Financial Counselors Inc., an investment management firm based in Overland Park, Kansas, has filed a Form 13F-HR disclosing its equity portfolio holdings as of September 30, 2026. The report, signed by Senior Vice President of Investment Operations Jacob Urban, lists a total of 13 individual equity positions.
The firm's largest holding is Alphabet Inc. Class A common stock, with 379,176 shares. The portfolio also includes significant positions in Apple Inc., with 722,320 shares, and New Found Gold Corp., with 25,000 shares. The filing indicates that all positions are held in a sole capacity.
Financial Counselors Inc. holds a substantial allocation to exchange-traded funds (ETFs). The top ETF holding is the iShares Core S&P Total U.S. Stock Market ETF, with 59,592,320 shares. Other notable ETF positions include the iShares Core S&P 500 ETF (39,429,733 shares), the Vanguard S&P 500 ETF (1,836,457 shares), and the iShares Core S&P Mid-Cap ETF (1,391,240 shares).
The filing details a total of 13 distinct equity securities, including a mix of large-cap technology stocks, a precious metals mining company, and various index-tracking funds designed to track the performance of the S&P 500 and Mid-Cap 400 indices.
