Strategic Financial Services, Inc. - Portfolio Stock Holdings
Strategic Financial Services, Inc. disclosed 159 stock positions in a recent SEC 13F filing. $2,277,996,168 of stock holdings were filed, with the largest holdings including INTF, SMLF, and LRGF. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
159Est. Stock Holding Value:
$2,277,996,168Top 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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