MondegarAI
STRATEGY ASSET MANAGERS LLC

Q1 2025 · 13F-HR

STRATEGY ASSET MANAGERS LLCholdings as filed

Filed 2025-05-09 · accession 0001166716-25-000003

$485.1M
Reported value
242
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$20.8M4.30%124,522CommonSOLE
594918104MSFTMICROSOFT CORP$19.2M3.96%51,162CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$16.2M3.33%65,921CommonSOLE
037833100AAPLAPPLE INC$12.7M2.62%57,269CommonSOLE
02079K305GOOGLALPHABET INC$12.7M2.62%82,071CommonSOLE
532457108LLYELI LILLY & CO$12.2M2.52%14,795CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$11.2M2.31%25,076CommonSOLE
17275R102CSCOCISCO SYS INC$11.2M2.31%181,457CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.8M2.23%20,329CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$10.1M2.08%29,263CommonSOLE
291011104EMREMERSON ELEC CO$9.9M2.03%90,014CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.6M1.99%58,180CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8.7M1.80%305,692CommonSOLE
30303M102METAMETA PLATFORMS INC$8.4M1.74%14,660CommonSOLE
931142103WMTWALMART INC$8.3M1.72%95,100CommonSOLE
166764100CVXCHEVRON CORP NEW$7.8M1.61%46,544CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.8M1.60%38,470CommonSOLE
G0403H108AONAON PLC$7.6M1.57%19,085CommonSOLE
438516106HONHONEYWELL INTL INC$6.9M1.42%32,423CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6.8M1.41%39,646CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.8M1.40%12,098CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.5M1.34%23,828CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.1M1.25%26,140CommonSOLE
882508104TXNTEXAS INSTRS INC$5.9M1.22%32,961CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.9M1.22%37,250CommonSOLE
437076102HDHOME DEPOT INC$5.9M1.21%16,042CommonSOLE
46090E103QQQINVESCO QQQ TR$5.8M1.19%12,292CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.8M1.19%53,160CommonSOLE
464287200IVVISHARES TR$5.5M1.14%9,842CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.4M1.12%31,445CommonSOLE
G29183103ETNEATON CORP PLC$5.3M1.09%19,512CommonSOLE
02209S103MOALTRIA GROUP INC$5.2M1.08%86,943CommonSOLE
254687106DISDISNEY WALT CO$5.0M1.04%50,995CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.0M1.03%9,533CommonSOLE
088606108BHPBHP GROUP LTD$4.7M0.96%96,351CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.4M0.91%36,065CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$4.2M0.86%20,748CommonSOLE
219350105GLWCORNING INC$4.1M0.85%90,469CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.0M0.83%2,067CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.0M0.83%82,736CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.9M0.80%12,395CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.8M0.78%3,980CommonSOLE
023135106AMZNAMAZON COM INC$3.4M0.70%17,786CommonSOLE
46434V613IUSBISHARES TR$3.1M0.65%68,097CommonSOLE
464288679SHVISHARES TR$3.1M0.64%27,890CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.0M0.62%35,765CommonSOLE
58933Y105MRKMERCK & CO INC$2.9M0.60%32,526CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$2.8M0.57%27,487CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.7M0.57%9,298CommonSOLE
78464A763SDYSPDR SER TR$2.7M0.55%19,790CommonSOLE
92826C839VVISA INC$2.6M0.54%7,478CommonSOLE
636274409NGGNATIONAL GRID PLC$2.6M0.53%38,956CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.5M0.53%5,858CommonSOLE
34959E109FTNTFORTINET INC$2.3M0.48%24,238CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.2M0.46%4,483CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.2M0.45%24,407CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.1M0.43%10,060CommonSOLE
