Econ Financial Services Corp

13F filer · CIK 0001659718

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$214MU.S. long equity reported on 13F

Positions4121 new · 25 closed

Net flow last quarter-$11.6MBuys minus sells

Top 10 positions weight21.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202641 positions
HSYHershey Co	$6.13M	2.87%	0.02%	+75.2%	Q4 2018
PMBSPuramed Bioscience Inc.	$6.05M	2.83%	0.06%	+23.3%	Q4 2025
AMZNAmazon Com Inc	$5.11M	2.39%	0.00%	-33.6%	Q1 2022
BABoeing Co	$4.88M	2.28%	0.00%	+58.3%	Q4 2025
PFEPfizer Inc	$4.47M	2.09%	0.00%	+25.6%	Q1 2022
EXRExtra Space Storage Inc.	$4.24M	1.98%	0.01%	Not reported	Q2 2024
TSLATesla, Inc.	$4.07M	1.90%	0.00%	+13.8%	Q3 2024
PPGPPG Industries Inc	$3.97M	1.86%	0.01%	Not reported	Q1 2023
LUVSouthwest Airlines Co	$3.69M	1.73%	0.01%	Not reported	Q2 2023
ABBVAbbVie Inc.	$3.48M	1.62%	0.00%	Not reported	Q4 2018
UPSUnited Parcel Service Inc	$3.39M	1.58%	0.00%	+2.5%	Q4 2024
ABNBAirbnb, Inc.	$3.31M	1.55%	Not reported	+3.7%	Q2 2024
VVisa Inc.	$3.25M	1.52%	0.00%	Not reported	Q2 2023
ARANTERO RESOURCES Corp	$3.13M	1.46%	0.03%	New	Q2 2026
AMGNAmgen Inc	$3.11M	1.45%	0.00%	+112.3%	Q1 2022
UBERUber Technologies, Inc	$2.85M	1.33%	0.00%	+45.7%	Q4 2024
KMBKimberly Clark Corp	$2.76M	1.29%	0.01%	Not reported	Q2 2024
EWEdwards Lifesciences Corp	$2.74M	1.28%	0.01%	Not reported	Q2 2025
CLColgate Palmolive Co	$2.62M	1.23%	0.00%	Not reported	Q1 2022
FFord Motor Co	$2.44M	1.14%	0.00%	+33.3%	Q2 2019
CARRCARRIER GLOBAL Corp	$2.26M	1.06%	0.00%	New	Q2 2026
VZVerizon Communications Inc	$2.17M	1.01%	0.00%	Not reported	Q1 2022
IFFInternational Flavors & Fragrances Inc	$2.09M	0.98%	0.01%	New	Q2 2026
DOWDow Inc.	$2.06M	0.96%	0.01%	+86.9%	Q1 2022
SSBSouthState Bank Corp	$1.99M	0.93%	0.02%	New	Q2 2026
COPConocophillips	$1.94M	0.91%	0.00%	Not reported	Q4 2024
CPBCAMPBELL'S Co	$1.82M	0.85%	0.03%	+48.7%	Q1 2022
HALOHalozyme Therapeutics, Inc.	$1.77M	0.82%	0.02%	Not reported	Q1 2022
BIIBBiogen Inc.	$1.36M	0.64%	0.00%	+43.3%	Q4 2025
FLRFluor Corp	$1.06M	0.49%	0.01%	New	Q2 2026
HGVHilton Grand Vacations Inc.	$967K	0.45%	0.02%	New	Q2 2026
LEGLeggett & Platt Inc	$756K	0.35%	0.05%	New	Q2 2026
TTTrane Technologies plc	$749K	0.35%	0.00%	New	Q2 2026
AVNTAvient Corp	$736K	0.34%	0.02%	New	Q2 2026
HUBBHubbell Inc	$701K	0.33%	0.00%	+0.2%	Q2 2019
MGMMGM Resorts International	$588K	0.27%	0.00%	New	Q2 2026
DALDelta Air Lines, Inc.	$429K	0.20%	0.00%	-93.3%	Q4 2018
JNJJohnson & Johnson	$381K	0.18%	0.00%	+0.1%	Q4 2018
IGLBBimergen Energy Corp	$340K	0.16%	Not reported	+1.0%	Q1 2023
ERIEErie Indemnity Co	$269K	0.13%	Not reported	-12.3%	Q4 2018
ESEversource Energy	$224K	0.10%	0.00%	+1.1%	Q1 2022
