Strategic Advisors LLC

CIK

1569119

Location

New York, NY

Portfolio Value

Small $464,847,220

Diversification

Diversified

Filing Date

Global Rank

#2,717 / 8,605 ▼ 72 · as of Mar 2026

Top Industry

Consumer Electronics 10.6%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.8%

SPY

+76.5%

Annualised alpha

-2.7%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

141 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

+0.0 pts

Top 5

33.3%

−1.8 pts

Top 10

44.9%

−2.2 pts

HHI

321

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$153,258,929	27
Financial Services	14.3%	$66,704,156	30
Consumer Cyclical	11.4%	$53,213,159	10
Industrials	10.7%	$49,907,283	21
Communication Services	8.0%	$37,237,419	6
Healthcare	6.6%	$30,830,247	16
Utilities	5.5%	$25,529,987	8
Consumer Defensive	4.8%	$22,228,399	8
Energy	2.5%	$11,678,763	8
Unclassified	2.3%	$10,654,260	4
Basic Materials	0.8%	$3,604,618	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+11,557	37,828	$3,954,917
PFE	Pfizer Inc	+2,829	20,151	$565,840
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	+2,166	182,404	$2,110,414
DHR	Danaher Corp /De/	+1,974	13,655	$2,588,988
BAM	Brookfield Asset Management Ltd.	+832	43,072	$1,914,550
WMT	Walmart Inc.	+717	12,395	$1,540,450
PG	PROCTER & GAMBLE Co	+702	51,219	$7,398,072
IBM	International Business Machines Corp	+658	9,992	$2,421,960
AVGO	Broadcom Inc.	+489	21,774	$6,739,270
GLW	Corning Inc /Ny	+402	3,284	$446,525
CRWD	CrowdStrike Holdings, Inc.	+261	20,687	$2,019,102
HON	Honeywell International Inc	+244	9,159	$2,171,168
PLTR	Palantir Technologies Inc.	+242	10,949	$1,601,619
GS	Goldman Sachs Group Inc	+199	9,984	$8,446,364
META	Meta Platforms, Inc.	+122	15,138	$8,660,903
MCK	Mckesson Corp	+120	802	$694,018
GEV	GE Vernova Inc.	+102	894	$780,372
T	At&T Inc.	+101	49,914	$1,447,006
CAT	Caterpillar Inc	+96	6,540	$4,633,328
SPY	Spdr S&P 500 ETF Trust	+84	3,166	$2,058,976
EPD	Enterprise Products Partners L.P.	+66	10,756	$407,007
WM	Waste Management Inc	+62	35,894	$8,248,082
RTX	RTX Corp	+59	4,073	$785,681
TRV	Travelers Companies, Inc.	+43	3,194	$931,625
LMT	Lockheed Martin Corp	+39	2,018	$1,219,659
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	−30,384	67,867	$1,539,902
XPEV	Xpeng Inc.	−22,548	21,944	$375,461
NVDA	Nvidia Corp	−12,318	191,935	$33,473,464
CLBT	Cellebrite DI Ltd.	−7,180	136,860	$1,885,930
CRM	Salesforce, Inc.	−6,537	3,973	$741,639
BX	Blackstone Inc.	−3,794	3,005	$345,544
TT	Trane Technologies plc	−2,800	2,599	$1,083,107
NFLX	Netflix Inc	−2,459	19,575	$1,882,136
AAPL	Apple Inc.	−2,134	190,315	$48,300,043
SHOP	Shopify Inc.	−1,789	27,007	$3,203,570
MSFT	Microsoft Corp	−1,657	68,433	$25,331,843
PANW	Palo Alto Networks Inc	−1,461	6,300	$1,010,016
AMZN	Amazon Com Inc	−1,306	121,347	$25,272,939
TSLA	Tesla, Inc.	−1,277	23,929	$8,895,605
ABBV	AbbVie Inc.	−1,033	46,130	$10,032,813
BRK-B	Berkshire Hathaway Inc	−901	14,460	$6,929,232
ICE	Intercontinental Exchange, Inc.	−845	6,834	$1,074,851
JPM	Jpmorgan Chase & Co	−679	38,414	$11,299,862
HD	Home Depot, Inc.	−646	41,603	$13,682,810
MDT	Medtronic plc	−611	7,688	$666,165
CDNS	Cadence Design Systems Inc	−568	7,658	$2,127,928
KNSL	Kinsale Capital Group, Inc.	−544	8,009	$2,736,354
ZS	Zscaler, Inc.	−505	7,745	$1,086,546
PRU	Prudential Financial Inc	−500	6,315	$616,912
IP	International Paper Co /New/	−500	20,660	$737,562
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	2,264	$974,176
AZN	Astrazeneca PLC	1,739	$342,965
TTE	TotalEnergies SE	2,858	$260,020
WMB	Williams Companies, Inc.	3,084	$224,453
LHX	L3harris Technologies, Inc. /De/	594	$205,019
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
WFC	Wells Fargo & Company/Mn	2,220	$206,904
DAL	Delta Air Lines, Inc.	2,959	$205,354
CMCSA	Comcast Corp	6,739	$188,780
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 positions · $464,847,220 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	190,315	-2,134	$48,300,043	−7.7%	10.39%
