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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 3 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 8,598.0 $2.8M 0.13% $320.81 +14.2%
42 GEV GE VERNOVA INC Utilities 3,146.0 $2.7M 0.13% $872.90 +7.8%
43 GOOGL ALPHABET INC Communication Services 8,507.0 $2.4M 0.12% $287.56 +25.1%
44 TSLA TESLA INC Consumer Cyclical 6,447.0 $2.4M 0.11% $371.75 +9.3%
45 SPTL SPDR SERIES TRUST 87,903.0 $2.3M 0.11% -16K -15.5% $26.30 -1.1%
46 MRK MERCK & CO INC Healthcare 19,006.0 $2.3M 0.11% $120.29 -1.0%
47 JNJ JOHNSON & JOHNSON Healthcare 9,059.0 $2.2M 0.10% +64.0 +0.7% $244.44 -1.5%
48 TJX TJX COS INC NEW Consumer Cyclical 13,358.0 $2.1M 0.10% $159.70 +5.5%
49 AMZN AMAZON COM INC Consumer Cyclical 10,045.0 $2.1M 0.10% +73.0 +0.7% $208.27 +14.5%
50 IGSB ISHARES TR 38,588.0 $2.0M 0.10% +3K +9.0% $52.56 -0.4%
51 BERKSHIRE HATHAWAY INC DEL 4,198.0 $2.0M 0.10% -161.0 -3.7% $479.20
52 VXUS VANGUARD STAR FDS 25,725.0 $2.0M 0.09% $77.11 +11.1%
53 QCOM QUALCOMM INC Technology 15,160.0 $2.0M 0.09% -230.0 -1.5% $128.78 +64.4%
54 CSCO CISCO SYS INC Technology 24,599.0 $1.9M 0.09% -150.0 -0.6% $77.59 +56.1%
55 NVDA NVIDIA CORPORATION Technology 10,463.0 $1.8M 0.09% +187.0 +1.8% $174.40 +17.7%
56 BKNG BOOKING HOLDINGS INC Consumer Cyclical 422.0 $1.8M 0.09% $4210.32 -96.1%
57 VTWO VANGUARD SCOTTSDALE FDS 15,208.0 $1.5M 0.07% +1K +8.4% $100.17 +18.2%
58 PEP PEPSICO INC Consumer Defensive 9,553.0 $1.5M 0.07% $155.29 -7.1%
59 VTEB VANGUARD MUN BD FDS 29,650.0 $1.5M 0.07% $49.89 +0.8%
60 VEA VANGUARD TAX-MANAGED FDS 21,201.0 $1.4M 0.07% +6K +38.1% $64.08 +11.7%
Page 3 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%