Holdings

Financial Strategies Group, Inc.

As of Jun 30, 2026, Financial Strategies Group, Inc. reported 45 positions worth US$194M. Largest: Amazon.com, Inc., Progressive Corporation (the) and Berkshire Hathaway Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Amazon.com, Inc.58,255US$14.4M+288Jun 30, 2026
Progressive Corporation (the)69,949US$14.4M+2,575Jun 30, 2026
Berkshire Hathaway Inc.29,330US$14.4M+1,516Jun 30, 2026
Alphabet Inc (google) Class C39,891US$14M−5,801Jun 30, 2026
Factset Research Systems Inc.51,249US$12.7M−1,924Jun 30, 2026
Jp Morgan Chase & Co.35,740US$12.3M+440Jun 30, 2026
Capital One Financial Corporation55,406US$11.4M+1,804Jun 30, 2026
W.r. Berkley Corporation157KUS$11.4M+7,501Jun 30, 2026
Hca Healthcare, Inc.27,040US$10.1M+5,535Jun 30, 2026
Exxon Mobil Corporation62,185US$9.43M+2,879Jun 30, 2026