SF
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SBK Financial, Inc.13F | |
| SBK Financial, Inc. | |
| Last update 2023-01-31 | 61 Stocks (0 new) |
| Value $63.00 Mil | Turnover 0 % |
SBK Financial, Inc. Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 25,845 | 6,198.1 | -1.11% | 9.830 | -0.10% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 39,764 | 5,166.5 | 0% | 8.190 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
USRT | iShares Core U.S. REIT ETF | 74,418 | 3,680.0 | -48.62% | 5.840 | -5.13% | 0.200 | +4.16% | +0.41% | 2,971.2 | ||
LOW | Lowe's Companies Inc | 14,660 | 2,920.9 | 0% | 4.630 | 0% | 0.000 | +0.60% | -10.34% | 122,825.5 | Retail - Cyclical | |
NKE | Nike Inc | 19,050 | 2,229.0 | 0% | 3.530 | 0% | 0.000 | +30.83% | -3.10% | 107,031.2 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
JNJ | Johnson & Johnson | 11,110 | 1,962.6 | 0% | 3.110 | 0% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
XOM | Exxon Mobil Corp | 16,336 | 1,801.9 | 0% | 2.860 | 0% | 0.000 | +1.72% | +2.01% | 464,449.8 | Oil & Gas | |
SPY | S&P 500 ETF TRUST ETF | 3,915 | 1,497.2 | -1.09% | 2.370 | -0.02% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
GOOGL | Alphabet Inc | 16,520 | 1,457.6 | 0% | 2.310 | 0% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
HD | The Home Depot Inc | 4,219 | 1,332.6 | 0% | 2.110 | 0% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical |
SBK Financial, Inc.'s Historical Top Holdings Breakdowns
SBK Financial, Inc. Total Holding History ($B)
SBK Financial, Inc.'s Asset Allocation
SBK Financial, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SBK Financial, Inc.'s Hypothetical Growth since 2022-12-31
SBK Financial, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SBK Financial, Inc.'s Holdings Heat Map
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SBK Financial, Inc.'s Holdings Bubble Chart
SBK Financial, Inc. News
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