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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 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVGO PUT BROADCOM INC Technology 2,500.0 $944K 0.04% $377.75 -5.9%
82 ULTA ULTA BEAUTY INC Consumer Cyclical 2,094.0 $944K 0.04% -89.0 -4.1% $450.98 +20.4%
83 PG PROCTER & GAMBLE CO Consumer Defensive 6,379.0 $935K 0.04% -42.0 -0.7% $146.65 -1.1%
84 VWO VANGUARD INTL EQUITY INDEX F 15,550.0 $928K 0.04% $59.69 +1.6%
85 MA MASTERCARD INCORPORATED Financial Services 1,702.0 $874K 0.04% -70.0 -4.0% $513.60 +16.5%
86 META META PLATFORMS INC Communication Services 1,509.0 $850K 0.04% +100.0 +7.1% $563.29 +2.3%
87 VOT VANGUARD INDEX FDS 2,566.0 $786K 0.03% $306.30 -0.4%
88 WMT WALMART INC Consumer Defensive 6,728.0 $762K 0.03% -55.0 -0.8% $113.26 -7.9%
89 DFAT DIMENSIONAL ETF TRUST 10,658.0 $745K 0.03% $69.90 +2.2%
90 CB CHUBB LIMITED Financial Services 2,087.0 $711K 0.03% $340.74 +0.9%
91 ASML ASML HLDG NV Technology 343.0 $682K 0.03% $1989.44 -12.3%
92 VLUE ISHARES TR 3,390.0 $677K 0.03% $199.81 +1.0%
93 ITOT ISHARES TR 3,988.0 $655K 0.03% $164.27 +2.2%
94 LLY ELI LILLY & CO Healthcare 519.0 $623K 0.03% +4.0 +0.8% $1199.43 -0.8%
95 PSA PUBLIC STORAGE Real Estate 1,895.0 $603K 0.03% $318.31 -0.3%
96 CAT CATERPILLAR INC Industrials 563.0 $600K 0.03% $1064.90 -22.8%
97 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 8,686.0 $583K 0.03% $67.12 -5.9%
98 NWFL NORWOOD FINANCIAL CORP Financial Services 17,972.0 $578K 0.03% $32.15 +4.5%
99 SCHW SCHWAB CHARLES CORP Financial Services 6,199.0 $572K 0.03% $92.27 +18.6%
100 AGG ISHARES TR 5,765.0 $571K 0.03% $98.98 -1.1%
Page 5 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%