Econ Financial Services Corp
Filing Date
Global Rank
#6,044
/ 8,517
▼ 212
Top Industry
Drug Manufacturers - General
13.6%
3Y Alpha vs SPY
-5.7%
Period ended 47 days ago
Filed Jul 23, 2026 · 24d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+53.3%
SPY
+76.6%
Annualised alpha
-5.6%
Max drawdown
−14.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.5%
+0.3 pts
Top 5
26.4%
+3.0 pts
Top 10
46.2%
+4.2 pts
HHI
353
Diversified+51
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 18.4% | $17,301,896 |
| Consumer Cyclical | 18.3% | $17,239,051 |
| Industrials | 18.3% | $17,159,920 |
| Consumer Defensive | 14.2% | $13,335,764 |
| Basic Materials | 9.4% | $8,865,925 |
| Financial Services | 5.9% | $5,504,025 |
| Energy | 5.4% | $5,075,757 |
| Real Estate | 4.5% | $4,240,871 |
| Technology | 3.0% | $2,853,711 |
| Communication Services | 2.3% | $2,165,267 |
| Utilities | 0.2% | $223,820 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | +43,770 | 175,252 | $2,436,002 | |
| PFE | Pfizer Inc | +37,881 | 185,641 | $4,470,235 | |
| DOW | Dow Inc. | +35,094 | 75,472 | $2,064,913 | |
| CPB | CAMPBELL'S Co | +26,739 | 81,631 | $1,817,922 | |
| HSY | Hershey Co | +15,002 | 34,966 | $6,134,784 | |
| UBER | Uber Technologies, Inc | +12,399 | 39,547 | $2,853,711 | |
| BA | Boeing Co | +8,305 | 22,562 | $4,883,996 | |
| AMGN | Amgen Inc | +4,538 | 8,580 | $3,106,989 | |
| BIIB | Biogen Inc. | +1,903 | 6,300 | $1,361,178 | |
| TSLA | Tesla, Inc. | +1,174 | 9,678 | $4,070,566 | |
| ABNB | Airbnb, Inc. | +831 | 23,112 | $3,307,327 | |
| UPS | United Parcel Service Inc | +758 | 31,499 | $3,386,142 | |
| ES | Eversource Energy | +33 | 3,097 | $223,820 | |
| HUBB | Hubbell Inc | +3 | 1,339 | $700,564 | |
| JNJ | Johnson & Johnson | +1 | 1,501 | $381,208 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXR | Extra Space Storage Inc. | 29,187 | $4,240,871 | |
| PPG | Ppg Industries Inc | 32,747 | $3,971,883 | |
| LUV | Southwest Airlines Co | 71,801 | $3,692,007 | |
| ABBV | AbbVie Inc. | 13,813 | $3,475,903 | |
| V | Visa Inc. | 9,462 | $3,246,317 | |
| AR | ANTERO RESOURCES Corp | 89,180 | $3,133,785 | |
| KMB | Kimberly Clark Corp | 25,141 | $2,759,727 | |
| EW | Edwards Lifesciences Corp | 30,299 | $2,740,847 | |
| CL | Colgate Palmolive Co | 28,614 | $2,623,331 | |
| CARR | CARRIER GLOBAL Corp | 30,863 | $2,263,801 | |
| VZ | Verizon Communications Inc | 51,140 | $2,165,267 | |
| IFF | International Flavors & Fragrances Inc | 26,421 | $2,093,071 | |
| SSB | SouthState Bank Corp | 19,907 | $1,988,709 | |
| COP | Conocophillips | 18,680 | $1,941,972 | |
| HALO | Halozyme Therapeutics, Inc. | 22,557 | $1,765,536 | |
| FLR | Fluor Corp | 20,151 | $1,055,710 | |
| HGV | Hilton Grand Vacations Inc. | 18,474 | $967,483 | |
| LEG | Leggett & Platt Inc | 64,595 | $756,407 | |
| TT | Trane Technologies plc | 1,525 | $749,019 | |
| AVNT | Avient Corp | 19,915 | $736,058 | |
| MGM | MGM Resorts International | 12,302 | $588,158 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDT | Medtronic plc | 57,270 | $4,962,445 | |
| LOW | Lowes Companies Inc | 19,974 | $4,719,456 | |
| MCD | Mcdonalds Corp | 13,906 | $4,321,845 | |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 66,956 | $4,024,055 | |
| CVS | CVS HEALTH Corp | 55,009 | $3,950,746 | |
| IR | Ingersoll Rand Inc. | 47,513 | $3,806,741 | |
| NKE | NIKE, Inc. | 67,254 | $3,552,356 | |
| FULT | Fulton Financial Corp | 164,003 | $3,335,821 | |
| TSN | Tyson Foods, Inc. | 48,772 | $3,124,822 | |
| XLB | State Street Materials Select Sector SPDR ETF | 55,197 | $2,758,194 | |
| GEHC | GE HealthCare Technologies Inc. | 38,284 | $2,725,055 | |
| WTRG | Essential Utilities, Inc. | 63,358 | $2,551,426 | |
| YUM | Yum Brands Inc | 15,536 | $2,415,537 | |
| GNRC | Generac Holdings Inc. | 9,994 | $1,952,128 | |
| ITW | Illinois Tool Works Inc | 7,376 | $1,919,899 | |