464288588MBBISHARES TR$2.1M0.42%21,869CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.0M0.41%19,825CommonSOLE
872590104TMUST-MOBILE US INC$1.9M0.40%7,261CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.9M0.39%12,952CommonSOLE
46429B697USMVISHARES TR$1.8M0.36%18,688CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.36%18,657CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.7M0.35%369CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.6M0.33%42,864CommonSOLE
46432F842IEFAISHARES TR$1.6M0.32%20,512CommonSOLE
46435U713IFRAISHARES TR$1.5M0.31%33,497CommonSOLE
115236101BROBROWN & BROWN INC$1.4M0.29%11,135CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M0.28%2,843CommonSOLE
00162Q452AMLPALPS ETF TR$1.3M0.27%25,114CommonSOLE
87612G101TRGPTARGA RES CORP$1.3M0.26%6,283CommonSOLE
464287465EFAISHARES TR$1.2M0.26%15,203CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.25%1,313CommonSOLE
303250104FICOFAIR ISAAC CORP$1.2M0.24%643CommonSOLE
46434G103IEMGISHARES INC$1.2M0.24%21,866CommonSOLE
629377508NRGNRG ENERGY INC$1.1M0.23%11,795CommonSOLE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$1.1M0.23%22,373CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.23%2,242CommonSOLE
464287242LQDISHARES TR$1.1M0.23%10,236CommonSOLE
171779309CIENCIENA CORP$1.1M0.22%17,463CommonSOLE
580135101MCDMCDONALDS CORP$1.0M0.21%3,260CommonSOLE
713448108PEPPEPSICO INC$1.0M0.21%6,780CommonSOLE
025816109AXPAMERICAN EXPRESS CO$979,8800.20%3,642CommonSOLE
02079K107GOOGALPHABET INC$972,7870.20%6,227CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$950,8270.20%18,937CommonSOLE
031162100AMGNAMGEN INC$938,6700.19%3,013CommonSOLE
92840M102VSTVISTRA CORP$935,3280.19%7,964CommonSOLE
969457100WMBWILLIAMS COS INC$922,9120.19%15,444CommonSOLE
46435G425ESGUISHARES TR$907,8630.19%7,447CommonSOLE
369604301GEGE AEROSPACE$902,8910.19%4,511CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$901,2770.19%18,094CommonSOLE
78464A631XARSPDR SER TR$892,4910.18%5,554CommonSOLE
464287457SHYISHARES TR$884,5910.18%10,693CommonSOLE
74762E102QUREQUANTA SVCS INC$873,8830.18%3,438CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$867,4030.18%2,575CommonSOLE
00206R102TAT&T INC$859,2900.18%30,385CommonSOLE
75513E101RTXRTX CORPORATION$845,7570.17%6,385CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$824,1310.17%7,108CommonSOLE
464288646IGSBISHARES TR$823,9460.17%15,733CommonSOLE
48251W104KKRKKR & CO INC$800,5990.17%6,925CommonSOLE
00724F101ADBEADOBE INC$794,6740.16%2,072CommonSOLE
863667101SYKSTRYKER CORPORATION$794,2620.16%2,134CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$787,2750.16%15,030CommonSOLE
742718109PGPROCTER AND GAMBLE CO$786,5480.16%4,615CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$769,5910.16%9,176CommonSOLE
380237107GDDYGODADDY INC$764,5140.16%4,244CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$754,8740.16%2,471CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$752,5270.16%3,663CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$734,7970.15%1,345CommonSOLE
743315103PGRPROGRESSIVE CORP$719,9770.15%2,544CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$709,1780.15%2,852CommonSOLE
35137L204FOXFOX CORP$707,0520.15%13,414CommonSOLE
29364G103ETRENTERGY CORP NEW$705,8910.15%8,257CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$704,9100.15%1,286CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$693,1860.14%7,187CommonSOLE
695156109PKGPACKAGING CORP AMER$691,0900.14%3,490CommonSOLE
68389X105ORCLORACLE CORP$683,6260.14%4,890CommonSOLE
929740108WABWABTEC$677,7050.14%3,737CommonSOLE
46137V746PWBINVESCO EXCHANGE TRADED FD T$676,8900.14%7,048CommonSOLE
05464C101AXONAXON ENTERPRISE INC$674,7940.14%1,283CommonSOLE
