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Institutional

Strategic Advisors LLC

CIK 0001569119
$602.2M
Reported AUM
183
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Strategic Advisors LLC · Q1 2026

AI · grounded in 13F

Strategic Advisors LLC reduced its position in TTD by 30.92%. The fund added 71 new or existing positions, including a new stake in GLD worth $974,177 and a 25.55% increase in VYM. Other activity included trimming holdings in NVDA by 6.03% and TSLA by 5.07%.

Portfolio · Q1 2026

AAPL$48.3MNVDA$33.5MSCHBMSFTAMZNGOOGLBILHDOther$345.7MSL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$48.3M8.02%2,134−1.1%
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$33.5M5.56%12,318−6.0%
3SCHBSCHWAB STRATEGIC TR$28.650.70%24.50%71.73%$27.8M4.62%3,015−0.3%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$25.3M4.21%1,657−2.4%
5AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$25.3M4.20%1,306−1.1%
6GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$22.3M3.70%457−0.6%
7BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$18.8M3.13%+2,032+1.0%
8HDHOME DEPOT INC$310.780.27%-12.61%7.24%$13.7M2.27%646−1.5%
9JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$11.3M1.88%679−1.7%
10VVISA INC$323.571.06%-11.91%36.33%$10.2M1.69%146−0.4%
11ABBVABBVIE INC$227.231.02%23.60%135.68%$10.0M1.67%1,033−2.2%
12SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$10.0M1.66%+6,828+5.5%
13TSLATESLA INC$391.00-6.56%32.48%70.69%$8.9M1.48%1,277−5.1%
14DUKDUKE ENERGY CORP NEW$124.221.97%11.57%43.36%$8.9M1.47%73−0.1%
15METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$8.7M1.44%+122+0.8%
16GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$8.4M1.40%+199+2.0%
17WMWASTE MGMT INC DEL$220.400.63%-4.92%60.74%$8.2M1.37%+62+0.2%
18CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%43.25%164.59%$8.1M1.34%+261+1.3%
19COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$7.5M1.25%92−1.2%
20PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$7.4M1.23%+702+1.4%
21ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$7.4M1.23%+1+0.0%
22QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$7.3M1.21%28−0.2%
23DTEDTE ENERGY CO$146.640.60%12.55%45.18%$7.1M1.18%HELD
24SGOVISHARES TR$100.450.03%4.31%19.02%$7.0M1.15%1,160−1.7%
25BRK/BBERKSHIRE HATHAWAY INC DEL$6.9M1.15%901−5.9%
26AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$6.7M1.12%+489+2.3%
27EMREMERSON ELEC CO$138.12-2.77%13.65%51.36%$6.4M1.06%+32+0.1%
28VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$6.2M1.04%+4,484+18.3%
29VYMVANGUARD WHITEHALL FDS$158.24-1.35%24.39%72.68%$6.2M1.02%+8,456+25.5%
