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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 2,697.0 $1.1M 0.05% -152.0 -5.3% $415.66 -2.3%
42 ULTA ULTA BEAUTY INC Consumer Cyclical 2,094.0 $944K 0.04% -89.0 -4.1% $450.98 +18.7%
43 PG PROCTER & GAMBLE CO Consumer Defensive 6,379.0 $935K 0.04% -42.0 -0.7% $146.65 -1.2%
44 MA MASTERCARD INCORPORATED Financial Services 1,702.0 $874K 0.04% -70.0 -4.0% $513.60 +16.1%
45 WMT WALMART INC Consumer Defensive 6,728.0 $762K 0.03% -55.0 -0.8% $113.26 -7.5%
46 KO COCA COLA CO Consumer Defensive 5,339.0 $434K 0.02% -580.0 -9.8% $81.27 +11.5%
47 MCD MCDONALDS CORP Consumer Cyclical 1,518.0 $410K 0.02% -614.0 -28.8% $270.36 -1.1%
48 EMB ISHARES TR 4,186.0 $404K 0.02% -119.0 -2.8% $96.44 -1.2%
49 IVW ISHARES TR 2,699.0 $371K 0.02% -21.0 -0.8% $137.53 +1.0%
50 WM WASTE MGMT INC DEL Industrials 1,446.0 $322K 0.01% -13.0 -0.9% $222.88 -0.2%
51 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 720.0 $278K 0.01% -5.0 -0.7% $386.73 +5.5%
52 SO SOUTHERN CO Utilities 2,737.0 $262K 0.01% -31.0 -1.1% $95.71 -6.1%
53 BA BOEING CO Industrials 1,140.0 $247K 0.01% -20.0 -1.7% $216.47 -2.1%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 4,954.0 $210K 0.01% -200.0 -3.9% $42.34 +18.8%
Page 3 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%