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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEFA ISHARES TR 2,743.0 $266K 0.07% -315.0 -10.3% $96.92 +3.6%
122 TRV TRAVELERS COMPANIES INC Financial Services 703.0 $260K 0.07% -22.0 -3.0% $369.63 -0.3%
123 EEM ISHARES TR 3,905.0 $255K 0.07% $65.34 +2.7%
124 BSCT INVESCO EXCH TRD SLF IDX FD 13,650.0 $252K 0.07% -1K -7.5% $18.48 -0.1%
125 VEA VANGUARD TAX-MANAGED FDS 3,548.0 $250K 0.07% +298.0 +9.2% $70.47 +3.6%
126 PM PHILIP MORRIS INTL INC Consumer Defensive 1,230.0 $231K 0.06% -8.0 -0.7% $188.11 +2.1%
127 DUK DUKE ENERGY CORP NEW Utilities 1,836.0 $231K 0.06% +130.0 +7.6% $125.88 -4.6%
128 VIGI VANGUARD WHITEHALL FDS 2,433.0 $231K 0.06% $94.95 +3.7%
129 IUSB ISHARES TR 5,039.0 $230K 0.06% -1K -18.6% $45.61 -0.3%
130 MUB ISHARES TR 2,161.0 $229K 0.06% $106.17 -0.9%
131 VB VANGUARD INDEX FDS 751.0 $223K 0.06% $296.83 +1.4%
132 AVGO BROADCOM INC Technology 574.0 $222K 0.06% -159.0 -21.7% $386.50 -5.2%
133 SSRM SSR MINING IN Basic Materials 8,129.0 $221K 0.06% +458.0 +6.0% $27.21 +36.6%
134 SPHQ INVESCO EXCHANGE TRADED FD T 2,517.0 $216K 0.06% $85.72 +0.0%
135 MEAR ISHARES U S ETF TR 4,237.0 $213K 0.06% $50.22 +0.1%
136 ITOT ISHARES TR 1,290.0 $212K 0.06% NEW $164.11 +2.7%
137 IWD ISHARES TR 843.0 $209K 0.06% NEW $247.44 +4.4%
138 VMC VULCAN MATLS CO Basic Materials 744.0 $206K 0.06% -15.0 -2.0% $276.75 -1.4%
139 VWOB VANGUARD WHITEHALL FDS 3,097.0 $205K 0.06% $66.30 -0.4%
140 PG PROCTER & GAMBLE CO Consumer Defensive 1,355.0 $201K 0.05% NEW $148.09 -3.2%
Page 7 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%