Strategic Advisors LLC
•CIK: 1569119•Filing: Q4 2025
**Strategic Advisors LLC** manages $638M across a diversified portfolio of 180 positions. The fund maintains significant exposure to mega-cap technology names, notably holding AAPL at $52.3M and NVDA at $38.1M. Core allocations also include MSFT ($33.9M) and AMZN ($28.3M), alongside fixed income via SCHB ($29.1M). This concentration suggests a strategic, growth-oriented mandate within established market leaders.
Total AUM
$638.4M
QoQ Performance
+3.0%
Positions
161
Top 10 Concentration
41.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
MSFT
AAPL8.2%
NVDA6.0%
MSFT5.3%
SCHB4.6%
AMZN4.4%
GOOGL3.8%
BIL2.9%
HD2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.0%
Technology27.6%
Consumer10.0%
Financial8.2%
Healthcare3.1%
Industrial1.7%
Utilities1.3%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW6 new positions
↑84 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023