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Portfolio (Quarterly) Guide ↗

Strategic Financial Services, Inc.

· CIK 0001432539
13F Portfolio $2.3B AUM 229,522 positions Filed Aug 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 22 Added 54 Reduced 5 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMOM J P MORGAN EXCHANGE TRADED F 44,933.0 $3.8M 0.17% -4K -7.5% $85.46 -3.2%
22 ORCL ORACLE CORP Technology 23,100.0 $3.4M 0.15% -778.0 -3.3% $146.55 -1.3%
23 MTB M & T BK CORP Financial Services 13,377.0 $3.2M 0.14% -232.0 -1.7% $238.01 +1.0%
24 GLD SPDR GOLD TR Financial Services 8,164.0 $3.0M 0.13% -1K -12.8% $368.38 +16.2%
25 BLK BLACKROCK INC Financial Services 3,093.0 $3.0M 0.13% -71.0 -2.2% $961.60 +22.4%
26 GOOGL ALPHABET INC Communication Services 8,104.0 $2.9M 0.13% -403.0 -4.7% $357.37 -2.9%
27 CSCO CISCO SYS INC Technology 24,309.0 $2.9M 0.12% -290.0 -1.2% $117.46 -5.4%
28 NEE NEXTERA ENERGY INC Utilities 31,822.0 $2.8M 0.12% -344.0 -1.1% $87.77 -4.0%
29 QCOM QUALCOMM INC Technology 14,610.0 $2.7M 0.12% -550.0 -3.6% $184.79 -13.1%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,883.0 $2.7M 0.12% -95.0 -3.2% $935.47 +2.6%
31 MRK MERCK & CO INC Healthcare 18,756.0 $2.4M 0.11% -250.0 -1.3% $128.50 +21.7%
32 AMZN AMAZON COM INC Consumer Cyclical 9,885.0 $2.4M 0.10% -160.0 -1.6% $238.34 +9.5%
33 JNJ JOHNSON & JOHNSON Healthcare 8,944.0 $2.3M 0.10% -115.0 -1.3% $253.97 +7.5%
34 XBI SPDR SERIES TRUST 11,823.0 $1.9M 0.08% -18K -60.2% $158.25 +6.9%
35 IGSB ISHARES TR 35,388.0 $1.9M 0.08% -3K -8.3% $52.41 -0.3%
36 NXPI NXP SEMICONDUCTORS N V Technology 6,442.0 $1.8M 0.08% -158.0 -2.4% $281.03 -20.0%
37 GE GE AEROSPACE Industrials 4,524.0 $1.7M 0.07% -8K -63.8% $373.75 -6.5%
38 PEP PEPSICO INC Consumer Defensive 9,433.0 $1.3M 0.06% -120.0 -1.3% $135.40 +5.1%
39 GEV GE VERNOVA INC Utilities 1,074.0 $1.3M 0.06% -2K -65.9% $1174.86 -21.1%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,541.0 $1.2M 0.05% -100.0 -6.1% $746.89 +2.5%
Page 2 of 3  ·  54 positions

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 38.0%
Technology 36.1%
Healthcare 7.0%
Consumer Cyclical 5.4%
Consumer Defensive 3.4%
Industrials 3.3%
Energy 2.2%
Utilities 2.2%
Communication Services 2.1%
Real Estate 0.3%