$191 Million is the total value of Strategic Financial Services, Inc.'s 101 reported holdings in Q4 2011. The portfolio turnover from Q3 2011 to Q4 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 6.6% |
| ISHARES TR | 45 | Q2 2024 | 5.6% |
| VANGUARD SPECIALIZED FUNDS | 45 | Q2 2024 | 5.2% |
| APPLE INC | 45 | Q2 2024 | 2.7% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 1.4% |
| MICROSOFT CORP | 45 | Q2 2024 | 1.4% |
| M & T BK CORP | 45 | Q2 2024 | 1.5% |
| VISA INC | 45 | Q2 2024 | 1.3% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 2.1% |
| UNITEDHEALTH GROUP INC | 45 | Q2 2024 | 1.2% |
View Strategic Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
View Strategic Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.