BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 12 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,777.0 $289K 0.05% +157.0 +9.7% $162.51 -10.4%
222 FSMB FIRST TR EXCH TRADED FD III 14,330.0 $286K 0.05% $19.96 -0.1%
223 NKE NIKE INC Consumer Cyclical 5,345.0 $282K 0.05% +2K +41.7% $52.82 -20.4%
224 MSI MOTOROLA SOLUTIONS INC Technology 650.0 $282K 0.05% NEW $433.97 -8.0%
225 EMB ISHARES TR 2,990.0 $281K 0.05% -1K -32.1% $93.93 +0.8%
226 THC TENET HEALTHCARE CORP Healthcare 1,483.0 $280K 0.05% $188.71 +5.2%
227 AADR ADVISORSHARES TR 3,395.0 $277K 0.04% -300.0 -8.1% $81.63 +3.0%
228 TT TRANE TECHNOLOGIES PLC Industrials 663.0 $276K 0.04% -99.0 -13.0% $416.74 +15.6%
229 IJH ISHARES TR 4,045.0 $273K 0.04% $67.52 +7.0%
230 EEM ISHARES TR 4,802.0 $273K 0.04% NEW $56.79 +14.6%
231 TIP ISHARES TR 2,447.0 $270K 0.04% $110.36 +0.2%
232 ENSG ENSIGN GROUP INC Healthcare 1,308.0 $264K 0.04% -9.0 -0.7% $201.50 -11.0%
233 SNA SNAP ON INC Industrials 723.0 $263K 0.04% $363.22 +0.9%
234 IXN ISHARES TR 2,575.0 $257K 0.04% -47.0 -1.8% $99.98 +32.1%
235 BDX BECTON DICKINSON & CO Healthcare 1,633.0 $257K 0.04% +469.0 +40.3% $157.24 -8.8%
236 PPG PPG INDS INC Basic Materials 2,394.0 $256K 0.04% NEW $106.87 -0.9%
237 INTU INTUIT Technology 581.0 $251K 0.04% NEW $432.23 -12.5%
238 THRO BLACKROCK ETF TRUST 6,924.0 $251K 0.04% -35.0 -0.5% $36.22 +16.9%
239 ROP ROPER TECHNOLOGIES INC Industrials 707.0 $250K 0.04% NEW $353.88 -10.2%
240 DTM DT MIDSTREAM INC Energy 1,824.0 $246K 0.04% -108.0 -5.6% $134.67 +10.0%
Page 12 of 14  ·  263 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 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%