Strategic Financial Services, Inc, Portfolio Holdings

Strategic Financial Services, Inc,

  • $1.84 Billion
  • Q2 2025

Strategic Financial Services, Inc, has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.84 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $294M, Ishares Msci Usa Small Cap Mul with a value of $254M, Ishares Tr with a value of $245M, Vanguard Intermediate Term Tre with a value of $134M, and Ishares Msci Emerging Markets with a value of $97.7M.

Examining the 13F form we can see an increase of $145M in the current position value, from $1.7B to 1.84B.

Strategic Financial Services, Inc, is based out at Utica, NY

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

Portfolio value $1.84 Billion
ETFs: $1.72 Billion
Technology: $44.2 Million
Financial Services: $24.9 Million
Healthcare: $13.6 Million
Consumer Cyclical: $11.3 Million
Communication Services: $9.77 Million
Consumer Defensive: $7.55 Million
Industrials: $5.59 Million
Other: $6.77 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $1.84 Billion
  • Prior Value $1.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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