Strategic Advisors LLC
Sector Allocation
- Technology36.0%$171.1M
- Other24.0%$113.8M
- Financials14.0%$66.4M
- Consumer Discretionary7.2%$34.1M
- Industrials5.5%$26.4M
- Healthcare4.9%$23.1M
- Utilities2.7%$13.0M
- Energy2.4%$11.4M
- Consumer Staples1.8%$8.7M
- Materials0.9%$4.4M
AUM History
13fpro.ai/research/fund/strategic-advisors-llc-1569119
Conviction and streaks
Stable · top 10 = 48.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$54.5MMSFT
$29.4M- SCHWAB$28.9M
GOOGL
$24.4MAMZN
$21.6M- SPDR$21.6M
NVDA
$16.1MJPM
$12.2MV
$12.0M- SPDR$11.4M
ABBV
$11.2MMETA
$10.1MCRWD
$9.3MGS
$8.3MQQQ
$7.6MHD
$7.6MIVZ
$7.1MWM
$6.9M- SELECT$6.9M
BRK.B
$6.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/strategic-advisors-llc-1569119
Strategic Advisors LLC 13F holdings — Q3 2026
$474.7M portfolio (+3.8% QoQ) · 161 holdings · Q3 2026 13F · top 10 are 49% of the stock portfolio
$54.5M
11.5% of stocks
-2%This quarter+1.7%Since filed11+ qtrsHeld$29.4M
6.2% of stocks
-3%This quarter-2.2%Since filed11+ qtrsHeld- 3
SCHWAB STRATEGIC TR - US BRD MKT ETF
$28.9M
6.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $24.4M
5.1% of stocks
-4%This quarter-9.3%Since filed11+ qtrsHeld$21.6M
4.6% of stocks
-3%This quarter-2.1%Since filed11+ qtrsHeldAIQuality67.5#364Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 6
SPDR SERIES TRUST - ST STR BLO 1 ETF
$21.6M
4.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $16.1M
3.4% of stocks
-17%This quarter-4.6%Since filed11+ qtrsHeld$12.2M
2.6% of stocks
-3%This quarter+1.3%Since filed11+ qtrsHeld$12.0M
2.5% of stocks
-1%This quarter+1.5%Since filed11+ qtrsHeld- 10
SPDR SERIES TRUST - ST STR P500ETF
$11.4M
2.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Strategic Advisors LLC (Q3 2026)
161 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $11.2M | 2.4% | 43K | -4% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $10.1M | 2.1% | 14K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CrowdStrike Holdings, Inc. | Technology | $9.3M | 1.9% | 35K | +273% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GOLDMAN SACHS GROUP INC | Financials | $8.3M | 1.8% | 9,236 | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $7.6M | 1.6% | 10K | -11% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | HOME DEPOT, INC. | Consumer Discretionary | $7.6M | 1.6% | 27K | -6% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Invesco Ltd.etf/fund | Financials | $7.1M | 1.5% | 23K | +0.6% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | WASTE MANAGEMENT INC | Utilities | $6.9M | 1.5% | 34K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $6.9M | 1.4% | 35K | +6% | — | — | 13F |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $6.6M | 1.4% | 13K | -5% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Eaton Corp plc | Industrials | $6.3M | 1.3% | 15K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Parker-Hannifin Corp | Industrials | $5.4M | 1.1% | 5,624 | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $4.9M | 1.0% | 13K | +20% | — | — | 13F |
| 24 | Broadcom Inc. | Technology | $4.2M | 0.9% | 12K | -8% | 10 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CHEVRON CORP | Energy | $4.1M | 0.9% | 20K | -3% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.0M | 0.8% | 4,411 | +3% | |||
| 27 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.8M | 0.8% | 6,174 | +149% | |||
| 28 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $3.2M | 0.7% | 39K | +11% | |||
| 29 | $LNG | Cheniere Energy, Inc. | Energy | $3.1M | 0.7% | 11K | -0.8% | |||
| 30 | $MA | Mastercard Inc | Financials | $3.1M | 0.6% | 5,546 | -0.2% | |||
| 31 | $MET | METLIFE INC | Financials | $3.1M | 0.6% | 32K | — | |||
| 32 | — | ISHARES TR - 0-3 MTH TREASURY | — | $3.0M | 0.6% | 30K | -18% | |||
| 33 | $CEG | Constellation Energy Corp | Utilities | $3.0M | 0.6% | 12K | -0.3% | |||
