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CIK: 0001659718
Total reported value
$239.1M
$239.1M
72 檔
19.9%
During the Q2 2026 filing period, Econ Financial Services Corp (CIK: 0001659718) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $239.1M across 72 reported positions.
In Q2 2026, Econ Financial Services Corp displayed an active expansion posture, initiating 26 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, SPLB, PYLD) accounted for 19.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
EXR
市值: $4.2M
Top Position Liquidated / Trimmed
MDT
前期市值: $5.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.28% | -0.37% | +18.48% | |
| 2 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 5.50% | -5.35% | +118.53% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.27% | -0.54% | +9.33% | |
| 4 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.12% | -1.88% | -35.76% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 3.05% | -2.84% | +10.22% | |
| 6 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.93% | -0.24% | +2.66% | |
| 7 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.87% | -0.11% | +75.15% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.85% | -0.36% | +5.82% | |
| 9 | PMBS | Pimco Mbs Active ETF | ETF-Other | 2.83% | -0.20% | +23.28% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.79% | -2.63% | +26.77% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.13% | -33.57% | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 2.28% | -0.02% | +58.25% | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 2.09% | -0.84% | +25.64% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.04% | -0.22% | +0.65% | |
| 15 | EXR | Extra Space Storage Inc | Stock-Real Estate | 1.98% | +0.23% | — | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.90% | -0.26% | +13.81% | |
| 17 | PPG | Ppg Industries Inc | Stock-Materials | 1.86% | -1.86% | EXIT | |
| 18 | LUV | Southwest Airlines Co | Stock-Industrials | 1.73% | -1.73% | EXIT | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.70% | -1.50% | -34.22% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.62% | -1.62% | EXIT | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.58% | +0.23% | +2.47% | |
| 22 | MOO | Vaneck Agribusiness ETF | ETF-Other | 1.58% | -0.11% | — | |
| 23 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.56% | -1.47% | +3.75% | |
| 24 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.55% | -1.06% | +3.73% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | -1.52% | EXIT | |
| 26 | AR | Antero Resources CORP | Stock-Energy | 1.46% | -1.46% | EXIT | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.45% | -1.45% | EXIT | |
| 28 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.41% | -0.42% | +2.80% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.40% | -1.32% | — | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.37% | -1.23% | — | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.35% | -1.35% | EXIT | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 1.33% | -0.02% | +45.67% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.29% | -0.26% | -2.92% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.29% | +0.39% | — | |
| 35 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.28% | +0.03% | — | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.23% | -0.25% | +1.84% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.23% | -1.23% | EXIT | |
| 38 | F | Ford Motor Co | Stock-Consumer Disc | 1.14% | -1.14% | EXIT | |
| 39 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.11% | -1.11% | EXIT | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.09% | -0.47% | -0.18% | |
| 41 | CARR | Carrier Global CORP | Stock-Industrials | 1.06% | -1.06% | EXIT | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.23% | — | |
| 43 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.98% | -0.22% | — | |
| 44 | DOW | Dow Inc | Stock-Materials | 0.96% | -0.96% | EXIT | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.96% | -0.96% | EXIT | |
