Strategic Financial Services, Inc. - Portfolio Stock Holdings
Strategic Financial Services, Inc. disclosed 164 stock positions in a recent SEC 13F filing. $2,232,314,382 of stock holdings were filed, with the largest holdings including INTF, LRGF, and SMLF. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $2,807,579,222 and has 39 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
164Est. Stock Holding Value:
$2,232,314,382Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strategic Financial Services, Inc.
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Portfolio Options Holdings - Strategic Financial Services, Inc.
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