Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Econ Financial Services Corp (CIK 1659718) reported $214.0M across 72 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JCPB ($13.4M, 6.28%), SPLB ($11.8M, 5.50%), PYLD ($9.1M, 4.27%), SDVY ($6.7M, 3.12%), XLV ($6.5M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $13.4M | 6.28% | 286,248 | Added |
| 2 | SPLB | SPDR SERIES TRUST | $11.8M | 5.50% | 525,451 | Added |
| 3 | PYLD | PIMCO ETF TR | $9.1M | 4.27% | 344,963 | Added |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.7M | 3.12% | 155,021 | Trimmed |
| 5 | XLV | SELECT SECTOR SPDR TR | $6.5M | 3.05% | 41,080 | Added |
| 6 | XLRE | SELECT SECTOR SPDR TR | $6.3M | 2.93% | 142,610 | Added |
| 7 | HSY | HERSHEY CO | $6.1M | 2.87% | 34,966 | Added |
| 8 | JPIB | J P MORGAN EXCHANGE TRADED F | $6.1M | 2.85% | 126,038 | Added |
| 9 | PMBS | PIMCO ETF TR | $6.0M | 2.83% | 122,458 | Added |
| 10 | XLU | SELECT SECTOR SPDR TR | $6.0M | 2.79% | 131,462 | Added |
| 11 | AMZN | AMAZON COM INC | $5.1M | 2.39% | 21,453 | Trimmed |
| 12 | BA | BOEING CO | $4.9M | 2.28% | 22,562 | Added |
| 13 | PFE | PFIZER INC | $4.5M | 2.09% | 185,641 | Added |
| 14 | DGS | WISDOMTREE TR | $4.4M | 2.04% | 67,391 | Added |
| 15 | EXR | EXTRA SPACE STORAGE INC | $4.2M | 1.98% | 29,187 | New |
| 16 | TSLA | TESLA INC | $4.1M | 1.90% | 9,678 | Added |
| 17 | PPG | PPG INDS INC | $4.0M | 1.86% | 32,747 | New |
| 18 | LUV | SOUTHWEST AIRLS CO | $3.7M | 1.73% | 71,801 | New |
| 19 | CALF | PACER FDS TR | $3.6M | 1.70% | 71,973 | Trimmed |
| 20 | ABBV | ABBVIE INC | $3.5M | 1.62% | 13,813 | New |
| 21 | UPS | UNITED PARCEL SVCS INC | $3.4M | 1.58% | 31,499 | Added |
| 22 | MOO | VANECK ETF TRUST | $3.4M | 1.58% | 42,655 | New |
| 23 | FPE | FIRST TR EXCH TRADED FD III | $3.3M | 1.56% | 186,897 | Added |
| 24 | ABNB | AIRBNB INC | $3.3M | 1.55% | 23,112 | Added |
| 25 | V | VISA INC | $3.2M | 1.52% | 9,462 | New |
Source: SEC Form 13F filings · as of 2026-06-30