Strategic Equity Management: 13F holdings
CIK 18435782026Q2
| Positions | 65 |
|---|
| Reported value | $297.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 65 (-5 vs prior quarter) |
|---|
| Reported value | $297.3m (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 32,397 | $24.2m | 8.1% |
| PTL NORTHERN LTS FD TR IV | 80,533 | $23.0m | 7.7% |
| VV VANGUARD INDEX FDS | 66,322 | $22.8m | 7.7% |
| IWV ISHARES TR | 53,092 | $22.6m | 7.6% |
| ITOT ISHARES TR | 137,333 | $22.6m | 7.6% |
| STRATEGY SHS | 542,739 | $16.6m | 5.6% |
| IWN ISHARES TR | 73,135 | $16.2m | 5.4% |
| EEM ISHARES TR | 227,232 | $15.5m | 5.2% |
| IWM ISHARES TR | 45,717 | $13.7m | 4.6% |
| VTV VANGUARD INDEX FDS | 61,205 | $13.3m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843578")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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