Strathmore Capital Advisors, Inc.
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 353,828
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 138 | 353,828 | 13F-HR | Strathmore Capital Advisors, Inc. |
| Q4 2025 | 2/13/2026 | 113 | 305,041 | 13F-HR | Strathmore Capital Advisors, Inc. |
| Q3 2025 | 10/6/2025 | 108 | 243,964 | 13F-HR | Strathmore Capital Advisors, Inc. |
| Q2 2025 | 7/10/2025 | 100 | 226,249 | 13F-HR | Strathmore Capital Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.37 K | 12.5% | 0 | 215.2 K | -215.2 K |
| ETFs | 309.5 K | 87.5% | 264.3 K | 0 | 264.3 K |
| Other | 0 | 0.0% | 0 | 269 | -269 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
353,828
Holdings
138
QoQ value change ($000)
48,787
(16.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.