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Portfolio (Quarterly) Guide ↗

Strategic Financial Services, Inc.

· CIK 0001432539
13F Portfolio $2.1B AUM 153 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 32 Added 28 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 2,000.0 $1.3M 0.06% NEW $650.34 +15.4%
2 IVV ISHARES TR 1,702.0 $1.1M 0.05% NEW $653.21 +15.1%
3 IEFA ISHARES TR 9,845.0 $891K 0.04% NEW $90.53 +7.5%
4 PUTNAM ETF TRUST 108,955.0 $850K 0.04% NEW $7.80
5 AVGO PUT BROADCOM INC Technology 2,500.0 $774K 0.04% NEW $309.51 +21.7%
6 AGG ISHARES TR 5,765.0 $572K 0.03% NEW $99.27 -0.3%
7 ITOT ISHARES TR 3,988.0 $568K 0.03% NEW $142.43 +15.2%
8 IUSB ISHARES TR 8,812.0 $407K 0.02% NEW $46.19 -0.1%
9 VTV VANGUARD INDEX FDS 1,581.0 $310K 0.01% NEW $196.20 +11.1%
10 IVW ISHARES TR 2,720.0 $308K 0.01% NEW $113.11 +21.3%
11 IJH ISHARES TR 4,135.0 $279K 0.01% NEW $67.53 +12.4%
12 IVE ISHARES TR 1,130.0 $239K 0.01% NEW $211.15 +8.4%
13 PLTR PALANTIR TECHNOLOGIES INC Technology 1,450.0 $212K 0.01% NEW $146.28 -8.9%
14 NFLX NETFLIX INC. Communication Services 2,200.0 $212K 0.01% NEW $96.15 -18.1%
15 DHR DANAHER CORP DEL Healthcare 1,106.0 $210K 0.01% NEW $189.60 -4.4%
16 VONV VANGUARD SCOTTSDALE FDS 2,200.0 $206K 0.01% NEW $93.74 +14.1%
17 IWR ISHARES TR 2,081.0 $202K 0.01% NEW $97.23 +12.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.6%
Technology 26.0%
Healthcare 6.9%
Communication Services 6.8%
Consumer Cyclical 5.3%
Industrials 3.9%
Consumer Defensive 3.7%
Utilities 3.0%
Energy 2.6%
Real Estate 0.3%