| UNP | Union Pacific Corp | 7,343 | $1,781,558 | |
| PLTR | Palantir Technologies Inc. | 10,608 | $1,551,738 | |
| PRU | Prudential Financial Inc | 15,680 | $1,531,779 | |
| USB | US Bancorp De | 28,936 | $1,504,961 | |
| SMG | Scotts Miracle-Gro Co | 24,352 | $1,480,845 | |
| TXN | Texas Instruments Inc | 7,454 | $1,447,119 | |
| MSFT | Microsoft Corp | 3,615 | $1,338,164 | |
| TDW | Tidewater Inc | 15,453 | $1,291,098 | |
| PHM | Pultegroup Inc/Mi/ | 8,341 | $980,985 | |
| VECO | Veeco Instruments Inc | 26,413 | $894,344 | |
| No positions match the current search. | ||||
39 tracked positions ·
$93,966,007 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HSY |
Hershey Co
Consumer Defensive
|
Added | 34,966 | $6,134,784 | 6.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 21,453 | $5,113,108 | 5.44% | |
| BA |
Boeing Co
Industrials
|
Added | 22,562 | $4,883,996 | 5.20% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 185,641 | $4,470,235 | 4.76% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
NEW | 29,187 | $4,240,871 | 4.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 9,678 | $4,070,566 | 4.33% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
NEW | 32,747 | $3,971,883 | 4.23% | |
| LUV |
Southwest Airlines Co
Industrials
|
NEW | 71,801 | $3,692,007 | 3.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 13,813 | $3,475,903 | 3.70% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 31,499 | $3,386,142 | 3.60% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 23,112 | $3,307,327 | 3.52% | |
| V |
Visa Inc.
Financial Services
|
NEW | 9,462 | $3,246,317 | 3.45% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
NEW | 89,180 | $3,133,785 | 3.34% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 8,580 | $3,106,989 | 3.31% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 39,547 | $2,853,711 | 3.04% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
NEW | 25,141 | $2,759,727 | 2.94% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
NEW | 30,299 | $2,740,847 | 2.92% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
NEW | 28,614 | $2,623,331 | 2.79% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 175,252 | $2,436,002 | 2.59% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
NEW | 30,863 | $2,263,801 | 2.41% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 51,140 | $2,165,267 | 2.30% | |
| IFF |
International Flavors & Fragrances Inc
Basic Materials
|
NEW | 26,421 | $2,093,071 | 2.23% | |
| DOW |
Dow Inc.
Basic Materials
|
Added | 75,472 | $2,064,913 | 2.20% | |
| SSB |
SouthState Bank Corp
Financial Services
|
NEW | 19,907 | $1,988,709 | 2.12% | |
| COP |
Conocophillips
Energy
|
NEW | 18,680 | $1,941,972 | 2.07% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
Added | 81,631 | $1,817,922 | 1.93% | |
| HALO |
Halozyme Therapeutics, Inc.
Healthcare
|
NEW | 22,557 | $1,765,536 | 1.88% | |
| BIIB |
Biogen Inc.
Healthcare
|
Added | 6,300 | $1,361,178 | 1.45% | |
| FLR |
Fluor Corp
Industrials
|
NEW | 20,151 | $1,055,710 | 1.12% | |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
NEW | 18,474 | $967,483 | 1.03% | |
| LEG |
Leggett & Platt Inc
Consumer Cyclical
|
NEW | 64,595 | $756,407 | 0.80% | |
| TT |
Trane Technologies plc
Industrials
|
NEW | 1,525 | $749,019 | 0.80% | |
| AVNT |
Avient Corp
Basic Materials
|
NEW | 19,915 | $736,058 | 0.78% | |
| HUBB |
Hubbell Inc
Industrials
|
Added | 1,339 | $700,564 | 0.75% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
NEW | 12,302 | $588,158 | 0.63% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 4,577 | $428,681 | 0.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,501 | $381,208 | 0.41% | |
| ERIE |
Erie Indemnity Co
Financial Services
|
Reduced | 1,122 | $268,999 | 0.29% | |
| ES |
Eversource Energy
Utilities
|
Added | 3,097 | $223,820 | 0.24% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.