StockDriftsStockDriftsTop 50 Econ Financial Services Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.28% | 286.2K | $13.4M | +18.48%(+44.65K) | $46.85(-1.37%) | 2026-06-30 | |
| SPLB | SPDR SERIES TRUST | 5.5% | 525.5K | $11.8M | +118.53%(+285.00K) | $22.35(-5.13%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 4.27% | 345.0K | $9.1M | +9.33%(+29.43K) | $26.30(-0.45%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.12% | 155.0K | $6.7M | -35.76%(-86.28K) | $36.31(+23.45%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 3.05% | 41.1K | $6.5M | +10.22%(+3.81K) | $144.02(+16.17%) | 2026-06-30 | |
| XLRE | SELECT SECTOR SPDR TR | 2.93% | 142.6K | $6.3M | +2.66%(+3.69K) | $42.50(+6.52%) | 2026-06-30 | |
| HSY | HERSHEY CO | 2.87% | 35.0K | $6.1M | +75.15%(+15.00K) | $181.58(+0.76%) | 2026-06-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.85% | 126.0K | $6.1M | +5.82%(+6.93K) | $48.46(-1.12%) | 2026-06-30 | |
| PMBS | PIMCO ETF TR | 2.83% | 122.5K | $6.0M | +23.28%(+23.12K) | $49.62(-1.96%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 2.79% | 131.5K | $6.0M | +26.77%(+27.76K) | $41.38(+6.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.28% | +34.11% | +5.20% | +28.83% |
| Top 20 Holdings Unweighted | +9.42% | +31.00% | +4.89% | +26.95% |
Econ Financial Services Corp reports $214.01M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (6.3%), SPLB (5.5%) and PYLD (4.3%). The top 20 holdings account for 56.08% of reported assets. Its disclosed equity book has returned +34.11% on a three-year cumulative basis. Figures reflect the Q2 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