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CIK: 0001659718
Total reported value
$214.0M
$214.0M
74 檔
20.6%
In Q1 2026, Econ Financial Services Corp's U.S. equity holdings reached a combined market value of $214.0M, distributed across 74 disclosed stock positions.
In Q1 2026, Econ Financial Services Corp displayed an active expansion posture, initiating 31 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.28% | +1.00% | +29.96% | |
| 2 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.42% | -1.30% | +34.27% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.84% | +0.43% | +33.73% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.79% | -3.44% | -26.26% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.73% | +753.69% | |
| 6 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 2.86% | -2.72% | — | |
| 7 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.64% | +0.21% | +165.44% | |
| 8 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.63% | +0.30% | — | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.54% | +0.51% | +31.25% | |
| 10 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 2.48% | +3.02% | — | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 2.30% | -2.30% | EXIT | |
| 12 | PMBS | Pimco Mbs Active ETF | ETF-Other | 2.29% | +0.54% | +77.67% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.28% | -0.58% | +21.46% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.21% | +0.58% | — | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.19% | -2.19% | EXIT | |
| 16 | DAL | Delta Air Lines Inc | Stock-Industrials | 2.12% | -1.92% | +49.36% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.01% | -2.01% | EXIT | |
| 18 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.93% | +0.94% | -7.04% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.93% | +0.16% | +477.41% | |
| 20 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.87% | +0.17% | +17.82% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.83% | -1.83% | EXIT | |
| 22 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.77% | -1.77% | EXIT | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.65% | -1.65% | EXIT | |
| 24 | FULT | Fulton Financial CORP | Stock-Financials | 1.55% | -1.55% | EXIT | |
| 25 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.48% | +0.08% | +54.15% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.47% | +0.43% | +26.76% | |
| 27 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.45% | -1.45% | EXIT | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | +0.18% | +28.67% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 1.32% | +0.96% | +40.38% | |
| 30 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.31% | +0.24% | — | |
| 31 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.30% | +0.11% | — | |
| 32 | XLB | Ss Materials Select Sector | ETF-Other | 1.28% | -1.28% | EXIT | |
| 33 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.27% | -1.27% | EXIT | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.23% | -0.38% | +131.13% | |
| 35 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.22% | -1.10% | -26.17% | |
| 36 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.18% | -1.18% | EXIT | |
| 37 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.12% | -1.12% | EXIT | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.11% | +0.18% | +26.21% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.09% | +0.14% | +745.46% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.94% | +0.15% | +94.34% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.91% | +0.42% | -48.26% | |
| 42 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.91% | -0.91% | EXIT | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.89% | -0.89% | EXIT | |
| 44 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.88% | +0.47% | +18.69% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.83% | -0.83% | EXIT | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.79% | +0.10% | — | |
| 47 | DOW | Dow Inc | Stock-Materials | 0.78% | +0.18% | -62.29% | |
| 48 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.76% | +0.01% | — | |
| 49 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.76% | +0.35% | +22.62% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | -0.72% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2.7% | +753.69% | Add |
| 2 | PFE | Pfizer Inc | +1.6% | +477.41% | Add |
| 3 | JPIB | Jpmorgan Intl Bnd ETF | +1.5% | +165.44% | Add |
| 4 | SDVY | First Trust Smid Cap Rising | +1% | +34.27% | Add |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | +745.46% | Add |
| 6 | PMBS | Pimco Mbs Active ETF | +0.9% | +77.67% | Add |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | +0.9% | +29.96% | Add |
| 8 | PYLD | Pimco Multisector Bond Actv | +0.7% | +33.73% | Add |
| 9 | SCHA | Schwab US Small-cap ETF | +0.7% | +131.13% | Add |
| 10 | FULT | Fulton Financial CORP | +0.5% | +57.11% | Add |
| 11 | DAL | Delta Air Lines Inc | +0.5% | +49.36% | Add |
| 12 | MDT | Medtronic plc | +0.5% | +50.45% | Add |
| 13 | FPE | Ft-preferred Secur & Inc ETF | +0.4% | +54.15% | Add |
| 14 | CVS | Cvs Health CORP | +0.4% | +52.73% | Add |
| 15 | SCHX | Schwab US Large-cap ETF | +0.4% | +94.34% | Add |
| 16 | XLV | Ss Health Care Select Sector | +0.3% | +31.25% | Add |
| 17 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.3% | +21.46% | Add |
| 18 | LOW | Lowe's Cos Inc | +0.3% | +26.20% | Add |
| 19 | DGS | Wisdomtree Em Small Cap | +0.2% | +17.82% | Add |
| 20 | UPS | United Parcel Service-cl B | +0.2% | +28.67% | Add |
| 21 | BA | Boeing Co/the | +0.2% | +40.38% | Add |
| 22 | SCHM | Schwab US Mid Cap ETF | +0.2% | +26.21% | Add |
| 23 | PHM | Pultegroup Inc | +0.2% | +56.17% | Add |
| 24 | MINO | Pimco Municipal Income Oppor | +0.1% | +22.62% | Add |
| 25 | MUNI | Pimco Intermediate Municipal | +0.1% | +18.69% | Add |
| 26 | BIIB | Biogen Inc | 0% | +11.43% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | +1.08% | Add |
| 28 | GNRC | Generac Holdings Inc | 0% | -24.34% | Trim |
| 29 | HUBB | Hubbell Inc | — | +0.30% | Add |
| 30 | ES | Eversource Energy | — | +1.16% | Add |
| 31 | MCD | Mcdonald's CORP | 0% | +4.79% | Add |
| 32 | HSY | Hershey Co/the | 0% | -7.04% | Trim |
| 33 | TSLA | Tesla Inc | 0% | +26.76% | Add |
| 34 | ERIE | Erie Indemnity Company-cl A | -0.1% | -10.25% | Trim |
| 35 | YUM | Yum! Brands Inc | -0.1% | +0.41% | Add |
| 36 | USB | US Bancorp | -0.3% | -20.44% | Trim |
| 37 | NKE | Nike Inc -cl B | -0.4% | +2.73% | Add |
| 38 | DOW | Dow Inc | -0.5% | -62.29% | Trim |
| 39 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.6% | -26.17% | Trim |
| 40 | AMGN | Amgen Inc | -0.7% | -52.33% | Trim |
| 41 | UBER | Uber Technologies Inc | -1.2% | -48.26% | Trim |
| 42 | IJH | Ishares Core S&p Midcap ETF | -1.6% | -26.26% | Trim |
| 43 | XLE | Ss Energy Select Sector | -4% | -96.54% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | Sold out |
| 45 | GOVI | Invesco Equal Weight 0-30 Yr | — | NEW | New buy |
| 46 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 47 | SPLB | Ss Spdr P Long Term C ETF | — | NEW | New buy |
| 48 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 50 | UCON | First Trust Smith Unconstrai | — | EXIT | Sold out |
According to official SEC Form 13F filings, Econ Financial Services Corp reported a total U.S. public equity portfolio value of $214.0M across 74 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, SDVY, PYLD) accounted for 20.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
GOVI
市值: $6.2M
Top Position Liquidated / Trimmed
SCHD
前期市值: $7.2M
During Q1 2026, Econ Financial Services Corp's top holdings by market value included JCPB (5.3%)、SDVY (4.4%)、PYLD (3.8%). The largest single position, JCPB, represented 5.3% of total portfolio value.
In Q1 2026, Econ Financial Services Corp made 105 total portfolio adjustments, initiating 31 new buys, adding to 33 positions, trimming 10 holdings, and fully liquidating 31 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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