Strategic Advisors LLC
Top Portfolio Positions
142 positions ·
$474,747,315 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
190,315 | $48,300,043 | 10.17% | |
| NVDA |
Nvidia Corp
Technology
|
191,935 | $33,473,464 | 7.05% | |
| MSFT |
Microsoft Corp
Technology
|
68,433 | $25,331,843 | 5.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
121,347 | $25,272,939 | 5.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
77,503 | $22,286,762 | 4.69% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
41,603 | $13,682,810 | 2.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,414 | $11,299,862 | 2.38% | |
| V |
Visa Inc.
Financial Services
|
33,726 | $10,193,346 | 2.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
46,130 | $10,032,813 | 2.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
23,929 | $8,895,605 | 1.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CLBT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,885,930 | 136,860 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,597,041 | 144,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,667,022 | 143,930 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,616,432 | 101,027 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,344,517 | 69,198 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $640,676 | 29,082 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $473,742 | 28,132 | Shares | Sole | 2024-10-09 | |
| No 13F history on record for this holder in this stock. | ||||||