Strategic Advisors LLC

13F filer · CIK 0001569119

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$457MU.S. long equity reported on 13F

Positions1278 new · 28 closed

Net flow last quarter-$184MBuys minus sells

Top 10 positions weight41.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026127 positions
AAPLApple Inc.	$48.4M	10.58%	0.00%	-12.2%	Q2 2013
GOOGLAlphabet Inc.	$26.5M	5.80%	0.00%	-4.2%	Q4 2015
MSFTMicrosoft Corp	$22M	4.82%	0.00%	-13.7%	Q2 2013
AMZNAmazon Com Inc	$21.3M	4.65%	0.00%	-26.5%	Q3 2013
NVDANvidia Corp	$17M	3.71%	0.00%	-55.8%	Q1 2019
JPMJPMorgan Chase & Co	$12.5M	2.73%	0.00%	-0.8%	Q2 2013
VVisa Inc.	$11.6M	2.54%	0.00%	+0.2%	Q2 2013
ABBVAbbVie Inc.	$11.2M	2.45%	0.00%	-3.6%	Q2 2013
HDHome Depot, Inc.	$9.98M	2.18%	0.00%	-32.0%	Q2 2013
GSGoldman Sachs Group Inc	$9.75M	2.13%	0.00%	-3.5%	Q2 2015
QQQInvesco QQQ Trust, Series 1	$8.49M	1.86%	Not reported	-8.9%	Q2 2018
WMWaste Management Inc	$7.77M	1.70%	0.01%	-2.9%	Q2 2013
METAMeta Platforms, Inc.	$7.65M	1.67%	Not reported	-10.3%	Q3 2013
BRK.BBerkshire Hathaway Inc	$6.91M	1.51%	Not reported	-4.5%	Q2 2013
ETNEaton Corp plc	$6.51M	1.42%	0.00%	-26.0%	Q3 2013
PHParker-Hannifin Corp	$5.51M	1.21%	0.00%	-3.0%	Q3 2020
AVGOBroadcom Inc.	$4.92M	1.08%	0.00%	-40.2%	Q4 2020
COSTCostco Wholesale Corp	$4.02M	0.88%	0.00%	-43.1%	Q1 2020
CVXChevron Corp	$3.44M	0.75%	0.00%	-2.6%	Q2 2013
CEGConstellation Energy Corp	$2.92M	0.64%	0.00%	+34.7%	Q1 2022
MAMastercard Inc	$2.85M	0.62%	0.00%	0.0%	Q3 2013
LNGCheniere Energy, Inc.	$2.77M	0.61%	0.01%	-5.3%	Q1 2022
METMetlife Inc	$2.75M	0.60%	0.01%	0.0%	Q2 2013
CATCaterpillar Inc	$2.53M	0.55%	0.00%	-63.8%	Q2 2013
