Econ Financial Services Corp Portfolio Holdings

Econ Financial Services Corp

  • $193 Million
  • Q4 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $193 Million
  • Prior Value $186 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 32 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Econ Financial Services Corp Portfolio

Follow Econ Financial Services Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Econ Financial Services Corp, based on Form 13F filings with the SEC.

News

Stay updated on Econ Financial Services Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email