876030107TPRTAPESTRY INC$672,9790.14%9,558CommonSOLE
65473P105NINISOURCE INC$665,6540.14%16,604CommonSOLE
337738108FISVFISERV INC$661,6070.14%2,996CommonSOLE
443201108HWMHOWMET AEROSPACE INC$657,0820.14%5,065CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$653,2130.13%1,492CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$644,6040.13%8,776CommonSOLE
25063F107DXYZDESTINY TECH100 INC$637,0200.13%18,000CommonSOLE
487836108KKELLANOVA$627,6660.13%7,609CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$616,8550.13%1,061CommonSOLE
294429105EFXEQUIFAX INC$611,0030.13%2,509CommonSOLE
922908363VOOVANGUARD INDEX FDS$605,9910.12%1,179CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$593,2510.12%13,305CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$589,0560.12%1,232CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$576,3710.12%435CommonSOLE
78463V107GLDSPDR GOLD TR$575,4160.12%1,997CommonSOLE
384802104GWWGRAINGER W W INC$567,7810.12%575CommonSOLE
95040Q104WELLWELLTOWER INC$549,8710.11%3,589CommonSOLE
855244109SBUXSTARBUCKS CORP$549,6810.11%5,604CommonSOLE
09290D101BLKBLACKROCK INC$542,9300.11%574CommonSOLE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$541,2370.11%4,119CommonSOLE
464287721IYWISHARES TR$535,0460.11%3,810CommonSOLE
040413205ANETARISTA NETWORKS INC$525,3140.11%6,780CommonSOLE
609207105MDLZMONDELEZ INTL INC$523,1290.11%7,710CommonSOLE
001055102AFLAFLAC INC$512,3240.11%4,608CommonSOLE
92204A702VGTVANGUARD WORLD FD$505,3890.10%932CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$493,9430.10%3,607CommonSOLE
464287614IWFISHARES TR$477,3610.10%1,322CommonSOLE
30231G102XOMEXXON MOBIL CORP$476,5370.10%4,007CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$468,4350.10%6,784CommonSOLE
002824100ABTABBOTT LABS$466,2690.10%3,515CommonSOLE
03073E105CORCENCORA INC$463,6150.10%1,667CommonSOLE
646025106NJRNEW JERSEY RES CORP$457,1500.09%9,318CommonSOLE
29273V100ETENERGY TRANSFER L P$447,1440.09%24,053CommonSOLE
147528103CASYCASEYS GEN STORES INC$438,8140.09%1,011CommonSOLE
464288653TLHISHARES TR$438,2390.09%4,224CommonSOLE
704326107PAYXPAYCHEX INC$430,8120.09%2,792CommonSOLE
98419M100XYLXYLEM INC$430,2210.09%3,601CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$425,8840.09%3,809CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$420,0380.09%4,483CommonSOLE
H1467J104CBCHUBB LIMITED$404,3760.08%1,339CommonSOLE
032095101APHAMPHENOL CORP NEW$404,2970.08%6,164CommonSOLE
125896100CMSCMS ENERGY CORP$402,5240.08%5,359CommonSOLE
548661107LOWLOWES COS INC$401,3810.08%1,721CommonSOLE
718546104PSXPHILLIPS 66$400,8110.08%3,246CommonSOLE
65339F101NEENEXTERA ENERGY INC$399,3730.08%5,634CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$396,6360.08%2,689CommonSOLE
756109104OREALTY INCOME CORP$394,5780.08%6,802CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$391,5150.08%1,615CommonSOLE
049560105ATOATMOS ENERGY CORP$388,5020.08%2,513CommonSOLE
G54950103LINLINDE PLC$388,3900.08%834CommonSOLE
084423102WRBBERKLEY W R CORP$386,7060.08%5,434CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$386,5350.08%3,511CommonSOLE
172908105CTASCINTAS CORP$381,7850.08%1,858CommonSOLE
20030N101CMCSACOMCAST CORP NEW$381,0740.08%10,327CommonSOLE
78409V104SPGIS&P GLOBAL INC$380,4370.08%749CommonSOLE
907818108UNPUNION PAC CORP$378,3010.08%1,601CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$377,7800.08%1,523CommonSOLE
579780206MKCMCCORMICK & CO INC$376,0890.08%4,569CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$375,1450.08%2,054CommonSOLE
G5960L103MDTMEDTRONIC PLC$375,1150.08%4,174CommonSOLE
46137V837PDPINVESCO EXCHANGE TRADED FD T$373,7250.08%3,738CommonSOLE
