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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 14 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PPH VANECK ETF TRUST 1,941.0 $202K 0.03% $103.88 -2.9%
262 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 14,677.0 $21K 0.00% -10K -40.9% $1.40 +55.7%
263 IAUX I-80 GOLD CORP Basic Materials 12,526.0 $19K 0.00% $1.52 +3.3%
Page 14 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%