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Portfolio (Quarterly) Guide ↗

STRATEGY ASSET MANAGERS LLC

· CIK 0001166716
13F Portfolio $609.4B AUM 263 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 88 Added 95 Reduced 29 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 EFX EQUIFAX INC Industrials 2,524 $548K 0.09% SOLD
22 FFIV F5 INC Technology 1,981 $506K 0.08% SOLD
23 VRSN VERISIGN INC Technology 2,057 $500K 0.08% SOLD
24 KR KROGER CO Consumer Defensive 7,957 $497K 0.08% SOLD
25 VCSH VANGUARD SCOTTSDALE FDS 3,639 $290K 0.05% SOLD
26 NVO NOVO-NORDISK A S Healthcare 4,694 $239K 0.04% SOLD
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 386 $224K 0.04% SOLD
28 TGT TARGET CORP Consumer Defensive 2,175 $213K 0.04% SOLD
29 SPYM SPDR SERIES TRUST 2,528 $203K 0.03% SOLD
Page 2 of 2  ·  29 positions
Sector Allocation
Technology 25.5%
Industrials 14.7%
Financial Services 13.9%
Healthcare 10.4%
Communication Services 7.8%
Consumer Defensive 6.5%
Consumer Cyclical 6.4%
Energy 5.8%
Utilities 5.5%
Basic Materials 2.9%