Holdings

S&A Financial Services, Inc.

As of Jun 30, 2026, S&A Financial Services, Inc. reported 29 positions worth US$22.7M. Largest: Apple Inc, Copart, Inc. and Costco Wholesale Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc18,523US$5.36Mfirst reportJun 30, 2026
Copart, Inc.76,208US$2.15Mfirst reportJun 30, 2026
Costco Wholesale Corporation1,906US$1.78Mfirst reportJun 30, 2026
Welltower Inc.6,768US$1.54Mfirst reportJun 30, 2026
Amazon.com, Inc.4,837US$1.15Mfirst reportJun 30, 2026
Walmart Inc.9,317US$1.06Mfirst reportJun 30, 2026
Microsoft Corp.2,752US$1.03Mfirst reportJun 30, 2026
Evergy, Inc.8,952US$774Kfirst reportJun 30, 2026
Meta Platforms, Inc.1,370US$772Kfirst reportJun 30, 2026
Berkshire Hathaway Inc.1,357US$679Kfirst reportJun 30, 2026