§ 13F · FUND PROFILE
Econ Financial Services Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201M (13F)Positions · 77Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 242K | $11M | 5.3% | +30% |
| 2 | SDVY | FIRST TR EXCHANGE TRADED FD | 241K | $10M | 4.4% | +34% |
| 3 | PYLD | PIMCO ETF TR | 316K | $8M | 3.8% | +34% |
| 4 | IJH | ISHARES TR | 121K | $8M | 3.8% | −26% |
| 5 | AMZN | AMAZON COM INC | 32K | $7M | 3.1% | +754% |
| 6 | GOVI | INVESCO EXCH TRADED FD TR II | 226K | $6M | 2.9% | NEW |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 119K | $6M | 2.6% | +165% |
| 8 | XLRE | SELECT SECTOR SPDR TR | 139K | $6M | 2.6% | NEW |
| 9 | XLV | SELECT SECTOR SPDR TR | 37K | $5M | 2.5% | +31% |
| 10 | SPLB | SPDR SERIES TRUST | 240K | $5M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ECON SIGNAL
AC read
Econ Financial Services Corp is a Other fund managing $201 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed