Strathmore Capital Advisors, Inc.

All 13F Filings

Location
Charlotte, NC
Most recent 13F
Q2 2026
Holdings value ($000)
371,368
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/10/2026 142 371,368 13F-HR Strathmore Capital Advisors, Inc.
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 43.99 K 11.8% 0 381 -381
ETFs 327.4 K 88.2% 17.92 K 0 17.92 K
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
371,368
Holdings
142
QoQ value change ($000)
17,540 (5.0%)
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.