DHRDanaher Corp	$2.5M	0.55%	0.00%	-4.1%	Q2 2014
LLYELI LILLY & Co	$2.42M	0.53%	0.00%	-0.1%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$2.38M	0.52%	Not reported	+0.7%	Q4 2014
APDAir Products & Chemicals, Inc.	$2.23M	0.49%	0.00%	-3.6%	Q1 2021
GOOGAlphabet Inc.	$2.2M	0.48%	Not reported	-8.7%	Q4 2015
AXONAxon Enterprise, Inc.	$2.19M	0.48%	0.00%	-19.9%	Q4 2024
JJacobs Solutions Inc.	$2.14M	0.47%	0.01%	-2.9%	Q3 2022
IBMInternational Business Machines Corp	$2.13M	0.47%	0.00%	-24.1%	Q2 2013
PANWPalo Alto Networks Inc	$2.13M	0.47%	0.00%	-0.8%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$1.79M	0.39%	0.00%	-54.6%	Q1 2022
AXPAmerican Express Co	$1.75M	0.38%	0.00%	Not reported	Q2 2013
BACBank of America Corp	$1.74M	0.38%	0.00%	-0.9%	Q2 2013
PGPROCTER & GAMBLE Co	$1.7M	0.37%	0.00%	-77.4%	Q2 2013
ANETArista Networks, Inc.	$1.67M	0.37%	0.00%	-47.8%	Q3 2024
ISRGIntuitive Surgical Inc	$1.67M	0.36%	0.00%	-60.3%	Q4 2021
TSLATesla, Inc.	$1.5M	0.33%	0.00%	-85.1%	Q1 2020
CFGCitizens Financial Group Inc	$1.49M	0.33%	0.01%	Not reported	Q2 2020
AMDAdvanced Micro Devices Inc	$1.44M	0.32%	0.00%	+0.1%	Q3 2018
TMOThermo Fisher Scientific Inc.	$1.39M	0.30%	0.00%	-1.0%	Q2 2013
PLTRPalantir Technologies Inc.	$1.39M	0.30%	0.00%	+8.5%	Q3 2021
WMTWalmart Inc.	$1.37M	0.30%	0.00%	-2.1%	Q1 2018
UBERUber Technologies, Inc	$1.35M	0.30%	0.00%	New	Q2 2026
TTTrane Technologies plc	$1.28M	0.28%	0.00%	Not reported	Q1 2021
JXNJackson Financial Inc.	$1.22M	0.27%	0.02%	-0.8%	Q3 2022
INTCIntel Corp	$1.21M	0.26%	0.00%	Not reported	Q2 2013
VZVerizon Communications Inc	$1.2M	0.26%	0.00%	+0.2%	Q2 2013

