Strategic Equity Management Portfolio Holdings by Sector

Strategic Equity Management

$240 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY IWV SCHX VV IEFA IWP XLK XLU 41 stocks	$179,553 93.3% of portfolio	12	21	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$3,192 1.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,015 1.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,292 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$1,144 0.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$768 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$732 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$631 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$614 0.32% of portfolio	2	-	-	-	0 Calls 0 Puts

Banks—Regional \| Financial Services HBAN 1 stocks	$438 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$435 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$365 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$245 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$231 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$220 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$216 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$211 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical QS 1 stocks	$135 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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