Sbk Financial, Inc. has filed its 13F form on January 30, 2023 for Q4 2022 where it was disclosed a total value porftolio of $63 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.2M, Apple Inc. with a value of $5.17M, Ishares Core U.S. Reit ETF with a value of $3.68M, Lowes Companies Inc with a value of $2.92M, and Nike, Inc. with a value of $2.23M.

Examining the 13F form we can see an decrease of $2.11M in the current position value, from $65.1M to 63M.

Sbk Financial, Inc. is based out at Richmond, VA

Below you can find more details about Sbk Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $63 Million
ETFs: $19.1 Million
Technology: $12.7 Million
Consumer Cyclical: $7.96 Million
Healthcare: $5.85 Million
Consumer Defensive: $4.54 Million
Financial Services: $3.67 Million
Communication Services: $3.37 Million
Energy: $2.61 Million
Other: $3.28 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $63 Million
  • Prior Value $65.1 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 30, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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