Strategic Equity Management - Portfolio overview

Strategic Equity Management has 84 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 7.38%
2. IWV - ISHARES TR, 6.52%
3. VV - VANGUARD INDEX FDS, 6.18%

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

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