Values First Advisors »

Strategy shares owned by Values First Advisors

Quarter-by-quarter ownership of Strategy (ESLV) shares owned by Values First Advisors from 13F filings

Historical chart of Values First Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy by Values First Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $79k 3.1k 25.33

More positions owned by Values First Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares U S Etf Tr Short Duration B (NEAR)
Emergent BioSolutions (EBS)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ensign (ENSG)
Monolithic Power Systems (MPWR)
Amphenol Corp Cl A (APH)
Lowe's Companies (LOW)
Expeditors International of Washington (EXPD)

View all positions for Values First Advisors

Top funds holding Strategy

Creative Financial Designs
Values First Advisors

View all funds holding Strategy