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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 2,161.0 $232K 0.07% NEW $107.37 +0.2%
22 VEA VANGUARD TAX-MANAGED FDS 3,250.0 $221K 0.06% NEW $68.15 +4.4%
23 TRV TRAVELERS COMPANIES INC Financial Services 725.0 $219K 0.06% NEW $302.73 +5.1%
24 DUK DUKE ENERGY CORP NEW Utilities 1,706.0 $217K 0.06% NEW $127.24 -0.1%
25 MEAR ISHARES U S ETF TR 4,237.0 $213K 0.06% NEW $50.36 +0.0%
26 VB VANGUARD INDEX FDS 751.0 $213K 0.06% NEW $283.24 +5.8%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 1,238.0 $203K 0.06% NEW $164.18 +9.0%
28 SPHQ INVESCO EXCHANGE TRADED FD T 2,517.0 $203K 0.06% NEW $80.74 +9.6%
29 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,000.0 $39K 0.01% NEW $1.97 -8.1%
Page 2 of 2  ·  29 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%