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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 13 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FV FIRST TR EXCHANGE TRADED FD 3,574.0 $225K 0.04% NEW $62.91 +10.9%
242 TMO THERMO FISHER SCIENTIFIC INC Healthcare 386.0 $224K 0.04% NEW $579.45 -22.6%
243 NOBL PROSHARES TR 2,100.0 $219K 0.04% NEW $104.08 +1.4%
244 TGT TARGET CORP Consumer Defensive 2,175.0 $213K 0.04% NEW $97.77 +25.9%
245 MKC MCCORMICK & CO INC Consumer Defensive 3,113.0 $212K 0.04% NEW $68.11 -31.7%
246 SPHD INVESCO EXCH TRADED FD TR II 4,340.0 $208K 0.03% NEW $48.00 +2.2%
247 CNI CANADIAN NATL RY CO Industrials 2,054.0 $203K 0.03% NEW $98.85 +13.7%
248 SPYM SPDR SERIES TRUST 2,528.0 $203K 0.03% NEW $80.21 +8.5%
249 ZTS ZOETIS INC Healthcare 1,611.0 $203K 0.03% NEW $125.82 -40.0%
250 FNX FIRST TR EXCHANGE-TRADED ALP 1,608.0 $203K 0.03% NEW $125.98 +7.8%
251 PPH VANECK ETF TRUST 1,941.0 $200K 0.03% NEW $103.17 -2.3%
252 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 24,825.0 $49K 0.01% NEW $1.97 +10.7%
253 IAUX I-80 GOLD CORP Basic Materials 12,526.0 $18K 0.00% NEW $1.46 +7.5%
Page 13 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%