| 34 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $2.8M | 0.6% | 50K | -0.5% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $2.4M | 0.5% | 2,100 | +4% | |||
| 36 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $2.4M | 0.5% | 66K | -2% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.3M | 0.5% | 3,017 | -5% | |||
| 38 | $PANW | Palo Alto Networks Inc | Technology | $2.3M | 0.5% | 5,697 | -9% | |||
| 39 | $J | JACOBS SOLUTIONS INC. | Industrials | $2.2M | 0.5% | 16K | -4% | |||
| 40 | $PLTR | Palantir Technologies Inc. | Technology | $2.2M | 0.5% | 12K | -2% | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $2.1M | 0.5% | 6,201 | -0.6% | |||
| 42 | $APD | Air Products & Chemicals, Inc. | Materials | $2.0M | 0.4% | 7,344 | -3% | |||
| 43 | $ANET | Arista Networks, Inc. | Technology | $1.9M | 0.4% | 9,568 | -3% | |||
| 44 | $CAT | CATERPILLAR INC | Industrials | $1.9M | 0.4% | 2,358 | -0.5% | |||
| 45 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.9M | 0.4% | 2,752 | -0.6% | |||
| 46 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.8M | 0.4% | 14K | +80% | |||
| 47 | $PSX | Phillips 66 | Energy | $1.8M | 0.4% | 7,026 | +0.0% | |||
| 48 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.8M | 0.4% | 4,204 | +8% | |||
| 49 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $1.8M | 0.4% | 20K | -22% | |||
| 50 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.8M | 0.4% | 7,908 | -40% | |||
| 51 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.7M | 0.3% | 31K | +0.1% | |||
| 52 | — | ISHARES TR - RUS MID CAP ETF | — | $1.6M | 0.3% | 15K | -1% | |||
| 53 | $AXP | AMERICAN EXPRESS CO | Financials | $1.6M | 0.3% | 5,177 | +0.3% | |||
| 54 | $UBER | Uber Technologies, Inc | Technology | $1.6M | 0.3% | 23K | +22% | |||
| 55 | $JXN | Jackson Financial Inc. | Financials | $1.5M | 0.3% | 12K | — | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.5M | 0.3% | 10K | -9% | |||
| 57 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.5M | 0.3% | 6,647 | -12% | |||
| 58 | $INTC | INTEL CORP | Technology | $1.4M | 0.3% | 11K | +33% | |||
| 59 | $BA | BOEING CO | Industrials | $1.4M | 0.3% | 7,308 | New | |||
| 60 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $1.4M | 0.3% | 21K | — | |||
| 61 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.3M | 0.3% | 29K | +1% | |||
| 62 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.3M | 0.3% | 23K | +2% | |||
| 63 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.3M | 0.3% | 21K | +0.1% | |||
| 64 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.3% | 3,531 | -0.9% | |||
| 65 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $1.2M | 0.3% | 10K | — | |||
| 66 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.2M | 0.3% | 38K | +161% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.3% | 8,383 | +0.3% | |||
| 68 | $T | AT&T INC. | Communication Services | $1.2M | 0.3% | 48K | -3% | |||
| 69 | $TT | Trane Technologies plc | Technology | $1.2M | 0.3% | 2,599 | — | |||
| 70 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.1M | 0.2% | 3,202 | +0.3% | |||
| 71 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.1M | 0.2% | 3,582 | -13% | |||
| 72 | $NUE | NUCOR CORP | Materials | $1.1M | 0.2% | 4,719 | -6% | |||
| 73 | $DUK | Duke Energy CORP | Utilities | $1.1M | 0.2% | 9,488 | +0.1% | |||
| 74 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.1M | 0.2% | 9,125 | +1.0% | |||
| 75 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.0M | 0.2% | 2,031 | +0.6% | |||
| 76 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.2% | 1,082 | +9% | |||
| 77 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $968K | 0.2% | 22K | New | |||
| 78 | $KO | COCA COLA CO | Consumer Staples | $924K | 0.2% | 11K | +0.2% | |||
| 79 | $ENB | ENBRIDGE INC | Energy | $921K | 0.2% | 20K | — | |||
| 80 | $GLD | SPDR GOLD TRUST | Financials | $903K | 0.2% | 2,370 | +3% | |||
