Fischer Financial Services, Inc.

Q3 2026 13F-HR Holdings

Location
Harrisburg, PA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$406,187
Net value change ($000)
+8,136 (2.0%)
New positions
0
Sold out positions
4
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 5,211 36.0%
AAPL 4,669 13.8%
NVDA 3,009 13.7%
FTEC 1,117 4.4%
PLTR 807 60.9%
FHLC 803 6.0%
MA 510 6.8%
FCOM 430 5.9%
AMZN 380 4.6%
META 376 34.9%
Top Reduces (Value $000, Stocks/ETFs)
HD -1,406 -60.2%
AMAT -1,317 -30.4%
FDIS -767 -5.2%
AVGO -731 -7.8%
UNH -683 -46.8%
GOOGL -664 -3.8%
FIDU -410 -6.9%
SYK -406 -27.9%
SPYV -320 -100.0%
GS -316 -9.0%
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