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Portfolio (Quarterly) Guide ↗

Strategic Financial Services, Inc.

· CIK 0001432539
13F Portfolio $2.2B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New
Page 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 32,166.0 $2.9M 0.13% NEW $89.47 -3.6%
42 SPTL SPDR SERIES TRUST 103,978.0 $2.8M 0.13% NEW $26.54 -1.4%
43 GOOGL ALPHABET INC Communication Services 8,507.0 $2.7M 0.13% NEW $322.86 +15.6%
44 TSLA TESLA INC Consumer Cyclical 6,447.0 $2.7M 0.12% NEW $411.11 -1.6%
45 GEV GE VERNOVA INC Utilities 3,146.0 $2.5M 0.11% NEW $779.35 +26.0%
46 MRK MERCK & CO INC Healthcare 19,006.0 $2.3M 0.11% NEW $121.93 -5.5%
47 BERKSHIRE HATHAWAY INC DEL 4,359.0 $2.2M 0.10% NEW $508.09
48 JNJ JOHNSON & JOHNSON Healthcare 8,995.0 $2.2M 0.10% NEW $239.99 -2.0%
49 QCOM QUALCOMM INC Technology 15,390.0 $2.1M 0.10% NEW $137.34 +55.9%
50 CSCO CISCO SYS INC Technology 24,749.0 $2.1M 0.10% NEW $84.82 +41.0%
51 AMZN AMAZON COM INC Consumer Cyclical 9,972.0 $2.1M 0.10% NEW $210.32 +17.0%
52 VXUS VANGUARD STAR FDS 25,725.0 $2.1M 0.10% NEW $81.05 +6.9%
53 TJX TJX COS INC NEW Consumer Cyclical 13,358.0 $2.1M 0.10% NEW $155.86 +6.7%
54 NVDA NVIDIA CORPORATION Technology 10,276.0 $1.9M 0.09% NEW $185.41 +11.9%
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 422.0 $1.9M 0.09% NEW $4457.17 -96.1%
56 IGSB ISHARES TR 35,388.0 $1.9M 0.09% NEW $52.98 -1.2%
57 SBIO ALPS ETF TR 33,103.0 $1.7M 0.08% NEW $50.99 +4.5%
58 PEP PEPSICO INC Consumer Defensive 9,553.0 $1.6M 0.07% NEW $170.49 -14.3%
59 ULTA ULTA BEAUTY INC Consumer Cyclical 2,183.0 $1.5M 0.07% NEW $690.37 -31.7%
60 VTWO VANGUARD SCOTTSDALE FDS 14,035.0 $1.5M 0.07% NEW $107.10 +10.5%
Page 3 of 8  ·  144 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 49.8%
Technology 22.6%
Communication Services 6.1%
Healthcare 5.9%
Consumer Cyclical 4.6%
Industrials 3.4%
Consumer Defensive 3.1%
Utilities 2.2%
Energy 1.8%
Real Estate 0.2%