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Latest Strategic Advisors LLC Stock Portfolio

$474Million | No. of Holdings #161

Strategic Advisors LLC Performance

2026 Q3+5.66%
YTD+8.69%
2025+13.35%

About Strategic Advisors LLC and 13F Hedge Fund Stock Holdings

Strategic Advisors LLC is a hedge fund based in New York, NY. On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Strategic Advisors LLC reported an equity portfolio of $474.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Strategic Advisors LLC are AAPL, MSFT, FNDA. The fund has invested 11.5% of it's portfolio in APPLE INC and 6.2% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off INTUITIVE SURGICAL INC (ISRG), GE HEALTHCARE TECHNOLOGIES I and MCKESSON CORP (MCK) stocks. They significantly reduced their stock positions in DANAHER CORP DEL (DHR), BLACKROCK INC and WALMART INC (WMT). Strategic Advisors LLC opened new stock positions in BOEING CO (BA), BOSTON SCIENTIFIC CORP (BSX) and VANGUARD STAR FDS (VXUS). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ADVANCED MICRO DEVICES INC (AMD) and SPACE EXPLORATION TECHN CORP.
Strategic Advisors LLC Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$474Million
  as of Oct 13, 2026

Strategic Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Strategic Advisors LLC made a return of 5.66% in the last quarter. In trailing 12 months, it's portfolio return was 9.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
boeing co1,359,650
boston scientific corp968,026
vanguard star fds301,918
veeva sys inc269,465
invesco ltd226,200
New stocks bought by Strategic Advisors LLC

Additions

Ticker% Inc.
schwab strategic tr160
advanced micro devices inc148
space exploration techn corp86.56
tjx cos inc new80.17
johnson & johnson46.71
bank of ny mellon corp34.86
intel corp33.00
uber technologies inc21.69
Additions to existing portfolio by Strategic Advisors LLC

Reductions

Ticker% Reduced
danaher corp del-39.64
blackrock inc-33.95
walmart inc-32.47
salesforce inc-23.49
pimco etf tr-22.2
ishares tr-18.14
cisco sys inc-18.13
ishares tr-17.19
Strategic Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
cohen & steers quality incom-403
cohen & steers total return-125,663
ge healthcare technologies i-611,299
medtronic plc-413,367
intuitive surgical inc-1,665,480
carrier global corporation-244,298
ishares tr-213,363
mckesson corp-605,991
Strategic Advisors LLC got rid off the above stocks

Sector Distribution

Strategic Advisors LLC has about 28% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Energy
  • Consumer Defensive
  • Utilities
Sector%
Technology28
Others27.9
Financial Services10.6
Communication Services8.2
Consumer Cyclical7.3
Industrials7.2
Healthcare4.7
Energy2.2
Consumer Defensive1.7
Utilities1.2

Market Cap. Distribution

Strategic Advisors LLC has about 71.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP54.1
UNALLOCATED27.9
LARGE-CAP17.3

Stocks belong to which Index?

About 67.4% of the stocks held by Strategic Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50067.4
Others32
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
439.7 %
PLTR
palantir technologies inc
59.6 %
PSX
phillips 66
51.0 %
CRM
salesforce inc
41.1 %
MSFT
microsoft corp
37.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
8.1 M
CRWD
crowdstrike hldgs inc
7.9 M
AAPL
apple inc
7.2 M
META
meta platforms inc
2.2 M
NVDA
nvidia corporation
2.2 M
Top 5 Losers (%)%
GLW
corning inc
-39.8 %
AMAT
applied matls inc
-29.3 %
honeywell aerospace inc
-27.6 %
AXON
axon enterprise inc
-23.9 %
CAT
caterpillar inc
-23.8 %
Top 5 Losers ($)$
HD
home depot inc
-1.9 M
GS
goldman sachs group inc
-1.0 M
GOOG
alphabet inc
-1.0 M
WM
waste mgmt inc del
-0.7 M
CAT
caterpillar inc
-0.6 M

Strategic Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Strategic Advisors LLC

Strategic Advisors LLC has 161 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Strategic Advisors LLC last quarter.

$474.67MTotal Value
169Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Strategic Advisors LLC, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Strategic Advisors LLC's holding in Dbx Etf Tr over time
0.58%50,231
$2.76M
0.58%
decreased 0.46 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Strategic Advisors LLC's holding in American Centy Etf Tr over time
0.23%9,125
$1.07M
0.23%
increased 0.96 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Strategic Advisors LLC's holding in Global X Fds over time
0.08%7,526
$395.1K
0.08%
unchanged 0 percentunchanged
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Strategic Advisors LLC's holding in Invesco Exch Traded Fd Tr Ii over time
1.5%23,427
$7.14M
1.5%
increased 0.61 percentadded