STRATEGY ASSET MANAGERS LLC
RIA/Wealth
STRATEGY ASSET MANAGERS LLC is a RIA/Wealth based in Pasadena, CA led by Thomas Woodward Hulick, reporting $741.5M in AUM as of Q3 2025 with AVGO as the largest holding (6% allocation).
CEOThomas Woodward Hulick
- Portfolio Value
- $555.9M
- Positions
- 250
- Top Holding
- AVGO at 5.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STRATEGY ASSET MANAGERS LLC's portfolio (31.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $31.0M | 5.58% | -$3.7M Sold | 0.00% 94.0K shares | |
Software - Infrastructure Technology | $26.4M | 4.75% | -$545.4K Sold | 0.00% 51.0K shares | |
Banks - Diversified Financial Services | $21.0M | 3.78% | +$64.3K Bought | 0.00% 66.7K shares | |
Internet Content & Information Communication Services | $20.0M | 3.59% | -$31.4K Sold | 0.00% 82.2K shares | |
Consumer Electronics Technology | $14.5M | 2.60% | -$116.1K Sold | 0.00% 56.8K shares | |
Drug Manufacturers - General Healthcare | $14.1M | 2.54% | +$2.4M Bought | 0.00% 18.5K shares | |
Communication Equipment Technology | $13.3M | 2.40% | +$773.1K Bought | 0.00% 194.8K shares | |
Aerospace & Defense Industrials | $12.5M | 2.26% | -$145.3K Sold | 0.01% 25.1K shares | |
Renewable Utilities Utilities | $12.5M | 2.26% | +$277.1K Bought | 0.01% 38.1K shares | |
Industrial - Machinery Industrials | $12.1M | 2.17% | +$71.8K Bought | 0.02% 92.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STRATEGY ASSET MANAGERS LLC's latest filing
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for STRATEGY ASSET MANAGERS LLC
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