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Portfolio (Quarterly) Guide ↗

Strategic Financial Concepts, LLC

· CIK 0001870686
13F Portfolio $109M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New
Page 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HDV ISHARES TR 1,669.0 $203K 0.19% NEW $121.62 -77.4%
122 PG PROCTER AND GAMBLE CO Consumer Defensive 1,411.0 $202K 0.18% NEW $143.28 +1.8%
123 VALE VALE S A Basic Materials 13,700.0 $179K 0.16% NEW $13.03 +26.7%
124 AG FIRST MAJESTIC SILVER CORP Basic Materials 10,111.0 $168K 0.15% NEW $16.66 +23.5%
125 DNN DENISON MINES CORP Energy 57,815.0 $154K 0.14% NEW $2.66 +28.2%
126 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 12,554.0 $102K 0.09% NEW $8.11 -2.0%
Page 7 of 7  ·  126 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 43.1%
Technology 22.6%
Energy 10.6%
Consumer Cyclical 8.5%
Consumer Defensive 4.4%
Communication Services 3.6%
Industrials 2.0%
Healthcare 1.9%
Basic Materials 1.3%
Real Estate 1.2%