SBK Financial, Inc. has filed its Form 13F-HR report for the period ending June 30, 2026, disclosing a portfolio consisting of 206 equity securities.
The filing, signed by Chief Compliance Officer Constantine Pelos, lists a wide variety of holdings across major sectors. Technology companies are well-represented in the portfolio, with significant positions in Microsoft Corporation, Apple Inc., and NVIDIA Corporation. The filing also lists substantial holdings in Visa Inc., Berkshire Hathaway Inc., and Procter & Gamble Co.
Exchange-traded funds constitute a significant portion of the portfolio, with SBK Financial holding shares in various Vanguard and iShares funds. Notable ETF holdings include the Vanguard S&P 500 ETF Shares, the iShares Core S&P 500 ETF, and the Vanguard Total Stock Market ETF.
The filing details specific share counts for individual holdings, including 11,810 shares of Microsoft, 26,581 shares of Apple, and 1,620 shares of NVIDIA.