| 81 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $888K | 0.2% | 15K | +4% | |||
| 82 | $WMT | Walmart Inc. | Consumer Staples | $852K | 0.2% | 8,195 | -32% | |||
| 83 | $BNY | Bank of New York Mellon Corp | Financials | $844K | 0.2% | 5,838 | +35% | |||
| 84 | — | ISHARES TR - RUS 1000 ETF | — | $830K | 0.2% | 1,995 | -17% | |||
| 85 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $826K | 0.2% | 8,014 | -6% | |||
| 86 | $GE | GENERAL ELECTRIC CO | Industrials | $783K | 0.2% | 2,507 | +0.1% | |||
| 87 | $MMM | 3M CO | Healthcare | $774K | 0.2% | 4,718 | +0.0% | |||
| 88 | $RTX | RTX Corp | Industrials | $761K | 0.2% | 4,099 | -5% | |||
| 89 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $753K | 0.2% | 6,347 | — | |||
| 90 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $746K | 0.2% | 4,048 | +0.1% | |||
| 91 | $EMR | EMERSON ELECTRIC CO | Industrials | $733K | 0.1% | 4,724 | +0.1% | |||
| 92 | $MS | MORGAN STANLEY | Financials | $732K | 0.1% | 3,891 | +0.1% | |||
| 93 | $TFC | TRUIST FINANCIAL CORP | Financials | $729K | 0.1% | 16K | — | |||
| 94 | $HEI.A | HEICO CORP | Industrials | $726K | 0.1% | 3,180 | — | |||
| 95 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $717K | 0.1% | 6,315 | — | |||
| 96 | $CRM | Salesforce, Inc. | Technology | $671K | 0.1% | 2,922 | -23% | |||
| 97 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $652K | 0.1% | 20K | — | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $611K | 0.1% | 3,625 | +3% | |||
| 99 | $BLK | BlackRock, Inc. | Financials | $605K | 0.1% | 572 | -34% | |||
| 100 | $PM | Philip Morris International Inc. | Consumer Staples | $602K | 0.1% | 3,154 | +0.0% | |||
| 101 | $NOW | ServiceNow, Inc. | Technology | $593K | 0.1% | 4,427 | -9% | |||
| 102 | $ORCL | ORACLE CORP | Technology | $589K | 0.1% | 4,292 | -10% | |||
| 103 | $CSCO | CISCO SYSTEMS, INC. | Technology | $582K | 0.1% | 5,409 | -18% | |||
| 104 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | — | $573K | 0.1% | 17K | +0.5% | |||
| 105 | $GLW | CORNING INC /NY | Materials | $571K | 0.1% | 3,712 | — | |||
| 106 | $SHEL | Shell plc | Energy | $570K | 0.1% | 6,000 | — | |||
| 107 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $553K | 0.1% | 3,664 | +87% | |||
| 108 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $547K | 0.1% | 439 | +0.2% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $532K | 0.1% | 3,189 | +2% | |||
| 110 | $PFE | PFIZER INC | Healthcare | $520K | 0.1% | 18K | — | |||
| 111 | $MCD | MCDONALDS CORP | Consumer Discretionary | $504K | 0.1% | 2,182 | +0.2% | |||
| 112 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $496K | 0.1% | 2,352 | -15% | |||
| 113 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $488K | 0.1% | 954 | +0.1% | |||
| 114 | $MU | MICRON TECHNOLOGY INC | Technology | $468K | 0.1% | 439 | +12% | |||
| 115 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $452K | 0.1% | 11K | -0.2% | |||
| 116 | $CTVA | Corteva, Inc. | Consumer Staples | $433K | 0.1% | 5,572 | +0.0% | |||
| 117 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $433K | 0.1% | 1,186 | — | |||
| 118 | $CB | Chubb Ltd | Financials | $419K | 0.1% | 1,289 | +0.2% | |||
| 119 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $413K | 0.1% | 2,110 | — | |||
| 120 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $412K | 0.1% | 12K | +7% | |||
| 121 | $QCOM | QUALCOMM INC/DE | Technology | $409K | 0.1% | 2,222 | +0.2% | |||
| 122 | $ED | CONSOLIDATED EDISON INC | Utilities | $402K | 0.1% | 3,930 | — | |||
| 123 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $398K | 0.1% | 762 | -6% | |||
| 124 | — | GLOBAL X FDS - US INFR DEV ETF | — | $395K | 0.1% | 7,526 | — | |||
| 125 | $ADI | ANALOG DEVICES INC | Technology | $368K | 0.1% | 929 | +0.3% | |||
| 126 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $364K | 0.1% | 4,636 | — | |||
