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Portfolio (Quarterly) Guide ↗

Strathmore Capital Advisors, Inc.

· CIK 0002021703
13F Portfolio $371M AUM 142 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 44 Added 66 Reduced 3 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 3,027.0 $284K 0.08% +82.0 +2.8% $93.85 -5.1%
42 VEA VANGUARD TAX-MANAGED FDS 3,548.0 $250K 0.07% +298.0 +9.2% $70.47 +4.2%
43 DUK DUKE ENERGY CORP NEW Utilities 1,836.0 $231K 0.06% +130.0 +7.6% $125.88 -4.0%
44 SSRM SSR MINING IN Basic Materials 8,129.0 $221K 0.06% +458.0 +6.0% $27.21 +43.4%
Page 3 of 3  ·  44 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 33.8%
Financial Services 21.3%
Consumer Cyclical 11.7%
Healthcare 7.4%
Consumer Defensive 7.1%
Industrials 6.1%
Communication Services 4.8%
Energy 3.1%
Real Estate 2.5%
Utilities 1.1%