Socha Financial Group, LLC
Net seller this quarter
$246M
4
-$258K
49.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $59.5M | 24.20% | Not reported | +0.4% | Q4 2021 |
 SPY | $51.3M | 20.87% | Not reported | +2.6% | Q3 2022 |
 GLW | $8.24M | 3.35% | 0.00% | -16.7% | Q4 2021 |
 CAPE | $1.53M | 0.62% | Not reported | -8.8% | Q2 2022 |
| Q1 2026 | |||||
| QQQ | $46.5M | 23.57% | Not reported | +0.8% | Q4 2021 |
| SPY | $43.6M | 22.09% | Not reported | +3.8% | Q3 2022 |
| GLW | $5.26M | 2.67% | 0.00% | -12.0% | Q4 2021 |
| CAPE | $1.6M | 0.81% | Not reported | -13.1% | Q2 2022 |
| Q4 2025 | |||||
| QQQ | $49.1M | 23.94% | Not reported | -20.7% | Q4 2021 |
| SPY | $44M | 21.46% | Not reported | -36.3% | Q3 2022 |
| GLW | $3.85M | 1.88% | 0.01% | -22.1% | Q4 2021 |
| CAPE | $1.92M | 0.94% | Not reported | -28.8% | Q2 2022 |
 BPRE | $1.35M | 0.66% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| SPY | $67.4M | 28.47% | Not reported | -1.9% | Q3 2022 |
| QQQ | $60.4M | 25.53% | Not reported | -1.9% | Q4 2021 |
 IBM | $5.79M | 2.45% | 0.00% | +0.2% | Q3 2022 |
| GLW | $4.63M | 1.96% | 0.01% | -5.7% | Q4 2021 |
| CAPE | $2.73M | 1.15% | Not reported | -13.7% | Q2 2022 |
 T | $550K | 0.23% | 0.00% | +1.0% | Q4 2021 |
 VZ | $392K | 0.17% | 0.00% | Not reported | Q1 2023 |
 AAPL | $344K | 0.15% | 0.00% | +0.2% | Q4 2021 |
 CBU | $320K | 0.14% | 0.01% | Not reported | Q4 2021 |
 AMZN | $301K | 0.13% | 0.00% | -5.2% | Q4 2021 |
 KO | $236K | 0.10% | 0.00% | -21.2% | Q2 2023 |
 SPG | $235K | 0.10% | 15.63% | Not reported | Q4 2022 |
 NVDA | $222K | 0.09% | 0.00% | -14.4% | Q1 2024 |
 XRX | $42.6K | 0.02% | 0.01% | New | Q3 2025 |