Strategent Financial, LLC

Strategent Financial, LLC reported 41 holdings worth US$174M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 3, 2026

Strategent Financial, LLC reported 41 holdings worth US$174M as of Jun 30, 2026. Largest: Markel Group Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Aug 3, 2026 (Form 13F).

Holdings
41
Value as reported
US$174M

The filing in full

CompanySharesValue as reported% of portfolio
Markel Group Inc.842US$1.64M0.95%
Berkshire Hathaway Inc.1,605US$803K0.46%
Alphabet Inc (google) Class C2,238US$800K0.46%
Microsoft Corp.1,602US$598K0.34%
Johnson & Johnson2,184US$555K0.32%
Apple Inc1,474US$427K0.25%
Merck & Company, Inc.3,182US$409K0.24%
Mckesson Corporation283US$214K0.12%

Source

View original at SEC

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