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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 7 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USIG ISHARES TR 50,984.0 $2.6M 0.10% +6K +13.6% $51.23 -0.0%
122 SDCI USCF ETF TR 93,562.0 $2.5M 0.10% NEW $27.24 +2.5%
123 DGCB DIMENSIONAL ETF TRUST 47,072.0 $2.5M 0.10% $54.13 +0.9%
124 DUK DUKE ENERGY CORP NEW Utilities 18,451.0 $2.4M 0.10% $130.94 -4.3%
125 NEE NEXTERA ENERGY INC Utilities 25,988.0 $2.4M 0.10% +362.0 +1.4% $92.88 -5.6%
126 GS GOLDMAN SACHS GROUP INC Financial Services 2,851.0 $2.4M 0.10% +183.0 +6.9% $846.04 +17.8%
127 SPYV SPDR SERIES TRUST 42,060.0 $2.4M 0.10% -919.0 -2.1% $56.58 +8.0%
128 CMI CUMMINS INC Industrials 4,407.0 $2.4M 0.10% +4K +714.6% $538.05 +24.1%
129 BLK BLACKROCK INC Financial Services 2,436.0 $2.3M 0.09% +289.0 +13.5% $961.97 +11.3%
130 INTF ISHARES TR 60,008.0 $2.3M 0.09% -1K -2.0% $38.96 +6.6%
131 LMT LOCKHEED MARTIN CORP Industrials 3,833.0 $2.3M 0.09% +161.0 +4.4% $604.53 -12.1%
132 TSLA TESLA INC Consumer Cyclical 5,996.0 $2.2M 0.09% -845.0 -12.3% $371.78 +18.4%
133 NOC NORTHROP GRUMMAN CORP Industrials 3,234.0 $2.2M 0.09% +63.0 +2.0% $682.30 -19.2%
134 BMY BRISTOL-MYERS SQUIBB CO Healthcare 36,264.0 $2.2M 0.09% -641.0 -1.7% $60.65 -5.2%
135 IJR ISHARES TR 16,806.0 $2.1M 0.08% -668.0 -3.8% $124.31 +12.3%
136 URI UNITED RENTALS INC Industrials 2,841.0 $2.1M 0.08% NEW $728.56 +35.6%
137 V VISA INC Financial Services 6,820.0 $2.1M 0.08% -316.0 -4.4% $302.26 +8.4%
138 DFAE DIMENSIONAL ETF TRUST 60,762.0 $2.1M 0.08% -4K -5.8% $33.86 +19.2%
139 TXN TEXAS INSTRS INC Technology 10,319.0 $2.0M 0.08% +2K +18.5% $194.15 +63.5%
140 XLK SELECT SECTOR SPDR TR 13,965.0 $1.9M 0.07% +1K +11.4% $132.90 +38.8%
Page 7 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%