Financial Strategies Group, Inc.
Top Portfolio Positions
50 positions ·
$165,937,784 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 | 8.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
57,967 | $12,072,787 | 7.28% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
53,173 | $11,538,009 | 6.95% | |
| CB |
Chubb Ltd
Financial Services
|
33,233 | $10,831,631 | 6.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,300 | $10,383,848 | 6.26% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
21,505 | $10,177,026 | 6.13% | |
| XOM |
Exxon Mobil Corp
Energy
|
59,306 | $10,061,855 | 6.06% | |
| WRB |
Berkley W R Corp
Financial Services
|
149,793 | $9,928,280 | 5.98% | |
| COF |
Capital One Financial Corp
Financial Services
|
53,602 | $9,778,612 | 5.89% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
68,238 | $8,025,471 | 4.84% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FDS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,538,009 | 53,173 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,074,531 | 31,271 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,575,791 | 29,934 | Shares | Sole | 2025-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||