30ASMLASML HLDG NV$1641.74-6.59%119.73%124.14%$5.8M0.96%310−6.6%
31QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$5.3M0.88%+1,499+7.2%
32PHPARKER-HANNIFIN CORP$882.341.16%$5.2M0.86%97−1.6%
33VOEVANGUARD INDEX FDS$195.39-0.90%$5.1M0.85%+5,429+24.3%
34VBRVANGUARD INDEX FDS$234.32-1.10%$5.0M0.83%+2,815+13.9%
35ISRGINTUITIVE SURGICAL INC$422.060.77%$4.9M0.81%404−3.7%
36CATCATERPILLAR INC$904.28-3.85%$4.6M0.77%+96+1.5%
37CVXCHEVRON CORPORATION$187.31-0.55%$4.4M0.73%346−1.6%
38XLKSELECT SECTOR SPDR TR$180.30-6.66%$4.4M0.72%+616+1.9%
39NOWSERVICENOW INC$112.45-5.79%$4.0M0.66%+11,557+44.0%
40XOMEXXON MOBIL CORP$149.92-1.39%$3.9M0.65%+197+0.9%
41TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$3.9M0.65%86−0.7%
42VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$3.7M0.62%481−5.5%
43VTIVANGUARD INDEX FDS$363.38-2.68%$3.6M0.61%+753+7.1%
44AEPAMERICAN ELEC PWR CO INC$129.141.06%$3.5M0.58%HELD
45LNGCHENIERE ENERGY INC$3.5M0.58%151−1.2%
46SHOPSHOPIFY INC$109.54-5.60%$3.2M0.53%1,789−6.2%
47MSMORGAN STANLEY$211.93-2.90%$3.0M0.49%+1+0.0%
48DBEFDBX ETF TR$52.26-2.06%$2.9M0.47%+881+1.5%
49DEDEERE & CO$583.44-1.40%$2.9M0.47%HELD
50BONDPIMCO ETF TR$91.24-0.57%$2.8M0.47%729−2.3%
51SNPSSYNOPSYS INC$464.85-5.99%$2.8M0.46%172−2.4%
52MAMASTERCARD INCORPORATED$491.081.93%$2.8M0.46%100−1.8%
53VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$2.8M0.46%+9,785+36.4%
54KNSLKINSALE CAP GROUP INC$302.12-1.31%$2.7M0.45%544−6.4%
55ULUNILEVER PLC$56.723.03%$2.7M0.45%16−0.0%
56DHRDANAHER CORP DEL$184.30-1.25%$2.6M0.43%+1,974+16.9%
57CEGCONSTELLATION ENERGY CORP$254.83-3.69%$2.4M0.40%115−1.3%
58IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$2.4M0.40%+658+7.0%
59FEFIRSTENERGY CORP$46.421.71%$2.3M0.39%HELD
60ANETARISTA NETWORKS INC$154.27-7.07%$2.3M0.38%434−2.2%
61METMETLIFE INC$84.491.23%$2.3M0.38%405−1.2%
62APDAIR PRODUCTS AND CHEMICALS I$282.35-0.18%$2.3M0.38%99−1.2%
63JJACOBS SOLUTIONS INC$122.55-0.83%$2.2M0.37%83−0.5%
64SCHGSCHWAB STRATEGIC TR$33.75-2.99%$2.2M0.36%+856+1.2%
65CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$2.1M0.35%568−6.9%
66MUJBLACKROCK MUNIHLDGS NJ QLTY$12.280.29%$2.1M0.35%+2,166+1.2%
67HONHONEYWELL INTL INC$213.97-1.69%$2.1M0.34%+244+2.7%
68AXONAXON ENTERPRISE INC$486.12-5.28%$2.1M0.34%413−7.8%
69SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$2.1M0.34%+84+2.7%
70MELIMERCADOLIBRE INC$1607.80-1.65%$2.0M0.34%90−7.1%
71BLKBLACKROCK INC$995.60-2.64%$2.0M0.33%70−3.3%
72GOOGALPHABET INC$365.76-0.95%$2.0M0.33%35−0.5%
73BAMBROOKFIELD ASSET MANAGMT LTD$46.410.50%$1.9M0.32%+832+2.0%
74CLBTCELLEBRITE DI LTD$13.65-1.16%$1.9M0.31%7,180−5.0%
