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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 8 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SYK STRYKER CORPORATION Healthcare 1,883.0 $619K 0.10% -89.0 -4.5% $328.58 -6.6%
142 IAU ISHARES GOLD TR Financial Services 7,009.0 $618K 0.10% +323.0 +4.8% $88.16 -2.7%
143 IWF ISHARES TR 1,419.0 $605K 0.10% $426.40 -70.9%
144 PSX PHILLIPS 66 Energy 3,307.0 $602K 0.10% +74.0 +2.3% $182.16 -3.3%
145 DLTR DOLLAR TREE INC Consumer Defensive 5,450.0 $597K 0.10% NEW $109.51 -18.2%
146 DG DOLLAR GEN CORP Consumer Defensive 4,775.0 $567K 0.09% NEW $118.73 -13.8%
147 BLK BLACKROCK INC Financial Services 571.0 $549K 0.09% +9.0 +1.6% $961.41 +12.5%
148 APP APPLOVIN CORP Technology 1,354.0 $539K 0.09% NEW $398.00 +23.7%
149 NEE NEXTERA ENERGY INC Utilities 5,703.0 $530K 0.09% -103.0 -1.8% $92.88 +0.5%
150 EFV ISHARES TR 7,072.0 $526K 0.09% -1K -12.4% $74.35 +5.2%
151 FTC FIRST TR EXCHANGE-TRADED ALP 3,362.0 $518K 0.09% $154.14 +12.2%
152 MUB ISHARES TR 4,855.0 $515K 0.09% -153.0 -3.1% $106.15 -0.1%
153 ADI ANALOG DEVICES INC Technology 1,617.0 $514K 0.08% -156.0 -8.8% $318.15 +31.6%
154 IAGG ISHARES TR 10,234.0 $512K 0.08% +2K +18.4% $50.04 -0.5%
155 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,470.0 $507K 0.08% -114.0 -7.2% $345.12 -12.1%
156 NJR NEW JERSEY RES CORP Utilities 9,234.0 $507K 0.08% $54.92 +4.4%
157 MTBA SIMPLIFY EXCHANGE TRADED FUN 10,172.0 $503K 0.08% -205.0 -2.0% $49.46 -1.0%
158 CRS CARPENTER TECHNOLOGY CORP Industrials 1,266.0 $499K 0.08% -9.0 -0.7% $394.15 +3.7%
159 IYW ISHARES TR 2,745.0 $498K 0.08% -64.0 -2.3% $181.43 +30.3%
160 ABBV ABBVIE INC Healthcare 2,271.0 $494K 0.08% $217.51 -3.7%
Page 8 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%