Holdings
Valpey Financial Services, LLC
As of Jun 30, 2026, Valpey Financial Services, LLC reported 8 positions worth US$5.13M. Largest: Apple Inc, Microsoft Corp. and International Business Machines Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 3,204 | US$927K | −102 | Jun 30, 2026 |
| Microsoft Corp. | 2,457 | US$916K | +1 | Jun 30, 2026 |
| International Business Machines Corporation | 2,927 | US$823K | no change | Jun 30, 2026 |
| The Cigna Group | 2,351 | US$648K | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,765 | US$631K | −7 | Jun 30, 2026 |
| Exxon Mobil Corporation | 3,842 | US$525K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,330 | US$435K | no change | Jun 30, 2026 |
| Johnson & Johnson | 897 | US$228K | +1 | Jun 30, 2026 |