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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 2 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 6,477.0 $2.6M 0.69% +53.0 +0.8% $397.75 +28.2%
22 LRCX LAM RESEARCH CORP Technology 7,903.0 $2.5M 0.69% -897.0 -10.2% $322.00 -2.1%
23 VOO VANGUARD INDEX FDS 3,606.0 $2.5M 0.67% +74.0 +2.1% $687.87 +3.1%
24 LOW LOWES COS INC Consumer Cyclical 11,731.0 $2.4M 0.64% +103.0 +0.9% $203.51 +1.5%
25 GOOG ALPHABET INC 6,895.0 $2.4M 0.64% -594.0 -7.9% $346.19
26 NVDA NVIDIA CORPORATION Technology 10,785.0 $2.2M 0.60% -241.0 -2.2% $207.28 +8.7%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 16,850.0 $2.2M 0.60% $132.66 +39.9%
28 VXUS VANGUARD STAR FDS 26,249.0 $2.2M 0.60% +206.0 +0.8% $84.45 +4.4%
29 AGG ISHARES TR 20,260.0 $2.0M 0.53% +5K +36.7% $97.74 +0.1%
30 DFIC DIMENSIONAL ETF TRUST 50,397.0 $1.9M 0.51% +8K +18.5% $37.60 +5.1%
31 DFEM DIMENSIONAL ETF TRUST 44,213.0 $1.7M 0.46% +4K +8.9% $38.67 +5.1%
32 IJR ISHARES TR 11,660.0 $1.7M 0.46% -994.0 -7.9% $146.58 +0.2%
33 EMXC ISHARES INC 17,978.0 $1.7M 0.46% -5K -22.1% $95.00 +4.4%
34 IJH ISHARES TR 21,639.0 $1.6M 0.44% -1K -6.0% $75.72 +1.0%
35 VTV VANGUARD INDEX FDS 7,120.0 $1.6M 0.42% $218.62 +3.3%
36 RSP INVESCO EXCHANGE TRADED FD T 6,723.0 $1.4M 0.39% -1K -16.1% $212.77 +4.1%
37 AVNM AMERICAN CENTY ETF TR 16,498.0 $1.4M 0.36% -120.0 -0.7% $81.87 +5.4%
38 DFSD DIMENSIONAL ETF TRUST 26,138.0 $1.2M 0.33% +14K +123.2% $47.29 +0.2%
39 JPM JPMORGAN CHASE & CO Financial Services 3,372.0 $1.2M 0.31% $345.23 +2.8%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,500.0 $1.1M 0.30% -273.0 -15.4% $748.28 +3.2%
Page 2 of 8  ·  142 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%