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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 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 6,447.0 $2.7M 0.12% $420.60 -16.7%
42 QCOM QUALCOMM INC Technology 14,610.0 $2.7M 0.12% -550.0 -3.6% $184.79 -13.1%
43 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,883.0 $2.7M 0.12% -95.0 -3.2% $935.47 +2.6%
44 MRK MERCK & CO INC Healthcare 18,756.0 $2.4M 0.11% -250.0 -1.3% $128.50 +21.7%
45 SPTL SPDR SERIES TRUST 91,677.0 $2.4M 0.10% +4K +4.3% $26.23 -2.9%
46 AMZN AMAZON COM INC Consumer Cyclical 9,885.0 $2.4M 0.10% -160.0 -1.6% $238.34 +9.5%
47 JNJ JOHNSON & JOHNSON Healthcare 8,944.0 $2.3M 0.10% -115.0 -1.3% $253.97 +7.5%
48 NVDA NVIDIA CORPORATION Technology 11,081.0 $2.2M 0.10% +618.0 +5.9% $200.10 +6.5%
49 VXUS VANGUARD STAR FDS 25,725.0 $2.2M 0.10% $85.49 +3.1%
50 BERKSHIRE HATHAWAY INC DEL 4,298.0 $2.2M 0.09% +100.0 +2.4% $500.39
51 TJX TJX COS INC NEW Consumer Cyclical 13,333.0 $2.0M 0.09% $151.50 -7.9%
52 XBI SPDR SERIES TRUST 11,823.0 $1.9M 0.08% -18K -60.2% $158.25 +6.9%
53 IGSB ISHARES TR 35,388.0 $1.9M 0.08% -3K -8.3% $52.41 -0.3%
54 VTWO VANGUARD SCOTTSDALE FDS 15,208.0 $1.8M 0.08% $121.42 -0.4%
55 NXPI NXP SEMICONDUCTORS N V Technology 6,442.0 $1.8M 0.08% -158.0 -2.4% $281.03 -20.0%
56 BKNG BOOKING HOLDINGS INC Consumer Cyclical 9,750.0 $1.7M 0.08% +9K +2210.4% $178.24 +19.9%
57 GE GE AEROSPACE Industrials 4,524.0 $1.7M 0.07% -8K -63.8% $373.75 -6.5%
58 AVGO BROADCOM INC Technology 4,253.0 $1.6M 0.07% $377.71 -5.6%
59 VEA VANGUARD TAX-MANAGED FDS 21,201.0 $1.5M 0.07% $71.25 +3.6%
60 VTEB VANGUARD MUN BD FDS 29,650.0 $1.5M 0.07% $50.58 -2.0%
Page 3 of 8  ·  157 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%