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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 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED Financial Services 1,062.0 $572K 0.15% -129.0 -10.8% $538.30 +10.9%
82 QQQ INVESCO QQQ TR Financial Services 770.0 $546K 0.15% $708.97 +1.7%
83 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,814.0 $544K 0.15% -166.0 -5.6% $193.39 +11.0%
84 IYW ISHARES TR 2,222.0 $543K 0.15% -440.0 -16.5% $244.45 +3.7%
85 VXF VANGUARD INDEX FDS 2,225.0 $533K 0.14% $239.40 +1.7%
86 IXUS ISHARES TR 5,574.0 $526K 0.14% -158.0 -2.8% $94.45 +3.7%
87 CSCO CISCO SYS INC Technology 4,459.0 $500K 0.14% +489.0 +12.3% $112.18 -0.9%
88 ANGL VANECK ETF TRUST 16,770.0 $486K 0.13% -1K -6.2% $28.99 +0.2%
89 KO COCA COLA CO Consumer Defensive 5,705.0 $468K 0.13% $81.97 +9.4%
90 XOM EXXON MOBIL CORP Energy 2,987.0 $453K 0.12% +872.0 +41.2% $151.70 +2.6%
91 IEMG ISHARES INC 5,696.0 $452K 0.12% -1K -18.5% $79.30 +3.6%
92 XLK SELECT SECTOR SPDR TR 2,470.0 $447K 0.12% +120.0 +5.1% $180.78 +3.7%
93 HONEYWELL INTL INC 1,923.0 $442K 0.12% NEW $229.86
94 EFV ISHARES TR 5,492.0 $434K 0.12% +2K +42.3% $78.95 +3.7%
95 WMT WALMART INC Consumer Defensive 3,924.0 $433K 0.12% -22.0 -0.6% $110.39 -6.8%
96 BERKSHIRE HATHAWAY INC DEL 878.0 $430K 0.12% +14.0 +1.6% $489.65
97 SYK STRYKER CORPORATION Healthcare 1,261.0 $397K 0.11% -72.0 -5.4% $314.58 +4.0%
98 HONEYWELL AEROSPACE INC 1,941.0 $388K 0.10% NEW $200.14
99 IVW ISHARES TR 2,767.0 $377K 0.10% -2K -39.6% $136.34 +3.4%
100 BIV VANGUARD BD INDEX FDS 4,741.0 $359K 0.10% +56.0 +1.2% $75.77 -0.3%
Page 5 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%