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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 9 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USTB VICTORY PORTFOLIOS II 24,461.0 $1.2M 0.05% +2K +10.0% $50.58 +0.0%
162 URA GLOBAL X FDS 25,189.0 $1.2M 0.05% +346.0 +1.4% $48.43 +3.6%
163 EFA ISHARES TR 12,480.0 $1.2M 0.05% -1K -8.2% $97.13 +7.9%
164 IYW ISHARES TR 6,531.0 $1.2M 0.05% +505.0 +8.4% $181.44 +35.8%
165 ALL ALLSTATE CORP Financial Services 5,679.0 $1.2M 0.05% +510.0 +9.9% $207.38 +0.7%
166 TDTF FLEXSHARES TR 46,376.0 $1.1M 0.04% +2K +4.3% $24.11 +0.1%
167 DFAX DIMENSIONAL ETF TRUST 31,771.0 $1.1M 0.04% -7K -18.9% $33.97 +10.7%
168 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,796.0 $1.1M 0.04% +547.0 +7.5% $135.25 -2.6%
169 XEL XCEL ENERGY INC Utilities 13,250.0 $1.1M 0.04% +827.0 +6.7% $79.44 +1.7%
170 GLD SPDR GOLD TR Financial Services 2,441.0 $1.1M 0.04% +750.0 +44.4% $430.29 -5.1%
171 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,014.0 $1.0M 0.04% +189.0 +6.7% $338.04 +25.1%
172 VLO VALERO ENERGY CORP Energy 4,099.0 $1.0M 0.04% +2K +79.9% $247.12 -2.7%
173 VYM VANGUARD WHITEHALL FDS 6,825.0 $1.0M 0.04% -5K -40.0% $148.10 +6.9%
174 AGG ISHARES TR 10,172.0 $1.0M 0.04% +99.0 +1.0% $99.27 -0.5%
175 HSY HERSHEY CO Consumer Defensive 4,851.0 $1.0M 0.04% +391.0 +8.8% $207.92 -4.9%
176 IJK ISHARES TR 9,738.0 $980K 0.04% -2K -15.1% $100.63 +12.7%
177 TPR TAPESTRY INC Consumer Cyclical 6,913.0 $976K 0.04% -504.0 -6.8% $141.12 -1.6%
178 LOW LOWES COS INC Consumer Cyclical 4,108.0 $971K 0.04% +475.0 +13.1% $236.29 -8.2%
179 VXF VANGUARD INDEX FDS 4,674.0 $962K 0.04% +890.0 +23.5% $205.82 +13.7%
180 IDV ISHARES TR 22,433.0 $955K 0.04% -2K -8.8% $42.56 +5.1%
Page 9 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%