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STRATEGY ASSET MANAGERS LLC 13F portfolio summary

STRATEGY ASSET MANAGERS LLC of STRATEGY ASSET MANAGERS LLC has 262 current stock holdings with a reported portfolio value of $609.4M. The portfolio 1 year return is +19.58%. Top holdings include QQQ (0.00%), AWK (0.00%), CW (0.00%), PDP (0.00%), SPY (0.00%).

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STRATEGY ASSET MANAGERS LLC

STRATEGY ASSET MANAGERS LLC
Latest filing: 2026-03-31

STRATEGY ASSET MANAGERS LLC runs STRATEGY ASSET MANAGERS LLC and currently holds 262 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $609.36M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. STRATEGY ASSET MANAGERS LLC ranks #835 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, STRATEGY ASSET MANAGERS LLC's portfolio at STRATEGY ASSET MANAGERS LLC has delivered returns of +19.58%. Their 3-year annualized return is +52.49%. Looking at the 5-year horizon, STRATEGY ASSET MANAGERS LLC has achieved +56.17% annualized returns at STRATEGY ASSET MANAGERS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.58%
#661/1000
3 Year
+52.49%
#794/1000
5 Year
+56.17%
#765/1000

Portfolio Value

$609.36M

Alpha Score

42.1

#835 of 1000

Holdings

262

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change