| 127 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $358K | 0.1% | 1,392 | +0.5% | |||
| 128 | $HONA | Honeywell Aerospace Inc. | Industrials | $357K | 0.1% | 2,301 | -15% | |||
| 129 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $351K | 0.1% | 5,217 | +8% | |||
| 130 | $EXC | EXELON CORP | Utilities | $342K | 0.1% | 8,472 | +0.2% | |||
| 131 | — | VANGUARD NY TAX FREE FDS - TAX EXEMPT BD | — | $337K | 0.1% | 3,465 | +8% | |||
| 132 | $JNJ | JOHNSON & JOHNSON | Healthcare | $337K | 0.1% | 1,272 | +47% | |||
| 133 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $336K | 0.1% | 511 | — | |||
| 134 | $BX | Blackstone Inc. | Financials | $335K | 0.1% | 2,993 | +0.3% | |||
| 135 | $UAL | United Airlines Holdings, Inc. | Industrials | $333K | 0.1% | 3,000 | — | |||
| 136 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $330K | 0.1% | 6,188 | +1% | |||
| 137 | $IR | Ingersoll Rand Inc. | Industrials | $324K | 0.1% | 4,310 | — | |||
| 138 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR | — | $321K | 0.1% | 2,986 | — | |||
| 139 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $302K | 0.1% | 3,554 | New | |||
| 140 | $TROW | PRICE T ROWE GROUP INC | Financials | $302K | 0.1% | 2,900 | — | |||
| 141 | $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | Other | $295K | 0.1% | 27K | — | |||
| 142 | $AZN | ASTRAZENECA PLC | Healthcare | $278K | 0.1% | 1,724 | — | |||
| 143 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $274K | 0.1% | 4,561 | +6% | |||
| 144 | $AMGN | AMGEN INC | Healthcare | $273K | 0.1% | 647 | +0.3% | |||
| 145 | $DTB | DTE ENERGY CO | Utilities | $270K | 0.1% | 2,214 | — | |||
| 146 | $VEEV | VEEVA SYSTEMS INC | Technology | $269K | 0.1% | 944 | New | |||
| 147 | — | ISHARES TR - RUS 1000 GRW ETF | — | $268K | 0.1% | 2,136 | — | |||
| 148 | — | PROSHARES TR - S&P 500 DV ARIST | — | $257K | 0.1% | 4,756 | -9% | |||
| 149 | $TOL | Toll Brothers, Inc. | Industrials | $256K | 0.1% | 1,900 | — | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $253K | 0.1% | 3,835 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 63 added to, 57 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (63)
now $9.3M · held 11+ qtrs
$AMDADVANCED MICRO DEVICES INC+149%
now $3.8M · held 11+ qtrs
- SPDR SERIES TRUST - ST STR BLO 1 ETF+9%
now $21.6M
- VANGUARD INDEX FDS - TOTAL STK MKT+20%
now $4.9M
$TJXTJX COMPANIES INC /DE/+80%
now $1.8M · held 9 qtrs, 2 adds in a row
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+161%
now $1.2M
+57 more in the Excel export
Trimmed (57)
now $16.1M · held 11+ qtrs, 3 trims in a row
now $54.5M · held 11+ qtrs, 4 trims in a row
$DHRDANAHER CORP /DE/-40%
now $1.8M · held 11+ qtrs, 2 trims in a row
now $24.4M · held 11+ qtrs, 2 trims in a row
- SCHWAB STRATEGIC TR - US BRD MKT ETF-3%
now $28.9M
now $7.6M · held 11+ qtrs, 2 trims in a row
+51 more in the Excel export
Sold out (8)
$ISRGINTUITIVE SURGICAL INCwas $1.7M
held 10+ qtrs
$GEHCGE HealthCare Technologies Inc.was $611K
held 10+ qtrs
$MCKMCKESSON CORPwas $606K
held 10+ qtrs
$MDTMedtronic plcwas $413K
held 10+ qtrs
$CARRCARRIER GLOBAL Corpwas $244K
held 1 qtr
- ISHARES TR - CORE S&P MCP ETFwas $213K
+2 more in the Excel export
Holdings by quarter
Every 13F Strategic Advisors LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Strategic Advisors?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Strategic Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Strategic Advisors LLC disclosed 161 positions worth $474.7M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 11.5% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 4 new positions and exited 8 — including a new stake in $BA and a full exit from $ISRG. The portfolio is most concentrated in Technology (36.0% of disclosed assets). All figures are sourced directly from Strategic Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1569119.
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