Econ Financial Services Corp Portfolio Holdings

Econ Financial Services Corp

  • $180 Million
  • Q2 2025

Econ Financial Services Corp has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $14.8M, Ishares Core S&P Sm Cap ETF with a value of $11.8M, Ishares Core S&P Mid Cap ETF with a value of $9.86M, Vanguard Total International B with a value of $7.51M, and Energy Sector Spdr with a value of $7.26M.

Examining the 13F form we can see an increase of $6.79M in the current position value, from $173M to 180M.

Below you can find more details about Econ Financial Services Corp portfolio as well as his latest detailed transactions.

Portfolio value $180 Million
ETFs: $113 Million
Consumer Cyclical: $15.7 Million
Financial Services: $10.1 Million
Industrials: $8.44 Million
Consumer Defensive: $7.78 Million
Healthcare: $7.47 Million
Technology: $5.51 Million
Communication Services: $4.38 Million
Other: $7.46 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.19B
$2.2 Million 1.22% of portfolio
39,216
Q2 2025 Added 0.86%
$1.56B
$822,000 0.46% of portfolio
54,174
Q2 2025 New
$1.04B
$480,000 0.27% of portfolio
38,310
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $180 Million
  • Prior Value $173 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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