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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTEB VANGUARD MUN BD FDS 29,650.0 $1.5M 0.07% NEW $50.65 -0.6%
62 NXPI NXP SEMICONDUCTORS N V Technology 6,600.0 $1.5M 0.07% NEW $224.32 +35.0%
63 AVGO BROADCOM INC Technology 4,234.0 $1.4M 0.07% NEW $332.92 +13.2%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 4,369.0 $1.3M 0.06% NEW $298.93 -9.4%
65 SUB ISHARES TR 11,713.0 $1.3M 0.06% NEW $107.20 -0.6%
66 VIG VANGUARD SPECIALIZED FUNDS 5,458.0 $1.3M 0.06% NEW $229.53 +3.2%
67 VUG VANGUARD INDEX FDS 2,512.0 $1.2M 0.05% NEW $468.59 -81.5%
68 IWF ISHARES TR 2,346.0 $1.1M 0.05% NEW $456.84 -73.0%
69 CMF ISHARES TR 17,880.0 $1.0M 0.05% NEW $57.93 -0.9%
70 VEA VANGUARD TAX-MANAGED FDS 15,355.0 $1.0M 0.05% NEW $67.37 +7.3%
71 PG PROCTER AND GAMBLE CO Consumer Defensive 6,421.0 $1.0M 0.05% NEW $159.18 -4.2%
72 MA MASTERCARD INCORPORATED Financial Services 1,772.0 $972K 0.04% NEW $548.74 -8.6%
73 GS GOLDMAN SACHS GROUP INC Financial Services 1,035.0 $961K 0.04% NEW $928.75 +17.4%
74 ABBV ABBVIE INC Healthcare 4,155.0 $928K 0.04% NEW $223.41 -0.4%
75 PSX PHILLIPS 66 Energy 5,857.0 $924K 0.04% NEW $157.80 +9.0%
76 META META PLATFORMS INC Communication Services 1,397.0 $924K 0.04% NEW $661.46 -9.3%
77 MS MORGAN STANLEY Financial Services 5,125.0 $922K 0.04% NEW $179.96 +22.7%
78 SPY SPDR S&P 500 ETF TR Financial Services 1,333.0 $921K 0.04% NEW $690.75 +8.6%
79 DE DEERE & CO Industrials 1,511.0 $881K 0.04% NEW $583.11 +0.4%
80 WMT WALMART INC Consumer Defensive 6,710.0 $880K 0.04% NEW $131.18 -7.9%
Page 4 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%