BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Security Financial Services, INC.

· CIK 0001913590
13F Portfolio $632M AUM 203 positions Filed May 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 99 Added 67 Reduced 28 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLG INVESCO EXCHANGE TRADED FD T 247,258 $14.7M 2.30% SOLD
2 HYDB ISHARES TR 35,221 $1.7M 0.26% SOLD
3 EMB ISHARES TR 9,804 $944K 0.15% SOLD
4 TMO THERMO FISHER SCIENTIFIC INC Healthcare 836 $484K 0.08% SOLD
5 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,033 $463K 0.07% SOLD
6 MTD METTLER TOLEDO INTERNATIONAL Healthcare 310 $432K 0.07% SOLD
7 CENCORA INC 1,262 $426K 0.07% SOLD
8 ZECP ZACKS TRUST 12,100 $421K 0.07% SOLD
9 INTU INTUIT Technology 602 $399K 0.06% SOLD
10 CASY CASEYS GEN STORES INC Consumer Cyclical 699 $386K 0.06% SOLD
11 MSCI MSCI INC Financial Services 673 $386K 0.06% SOLD
12 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,497 $385K 0.06% SOLD
13 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,366 $383K 0.06% SOLD
14 JKHY HENRY JACK & ASSOC INC Technology 2,092 $382K 0.06% SOLD
15 NVO NOVO-NORDISK A S Healthcare 7,489 $381K 0.06% SOLD
16 ROL ROLLINS INC Consumer Cyclical 6,329 $380K 0.06% SOLD
17 GL GLOBE LIFE INC Financial Services 2,560 $358K 0.06% SOLD
18 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,889 $351K 0.06% SOLD
19 AZO AUTOZONE INC Consumer Cyclical 102 $346K 0.05% SOLD
20 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,715 $336K 0.05% SOLD
Page 1 of 2  ·  28 positions
Sector Allocation
Technology 34.8%
Financial Services 23.7%
Consumer Defensive 8.5%
Communication Services 6.7%
Consumer Cyclical 6.6%
Industrials 6.5%
Healthcare 5.7%
Energy 2.8%
Basic Materials 2.4%
Utilities 2.1%