Q1 2026Reported Apr 21, 202645 positions
AMZNAmazon Com Inc	$6.73M	3.12%	0.00%	+753.7%	Q1 2022
MDTMedtronic plc	$4.96M	2.30%	0.00%	+50.5%	Q1 2023
PMBSPuramed Bioscience Inc.	$4.93M	2.29%	0.05%	+77.7%	Q4 2025
LOWLowes Companies Inc	$4.72M	2.19%	0.00%	+26.2%	Q4 2018
DALDelta Air Lines, Inc.	$4.57M	2.12%	0.01%	+49.4%	Q4 2018
MCDMcdonalds Corp	$4.32M	2.01%	0.00%	+4.8%	Q1 2025
HSYHershey Co	$4.15M	1.93%	0.01%	-7.0%	Q4 2018
PFEPfizer Inc	$4.15M	1.93%	0.00%	+477.4%	Q1 2022
CVSCVS HEALTH Corp	$3.95M	1.83%	0.00%	+52.7%	Q3 2025
IRIngersoll Rand Inc.	$3.81M	1.77%	0.01%	New	Q1 2026
NKENIKE, Inc.	$3.55M	1.65%	0.00%	+2.7%	Q1 2022
FULTFulton Financial Corp	$3.34M	1.55%	0.09%	+57.1%	Q1 2023
TSLATesla, Inc.	$3.16M	1.47%	0.00%	+26.8%	Q3 2024
TSNTyson Foods, Inc.	$3.12M	1.45%	Not reported	Not reported	Q1 2023
UPSUnited Parcel Service Inc	$3.02M	1.40%	0.00%	+28.7%	Q4 2024
BABoeing Co	$2.84M	1.32%	0.00%	+40.4%	Q4 2025
ABNBAirbnb, Inc.	$2.81M	1.31%	Not reported	Not reported	Q2 2024
GEHCGE HealthCare Technologies Inc.	$2.73M	1.27%	0.01%	New	Q1 2026
WTRGEssential Utilities, Inc.	$2.55M	1.18%	0.02%	New	Q1 2026
YUMYum Brands Inc	$2.42M	1.12%	0.01%	+0.4%	Q4 2024
UBERUber Technologies, Inc	$1.95M	0.91%	0.00%	-48.3%	Q4 2024
GNRCGenerac Holdings Inc.	$1.95M	0.91%	0.02%	-24.3%	Q4 2024
ITWIllinois Tool Works Inc	$1.92M	0.89%	0.00%	New	Q1 2026
UNPUnion Pacific Corp	$1.78M	0.83%	0.00%	New	Q1 2026
DOWDow Inc.	$1.68M	0.78%	0.01%	-62.3%	Q1 2022
PLTRPalantir Technologies Inc.	$1.55M	0.72%	0.00%	New	Q1 2026
PRUPrudential Financial Inc	$1.53M	0.71%	0.00%	Not reported	Q1 2022
FFord Motor Co	$1.52M	0.70%	0.00%	Not reported	Q2 2019
USBUS Bancorp \de\	$1.5M	0.70%	0.00%	-20.4%	Q1 2019
SMGScotts Miracle-Gro Co	$1.48M	0.69%	0.04%	Not reported	Q3 2022
TXNTexas Instruments Inc	$1.45M	0.67%	0.00%	New	Q1 2026
AMGNAmgen Inc	$1.42M	0.66%	0.00%	-52.3%	Q1 2022
MSFTMicrosoft Corp	$1.34M	0.62%	0.00%	Not reported	Q1 2022
TDWTidewater Inc	$1.29M	0.60%	0.03%	New	Q1 2026
CPBCAMPBELL'S Co	$1.22M	0.57%	0.02%	Not reported	Q1 2022
PHMPultegroup Inc	$981K	0.46%	0.00%	+56.2%	Q2 2025
VECOVeeco Instruments Inc	$894K	0.42%	0.04%	New	Q1 2026
HLITHarmonic Inc.	$885K	0.41%	0.09%	New	Q1 2026
BIIBBiogen Inc.	$806K	0.37%	0.00%	+11.4%	Q4 2025
GCTGigaCloud Technology Inc	$703K	0.33%	0.17%	New	Q1 2026
HUBBHubbell Inc	$656K	0.30%	0.00%	+0.3%	Q2 2019
JNJJohnson & Johnson	$367K	0.17%	0.00%	+1.1%	Q4 2018
IGLBBimergen Energy Corp	$334K	0.16%	Not reported	Not reported	Q1 2023
ERIEErie Indemnity Co	$321K	0.15%	Not reported	-10.3%	Q4 2018
ESEversource Energy	$212K	0.10%	0.00%	+1.2%	Q1 2022
Q4 2025Reported Jan 15, 202647 positions
