Strategic Financial Services, Inc. - Portfolio overview

Strategic Financial Services, Inc. has 159 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. INTF - ISHARES TR, 16.13%
2. SMLF - ISHARES TR, 13.78%
3. LRGF - ISHARES TR, 12.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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