75NFLXNETFLIX INC.$82.180.76%$1.9M0.31%2,459−11.2%
76LLYELI LILLY & CO$1131.420.55%$1.9M0.31%+25+1.3%
77ROKROCKWELL AUTOMATION INC$446.71-3.36%$1.7M0.29%29−0.6%
78IWRISHARES TR$106.21-2.12%$1.7M0.28%+218+1.3%
79PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$1.6M0.27%+242+2.3%
80KOCOCA COLA CO$79.483.46%$1.6M0.26%HELD
81AXPAMERICAN EXPRESS CO$310.66-0.60%$1.6M0.26%31−0.6%
82WMTWALMART INC$118.880.97%$1.5M0.26%+717+6.1%
83TTDTHE TRADE DESK INC$19.55-2.01%$1.5M0.26%30,384−30.9%
84BACBANK AMERICA CORP$53.83-0.63%$1.5M0.25%+24+0.1%
85TAT&T INC$22.75-0.09%$1.4M0.24%+101+0.2%
86VZVERIZON COMMUNICATIONS INC$45.371.11%$1.4M0.24%438−1.5%
87XNXJXNUVEEN NEW JERSEY$12.610.00%$1.4M0.23%HELD
88GEHCGE HEALTHCARE TECHNOLOGIES I$64.671.35%$1.4M0.23%181−0.9%
89TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$1.4M0.23%2−0.1%
90PSXPHILLIPS 66$183.08-0.58%$1.3M0.21%+5+0.1%
91CFGCITIZENS FINL GROUP INC$63.980.13%$1.3M0.21%HELD
92JXNJACKSON FINANCIAL INC$108.450.55%$1.3M0.21%HELD
93XLESELECT SECTOR SPDR TR$57.67-1.84%$1.3M0.21%+115+0.6%
94JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%$1.2M0.21%+2,166+11.0%
95LMTLOCKHEED MARTIN CORP$523.760.91%$1.2M0.20%+39+2.0%
96AVUVAMERICAN CENTY ETF TR$119.70-1.44%$1.2M0.19%+130+1.3%
97LHLABCORP HOLDINGS INC$263.94-0.45%$1.1M0.18%7−0.2%
98ZSZSCALER INC$131.240.35%$1.1M0.18%505−6.1%
99TTTRANE TECHNOLOGIES PLC$456.84-1.49%$1.1M0.18%2,800−51.9%
100ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$1.1M0.18%845−11.0%
101ENBENBRIDGE INC$1.1M0.18%294−1.5%
102PTCPTC INC$1.0M0.17%106−1.4%
103PANWPALO ALTO NETWORKS INC$1.0M0.17%1,461−18.8%
104MRKMERCK & CO INC$1.0M0.17%393−4.5%
105GLDSPDR GOLD TR$974K0.16%+2,264NEW
106LOWLOWES COS INC$955K0.16%15−0.4%
107HEI/AHEICO CORP NEW$946K0.16%HELD
108TRVTRAVELERS COMPANIES INC$932K0.15%+43+1.4%
109IWBISHARES TR$869K0.14%31−1.3%
110NUENUCOR CORP$849K0.14%HELD
111RTXRTX CORPORATION$786K0.13%+59+1.5%
112GEVGE VERNOVA INC$780K0.13%+102+12.9%
113HACKAMPLIFY ETF TR$773K0.13%4,076−28.4%
114JEPQJ P MORGAN EXCHANGE TRADED F$763K0.13%+1,786+14.9%
115CRMSALESFORCE INC$742K0.12%6,537−62.2%
116IPINTERNATIONAL PAPER CO$738K0.12%500−2.4%
117TFCTRUIST FINL CORP$724K0.12%338−2.1%
118GEGE AEROSPACE$719K0.12%15−0.6%
119ORCLORACLE CORP$704K0.12%2−0.0%
120MCKMCKESSON CORP$694K0.12%+120+17.6%
121MMM3M CO$685K0.11%HELD
122MCDMCDONALDS CORP$683K0.11%+1+0.0%
123MDTMEDTRONIC PLC$666K0.11%611−7.4%
124PRUPRUDENTIAL FINL INC$617K0.10%500−7.3%
125XLVSELECT SECTOR SPDR TR$610K0.10%118−2.8%
126FENYFIDELITY COVINGTON TRUST$577K0.10%+50+0.3%
127PFEPFIZER INC$566K0.09%+2,829+16.3%
128SHELSHELL PLC$558K0.09%HELD
