Financial Strategies Group, Inc.
Top Portfolio Positions
51 positions ·
$179,266,252 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PGR |
Progressive Corp/Oh/
Financial Services
|
67,374 | $13,356,221 | 7.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
27,814 | $13,328,468 | 7.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
57,967 | $12,072,787 | 6.73% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
53,173 | $11,538,009 | 6.44% | |
| CB |
Chubb Ltd
Financial Services
|
33,233 | $10,831,631 | 6.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,300 | $10,383,848 | 5.79% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
21,505 | $10,177,026 | 5.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
59,306 | $10,061,855 | 5.61% | |
| WRB |
Berkley W R Corp
Financial Services
|
149,793 | $9,928,280 | 5.54% | |
| COF |
Capital One Financial Corp
Financial Services
|
53,602 | $9,778,612 | 5.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,209,656 | 5,893 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,223,665 | 6,122 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,081,681 | 6,592 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $932,684 | 8,292 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $786,319 | 6,278 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $651,790 | 3,257 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $612,414 | 2,593 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $271,272 | 967 | Shares | Sole | 2024-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||