§ 13F · FUND PROFILE
Strategic Equity Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $270M (13F)Positions · 65Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$55M 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 | SPY | STATE STR SPDR S&P 500 ETF T | 36K | $24M | 8.9% | −3% |
| 2 | IWV | ISHARES TR | 56K | $21M | 7.8% | ±0% |
| 3 | VV | VANGUARD INDEX FDS | 66K | $20M | 7.4% | −8% |
| 4 | IEF | ISHARES TR | 154K | $15M | 5.5% | NEW |
| 5 | ESUM | STRATEGY SHS | 524K | $14M | 5.2% | −1% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 511K | $13M | 4.9% | −17% |
| 7 | EEM | ISHARES TR | 230K | $13M | 4.9% | +302% |
| 8 | IWN | ISHARES TR | 69K | $13M | 4.9% | NEW |
| 9 | PTL | NORTHERN LTS FD TR IV | 51K | $13M | 4.8% | −19% |
| 10 | ESSC | STRATEGY SHS | 414K | $11M | 4.1% | +173% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Equity Management is a Other fund managing $270 million in assets. The fund runs a portfolio of 65 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