Econ Financial Services Corp

Q2 2026 13F-HR Holdings

Location
Harrisburg, PA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$214,007
Net value change ($000)
-1,356 (-0.6%)
New positions
26
Sold out positions
28
Turnover %
56.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPLB 6,427 120.3%
EXR 4,241 NEW
PPG 3,972 NEW
LUV 3,692 NEW
ABBV 3,476 NEW
MOO 3,378 NEW
V 3,246 NEW
AR 3,134 NEW
XLP 2,999 NEW
USMV 2,938 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJH -7,422 -90.9%
GOVI -5,861 -95.0%
MDT -4,962 -100.0%
LOW -4,719 -100.0%
MCD -4,322 -100.0%
DAL -4,141 -90.6%
CVS -3,951 -100.0%
IR -3,807 -100.0%
NKE -3,552 -100.0%
FULT -3,336 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type