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Portfolio (Quarterly) Guide ↗

Strategic Equity Management

· CIK 0001843578
13F Portfolio $266M AUM 70 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 14 Added 32 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLK SELECT SECTOR SPDR TR 76,768 $11.1M 3.75% SOLD
2 CGGR CAPITAL GROUP GROWTH ETF 240,497 $10.7M 3.63% SOLD
3 XLU SELECT SECTOR SPDR TR 187,431 $8.0M 2.71% SOLD
4 SHYM BLACKROCK ETF TRUST II 313,634 $7.0M 2.36% SOLD
5 NEOS ETF TRUST 37,713 $1.2M 0.40% SOLD
6 TPHD TIMOTHY PLAN 27,930 $1.1M 0.36% SOLD
7 IJR ISHARES TR 2,700 $324K 0.11% SOLD
8 IBM INTERNATIONAL BUSINESS MACHS Technology 1,043 $309K 0.10% SOLD
9 VBK VANGUARD INDEX FDS 934 $282K 0.10% SOLD
10 SCHB SCHWAB STRATEGIC TR 10,002 $262K 0.09% SOLD
11 ABT ABBOTT LABS Healthcare 1,645 $206K 0.07% SOLD
12 MGK VANGUARD WORLD FD 493 $203K 0.07% SOLD
Sector Allocation
Financial Services 75.6%
Industrials 10.4%
Technology 6.8%
Communication Services 3.6%
Consumer Defensive 2.8%
Consumer Cyclical 0.7%