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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 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VMC VULCAN MATLS CO Basic Materials 759.0 $222K 0.06% +15.0 +2.0% $292.07 +7.2%
Page 4 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%