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Strategic Trust

CIK: 0001873280 Equity
Report date: 2026-04-14
AUM $386M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-14

Holdings

From latest SEC N-PORT filing · US-listed stocks only

43 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 FISV Fiserv Inc. Since 2026-05-10 337738108 Equity (Common)
1.77%
$6.85 109,959
2 PRI Primerica, Inc. Since 2026-05-10 74164M108 Equity (Common)
1.78%
$6.87 27,085
3 WSO-B Watsco Inc Since 2026-05-10 942622200 Equity (Common)
1.74%
$6.73 16,135
4 BR Broadridge Financial Solutions Inc. Since 2026-05-10 11133T103 Equity (Common)
1.92%
$7.40 39,809
5 HON Honeywell International Inc. Since 2026-05-10 438516106 Equity (Common)
1.80%
$6.94 28,499
6 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
1.94%
$7.50 18,340
7 RBA RB Global Inc Since 2026-05-10 74935Q107 Equity (Common)
1.77%
$6.83 67,676
8 GOOG Alphabet Inc. Since 2026-05-10 02079K107 Equity (Common)
1.85%
$7.15 22,972
9 DOX Amdocs Limited Since 2026-05-10 G02602103 Equity (Common)
1.87%
$7.23 103,612
10 IR Ingersoll Rand Inc Since 2026-05-10 45687V106 Equity (Common)
1.71%
$6.59 70,045
11 SAIA Saia Inc Since 2026-05-10 78709Y105 Equity (Common)
1.88%
$7.27 17,942
12 RSG Republic Services, Inc. Since 2026-05-10 760759100 Equity (Common)
1.83%
$7.05 30,778
13 SYK Stryker Corporation Since 2026-05-10 863667101 Equity (Common)
1.88%
$7.26 18,744
14 RMD ResMed Inc. Since 2026-05-10 761152107 Equity (Common)
1.79%
$6.91 26,977
15 BDX Becton, Dickinson and Company Since 2026-05-10 075887109 Equity (Common)
1.79%
$6.92 39,195
16 FCN FTI Consulting, Inc. Since 2026-05-10 302941109 Equity (Common)
1.84%
$7.09 43,148
17 TXRH Texas Roadhouse Inc Since 2026-05-10 882681109 Equity (Common)
1.78%
$6.89 37,657
18 LDOS Leidos Holdings Inc Since 2026-05-10 525327102 Equity (Common)
1.88%
$7.26 41,479
19 DRI Darden Restaurants, Inc. Since 2026-05-10 237194105 Equity (Common)
1.76%
$6.80 31,791
20 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
1.71%
$6.60 31,603
21 STE Steris PLC Since 2026-05-10 G8473T100 Equity (Common)
1.82%
$7.04 27,912
22 GD General Dynamics Corporation Since 2026-05-10 369550108 Equity (Common)
1.86%
$7.17 20,078
23 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.80%
$6.94 21,667
24 J Jacobs Solutions Inc. Since 2026-05-10 46982L108 Equity (Common)
1.83%
$7.08 51,325
25 CACI CACI International Inc. Since 2026-05-10 127190304 Equity (Common)
1.92%
$7.41 12,151
26 SSNC SS&C Technologies Holdings Inc. Since 2026-05-10 78467J100 Equity (Common)
1.89%
$7.30 96,949
27 EME Emcor Group Inc Since 2026-05-10 29084Q100 Equity (Common)
1.63%
$6.27 8,658
28 ADP Automatic Data Processing, Inc. Since 2026-05-10 053015103 Equity (Common)
1.82%
$7.04 32,835
29 GWW W.w. Grainger Inc. Since 2026-05-10 384802104 Equity (Common)
1.81%
$7.00 6,117
30 ITT ITT Inc Since 2026-05-10 45073V108 Equity (Common)
1.77%
$6.82 33,679
31 CI The Cigna Group Since 2026-05-10 125523100 Equity (Common)
1.79%
$6.89 23,784
32 ICE Intercontinental Exchange Inc Since 2026-05-10 45866F104 Equity (Common)
1.92%
$7.41 45,133
33 IQV IQVIA Holdings Inc. Since 2026-05-10 46266C105 Equity (Common)
1.96%
$7.58 42,362
34 MRSH Marsh & McLennan Companies, Inc. Since 2026-05-10 571748102 Equity (Common)
1.90%
$7.34 39,303
35 ETN Eaton Corporation PLC Since 2026-05-10 G29183103 Equity (Common)
1.73%
$6.69 17,786
36 NVT NVent Electric PLC Since 2026-05-10 G6700G107 Equity (Common)
1.83%
$7.07 59,765
37 TJX The TJX Companies Inc. Since 2026-05-10 872540109 Equity (Common)
1.88%
$7.24 44,810
38 FELE Franklin Electric Co Inc Since 2026-05-10 353514102 Equity (Common)
1.90%
$7.35 73,779
39 NSC Norfolk Southern Corporation Since 2026-05-10 655844108 Equity (Common)
1.79%
$6.90 21,929
40 AME Ametek, Inc. Since 2026-05-10 031100100 Equity (Common)
1.84%
$7.11 29,726
41 GGG Graco Inc Since 2026-05-10 384109104 Equity (Common)
1.79%
$6.90 73,482
42 ROP Roper Technologies Inc Since 2026-05-10 776696106 Equity (Common)
2.00%
$7.71 22,036
43 BRO Brown & Brown Inc Since 2026-05-10 115236101 Equity (Common)
1.85%
$7.14 99,491