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STRATEGY ASSET MANAGERS LLC
STRATEGY ASSET MANAGERS LLC
Latest filing: 2026-06-30
STRATEGY ASSET MANAGERS LLC runs STRATEGY ASSET MANAGERS LLC and currently holds 265 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $669.72M. Their top holdings are AVGO, GOOGL, LLY, CSCO, JPM. The top five represent 18.7% of reported portfolio weight. STRATEGY ASSET MANAGERS LLC ranks #617 out of 1000 investors tracked by Alpha Score. In the most recent quarter, STRATEGY ASSET MANAGERS LLC initiated 3 new positions. They added to 56 existing positions. They trimmed 41 positions. Their current best-performing preview position is MU with returns of +241.64%.
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265 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVGO BROADCOM INC | 4.38% | $67.80 | $368.45 | +443.44% | Trimmed -7.48% |
 GOOGL ALPHABET INC | 3.76% | $77.08 | $344.82 | +347.35% | Trimmed -11.24% |
 LLY ELI LILLY & CO | 3.63% | $748.59 | $1,254.77 | +67.62% | Added +2.51% |
 CSCO CISCO SYS INC | 3.55% | $41.98 | $111.04 | +164.51% | Trimmed -3.51% |
 JPM JPMORGAN CHASE & CO | 3.40% | $105.90 | $351.64 | +232.04% | Added +0.28% |
 MSFT MICROSOFT CORP | 3.06% | $142.14 | $483.24 | +239.97% | Added +0.87% |
 JNJ JOHNSON & JOHNSON | 2.98% | $130.09 | $270.30 | +107.78% | Added +5.99% |
 GLW CORNING INC | 2.43% | $36.84 | $149.82 | +306.68% | Trimmed -25.00% |
 AAPL APPLE INC | 2.38% | $136.30 | $309.35 | +126.96% | Trimmed -1.66% |
 LMT LOCKHEED MARTIN CORP | 2.19% | $236.98 | $563.68 | +137.86% | Added +0.42% |
Showing 1-10 of 265