SBK Financial, Inc. has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on March 31, 2026. The filing lists a total of 393 equity securities held across various sectors.
The report indicates that the firm's Chief Compliance Officer, Constantine Pelos, is responsible for certifying the accuracy of the holdings. The filing was submitted on November 2, 2026, and lists the company's address as 1001 Haxall Point, Suite 705, Richmond, VA.
The information table details a diverse portfolio of common stock holdings. Notable positions include significant stakes in Apple Inc., with 24,363 shares, and Alphabet Inc. Class A and Class C shares, totaling 16,164 shares. Other major holdings include Berkshire Hathaway Inc. Class B (2,126 shares), Johnson & Johnson (6,946 shares), and Exxon Mobil Corp. (16,336 shares). The filing also includes positions in JPMorgan Chase & Co. (4,140 shares), Merck & Co. Inc. (9,054 shares), and McDonald's Corp. (140 shares).
The portfolio also contains a substantial number of exchange-traded funds (ETFs). The filing lists positions in the iShares Core S&P 500 ETF (4,195 shares), the iShares Core S&P 500 Growth ETF (17,635 shares), and the iShares Core S&P 500 Value ETF (3,914 shares). Other ETFs listed include various Russell 2000 ETFs, iShares Core MSCI EAFE ETFs, and funds tracking emerging markets and real estate sectors.
