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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROK ROCKWELL AUTOMATION INC Industrials 610.0 $219K 0.01% $358.88 +28.0%
142 BK BANK NEW YORK MELLON CORP Financial Services 1,842.0 $219K 0.01% $118.63 +19.5%
143 SCHF SCHWAB STRATEGIC TR 8,722.0 $216K 0.01% $24.75 +12.1%
144 DIS DISNEY WALT CO Communication Services 2,205.0 $213K 0.01% -100.0 -4.3% $96.38 +3.8%
145 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 725.0 $212K 0.01% $292.75 +38.0%
146 PLTR PALANTIR TECHNOLOGIES INC Technology 1,450.0 $212K 0.01% NEW $146.28 -12.5%
147 NFLX NETFLIX INC. Communication Services 2,200.0 $212K 0.01% NEW $96.15 -16.4%
148 DHR DANAHER CORP DEL Healthcare 1,106.0 $210K 0.01% NEW $189.60 -5.0%
149 UNP UNION PAC CORP Industrials 851.0 $207K 0.01% $242.68 +10.6%
150 VONV VANGUARD SCOTTSDALE FDS 2,200.0 $206K 0.01% NEW $93.74 +13.4%
151 IWR ISHARES TR 2,081.0 $202K 0.01% NEW $97.23 +11.8%
152 NBTB NBT BANCORP INC Financial Services 4,700.0 $200K 0.01% $42.58 +13.2%
Page 8 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%