Strategy Asset Managers Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$609.4M
Q ending 2026-03-31
Prior quarter
$608.3M
Q ending 2025-12-31
Change
+0.2% QoQ · +25.6% YoY
Positions
263
reported holdings

Largest positions

Top 100 of 263 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Broadcom IncAVGOShares$26.0M84K
Alphabet IncGOOGLShares$22.8M79K
Jpmorgan Chase & CoJPMShares$20.4M69K
Microsoft CorpMSFTShares$20.2M54K
Eli Lilly & CoLLYShares$18.2M20K
Johnson & JohnsonJNJShares$18.1M74K
Lockheed Martin CorpLMTShares$17.3M29K
Cisco Sys IncCSCOShares$16.3M210K
Apple IncAAPLShares$14.2M56K
Emerson Elec CoEMRShares$13.2M100K
Chevron CorporationCVXShares$12.9M62K
Kinder Morgan Inc DelKMIShares$11.7M349K
Corning IncGLWShares$11.6M85K
Berkshire Hathaway Inc DelBRK/BShares$11.2M23K
Constellation Energy CorpCEGShares$11.1M40K
Walmart IncWMTShares$10.7M86K
General Dynamics CorpGDShares$9.3M27K
Bhp Billiton LimitedBHPShares$8.6M118K
Honeywell Intl IncHONGBPShares$8.1M36K
Ishares TrIVVShares$7.8M12K
Philip Morris Intl IncPMShares$7.8M47K
Mercadolibre IncMELIShares$7.8M4K
Eaton Corp PlcShares$7.4M21K
Ishares TrIDVShares$7.3M171K
Intercontinental Exchange InICEShares$7.2M46K
Aon PlcShares$7.1M22K
Invesco Qqq TrQQQShares$6.9M12K
Texas Instrs IncTXNShares$6.9M35K
Waste Mgmt Inc DelWMShares$6.8M30K
State Str Spdr S&P 500 Etf TSPYShares$6.6M10K
Nvidia CorporationNVDAShares$6.5M37K
Microchip Technology Inc.MCHPShares$6.5M100K
Gallagher Arthur J & CoAJGShares$6.4M30K
Disney Walt CoDISShares$6.3M65K
Duke Energy Corp NewDUKShares$5.8M45K
Dicks Sporting Goods IncDKSShares$5.7M29K
Home Depot IncHDShares$5.5M17K
Altria Group IncMOShares$5.3M81K
Meta Platforms IncMETAShares$4.8M8K
Ciena CorpCIENShares$4.8M12K
Invesco Exchange Traded Fd TRSPShares$4.8M25K
Merck & Co IncMRKShares$4.3M36K
National Grid PlcNGGShares$4.0M48K
Amazon Com IncAMZNShares$4.0M19K
Ishares IncIEMGShares$3.6M52K
Ishares TrIUSBShares$3.5M76K
Ishares TrEFAShares$3.4M35K
Costco Wholesale CorporationCOSTShares$3.3M3K
Vaneck Etf TrustNLRShares$3.3M25K
Palantir Technologies IncPLTRShares$3.2M22K
Ishares TrIEFAShares$3.2M35K
First Tr Exchange-Traded FdFIWShares$3.0M29K
Air Products And Chemicals IAPDShares$2.8M10K
Jbs N.V.Shares$2.7M149K
Select Sector Spdr TrXLEShares$2.4M39K
Alphabet IncGOOGShares$2.4M8K
Visa IncVShares$2.4M8K
Ishares TrSHVShares$2.3M21K
Select Sector Spdr TrXLKShares$2.3M17K
Global X FdsPAVEShares$2.2M43K
Spdr Gold TrGLDShares$2.1M5K
Ishares TrIFRAShares$2.1M37K
Ishares TrLQDShares$2.1M19K
Ishares TrUSMVShares$1.8M20K
First Tr Exchange-Traded FdFTCSShares$1.8M19K
Cameco CorpCCJShares$1.7M16K
Booking Holdings IncBKNGShares$1.7M402
Ge Vernova IncGEVShares$1.7M2K
Intuitive Surgical IncISRGShares$1.6M4K
Nrg Energy IncNRGShares$1.6M11K
Amphenol CorpAPHShares$1.5M12K
Tapestry IncTPRShares$1.5M11K
Ishares TrMBBShares$1.5M16K
Pepsico IncPEPShares$1.5M10K
American Centy Etf TrAVEMShares$1.5M18K
Vertex Pharmaceuticals IncVRTXShares$1.4M3K
Howmet Aerospace IncHWMShares$1.4M6K
Alps Etf TrAMLPShares$1.4M26K
Spdr Series TrustXARShares$1.4M5K
Rtx CorporationRTXShares$1.3M7K
Cardinal Health IncCAHShares$1.3M6K
Comfort Sys Usa IncFIXShares$1.3M912
Ge AerospaceGEShares$1.2M4K
Goldman Sachs Group IncGSShares$1.2M1K
Cencora IncCORShares$1.2M4K
Palo Alto Networks IncPANWShares$1.2M7K
Newmont CorpNEMShares$1.1M11K
Main Str Cap CorpMAINShares$1.1M21K
Mcdonalds CorpMCDShares$1.1M4K
Valero Energy CorpVLOShares$1.1M4K
Schwab Strategic TrSCHDShares$1.1M35K
Ishares TrESGUShares$1.1M8K
Amgen IncAMGNShares$1.1M3K
Bank New York Mellon CorpBNYShares$1.0M9K
Vanguard Intl Equity Index FVTShares$1.0M7K
Micron Technology IncMUShares$966K3K
American Elec Pwr Co IncAEPShares$931K7K
Ishares TrTLHShares$920K9K
Ishares TrIGSBShares$909K17K
Tjx Cos Inc NewTJXShares$900K6K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.