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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 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLACKROCK ETF TRUST II 7,097.0 $348K 0.09% NEW $49.02
102 DIS DISNEY WALT CO Communication Services 3,600.0 $346K 0.09% -923.0 -20.4% $96.14 +12.4%
103 EFG ISHARES TR 2,830.0 $342K 0.09% +523.0 +22.7% $121.01 +3.3%
104 PEP PEPSICO INC Consumer Defensive 2,536.0 $342K 0.09% +238.0 +10.4% $135.02 +4.5%
105 ABT ABBOTT LABORATORIES Healthcare 3,372.0 $336K 0.09% -546.0 -13.9% $99.67 +12.8%
106 IVE ISHARES TR 1,390.0 $320K 0.09% +89.0 +6.8% $230.56 +2.9%
107 IEF ISHARES TR 3,405.0 $318K 0.09% -190.0 -5.3% $93.31 -0.5%
108 COP CONOCOPHILLIPS Energy 2,673.0 $314K 0.09% -89.0 -3.2% $117.50 +10.9%
109 TLH ISHARES TR 3,210.0 $314K 0.09% -333.0 -9.4% $97.80 -0.5%
110 AAL AMERICAN AIRLINES GROUP INC Industrials 20,162.0 $308K 0.08% $15.28 -10.7%
111 JNJ JOHNSON & JOHNSON Healthcare 1,225.0 $307K 0.08% +184.0 +17.7% $250.61 +7.0%
112 DISV DIMENSIONAL ETF TRUST 7,239.0 $299K 0.08% +843.0 +13.2% $41.34 +7.9%
113 DFUS DIMENSIONAL ETF TRUST 3,601.0 $295K 0.08% -2K -32.6% $81.81 +2.6%
114 NSC NORFOLK SOUTHN CORP Industrials 884.0 $293K 0.08% +130.0 +17.2% $331.30 +5.2%
115 TFI SPDR SERIES TRUST 6,327.0 $286K 0.08% $45.23 -1.2%
116 WPC WP CAREY INC Real Estate 3,791.0 $285K 0.08% -536.0 -12.4% $75.23 -6.3%
117 EMB ISHARES TR 2,990.0 $285K 0.08% -21.0 -0.7% $95.38 -0.5%
118 SO SOUTHERN CO Utilities 3,027.0 $284K 0.08% +82.0 +2.8% $93.85 -6.0%
119 DGRO ISHARES TR 3,534.0 $272K 0.07% $76.85 +3.3%
120 SPYG SPDR SERIES TRUST 2,268.0 $268K 0.07% NEW $118.05 +2.7%
Page 6 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%