13F Filings History of STRATEGY ASSET MANAGERS LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$608,275,613
Signature - Title
Joseph Traba - Senior Portfolio Manager & Managing Director
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by STRATEGY ASSET MANAGERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STRATEGY ASSET MANAGERS LLC reported 253 stock holdings with total value $608,275,613 as of Q4 2025. Top holdings included AVGO, MSFT, GOOGL, JPM, and LLY.

Notify me when STRATEGY ASSET MANAGERS LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 253 $608,275,613 +$52,601,783 -$10,458,759 +$42,143,024 AVGO, MSFT, GOOGL, JPM, LLY 13F-HR 11 Feb 2026, 15:21
Q3 2025 250 $555,933,783 +$39,090,323 -$51,018,808 -$11,928,485 AVGO, MSFT, JPM, GOOGL, AAPL 13F-HR 04 Nov 2025, 12:54
Q2 2025 240 $535,594,883 +$20,520,396 -$25,081,787 -$4,561,391 AVGO, MSFT, JPM, GOOGL, CSCO 13F-HR 07 Aug 2025, 13:50
Q1 2025 242 $485,122,882 +$33,858,689 -$50,450,615 -$16,591,926 AVGO, MSFT, JPM, AAPL, GOOGL 13F-HR 09 May 2025, 14:32
Q4 2024 244 $515,618,296 +$20,291,947 -$29,109,843 -$8,817,896 AVGO, MSFT, JPM, GOOGL, AAPL 13F-HR 12 Feb 2025, 12:29
Q3 2024 246 $520,899,844 +$88,896,206 -$84,246,436 +$4,649,770 AVGO, MSFT, JPM, AAPL, LMT 13F-HR 08 Nov 2024, 15:01
Q2 2024 242 $304,614,795 +$68,667,218 -$53,186,486 +$15,480,732 LMT, AAPL, CSCO, CVX, JNJ 13F-HR 02 Aug 2024, 17:24
Q1 2024 231 $467,050,790 +$39,668,960 -$29,123,766 +$10,545,194 MSFT, AVGO, JPM, GOOGL, LLY 13F-HR 25 Apr 2024, 15:03
Q4 2023 228 $421,820,814 +$26,708,324 -$19,745,766 +$6,962,558 MSFT, AVGO, JPM, GOOGL, ROIC 13F-HR 12 Feb 2024, 12:15
Q3 2023 228 $382,296,942 +$27,749,334 -$82,668,263 -$54,918,929 MSFT, AVGO, GOOGL, ROIC, AAPL 13F-HR 09 Nov 2023, 17:58
Q2 2023 242 $450,468,026 +$41,522,931 -$19,222,153 +$22,300,778 MSFT, AVGO, LMT, AAPL, GOOGL 13F-HR 24 Aug 2023, 19:38
Q1 2023 242 $410,235,300 +$38,705,499 -$34,194,730 +$4,510,769 MSFT, LMT, AVGO, GOOGL, CVX 13F-HR 02 May 2023, 13:46
Q4 2022 245 $393,618,000 +$13,655,803 -$27,096,146 -$13,440,343 MSFT, LMT, JNJ, PFE, EMR 13F-HR 13 Jan 2023, 12:09
Q3 2022 248 $368,281,000 +$109,946,529 -$36,030,454 +$73,916,075 MSFT, LMT, JNJ, GOOGL, AAPL 13F-HR 11 Oct 2022, 11:35
Q2 2022 160 $324,898,000 +$12,453,892 -$84,108,232 -$71,654,340 MSFT, LMT, GOOGL, PFE, JNJ 13F-HR 13 Jul 2022, 11:11
Q1 2022 252 $462,096,000 +$132,875,651 -$40,329,220 +$92,546,431 MSFT, GOOGL, NEM, LMT, AAPL 13F-HR 11 Apr 2022, 12:58
Q4 2021 159 $385,202,000 +$20,390,795 -$116,583,204 -$96,192,409 MSFT, GOOGL, PFE, JPM, CSCO 13F-HR 14 Jan 2022, 11:02
Q3 2021 263 $449,591,000 +$43,269,840 -$64,547,623 -$21,277,783 MSFT, GOOGL, JPM, CSCO, LMT 13F-HR 14 Dec 2021, 11:04
Q2 2021 266 $472,890,000 +$30,852,212 -$20,849,106 +$10,003,106 MSFT, GOOGL, JPM, LMT, NEM 13F-HR 04 Aug 2021, 13:18
Q1 2021 252 $433,940,000 +$34,064,878 -$37,660,842 -$3,595,964 MSFT, GOOGL, JPM, DIS, LMT 13F-HR 11 May 2021, 17:46
Q4 2020 240 $418,912,000 +$15,875,719 -$22,883,217 -$7,007,498 MSFT, DIS, GOOGL, LMT, NEM 13F-HR 10 Feb 2021, 15:59
Q3 2020 223 $385,604,000 +$68,801,870 -$70,457,616 -$1,655,746 MSFT, LMT, NEM, MRK, JNJ 13F-HR 03 Nov 2020, 14:22
