STRATEGIC ADVISORY PARTNERS, LLC

CIK

2114344

Location

GREENSBORO, NC

Portfolio Value

Micro $6,527,715

Diversification

Diversified

Filing Date

Global Rank

#8,270 / 8,603 ▲ 10 · as of Mar 2026

Top Industry

Semiconductors 30.5%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+9.0%

SPY

+9.6%

Annualised alpha

-1.8%

Max drawdown

−10.5%

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

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

Top Position

17.4%

+2.6 pts

Top 5

61.4%

+1.0 pts

Top 10

87.1%

+3.2 pts

HHI

985

Diversified+61

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.8%	$3,315,275	5
Unclassified	26.1%	$1,704,432	3
Consumer Cyclical	16.3%	$1,067,040	4
Communication Services	3.4%	$224,584	1
Financial Services	3.3%	$216,384	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−484	1,518	$876,159
NVDA	Nvidia Corp	−185	2,956	$515,526
MSFT	Microsoft Corp	−182	1,915	$708,875
GOOGL	Alphabet Inc.	−137	781	$224,584
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−135	617	$208,515
AMZN	Amazon Com Inc	−128	1,588	$330,732
DIA	Spdr Dow Jones Industrial Average ETF Trust	−100	615	$284,861
AAPL	Apple Inc.	−58	4,473	$1,135,202
AVGO	Broadcom Inc.	−36	2,414	$747,157
LOW	Lowes Companies Inc	−26	1,363	$322,049
TSLA	Tesla, Inc.	−5	541	$201,116
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	319	$210,568
V	Visa Inc.	580	$203,411
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $6,527,715 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	4,473	-58	$1,135,202	−7.8%	17.39%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,518	-484	$876,159	−28.8%	13.42%
AVGO	Broadcom Inc. Technology	Reduced	2,414	-36	$747,157	−11.9%	11.45%
MSFT	Microsoft Corp Technology	Reduced	1,915	-182	$708,875	−30.1%	10.86%
IBIT	iShares Bitcoin Trust ETF	Held	14,144	0	$543,412	−22.6%	8.32%
NVDA	Nvidia Corp Technology	Reduced	2,956	-185	$515,526	−12.0%	7.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,588	-128	$330,732	−16.5%	5.07%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,363	-26	$322,049	−3.9%	4.93%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	615	-100	$284,861	−17.1%	4.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	781	-137	$224,584	−21.8%	3.44%
BLK	BlackRock, Inc. Financial Services	Held	225	0	$216,384	−10.1%	3.31%
WSM	Williams Sonoma Inc Consumer Cyclical	Held	1,169	0	$213,143	+2.1%	3.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	617	-135	$208,515	−8.8%	3.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	541	-5	$201,116	−18.1%	3.08%