Econ Financial Services Corp has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $193 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Sector Spdr with a value of $17.3M, Ishares Core S&P Mid Cap ETF with a value of $10.5M, J P Morgan Exchange Traded Fd with a value of $8.81M, Schwab Strategic Tr Us Dividen with a value of $7.19M, and First Tr ETF Vi Smid Cap Risin with a value of $6.74M.
Examining the 13F form we can see an increase of $7.53M in the current position value, from $186M to 193M.
Below you can find more details about Econ Financial Services Corp portfolio as well as his latest detailed transactions.
Portfolio value
$193 Million
ETFs: $88.4 Million
Consumer Cyclical: $19.2 Million
Healthcare: $17.1 Million
Industrials: $14.4 Million
Technology: $14.1 Million
Financial Services: $10.3 Million
Energy: $8.51 Million
Consumer Defensive: $6.25 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