Q1 2026Reported May 14, 2026146 positions
AAPLApple Inc.	$48.3M	8.02%	0.00%	-1.1%	Q2 2013
NVDANvidia Corp	$33.5M	5.56%	0.00%	-6.0%	Q1 2019
MSFTMicrosoft Corp	$25.3M	4.21%	0.00%	-2.4%	Q2 2013
AMZNAmazon Com Inc	$25.3M	4.20%	0.00%	-1.1%	Q3 2013
GOOGLAlphabet Inc.	$22.3M	3.70%	0.00%	-0.6%	Q4 2015
HDHome Depot, Inc.	$13.7M	2.27%	0.00%	-1.5%	Q2 2013
JPMJPMorgan Chase & Co	$11.3M	1.88%	0.00%	-1.7%	Q2 2013
VVisa Inc.	$10.2M	1.69%	0.00%	-0.4%	Q2 2013
ABBVAbbVie Inc.	$10M	1.67%	0.00%	-2.2%	Q2 2013
TSLATesla, Inc.	$8.9M	1.48%	0.00%	-5.1%	Q1 2020
DUKDuke Energy CORP	$8.87M	1.47%	0.01%	-0.1%	Q2 2013
METAMeta Platforms, Inc.	$8.66M	1.44%	Not reported	+0.8%	Q3 2013
GSGoldman Sachs Group Inc	$8.45M	1.40%	0.00%	+2.0%	Q2 2015
WMWaste Management Inc	$8.25M	1.37%	0.01%	+0.2%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$8.08M	1.34%	0.01%	+1.3%	Q1 2022
COSTCostco Wholesale Corp	$7.53M	1.25%	0.00%	-1.2%	Q1 2020
PGPROCTER & GAMBLE Co	$7.4M	1.23%	0.00%	+1.4%	Q2 2013
ETNEaton Corp plc	$7.38M	1.23%	0.01%	0.0%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$7.31M	1.21%	Not reported	-0.2%	Q2 2018
DTEDte Energy Co	$7.12M	1.18%	0.02%	Not reported	Q3 2021
BRK.BBerkshire Hathaway Inc	$6.93M	1.15%	Not reported	-5.9%	Q2 2013
AVGOBroadcom Inc.	$6.74M	1.12%	0.00%	+2.3%	Q4 2020
EMREmerson Electric Co	$6.41M	1.06%	0.01%	+0.1%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.15M	1.02%	Not reported	+25.6%	Q2 2025
ASMLAsml Holding NV	$5.79M	0.96%	0.00%	-6.6%	Q2 2024
PHParker-Hannifin Corp	$5.2M	0.86%	0.00%	-1.6%	Q3 2020
ISRGIntuitive Surgical Inc	$4.87M	0.81%	0.00%	-3.7%	Q4 2021
CATCaterpillar Inc	$4.63M	0.77%	0.00%	+1.5%	Q2 2013
CVXChevron Corp	$4.41M	0.73%	0.00%	-1.6%	Q2 2013
NOWServiceNow, Inc.	$3.95M	0.66%	0.00%	+44.0%	Q3 2018
XOMExxonMobil Holdings Corp	$3.94M	0.65%	0.00%	+0.9%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.89M	0.65%	0.00%	-0.7%	Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma	$3.7M	0.62%	0.00%	-5.5%	Q4 2023
AEPAmerican Electric Power Co Inc	$3.5M	0.58%	0.00%	Not reported	Q2 2014
LNGCheniere Energy, Inc.	$3.47M	0.58%	0.01%	-1.2%	Q1 2022
SHOPShopify Inc.	$3.2M	0.53%	0.01%	-6.2%	Q2 2020
MSMorgan Stanley	$2.95M	0.49%	0.00%	0.0%	Q1 2022
DEDeere & Co	$2.86M	0.47%	0.00%	Not reported	Q2 2013
SNPSSynopsys Inc	$2.79M	0.46%	0.00%	-2.4%	Q2 2024
MAMastercard Inc	$2.78M	0.46%	0.00%	-1.8%	Q3 2013
KNSLKinsale Capital Group, Inc.	$2.74M	0.45%	0.03%	-6.4%	Q1 2024
ULUnilever PLC	$2.71M	0.45%	0.00%	0.0%	Q4 2014
DHRDanaher Corp	$2.59M	0.43%	0.00%	+16.9%	Q2 2014
CEGConstellation Energy Corp	$2.43M	0.40%	0.00%	-1.3%	Q1 2022
IBMInternational Business Machines Corp	$2.42M	0.40%	0.00%	+7.1%	Q2 2013
FEFirstenergy Corp	$2.32M	0.39%	0.01%	Not reported	Q4 2021
ANETArista Networks, Inc.	$2.32M	0.38%	0.00%	-2.3%	Q3 2024
METMetlife Inc	$2.3M	0.38%	0.01%	-1.2%	Q2 2013
APDAir Products & Chemicals, Inc.	$2.29M	0.38%	0.00%	-1.2%	Q1 2021
JJacobs Solutions Inc.	$2.22M	0.37%	0.01%	-0.5%	Q3 2022

