Strategic Equity Management
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 297,782
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 65 | 297,782 | 13F-HR | Strategic Equity Management |
| Q1 2026 | 4/21/2026 | 70 | 266,044 | 13F-HR | Strategic Equity Management |
| 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 | 39.23 K | 13.2% | 0 | 9.449 K | -9.449 K |
| ETFs | 258.6 K | 86.8% | 41.19 K | 0 | 41.19 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
297,782
Holdings
65
QoQ value change ($000)
31,738
(11.9%)
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.