Portfolio (Quarterly) Guide ↗

Financial Strategies Group, Inc.

· CIK 0001774343

13F Portfolio $628M AUM 100 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 51 Added 28 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EWX	SPDR INDEX SHS FDS	—	41,957	$3.0M	0.50%	SOLD
2	SEM	SELECT MED HLDGS CORP	Healthcare	35,712	$587K	0.10%	SOLD
3	CON	CONCENTRA GROUP HOLDINGS PAR	Healthcare	13,628	$309K	0.05%	SOLD

Sector Allocation

Financial Services 45.5%

Consumer Cyclical 15.5%

Technology 9.9%

Consumer Defensive 9.0%

Healthcare 7.3%

Energy 7.2%

Communication Services 4.3%

Industrials 0.8%

Basic Materials 0.4%

Utilities 0.3%