Strategic Equity Management
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 294,896
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 68 | 294,896 | 13F-HR | Strategic Equity Management |
| Q3 2025 | 11/5/2025 | 65 | 269,933 | 13F-HR | Strategic Equity Management |
| Q2 2025 | 8/11/2025 | 70 | 271,795 | 13F-HR | Strategic Equity Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 156 K | 52.9% | 6.948 K | 0 | 6.948 K |
| ETFs | 138.9 K | 47.1% | 18.02 K | 0 | 18.02 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
294,896
Holdings
68
QoQ value change ($000)
24,963
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.