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Strategic Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0001569119
New York 1776 Broadway Suite 1900
Zip Code: 10019
Latest Portfolio Value
$602.16 M
-5.68%
Total Holdings
183
3
Latest Report Date
Q1 2026
Top 10 Concentration
39.29%

Strategic Advisors LLC — Portfolio Overview & Company Profile

Strategic Advisors LLC (CIK: 0001569119) is a financial institution headquartered at 1776 Broadway, Suite 1900, New York, New York 10019. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $602.16 M, comprising 183 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 39.3%. Quarterly turnover: 2.0%. ▲ 5 new, +64 added, −84 reduced, ×3 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
-5.72%
$601.9 M 99.96%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$260,021 0.04%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
190,315 $48.3 M 8.02% ▼ 2,134 Reduce -1.1%
191,935 $33.47 M 5.56% ▼ 12,318 Reduce -6.0%
1.11 M $27.81 M 4.62% ▼ 3,015 Reduce -0.3%
68,433 $25.33 M 4.21% ▼ 1,657 Reduce -2.4%
121,347 $25.27 M 4.20% ▼ 1,306 Reduce -1.1%
77,503 $22.29 M 3.70% ▼ 457 Reduce -0.6%
205,421 $18.82 M 3.13% ▲ 2,032 Add 1.0%
41,603 $13.68 M 2.27% ▼ 646 Reduce -1.5%
38,414 $11.3 M 1.88% ▼ 679 Reduce -1.7%
33,726 $10.19 M 1.69% ▼ 146 Reduce -0.4%

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