92939U106WECWEC ENERGY GROUP INC$372,5890.08%3,419CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$371,2810.08%1,774CommonSOLE
74340W103PLDPROLOGIS INC.$370,7330.08%3,316CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$367,1550.08%1,051CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$363,3370.07%6,594CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$362,7580.07%3,708CommonSOLE
278865100ECLECOLAB INC$361,4330.07%1,426CommonSOLE
303075105FDSFACTSET RESH SYS INC$358,9470.07%790CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$358,9240.07%5,768CommonSOLE
98978V103ZTSZOETIS INC$344,4790.07%2,092CommonSOLE
464287432TLTISHARES TR$343,9560.07%3,778CommonSOLE
032654105ADIANALOG DEVICES INC$341,3030.07%1,692CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$339,3370.07%5,797CommonSOLE
654106103NKENIKE INC$337,6130.07%5,318CommonSOLE
701094104PHPARKER-HANNIFIN CORP$334,1600.07%550CommonSOLE
36828A101GEVGE VERNOVA INC$328,5140.07%1,076CommonSOLE
075887109BDXBECTON DICKINSON & CO$327,9250.07%1,432CommonSOLE
00287Y109ABBVABBVIE INC$326,0130.07%1,556CommonSOLE
115637209BF/BBROWN FORMAN CORP$323,4930.07%9,531CommonSOLE
235851102DHRDANAHER CORPORATION$320,0050.07%1,561CommonSOLE
87612E106TGTTARGET CORP$319,0700.07%3,057CommonSOLE
693506107PPGPPG INDS INC$316,9860.07%2,899CommonSOLE
464287440IEFISHARES TR$313,0980.06%3,283CommonSOLE
00768Y206AADRADVISORSHARES TR$312,1080.06%4,195CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$308,1820.06%3,904CommonSOLE
060505104BACBANK AMERICA CORP$305,9990.06%7,333CommonSOLE
464288281EMBISHARES TR$299,4370.06%3,305CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$291,9240.06%3,178CommonSOLE
191216100KOCOCA COLA CO$290,7770.06%4,060CommonSOLE
464287176TIPISHARES TR$290,0560.06%2,611CommonSOLE
922908769VTIVANGUARD INDEX FDS$286,1080.06%1,041CommonSOLE
670100205NVONOVO-NORDISK A S$283,5930.06%4,084CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$282,7710.06%10,113CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$281,7730.06%1,846CommonSOLE
88160R101TSLATESLA INC$278,5970.06%1,075CommonSOLE
46432F339QUALISHARES TR$274,1820.06%1,604CommonSOLE
464287804IJRISHARES TR$266,9000.06%2,552CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$258,5200.05%1,515CommonSOLE
29977A105EVREVERCORE INC$258,3680.05%1,294CommonSOLE
546347105LPXLOUISIANA PAC CORP$257,3600.05%2,798CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$255,9610.05%1,953CommonSOLE
33738R605FVFIRST TR EXCHANGE TRADED FD$250,7950.05%4,572CommonSOLE
464287507IJHISHARES TR$244,7870.05%4,195CommonSOLE
833034101SNASNAP ON INC$243,6580.05%723CommonSOLE
29084Q100EMEEMCOR GROUP INC$242,1490.05%655CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$234,9550.05%7,122CommonSOLE
N3167Y103RACEFERRARI N V$228,9160.05%535CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$226,4550.05%4,516CommonSOLE
464287291IXNISHARES TR$221,1190.05%2,919CommonSOLE
43940T109HOPEHOPE BANCORP INC$219,9400.05%21,007CommonSOLE
74348A467NOBLPROSHARES TR$215,5530.04%2,110CommonSOLE
893641100TDGTRANSDIGM GROUP INC$211,6610.04%153CommonSOLE
46432F396MTUMISHARES TR$208,6980.04%1,032CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$202,8160.04%344CommonSOLE
441593100HLIHOULIHAN LOKEY INC$200,5890.04%1,242CommonSOLE
136375102CNICANADIAN NATL RY CO$200,1830.04%2,054CommonSOLE
23345M107DTMDT MIDSTREAM INC$200,1000.04%2,074CommonSOLE
74767V109QSQUANTUMSCAPE CORP$137,9000.03%33,149CommonSOLE
192108504CDECOEUR MNG INC$106,5600.02%18,000CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$40,2500.01%35,000CommonSOLE
45339J105INDAPTUS THERAPEUTICS INC$24,9300.01%45,336CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.