 SPYM SPDR SERIES TRUST 47,854.0 $3.7M 0.15% +13K +36.0% $76.54 +15.4%
104 DFAU DIMENSIONAL ETF TRUST 77,189.0 $3.5M 0.14% +4K +5.8% $45.12 +14.5%
105 CSCO CISCO SYS INC Technology 43,045.0 $3.3M 0.13% +4K +9.0% $77.59 +54.2%
106 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,968.0 $3.2M 0.13% +1K +30.9% $650.43 +15.4%
107 CAT CATERPILLAR INC Industrials 4,335.0 $3.1M 0.12% -372.0 -7.9% $708.55 +28.4%
108 KO COCA COLA CO Consumer Defensive 39,842.0 $3.0M 0.12% +3K +8.6% $76.05 +7.3%
109 PSFF PACER FDS TR 94,064.0 $3.0M 0.12% -1K -1.1% $32.04 +6.5%
110 MDT MEDTRONIC PLC Healthcare 34,764.0 $3.0M 0.12% $86.65 -12.3%
111 BALT INNOVATOR ETFS TRUST 89,120.0 $3.0M 0.12% -95K -51.6% $33.47 +2.0%
112 STBA S & T BANCORP INC Financial Services 70,584.0 $3.0M 0.12% NEW $41.83 +7.5%
113 ED CONSOLIDATED EDISON INC Utilities 25,384.0 $2.9M 0.12% +1K +5.5% $113.18 -4.6%
114 DFGR DIMENSIONAL ETF TRUST 107,915.0 $2.9M 0.12% +6K +5.4% $26.58 +9.3%
115 CTA SIMPLIFY EXCHANGE TRADED FUN 94,831.0 $2.9M 0.12% -30K -24.2% $30.22 -3.3%
116 EXC EXELON CORP Utilities 58,211.0 $2.9M 0.11% +3K +5.4% $49.02 -5.8%
117 EUSA ISHARES INC 27,839.0 $2.8M 0.11% +365.0 +1.3% $101.77 +9.6%
118 FCX FREEPORT MCMORAN INC Basic Materials 45,318.0 $2.7M 0.11% -5K -10.7% $58.78 +8.3%
119 MCK MCKESSON CORP Healthcare 3,045.0 $2.6M 0.11% +659.0 +27.6% $865.41 -12.6%
120 HON HONEYWELL INTL INC Industrials 11,599.0 $2.6M 0.10% +1K +9.8% $226.05 +2.4%
Page 6 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%