SAMT

Strategas Macro Them Opps

Latest period2026 - Q2Total superinvestors11

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 11 superinvestors own shares of Strategas Macro Them Opps (SAMT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Strategas Macro Them Opps (SAMT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Strategas Macro Them Opps (SAMT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Strategas Macro Them Opps (SAMT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
June Adams@Trilogy Capital Inc.
Recent Activity
Increased 5.04%
1.32%
$33.856M
709,244 shares@ 47.74 avg price
Jessica Sherburne@Triangle Securities Wealth Management
Recent Activity
Decreased -1.23%
2.44%
$12.248M
256,588 shares@ 47.74 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 1.18%
1.15%
$11.778M
251,772 shares@ 46.79 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 8.53%
0.81%
$10.654M
223,193 shares@ 47.74 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
New Position
0.26%
$1.077M
22,560 shares@ 47.74 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
New Position
0.02%
$674,975
14,140 shares@ 47.74 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
New Position
0.1%
$283,211
5,933 shares@ 47.74 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
New Position
0.01%
$260,633
5,460 shares@ 47.74 avg price
Lorraine Fang@Gamma Investing Llc
Recent Activity
Increased 43.82%
0.01%
$46,064
965 shares@ 47.74 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
0.01%
$14,559
305 shares@ 47.74 avg price

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