Strategic Financial Partners, Ltd.
Strategic Financial Partners, Ltd. reported 88 holdings worth US$265M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Strategic Financial Partners, Ltd. reported 88 holdings worth US$265M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Alphabet Inc (google) Class C. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 88
- Value as reported
- US$265M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 4,264 | US$1.59M | 0.60% |
| Apple Inc | 4,661 | US$1.35M | 0.51% |
| Alphabet Inc (google) Class C | 1,662 | US$594K | 0.22% |
| Caterpillar, Inc. | 524 | US$559K | 0.21% |
| Eli Lilly And Company | 375 | US$450K | 0.17% |
| Advanced Micro Devices Inc | 616 | US$358K | 0.13% |
| Msc Income Fund, Inc. | 28,320 | US$328K | 0.12% |
| Lam Research Corporation | 732 | US$317K | 0.12% |
| Nvidia Corporation | 1,415 | US$283K | 0.11% |
| Asml Holding Nv | 138 | US$275K | 0.10% |
| Amazon.com, Inc. | 1,133 | US$270K | 0.10% |
| Conocophillips | 2,517 | US$262K | 0.10% |
| Chevron Corporation | 1,523 | US$253K | 0.10% |
| Goldman Sachs Group, Inc. (the) | 237 | US$240K | 0.09% |
| Jp Morgan Chase & Co. | 693 | US$227K | 0.09% |
| Southern Company (the) | 2,185 | US$209K | 0.08% |
| Broadcom Inc. | 541 | US$205K | 0.08% |