SBK Financial, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 188 distinct positions held by the firm during the third quarter of 2026.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual stock holding is Microsoft Corporation, for which SBK Financial holds 11,328 shares. Apple Inc. is the second-largest holding with 25,773 shares, followed by Alphabet Inc. Class A shares with 12,437 shares.
Significant exposure is also present in the energy and healthcare sectors. ExxonMobil Holdings Corp. is held in 13,149 shares, while Pfizer Inc. is held in 13,031 shares. Johnson & Johnson is the largest healthcare holding with 6,039 shares.
The filing also indicates substantial investment in various ETFs. The Vanguard S&P 500 ETF is the largest ETF holding with 55,861 shares, followed by the Vanguard Total Stock Market ETF with 93,371 shares. Other notable ETF positions include the iShares Core S&P 500 ETF (4,130 shares) and the iShares Core S&P 500 Growth ETF (17,635 shares).
The filing was signed by Constantine Pelos, the Chief Compliance Officer for SBK Financial, Inc., located in Richmond, Virginia.