Q2 2020 225 $371,277,000 +$39,339,859 -$23,254,501 +$16,085,358 MSFT, SHV, LMT, NEM, MRK 13F-HR 10 Aug 2020, 17:06
Q1 2020 178 $310,560,000 +$47,530,689 -$71,156,415 -$23,625,726 SHV, LMT, MSFT, MRK, JNJ 13F-HR 13 May 2020, 18:55
Q4 2019 196 $405,554,000 +$73,118,737 -$21,594,685 +$51,524,052 MSFT, LMT, MRK, JPM, CSCO 13F-HR 13 Feb 2020, 17:12
Q3 2019 119 $335,786,000 +$27,108,783 -$45,427,217 -$18,318,434 MSFT, LMT, CSCO, MRK, JPM 13F-HR 13 Nov 2019, 13:12
Q2 2019 118 $353,181,000 +$4,285,771 -$122,725,518 -$118,439,747 MSFT, CSCO, LMT, MRK, JPM 13F-HR 13 Aug 2019, 18:42
Q1 2019 208 $444,725,000 +$104,338,696 -$111,942,703 -$7,604,007 MSFT, CSCO, HON, MRK, JPM 13F-HR 08 May 2019, 09:27
Q4 2018 123 $409,627,000 +$39,248,842 -$53,374,661 -$14,125,819 SPY, MSFT, PFE, CSCO, JNJ 13F-HR 14 Feb 2019, 16:55
Q3 2018 131 $491,821,314 +$113,062,374 -$124,185,214 -$11,122,840 MSFT, CSCO, LMT, PFE, EMR 13F-HR 01 Nov 2018, 13:27
Q2 2018 121 $473,091,000 +$37,004,806 -$21,116,402 +$15,888,404 MSFT, CSCO, HON, LMT, RDSA 13F-HR 07 Aug 2018, 11:47
Q1 2018 96 $461,360,000 +$84,735,268 -$128,044,481 -$43,309,213 MSFT, LMT, CSCO, HON, JPM 13F-HR 03 May 2018, 14:32
Q4 2017 126 $511,547,000 +$12,757,426 -$10,012,207 +$2,745,219 DWDP, MSFT, LMT, MCHP, MO 13F-HR 29 Jan 2018, 13:21
Q3 2017 124 $488,101,000 +$112,728,232 -$125,598,527 -$12,870,295 DWDP, MCHP, LMT, MSFT, GLW 13F-HR 06 Nov 2017, 12:49
Q2 2017 124 $486,267,000 +$44,587,069 -$31,826,792 +$12,760,277 DOW, MO, MSFT, MCHP, LMT 13F-HR 07 Aug 2017, 11:41
Q1 2017 121 $460,567,000 +$3,146,954 -$14,181,788 -$11,034,834 DOW, MSFT, MCHP, MO, LMT 13F-HR 28 Apr 2017, 14:07
Q4 2016 124 $457,090,000 +$95,594,756 -$100,285,107 -$4,690,351 MSFT, DOW, MO, MCHP, JPM 13F-HR 01 Feb 2017, 11:31
Q3 2016 125 $446,045,000 +$78,436,870 -$74,661,841 +$3,775,029 MSFT, LMT, JNJ, MRK, CSCO 13F-HR 31 Oct 2016, 15:37
Q2 2016 130 $439,963,000 +$13,243,905 -$23,433,706 -$10,189,801 MSFT, LMT, MO, JNJ, HON 13F-HR 04 Aug 2016, 11:45
Q1 2016 137 $439,875,000 +$87,553,021 -$88,308,412 -$755,391 MSFT, LMT, MO, JNJ, HON 13F-HR 29 Apr 2016, 14:05
Q4 2015 135 $439,560,000 +$7,273,930 -$6,529,515 +$744,415 CVS, MSFT, LMT, BMY, DOW 13F-HR 29 Jan 2016, 10:59
Q3 2015 132 $416,686,000 +$62,190,683 -$63,099,176 -$908,493 CVS, LMT, DIS, BMY, MSFT 13F-HR 05 Nov 2015, 14:25
Q2 2015 133 $448,368,000 +$18,997,532 -$23,088,738 -$4,091,206 CVS, LMT, DIS, BMY, MO 13F-HR 04 Aug 2015, 15:07
Q1 2015 135 $457,946,000 +$98,686,584 -$118,462,265 -$19,775,681 CVS, LMT, BMY, BHI, MO 13F-HR 08 May 2015, 14:30
Q4 2014 133 $475,626,000 +$22,703,357 -$22,315,998 +$387,359 CVS, LMT, JNJ, AXP, DOW 13F-HR 03 Feb 2015, 11:10
Q3 2014 134 $457,576,000 +$77,585,636 -$86,043,169 -$8,457,533 LMT, JNJ, CVS, DOW, AXP 13F-HR 12 Nov 2014, 15:05
Q2 2014 130 $469,810,000 +$44,605,463 -$53,088,427 -$8,482,964 JNJ, CVS, LMT, DOW, CMCSA 13F-HR 08 Aug 2014, 09:28
Q1 2014 130 $464,798,000 +$60,115,083 -$51,329,205 +$8,785,878 LMT, CVS, JNJ, AXP, BA 13F-HR 06 May 2014, 12:43
Q4 2013 129 $456,379,000 $0 $0 $0 BA, AXP, CVS, CMCSA, JNJ 13F-HR 10 Feb 2014, 11:38