XOMExxonMobil Holdings Corp	$5.11M	2.56%	0.00%	+547.7%	Q1 2022
UBERUber Technologies, Inc	$4.29M	2.15%	0.00%	+234.2%	Q4 2024
NKENIKE, Inc.	$4.17M	2.09%	0.00%	+26.3%	Q1 2022
MCDMcdonalds Corp	$4.06M	2.03%	0.00%	Not reported	Q1 2025
QCOMQualcomm Inc	$4.05M	2.03%	0.00%	+101.7%	Q4 2018
PFGPrincipal Financial Group Inc	$3.96M	1.99%	0.02%	New	Q4 2025
HSYHershey Co	$3.91M	1.96%	0.01%	+3.7%	Q4 2018
LOWLowes Companies Inc	$3.82M	1.91%	0.00%	Not reported	Q4 2018
MDTMedtronic plc	$3.66M	1.83%	0.00%	+14.6%	Q1 2023
EXCExelon Corp	$3.4M	1.71%	0.01%	+82.5%	Q1 2022
DALDelta Air Lines, Inc.	$3.19M	1.60%	0.01%	+9.0%	Q4 2018
VZVerizon Communications Inc	$3.18M	1.60%	0.00%	+23.5%	Q1 2022
TSLATesla, Inc.	$3.02M	1.51%	0.00%	+24.1%	Q3 2024
SLBSLB Limited	$2.93M	1.47%	0.01%	+2.7%	Q1 2019
CVSCVS HEALTH Corp	$2.86M	1.43%	0.00%	+6.8%	Q3 2025
PMBSPuramed Bioscience Inc.	$2.78M	1.39%	0.03%	New	Q4 2025
AMGNAmgen Inc	$2.78M	1.39%	0.00%	+24.3%	Q1 2022
ORCLOracle Corp	$2.71M	1.36%	0.00%	Not reported	Q1 2022
DOWDow Inc.	$2.5M	1.26%	0.02%	-24.8%	Q1 2022
HQYHealthequity, Inc.	$2.5M	1.25%	0.03%	+39.9%	Q3 2023
UPSUnited Parcel Service Inc	$2.37M	1.19%	0.00%	-34.7%	Q4 2024
YUMYum Brands Inc	$2.34M	1.17%	0.01%	Not reported	Q4 2024
PEPPepsico Inc	$2.33M	1.17%	0.00%	New	Q4 2025
BABoeing Co	$2.21M	1.11%	0.00%	New	Q4 2025
DELLDell Technologies Inc.	$2.13M	1.07%	0.00%	New	Q4 2025
FULTFulton Financial Corp	$2.02M	1.01%	0.06%	Not reported	Q1 2023
TROWPrice T Rowe Group Inc	$1.97M	0.99%	0.01%	New	Q4 2025
USBUS Bancorp \de\	$1.94M	0.97%	0.00%	Not reported	Q1 2019
EWEdwards Lifesciences Corp	$1.88M	0.94%	0.00%	-18.8%	Q2 2025
TXTTextron Inc	$1.88M	0.94%	0.01%	New	Q4 2025
XPOXPO, Inc.	$1.84M	0.92%	0.01%	New	Q4 2025
GNRCGenerac Holdings Inc.	$1.8M	0.90%	0.02%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$1.63M	0.82%	0.00%	-36.1%	Q3 2025
HXLHexcel Corp	$1.46M	0.73%	0.03%	New	Q4 2025
FCXFreeport-Mcmoran Inc	$1.4M	0.70%	0.00%	-23.5%	Q3 2025
STLDSteel Dynamics Inc	$1.17M	0.59%	0.00%	New	Q4 2025
LEALear Corp	$971K	0.49%	0.02%	New	Q4 2025
AMZNAmazon Com Inc	$873K	0.44%	0.00%	Not reported	Q1 2022
ALLYAlly Financial Inc.	$776K	0.39%	0.01%	Not reported	Q4 2024
DVNDevon Energy Corp	$707K	0.35%	0.00%	New	Q4 2025
BIIBBiogen Inc.	$694K	0.35%	0.00%	New	Q4 2025
PFEPfizer Inc	$637K	0.32%	0.00%	Not reported	Q1 2022
PHMPultegroup Inc	$626K	0.31%	0.00%	Not reported	Q2 2025
HUBBHubbell Inc	$592K	0.30%	0.00%	-0.8%	Q2 2019
ERIEErie Indemnity Co	$408K	0.20%	Not reported	Not reported	Q4 2018
JNJJohnson & Johnson	$307K	0.15%	0.00%	-87.5%	Q4 2018
ESEversource Energy	$204K	0.10%	0.00%	+1.1%	Q1 2022
Q3 2025Reported Oct 21, 202545 positions