Q4 2025Reported Feb 10, 2026144 positions
AAPLApple Inc.	$52.3M	8.19%	0.00%	-5.2%	Q2 2013
NVDANvidia Corp	$38.1M	5.97%	0.00%	+4.4%	Q1 2019
MSFTMicrosoft Corp	$33.9M	5.31%	0.00%	-1.5%	Q2 2013
AMZNAmazon Com Inc	$28.3M	4.43%	0.00%	-1.0%	Q3 2013
GOOGLAlphabet Inc.	$24.4M	3.82%	0.00%	-1.9%	Q4 2015
HDHome Depot, Inc.	$14.5M	2.28%	0.00%	-1.4%	Q2 2013
JPMJPMorgan Chase & Co	$12.6M	1.97%	0.00%	+0.9%	Q2 2013
VVisa Inc.	$11.9M	1.86%	0.00%	+0.7%	Q2 2013
TSLATesla, Inc.	$11.3M	1.78%	0.00%	0.0%	Q1 2020
ABBVAbbVie Inc.	$10.8M	1.69%	0.00%	-2.3%	Q2 2013
METAMeta Platforms, Inc.	$9.91M	1.55%	Not reported	+4.4%	Q3 2013
CRWDCrowdStrike Holdings, Inc.	$9.57M	1.50%	0.01%	-1.2%	Q1 2022
GSGoldman Sachs Group Inc	$8.6M	1.35%	0.00%	+0.5%	Q2 2015
DUKDuke Energy CORP	$7.95M	1.24%	0.01%	-0.6%	Q2 2013
WMWaste Management Inc	$7.87M	1.23%	0.01%	-1.1%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$7.79M	1.22%	Not reported	-1.1%	Q2 2018
BRK.BBerkshire Hathaway Inc	$7.72M	1.21%	Not reported	-0.7%	Q2 2013
AVGOBroadcom Inc.	$7.37M	1.15%	0.00%	+5.6%	Q4 2020
PGPROCTER & GAMBLE Co	$7.24M	1.13%	0.00%	-3.9%	Q2 2013
COSTCostco Wholesale Corp	$6.6M	1.03%	0.00%	+70.2%	Q1 2020
ETNEaton Corp plc	$6.57M	1.03%	0.01%	+5.2%	Q3 2013
EMREmerson Electric Co	$6.49M	1.02%	0.01%	-9.4%	Q2 2013
DTEDte Energy Co	$6.28M	0.98%	0.02%	Not reported	Q3 2021
ISRGIntuitive Surgical Inc	$6.21M	0.97%	0.00%	+5.5%	Q4 2021
PHParker-Hannifin Corp	$5.2M	0.81%	0.00%	-1.2%	Q3 2020
ASMLAsml Holding NV	$5.03M	0.79%	0.00%	0.0%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.75M	0.74%	Not reported	+435.4%	Q2 2025
SHOPShopify Inc.	$4.64M	0.73%	0.01%	0.0%	Q2 2020
NOWServiceNow, Inc.	$4.02M	0.63%	0.00%	-3.9%	Q3 2018
VRTXVertex Pharmaceuticals Inc / Ma	$3.98M	0.62%	0.00%	-0.9%	Q4 2023
TTDTrade Desk, Inc.	$3.73M	0.58%	Not reported	-5.2%	Q2 2023
CATCaterpillar Inc	$3.69M	0.58%	0.00%	+3.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.53M	0.55%	0.00%	+1.3%	Q4 2020
SNPSSynopsys Inc	$3.38M	0.53%	0.00%	-5.0%	Q2 2024
KNSLKinsale Capital Group, Inc.	$3.35M	0.52%	0.04%	+0.5%	Q1 2024
CVXChevron Corp	$3.3M	0.52%	0.00%	-1.7%	Q2 2013
MAMastercard Inc	$3.23M	0.51%	0.00%	+0.2%	Q3 2013
MSMorgan Stanley	$3.19M	0.50%	0.00%	+0.2%	Q1 2022
CEGConstellation Energy Corp	$3.12M	0.49%	0.00%	-0.4%	Q1 2022
ULUnilever PLC	$3.11M	0.49%	0.00%	+0.1%	Q4 2014
AEPAmerican Electric Power Co Inc	$3.08M	0.48%	0.00%	+0.5%	Q2 2014
AXONAxon Enterprise, Inc.	$3M	0.47%	0.01%	+19.0%	Q4 2024
CRMSalesforce, Inc.	$2.78M	0.44%	0.00%	+2.8%	Q1 2018
XOMExxonMobil Holdings Corp	$2.77M	0.43%	0.00%	+6.2%	Q2 2013
IBMInternational Business Machines Corp	$2.77M	0.43%	0.00%	+6.2%	Q2 2013
DHRDanaher Corp	$2.67M	0.42%	0.00%	-1.2%	Q2 2014
CLBTCellebrite DI Ltd.	$2.6M	0.41%	0.06%	+0.1%	Q3 2024
METMetlife Inc	$2.6M	0.41%	0.01%	-6.9%	Q2 2013
CDNSCadence Design Systems Inc	$2.57M	0.40%	0.00%	-1.8%	Q2 2024
MELIMercadolibre Inc	$2.56M	0.40%	0.00%	+0.4%	Q1 2022

