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Portfolio (Quarterly) Guide ↗

STRATEGY ASSET MANAGERS LLC

· CIK 0001166716
13F Portfolio $608M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 253 New
Page 11 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AADR ADVISORSHARES TR 3,695.0 $319K 0.05% NEW $86.25 -2.6%
202 IEF ISHARES TR 3,282.0 $316K 0.05% NEW $96.15 -2.7%
203 GOVT ISHARES TR 13,635.0 $314K 0.05% NEW $23.03 -2.0%
204 SLV ISHARES SILVER TR Financial Services 4,872.0 $314K 0.05% NEW $64.42 +7.2%
205 O REALTY INCOME CORP Real Estate 5,539.0 $312K 0.05% NEW $56.37 +9.9%
206 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,039.0 $306K 0.05% NEW $100.81 +12.9%
207 PDP INVESCO EXCHANGE TRADED FD T 2,590.0 $301K 0.05% NEW $116.40 +20.1%
208 XLI SELECT SECTOR SPDR TR 1,942.0 $301K 0.05% NEW $155.16 +10.5%
209 CL COLGATE PALMOLIVE CO Consumer Defensive 3,793.0 $300K 0.05% NEW $79.02 +11.5%
210 IJR ISHARES TR 2,470.0 $297K 0.05% NEW $120.16 +11.5%
211 TT TRANE TECHNOLOGIES PLC Industrials 762.0 $297K 0.05% NEW $389.20 +23.8%
212 CBSH COMMERCE BANCSHARES INC Financial Services 5,659.0 $296K 0.05% NEW $52.34 -2.7%
213 THC TENET HEALTHCARE CORP Healthcare 1,489.0 $296K 0.05% NEW $198.72 -0.1%
214 BRO BROWN & BROWN INC Financial Services 3,664.0 $292K 0.05% NEW $79.69 -29.4%
215 VCSH VANGUARD SCOTTSDALE FDS 3,639.0 $290K 0.05% NEW $79.73 -1.2%
216 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 950.0 $289K 0.05% NEW $303.89 +37.5%
217 FSMB FIRST TR EXCH TRADED FD III 14,330.0 $287K 0.05% NEW $20.05 -0.5%
218 MDLZ MONDELEZ INTL INC Consumer Defensive 5,287.0 $285K 0.05% NEW $53.83 +13.3%
219 PAYX PAYCHEX INC Industrials 2,529.0 $284K 0.05% NEW $112.18 -20.8%
220 KO COCA COLA CO Consumer Defensive 3,941.0 $276K 0.04% NEW $69.91 +15.1%
Page 11 of 13  ·  253 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 26.9%
Financial Services 15.2%
Industrials 13.2%
Healthcare 10.3%
Communication Services 9.3%
Consumer Defensive 6.0%
Consumer Cyclical 5.7%
Utilities 5.7%
Energy 4.6%
Basic Materials 2.5%