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 $215.4M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($11.4M, 5.28%), SDVY ($9.5M, 4.42%), PYLD ($8.3M, 3.84%), IJH ($8.2M, 3.79%), AMZN ($6.7M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.4M | 5.28% | 241,594 | Added |
| 2 | SDVY | FIRST TR EXCHANGE TRADED FD | $9.5M | 4.42% | 241,302 | Added |
| 3 | PYLD | PIMCO ETF TR | $8.3M | 3.84% | 315,534 | Added |
| 4 | IJH | ISHARES TR | $8.2M | 3.79% | 120,850 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $6.7M | 3.12% | 32,295 | Added |
| 6 | GOVI | INVESCO EXCH TRADED FD TR II | $6.2M | 2.86% | 226,050 | New |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.64% | 119,109 | Added |
| 8 | XLRE | SELECT SECTOR SPDR TR | $5.7M | 2.63% | 138,915 | New |
| 9 | XLV | SELECT SECTOR SPDR TR | $5.5M | 2.54% | 37,272 | Added |
| 10 | SPLB | SPDR SERIES TRUST | $5.3M | 2.48% | 240,446 | New |
| 11 | MDT | MEDTRONIC PLC | $5.0M | 2.30% | 57,270 | Added |
| 12 | PMBS | PIMCO ETF TR | $4.9M | 2.29% | 99,334 | Added |
| 13 | CALF | PACER FDS TR | $4.9M | 2.28% | 109,421 | Added |
| 14 | XLU | SELECT SECTOR SPDR TR | $4.8M | 2.21% | 103,703 | New |
| 15 | LOW | LOWES COS INC | $4.7M | 2.19% | 19,974 | Added |
| 16 | DAL | DELTA AIR LINES INC | $4.6M | 2.12% | 68,743 | Added |
| 17 | MCD | MCDONALDS CORP | $4.3M | 2.01% | 13,906 | Added |
| 18 | PFE | PFIZER INC | $4.1M | 1.93% | 147,760 | Added |
| 19 | HSY | HERSHEY CO | $4.2M | 1.93% | 19,964 | Trimmed |
| 20 | DGS | WISDOMTREE TR | $4.0M | 1.87% | 66,956 | Added |
| 21 | CVS | CVS HEALTH CORP | $4.0M | 1.83% | 55,009 | Added |
| 22 | IR | INGERSOLL RAND INC | $3.8M | 1.77% | 47,513 | New |
| 23 | NKE | NIKE INC | $3.6M | 1.65% | 67,254 | Added |
| 24 | FULT | FULTON FINL CORP PA | $3.3M | 1.55% | 164,003 | Added |
| 25 | FPE | FIRST TR EXCH TRADED FD III | $3.2M | 1.48% | 180,142 | Added |
Source: SEC Form 13F filings · as of 2026-03-31