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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 8 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLK SELECT SECTOR SPDR TR 1,267.0 $241K 0.01% NEW $190.52 -4.6%
142 UNP UNION PAC CORP Industrials 869.0 $236K 0.01% +18.0 +2.1% $272.06 +13.8%
143 COP CONOCOPHILLIPS Energy 2,270.0 $236K 0.01% $103.96 +26.8%
144 VONV VANGUARD SCOTTSDALE FDS 2,200.0 $234K 0.01% $106.31 +6.5%
145 IWR ISHARES TR 2,104.0 $232K 0.01% +23.0 +1.1% $110.32 +2.4%
146 NBTB NBT BANCORP INC Financial Services 4,700.0 $232K 0.01% $49.37 +4.1%
147 SCHX SCHWAB STRATEGIC TR 7,691.0 $226K 0.01% NEW $29.43 +2.7%
148 HSY HERSHEY CO Consumer Defensive 1,244.0 $218K 0.01% $175.45 +6.7%
149 AXP AMERICAN EXPRESS CO Financial Services 628.0 $212K 0.01% NEW $338.25 -0.7%
150 DIS DISNEY WALT CO Communication Services 2,205.0 $212K 0.01% $96.25 +15.6%
151 DHR DANAHER CORP DEL Healthcare 1,106.0 $211K 0.01% $190.48 +13.4%
152 SMH VANECK ETF TRUST 320.0 $210K 0.01% NEW $655.89 -15.3%
153 VZ VERIZON COMMUNICATIONS INC Communication Services 4,954.0 $210K 0.01% -200.0 -3.9% $42.34 +18.7%
154 SPYM SPDR SERIES TRUST 2,365.0 $208K 0.01% NEW $87.88 +2.6%
155 SCHH SCHWAB STRATEGIC TR 8,650.0 $205K 0.01% NEW $23.68 +2.2%
156 NSC NORFOLK SOUTHN CORP Industrials 649.0 $204K 0.01% NEW $314.59 +11.7%
157 PPG PPG INDS INC Basic Materials 1,674.0 $203K 0.01% NEW $121.29 -6.3%
Page 8 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%