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Portfolio (Quarterly) Guide ↗

Strathmore Capital Advisors, Inc.

· CIK 0002021703
13F Portfolio $354M AUM 138 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 61 Added 19 Reduced 4 Exited
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,231.0 $763K 0.22% +4K +2403.6% $180.25 -1.8%
42 CVX CHEVRON CORPORATION Energy 3,610.0 $669K 0.19% +364.0 +11.2% $185.21 -7.0%
43 CB CHUBB LTD SWITZ Financial Services 2,008.0 $655K 0.18% +58.0 +3.0% $326.12 +1.4%
44 MRK MERCK & CO INC Healthcare 5,513.0 $617K 0.17% +66.0 +1.2% $111.89 +12.1%
45 MA MASTERCARD INCORPORATED Financial Services 1,191.0 $600K 0.17% +7.0 +0.6% $504.17 -3.0%
46 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,980.0 $599K 0.17% +66.0 +2.3% $201.06 +5.8%
47 IYW ISHARES TR 2,662.0 $578K 0.16% +367.0 +16.0% $217.17 +12.4%
48 DFLV DIMENSIONAL ETF TRUST 15,092.0 $565K 0.16% +5K +42.6% $37.44 +6.6%
49 DFSD DIMENSIONAL ETF TRUST 11,711.0 $562K 0.16% +5K +84.7% $48.00 -0.5%
50 WMT WALMART INC Consumer Defensive 3,946.0 $513K 0.14% +421.0 +11.9% $129.92 -10.9%
51 RTX RTX CORPORATION Industrials 2,765.0 $482K 0.14% +124.0 +4.7% $174.28 +7.1%
52 BERKSHIRE HATHAWAY INC DEL 864.0 $405K 0.12% +20.0 +2.4% $469.32
53 TLH ISHARES TR 3,543.0 $358K 0.10% +716.0 +25.3% $100.94 +0.2%
54 CSCO CISCO SYS INC Technology 3,970.0 $353K 0.10% +98.0 +2.5% $89.01 +33.7%
55 IEF ISHARES TR 3,595.0 $344K 0.10% +29.0 +0.8% $95.56 -0.8%
56 COP CONOCOPHILLIPS Energy 2,762.0 $336K 0.10% +47.0 +1.7% $121.76 -12.6%
57 XOM EXXON MOBIL CORP Energy 2,115.0 $315K 0.09% +166.0 +8.5% $148.89 -7.6%
58 IEFA ISHARES TR 3,058.0 $290K 0.08% +688.0 +29.0% $94.92 +1.2%
59 EMB ISHARES TR 3,011.0 $290K 0.08% +217.0 +7.8% $96.20 +0.4%
60 SO SOUTHERN CO Utilities 2,945.0 $275K 0.08% +128.0 +4.5% $93.49 +2.6%
Page 3 of 4  ·  61 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 30.0%
Financial Services 22.2%
Consumer Cyclical 12.7%
Communication Services 9.8%
Industrials 6.8%
Healthcare 6.0%
Consumer Defensive 5.7%
Energy 2.6%
Real Estate 2.2%
Utilities 1.0%