Q3 2025Reported Nov 3, 2025144 positions
AAPLApple Inc.	$51.7M	8.30%	0.00%	+3.1%	Q2 2013
MSFTMicrosoft Corp	$36.9M	5.92%	0.00%	+10.2%	Q2 2013
NVDANvidia Corp	$36.5M	5.86%	0.00%	-2.1%	Q1 2019
AMZNAmazon Com Inc	$27.2M	4.37%	0.00%	+2.5%	Q3 2013
GOOGLAlphabet Inc.	$19.3M	3.10%	0.00%	-2.2%	Q4 2015
HDHome Depot, Inc.	$17.4M	2.79%	0.00%	-3.3%	Q2 2013
JPMJPMorgan Chase & Co	$12.2M	1.96%	0.00%	+1.1%	Q2 2013
VVisa Inc.	$11.5M	1.84%	0.00%	+3.2%	Q2 2013
TSLATesla, Inc.	$11.2M	1.80%	0.00%	+0.7%	Q1 2020
ABBVAbbVie Inc.	$11.2M	1.80%	0.00%	+0.5%	Q2 2013
METAMeta Platforms, Inc.	$10.6M	1.70%	Not reported	-2.5%	Q3 2013
CRWDCrowdStrike Holdings, Inc.	$10.1M	1.63%	0.01%	-0.3%	Q1 2022
DUKDuke Energy CORP	$8.44M	1.36%	0.01%	0.0%	Q2 2013
PGPROCTER & GAMBLE Co	$8.07M	1.30%	0.00%	+0.2%	Q2 2013
WMWaste Management Inc	$8M	1.29%	0.01%	+6.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$7.78M	1.25%	Not reported	+3.6%	Q2 2013
GSGoldman Sachs Group Inc	$7.76M	1.25%	0.00%	-1.0%	Q2 2015
QQQInvesco QQQ Trust, Series 1	$7.7M	1.24%	Not reported	+0.7%	Q2 2018
ETNEaton Corp plc	$7.34M	1.18%	0.01%	+3.5%	Q3 2013
EMREmerson Electric Co	$7.08M	1.14%	0.01%	-13.8%	Q2 2013
DTEDte Energy Co	$6.89M	1.11%	0.02%	Not reported	Q3 2021
AVGOBroadcom Inc.	$6.65M	1.07%	0.00%	+14.3%	Q4 2020
TTDTrade Desk, Inc.	$5.08M	0.82%	Not reported	+80.4%	Q2 2023
NOWServiceNow, Inc.	$5.03M	0.81%	0.00%	+18.6%	Q3 2018
ISRGIntuitive Surgical Inc	$4.65M	0.75%	0.00%	+63.3%	Q4 2021
ASMLAsml Holding NV	$4.55M	0.73%	0.00%	+54.7%	Q2 2024
PHParker-Hannifin Corp	$4.54M	0.73%	0.00%	+2.5%	Q3 2020
SHOPShopify Inc.	$4.28M	0.69%	0.01%	+0.3%	Q2 2020
COSTCostco Wholesale Corp	$4.16M	0.67%	0.00%	+3.9%	Q1 2020
SNPSSynopsys Inc	$3.74M	0.60%	0.00%	+76.3%	Q2 2024
KNSLKinsale Capital Group, Inc.	$3.62M	0.58%	0.04%	+61.6%	Q1 2024
VRTXVertex Pharmaceuticals Inc / Ma	$3.47M	0.56%	0.00%	+93.2%	Q4 2023
CVXChevron Corp	$3.42M	0.55%	0.00%	+1.1%	Q2 2013
MAMastercard Inc	$3.21M	0.52%	0.00%	+5.5%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.2M	0.51%	0.00%	+13.0%	Q4 2020
AXONAxon Enterprise, Inc.	$3.19M	0.51%	0.01%	+99.0%	Q4 2024
ULUnilever PLC	$3.17M	0.51%	0.00%	+1.3%	Q4 2014
AEPAmerican Electric Power Co Inc	$2.99M	0.48%	0.01%	+0.3%	Q2 2014
CATCaterpillar Inc	$2.98M	0.48%	0.00%	+1.2%	Q2 2013
MELIMercadolibre Inc	$2.96M	0.48%	0.00%	+156.2%	Q1 2022
CDNSCadence Design Systems Inc	$2.94M	0.47%	0.00%	+39.7%	Q2 2024
CEGConstellation Energy Corp	$2.92M	0.47%	0.00%	-1.4%	Q1 2022
METMetlife Inc	$2.91M	0.47%	0.01%	+2.2%	Q2 2013
LNGCheniere Energy, Inc.	$2.87M	0.46%	0.01%	+2.3%	Q1 2022
MSMorgan Stanley	$2.85M	0.46%	0.00%	+0.2%	Q1 2022
CLBTCellebrite DI Ltd.	$2.67M	0.43%	0.06%	+42.5%	Q3 2024
NFLXNetflix Inc	$2.62M	0.42%	0.00%	-1.1%	Q1 2016
IBMInternational Business Machines Corp	$2.48M	0.40%	0.00%	+4.9%	Q2 2013
ZSZscaler, Inc.	$2.47M	0.40%	0.01%	+0.2%	Q1 2022
XOMExxonMobil Holdings Corp	$2.45M	0.39%	0.00%	+3.8%	Q2 2013

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