StockDriftsStockDriftsTop 50 Econ Financial Services CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.91% | 315.7K | $14.1M | +10.30%(+29.48K) | $46.76(-3.79%) | 2026-09-30 | |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 3.98% | 486.0K | $9.5M | new | $20.58(-2.98%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 3.73% | 351.6K | $8.9M | +1.92%(+6.62K) | $26.30(-3.41%) | 2026-09-30 | |
| XHB | SPDR SERIES TRUST | 2.8% | 69.8K | $6.7M | new | $105.79(-11.03%) | 2026-09-30 | |
| HSY | HERSHEY CO | 2.76% | 41.8K | $6.6M | +19.64%(+6.87K) | $179.11(-6.76%) | 2026-09-30 | |
| XLRE | SELECT SECTOR SPDR TR | 2.69% | 157.4K | $6.4M | +10.35%(+14.76K) | $42.49(-1.94%) | 2026-09-30 | |
| PMBS | PIMCO ETF TR | 2.63% | 136.0K | $6.3M | +11.08%(+13.57K) | $49.44(-5.84%) | 2026-09-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.49% | 127.7K | $6.0M | +1.30%(+1.64K) | $48.44(-3.41%) | 2026-09-30 | |
| VPU | VANGUARD WORLD FD | 2.46% | 34.4K | $5.9M | new | $183.36(-2.42%) | 2026-09-30 | |
| BA | BOEING CO | 2.26% | 29.1K | $5.4M | +28.91%(+6.52K) | $207.99(-7.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.40% | +30.92% | +2.97% | +15.77% |
| Top 20 Holdings Unweighted | +8.47% | +27.61% | +2.91% | +15.40% |
Econ Financial Services CORP reports $239.13M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (5.9%), LGOV (4.0%) and PYLD (3.7%). The top 20 holdings account for 51.24% of reported assets. Its disclosed equity book has returned +30.92% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Econ Financial Services CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1659718). View Econ Financial Services CORP’s 13F filings on SEC