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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 13 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HOPE HOPE BANCORP INC Financial Services 21,797.0 $243K 0.04% +178.0 +0.8% $11.17 +7.3%
242 SLV ISHARES SILVER TR Financial Services 3,550.0 $242K 0.04% -1K -27.1% $68.14 +1.3%
243 BAI BLACKROCK ETF TRUST 7,219.0 $238K 0.04% +145.0 +2.0% $32.95 +42.0%
244 CNX CNX RES CORP Energy 6,170.0 $238K 0.04% -40.0 -0.6% $38.55 -5.6%
245 FDS FACTSET RESH SYS INC Financial Services 1,093.0 $237K 0.04% NEW $217.02 -7.9%
246 TLT ISHARES TR 2,720.0 $236K 0.04% -17.0 -0.6% $86.68 -3.5%
247 QS QUANTUMSCAPE CORP Consumer Cyclical 36,310.0 $232K 0.04% +3K +9.5% $6.38 +34.8%
248 MKC MCCORMICK & CO INC Consumer Defensive 4,512.0 $228K 0.04% +1K +44.9% $50.44 -7.8%
249 SOMNIGROUP INTERNATIONAL INC 3,062.0 $226K 0.04% -23.0 -0.8% $73.92
250 NOBL PROSHARES TR 2,100.0 $223K 0.04% $106.02 -0.4%
251 XLV SELECT SECTOR SPDR TR 1,507.0 $221K 0.04% NEW $146.61 -1.0%
252 FV FIRST TR EXCHANGE TRADED FD 3,574.0 $216K 0.04% $60.44 +15.4%
253 SPHD INVESCO EXCH TRADED FD TR II 4,340.0 $215K 0.04% $49.61 -1.1%
254 VZ VERIZON COMMUNICATIONS INC Communication Services 4,243.0 $213K 0.04% NEW $50.20 -6.2%
255 BIL SPDR SERIES TRUST 2,321.0 $213K 0.04% -2K -48.7% $91.64 -0.1%
256 CNI CANADIAN NATL RY CO Industrials 2,054.0 $211K 0.04% $102.77 +9.4%
257 FNX FIRST TR EXCHANGE-TRADED ALP 1,608.0 $206K 0.03% $128.24 +5.9%
258 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,391.0 $206K 0.03% NEW $60.65 -6.0%
259 SYSB ISHARES TR 2,307.0 $205K 0.03% NEW $89.00 -1.4%
260 CW CURTISS WRIGHT CORP Industrials 299.0 $204K 0.03% NEW $681.12 +10.2%
Page 13 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%