| 46 | SSB | Southstate Bank CORP | Stock-Financials | 0.93% | -0.93% | EXIT | |
| 47 | COP | Conocophillips | Stock-Energy | 0.91% | -0.91% | EXIT | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.89% | -0.14% | +2.12% | |
| 49 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.85% | -0.85% | EXIT | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.85% | -0.07% | -45.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPLB | Ss Spdr P Long Term C ETF | +3% | +118.53% | Add |
| 2 | EXR | Extra Space Storage Inc | +2% | NEW | New buy |
| 3 | PPG | Ppg Industries Inc | +1.9% | NEW | New buy |
| 4 | LUV | Southwest Airlines Co | +1.7% | NEW | New buy |
| 5 | ABBV | Abbvie Inc | +1.6% | NEW | New buy |
| 6 | MOO | Vaneck Agribusiness ETF | +1.6% | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | +1.5% | NEW | New buy |
| 8 | AR | Antero Resources CORP | +1.5% | NEW | New buy |
| 9 | XLP | Ss Consumer Staples Sel Sect | +1.4% | NEW | New buy |
| 10 | USMV | Ishares Msci USA Min Vol Fac | +1.4% | NEW | New buy |
| 11 | KMB | Kimberly-clark CORP | +1.3% | NEW | New buy |
| 12 | EW | Edwards Lifesciences CORP | +1.3% | NEW | New buy |
| 13 | CL | Colgate-palmolive Co | +1.2% | NEW | New buy |
| 14 | CARR | Carrier Global CORP | +1.1% | NEW | New buy |
| 15 | VZ | Verizon Communications Inc | +1% | NEW | New buy |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | +1% | +18.48% | Add |
| 17 | IFF | Intl Flavors & Fragrances | +1% | NEW | New buy |
| 18 | BA | Boeing Co/the | +1% | +58.25% | Add |
| 19 | SCHP | Schwab U.s. Tips ETF | +1% | NEW | New buy |
| 20 | HSY | Hershey Co/the | +0.9% | +75.15% | Add |
| 21 | SSB | Southstate Bank CORP | +0.9% | NEW | New buy |
| 22 | COP | Conocophillips | +0.9% | NEW | New buy |
| 23 | HALO | Halozyme Therapeutics Inc | +0.8% | NEW | New buy |
| 24 | AMGN | Amgen Inc | +0.8% | +112.27% | Add |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.6% | +26.77% | Add |
| 26 | PMBS | Pimco Mbs Active ETF | +0.5% | +23.28% | Add |
| 27 | XLV | Ss Health Care Select Sector | +0.5% | +10.22% | Add |
| 28 | FLR | Fluor CORP | +0.5% | NEW | New buy |
| 29 | MUNI | Pimco Intermediate Municipal | +0.5% | +50.30% | Add |
| 30 | HGV | Hilton Grand Vacations Inc | +0.5% | NEW | New buy |
| 31 | F | Ford Motor Co | +0.4% | +33.29% | Add |
| 32 | TSLA | Tesla Inc | +0.4% | +13.81% | Add |
| 33 | PYLD | Pimco Multisector Bond Actv | +0.4% | +9.33% | Add |
| 34 | UBER | Uber Technologies Inc | +0.4% | +45.67% | Add |
| 35 | LEG | Leggett & Platt Inc | +0.4% | NEW | New buy |
| 36 | MINO | Pimco Municipal Income Oppor | +0.4% | +44.18% | Add |
| 37 | TT | Trane Technologies plc | +0.4% | NEW | New buy |
| 38 | AVNT | Avient CORP | +0.3% | NEW | New buy |
| 39 | XLRE | Ss Real Estate Select Sector | +0.3% | +2.66% | Add |
| 40 | CPB | THE Campbell's Company | +0.3% | +48.71% | Add |
| 41 | MGM | Mgm Resorts International | +0.3% | NEW | New buy |
| 42 | BIIB | Biogen Inc | +0.3% | +43.28% | Add |
| 43 | ABNB | Airbnb Inc-class A | +0.2% | +3.73% | Add |
| 44 | JPIB | Jpmorgan Intl Bnd ETF | +0.2% | +5.82% | Add |
| 45 | DOW | Dow Inc | +0.2% | +86.91% | Add |
| 46 | SCHM | Schwab US Mid Cap ETF | +0.2% | -2.92% | Trim |
| 47 | UPS | United Parcel Service-cl B | +0.2% | +2.47% | Add |
| 48 | DGS | Wisdomtree Em Small Cap | +0.2% | +0.65% | Add |
| 49 | PFE | Pfizer Inc | +0.2% | +25.64% | Add |
| 50 | SCHX | Schwab US Large-cap ETF | +0.2% | -0.18% | Trim |
According to official SEC Form 13F filings, Econ Financial Services Corp reported a total U.S. public equity portfolio value of $239.1M across 72 disclosed positions in Q2 2026.
During Q2 2026, Econ Financial Services Corp's top holdings by market value included JCPB (6.3%)、SPLB (5.5%)、PYLD (4.3%). The largest single position, JCPB, represented 6.3% of total portfolio value.
In Q2 2026, Econ Financial Services Corp made 100 total portfolio adjustments, initiating 26 new buys, adding to 34 positions, trimming 12 holdings, and fully liquidating 28 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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