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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 8 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GLDM WORLD GOLD TR Financial Services 2,477.0 $200K 0.05% -480.0 -16.2% $80.82 +9.1%
142 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,000.0 $35K 0.01% $1.73 -2.9%
Page 8 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%