129CIBRFIRST TR EXCHANGE-TRADED FD$556K0.09%+8,877NEW
130EXCEXELON CORP$551K0.09%214−1.9%
131XLUSELECT SECTOR SPDR TR$551K0.09%+94+0.8%
132VCRVANGUARD WORLD FD$545K0.09%90−5.6%
133MOALTRIA GROUP INC$523K0.09%317−3.8%
134PMPHILIP MORRIS INTL INC$521K0.09%+1+0.0%
135BKBANK NEW YORK MELLON CORP$517K0.09%+6+0.1%
136CSCOCISCO SYS INC$517K0.09%+4+0.1%
137XLISELECT SECTOR SPDR TR$508K0.08%+68+2.2%
138AMDADVANCED MICRO DEVICES INC$504K0.08%HELD
139PAVEGLOBAL X FDS$489K0.08%571−5.6%
140GWWWW GRAINGER INC$478K0.08%+5+1.2%
141CTVACORTEVA INC$466K0.08%+1+0.0%
142GLWCORNING INC$447K0.07%+402+13.9%
143EDCONSOLIDATED EDISON INC$445K0.07%HELD
144SCHDSCHWAB STRATEGIC TR$435K0.07%+3,926+38.3%
145MANHMANHATTAN ASSOCIATES INC$429K0.07%226−6.6%
146CBCHUBB LTD SWITZ$425K0.07%+4+0.3%
147RSPGINVESCO EXCHANGE TRADED FD T$418K0.07%224−5.5%
148PEPPEPSICO INC$410K0.07%+21+0.8%
149EPDENTERPRISE PRODS PARTNERS L$407K0.07%+66+0.6%
150XLFSELECT SECTOR SPDR TR$388K0.06%715−8.3%
151XPEVXPENG INC$375K0.06%22,548−50.7%
152ITWILLINOIS TOOL WKS INC$358K0.06%+8+0.6%
153BXBLACKSTONE INC$346K0.06%3,794−55.8%
154IRINGERSOLL RAND INC$345K0.06%HELD
155AZNASTRAZENECA PLC$343K0.06%+1,739NEW
156AMATAPPLIED MATLS INC$341K0.06%20−2.0%
157VOVANGUARD INDEX FDS$333K0.06%HELD
158RQICOHEN & STEERS QUALITY INCOM$326K0.05%HELD
159MDYSTATE STR SPDR S&P MIDCAP 40$315K0.05%HELD
160TJXTJX COS INC NEW$306K0.05%94−4.7%
161ADIANALOG DEVICES INC$294K0.05%+3+0.3%
162QCOMQUALCOMM INC$290K0.05%494−18.0%
163SHLDGLOBAL X FDS$279K0.05%+3,940NEW
164NOBLPROSHARES TR$277K0.05%HELD
165UALUNITED AIRLS HLDGS INC$276K0.05%HELD
166SOSOUTHERN CO$275K0.05%120−4.0%
167TROWPRICE T ROWE GROUP INC$261K0.04%HELD
168TTETOTALENERGIES SE$260K0.04%+2,858NEW
169TOLTOLL BROTHERS INC$259K0.04%HELD
170IJHISHARES TR$249K0.04%248−6.3%
171HIGHARTFORD INSURANCE GROUP INC$245K0.04%7−0.4%
172IWFISHARES TR$228K0.04%HELD
173AMGNAMGEN INC$226K0.04%+1+0.2%
174WMBWILLIAMS COS INC$224K0.04%+3,084NEW
175PPAINVESCO EXCHANGE TRADED FD T$223K0.04%HELD
176VEEVVEEVA SYS INC$214K0.04%357−22.6%
177IHIISHARES TR$207K0.03%HELD
178LHXL3HARRIS TECHNOLOGIES INC$205K0.03%+594NEW
179ELVELEVANCE HEALTH INC FORMERLY$204K0.03%3−0.4%
180CLBKCOLUMBIA FINL INC$183K0.03%HELD
181RFICOHEN & STEERS TOTAL RETURN$124K0.02%HELD
182NADNUVEEN QUALITY MUNCP INCOME$122K0.02%HELD
183BCXBLACKROCK RES & COMMODITIES$121K0.02%HELD
184AZNNASTRAZENECA PLC3,481EXITED
185WMT2WELLS FARGO CO NEW2,220EXITED
186DALDELTA AIR LINES INC DEL2,959EXITED
187CMCSACOMCAST CORP NEW6,739EXITED

Source: SEC EDGAR · accession 0001172661-26-001974. 13F discloses long positions only — shorts, foreign equities, and options are excluded.