HSYHershey Co	$3.87M	1.93%	0.01%	+16.1%	Q4 2018
CVXChevron Corp	$3.68M	1.84%	0.00%	+32.0%	Q1 2019
NKENIKE, Inc.	$3.61M	1.80%	0.00%	+4.8%	Q1 2022
EAElectronic Arts Inc.	$3.28M	1.64%	Not reported	+42.5%	Q2 2025
DOWDow Inc.	$3.26M	1.63%	0.02%	+123.8%	Q1 2022
MDTMedtronic plc	$3.16M	1.58%	0.00%	+34.0%	Q1 2023
UPSUnited Parcel Service Inc	$3.06M	1.52%	0.01%	+118.5%	Q4 2024
VZVerizon Communications Inc	$2.78M	1.39%	0.00%	+43.0%	Q1 2022
SLBSLB Limited	$2.56M	1.28%	0.01%	+41.4%	Q1 2019
CVSCVS HEALTH Corp	$2.54M	1.27%	0.00%	New	Q3 2025
LMTLockheed Martin Corp	$2.52M	1.26%	0.00%	New	Q3 2025
EOGEog Resources Inc	$2.48M	1.24%	0.00%	New	Q3 2025
TSLATesla, Inc.	$2.41M	1.20%	0.00%	-40.5%	Q3 2024
DALDelta Air Lines, Inc.	$2.4M	1.19%	0.01%	+5.2%	Q4 2018
ABNBAirbnb, Inc.	$2.33M	1.16%	Not reported	Not reported	Q2 2024
JNJJohnson & Johnson	$2.2M	1.10%	0.00%	-25.5%	Q4 2018
PYPLPayPal Holdings, Inc.	$2.13M	1.06%	0.00%	+43.1%	Q1 2022
EWEdwards Lifesciences Corp	$2.12M	1.05%	0.00%	+139.4%	Q2 2025
MRKMerck & Co., Inc.	$2.03M	1.01%	0.00%	New	Q3 2025
TAPMolson Coors Beverage Co	$2M	1.00%	Not reported	+41.1%	Q3 2022
CAVACava Group, Inc.	$1.97M	0.98%	0.03%	+186.3%	Q1 2025
QCOMQualcomm Inc	$1.95M	0.97%	0.00%	Not reported	Q4 2018
EXCExelon Corp	$1.93M	0.96%	0.00%	Not reported	Q1 2022
AMGNAmgen Inc	$1.92M	0.96%	0.00%	+63.3%	Q1 2022
HQYHealthequity, Inc.	$1.85M	0.92%	0.02%	Not reported	Q3 2023
CRMSalesforce, Inc.	$1.82M	0.91%	0.00%	+46.4%	Q1 2022
KHCKraft Heinz Co	$1.78M	0.89%	0.01%	Not reported	Q1 2022
ORealty Income Corp	$1.56M	0.78%	0.00%	New	Q3 2025
UBERUber Technologies, Inc	$1.54M	0.77%	0.00%	Not reported	Q4 2024
FCXFreeport-Mcmoran Inc	$1.41M	0.70%	0.00%	New	Q3 2025
SHWSherwin Williams Co	$1.21M	0.60%	0.00%	New	Q3 2025
VICIVici Properties Inc.	$1.07M	0.54%	0.00%	New	Q3 2025
DKSDick'S Sporting Goods, Inc.	$1.05M	0.53%	0.01%	New	Q3 2025
EXPDExpeditors International of Washington Inc	$854K	0.43%	0.01%	New	Q3 2025
AMZNAmazon Com Inc	$831K	0.41%	0.00%	-53.9%	Q1 2022
NVDANvidia Corp	$800K	0.40%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$739K	0.37%	0.00%	Not reported	Q1 2022
ABTAbbott Laboratories	$688K	0.34%	0.00%	Not reported	Q1 2023
FLSFlowserve Corp	$682K	0.34%	0.01%	New	Q3 2025
RUSHARush Enterprises Inc \tx\	$652K	0.32%	Not reported	New	Q3 2025
HUBBHubbell Inc	$578K	0.29%	0.00%	+0.3%	Q2 2019
ERIEErie Indemnity Co	$453K	0.23%	Not reported	Not reported	Q4 2018
PNCPNC Financial Services Group, Inc.	$332K	0.17%	0.00%	+0.9%	Q1 2022
AEPAmerican Electric Power Co Inc	$237K	0.12%	0.00%	Not reported	Q1 2022
ESEversource Energy	$213K	0.11%	0.00%	Not reported	Q1 2022

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