NVDA	Nvidia Corp Technology	Reduced	191,935	-12,318	$33,473,464	−12.1%	7.20%
MSFT	Microsoft Corp Technology	Reduced	68,433	-1,657	$25,331,843	−25.3%	5.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	121,347	-1,306	$25,272,939	−10.7%	5.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	77,503	-457	$22,286,762	−8.7%	4.79%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	41,603	-646	$13,682,810	−5.9%	2.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	38,414	-679	$11,299,862	−10.3%	2.43%
V	Visa Inc. Financial Services	Reduced	33,726	-146	$10,193,346	−14.2%	2.19%
ABBV	AbbVie Inc. Healthcare	Reduced	46,130	-1,033	$10,032,813	−6.9%	2.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	23,929	-1,277	$8,895,605	−21.5%	1.91%
DUK	Duke Energy CORP Utilities	Reduced	67,741	-73	$8,870,006	+11.6%	1.91%
META	Meta Platforms, Inc. Communication Services	Added	15,138	+122	$8,660,903	−12.6%	1.86%
GS	Goldman Sachs Group Inc Financial Services	Added	9,984	+199	$8,446,364	−1.8%	1.82%
WM	Waste Management Inc Industrials	Added	35,894	+62	$8,248,082	+4.8%	1.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,561	-92	$7,534,007	+14.2%	1.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	51,219	+702	$7,398,072	+2.2%	1.59%
ETN	Eaton Corp plc Industrials	Added	20,627	+1	$7,377,659	+12.3%	1.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,658	-28	$7,305,944	−6.3%	1.57%
DTE	Dte Energy Co Utilities	Held	48,695	0	$7,120,182	+13.4%	1.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	14,460	-901	$6,929,232	−10.3%	1.49%
AVGO	Broadcom Inc. Technology	Added	21,774	+489	$6,739,270	−8.5%	1.45%
EMR	Emerson Electric Co Industrials	Added	48,902	+32	$6,407,140	−1.2%	1.38%
ASML	Asml Holding NV Technology	Reduced	4,387	-310	$5,794,481	+15.3%	1.25%
PH	Parker-Hannifin Corp Industrials	Reduced	5,813	-97	$5,204,030	+0.2%	1.12%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	10,560	-404	$4,868,054	−21.6%	1.05%
CAT	Caterpillar Inc Industrials	Added	6,540	+96	$4,633,328	+25.5%	1.00%
CVX	Chevron Corp Energy	Reduced	21,295	-346	$4,405,935	+33.6%	0.95%
NOW	ServiceNow, Inc. Technology	Added	37,828	+11,557	$3,954,917	−1.7%	0.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	11,515	-86	$3,891,494	+10.4%	0.84%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	8,294	-481	$3,703,602	−6.9%	0.80%
AEP	American Electric Power Co Inc Utilities	Held	26,739	0	$3,504,948	+13.7%	0.75%
LNG	Cheniere Energy, Inc. Energy	Reduced	12,234	-151	$3,471,519	+44.2%	0.75%
SHOP	Shopify Inc. Technology	Reduced	27,007	-1,789	$3,203,570	−30.9%	0.69%
MS	Morgan Stanley Financial Services	Added	17,944	+1	$2,953,044	−7.3%	0.64%
DE	Deere & Co Industrials	Held	5,071	0	$2,856,494	+21.0%	0.61%
SNPS	Synopsys Inc Technology	Reduced	7,025	-172	$2,785,272	−17.6%	0.60%
MA	Mastercard Inc Financial Services	Reduced	5,559	-100	$2,777,609	−14.0%	0.60%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	8,009	-544	$2,736,354	−18.2%	0.59%
UL	Unilever PLC Consumer Defensive	Reduced	47,594	-16	$2,711,430	−12.9%	0.58%
DHR	Danaher Corp /De/ Healthcare	Added	13,655	+1,974	$2,588,988	−3.2%	0.56%
CEG	Constellation Energy Corp Utilities	Reduced	8,716	-115	$2,433,943	−22.0%	0.52%
IBM	International Business Machines Corp Technology	Added	9,992	+658	$2,421,960	−12.4%	0.52%
FE	Firstenergy Corp Utilities	Held	45,989	0	$2,329,802	+13.2%	0.50%
ANET	Arista Networks, Inc. Technology	Reduced	18,879	-434	$2,317,963	−8.4%	0.50%
MET	Metlife Inc Financial Services	Reduced	32,478	-405	$2,296,844	−11.5%	0.49%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	7,882	-99	$2,289,642	+16.1%	0.49%
J	Jacobs Solutions Inc. Industrials	Reduced	17,454	-83	$2,221,545	−4.4%	0.48%
HON	Honeywell International Inc Industrials	Added	9,159	+244	$2,171,168	+19.0%	0.47%
CDNS	Cadence Design Systems Inc Technology	Reduced	7,658	-568	$2,127,928	−17.2%	0.46%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	Added	182,404	+2,166	$2,110,414	−1.6%	0.45%