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Portfolio (Quarterly) Guide ↗

Strategic Financial Concepts, LLC

· CIK 0001870686
13F Portfolio $405M AUM 298 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 92 Added 18 Reduced 12 Exited
Page 10 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 THW ABRDN WORLD HEALTHCARE FUND Financial Services 11,900.0 $139K 0.03% NEW $11.67 +9.4%
182 EFC ELLINGTON FINANCIAL INC Real Estate 11,400.0 $135K 0.03% NEW $11.85 +14.3%
183 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 16,100.0 $132K 0.03% NEW $8.17 +3.9%
184 CLM CORNERSTONE STRATEGIC INVEST Financial Services 14,700.0 $107K 0.03% NEW $7.28 +4.5%
Page 10 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 24.4%
Consumer Cyclical 15.7%
Energy 10.7%
Communication Services 6.6%
Real Estate 5.4%
Consumer Defensive 5.2%
Healthcare 2.1%
Industrials 2.1%
Basic Materials 1.2%