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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
Page 2 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GSLC GOLDMAN SACHS ETF TR 97,705.0 $12.2M 0.58% +798.0 +0.8% $125.13 +13.9%
22 GOOG ALPHABET INC Communication Services 33,988.0 $9.7M 0.46% $286.86 +29.4%
23 GEM GOLDMAN SACHS ETF TR 222,255.0 $9.6M 0.46% -2K -0.9% $43.20 +21.1%
24 LRCX LAM RESEARCH CORP Technology 37,146.0 $7.9M 0.38% -598.0 -1.6% $213.66 +72.9%
25 GSSC GOLDMAN SACHS ETF TR 99,225.0 $7.4M 0.35% -514.0 -0.5% $74.55 +18.3%
26 JPM JPMORGAN CHASE & CO Financial Services 24,789.0 $7.3M 0.35% $294.16 +12.6%
27 KLAC KLA CORP Technology 4,919.0 $7.2M 0.34% -35.0 -0.7% $1472.41 -83.9%
28 MSFT MICROSOFT CORP Technology 16,407.0 $6.1M 0.29% -178.0 -1.1% $370.18 +6.4%
29 MCK MCKESSON CORP Healthcare 6,764.0 $5.9M 0.28% $865.36 -9.2%
30 V VISA INC Financial Services 15,992.0 $4.8M 0.23% $302.24 +7.1%
31 GLD SPDR GOLD TR Financial Services 9,364.0 $4.0M 0.19% -2K -20.8% $430.29 -7.6%
32 XBI SPDR SERIES TRUST 29,736.0 $3.8M 0.18% -231K -88.6% $127.73 +6.0%
33 GE GE AEROSPACE Industrials 12,479.0 $3.5M 0.17% $283.78 +23.9%
34 ORCL ORACLE CORP Technology 23,878.0 $3.5M 0.17% $147.11 +28.0%
35 XOM EXXON MOBIL CORP Energy 20,080.0 $3.4M 0.16% $169.66 -16.9%
36 JMOM J P MORGAN EXCHANGE TRADED F 48,587.0 $3.3M 0.16% -512.0 -1.0% $67.92 +22.6%
37 BLK BLACKROCK INC Financial Services 3,164.0 $3.0M 0.14% -35.0 -1.1% $961.71 +9.4%
38 NEE NEXTERA ENERGY INC Utilities 32,166.0 $3.0M 0.14% $92.88 -7.2%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,978.0 $3.0M 0.14% $996.43 -1.0%
40 MTB M & T BK CORP Financial Services 13,609.0 $2.8M 0.13% $206.72 +10.5%
Page 2 of 8  ·  152 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 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%