Searcy Financial Services Inc
Net seller this quarter
$298M
14
-$1.13M
19.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $16.2M | 5.45% | Not reported | -3.8% | Q4 2022 |
 AAPL | $13.6M | 4.55% | 0.00% | -1.9% | Q4 2018 |
 AMZN | $13M | 4.37% | 0.00% | -1.8% | Q3 2020 |
 BRK.B | $12.1M | 4.07% | Not reported | +1.5% | Q4 2018 |
 TSLA | $2M | 0.67% | 0.00% | 0.0% | Q3 2020 |
 NVDA | $806K | 0.27% | 0.00% | Not reported | Q4 2021 |
 ACN | $537K | 0.18% | 0.00% | -0.4% | Q4 2018 |
 WMT | $437K | 0.15% | 0.00% | +0.1% | Q2 2023 |
| GOOGL | $326K | 0.11% | 0.00% | +0.1% | Q3 2021 |
 IBM | $323K | 0.11% | 0.00% | Not reported | Q1 2024 |
 CASY | $268K | 0.09% | 0.00% | Not reported | Q1 2026 |
 PG | $209K | 0.07% | 0.00% | +0.1% | Q1 2024 |
 SO | $201K | 0.07% | 0.00% | -4.1% | Q3 2023 |
 REAX | $43.9K | 0.01% | 0.01% | +105.9% | Q1 2024 |
| Q1 2026 | |||||
| GOOG | $13.7M | 5.08% | Not reported | -6.5% | Q4 2022 |
| AAPL | $12.1M | 4.50% | 0.00% | -0.6% | Q4 2018 |
| AMZN | $11.6M | 4.30% | 0.00% | 0.0% | Q3 2020 |
| BRK.B | $11.5M | 4.25% | Not reported | +0.5% | Q4 2018 |
| TSLA | $1.77M | 0.66% | 0.00% | -0.2% | Q3 2020 |
| ACN | $860K | 0.32% | 0.00% | Not reported | Q4 2018 |
| NVDA | $702K | 0.26% | 0.00% | +2.0% | Q4 2021 |
| WMT | $479K | 0.18% | 0.00% | +0.1% | Q2 2023 |
| IBM | $278K | 0.10% | 0.00% | Not reported | Q1 2024 |
| GOOGL | $263K | 0.10% | 0.00% | Not reported | Q3 2021 |
| CASY | $245K | 0.09% | 0.00% | New | Q1 2026 |
| SO | $211K | 0.08% | 0.00% | -9.3% | Q3 2023 |
| PG | $205K | 0.08% | 0.00% | +0.4% | Q1 2024 |
 XOM | $202K | 0.07% | 0.00% | New | Q1 2026 |
| REAX | $29.3K | 0.01% | 0.01% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| GOOG | $16M | 5.94% | Not reported | -16.9% | Q4 2022 |
| AAPL | $13.1M | 4.85% | 0.00% | -3.7% | Q4 2018 |
| AMZN | $12.8M | 4.76% | 0.00% | -1.8% | Q3 2020 |
| BRK.B | $12M | 4.43% | Not reported | +0.5% | Q4 2018 |
| TSLA | $2.14M | 0.79% | 0.00% | Not reported | Q3 2020 |
| ACN | $1.16M | 0.43% | 0.00% | Not reported | Q4 2018 |
| NVDA | $736K | 0.27% | 0.00% | Not reported | Q4 2021 |
| WMT | $429K | 0.16% | 0.00% | Not reported | Q2 2023 |
| IBM | $340K | 0.13% | 0.00% | Not reported | Q1 2024 |
| GOOGL | $286K | 0.11% | 0.00% | Not reported | Q3 2021 |
| SO | $211K | 0.08% | 0.00% | -13.6% | Q3 2023 |
| PG | $203K | 0.08% | 0.00% | Not reported | Q1 2024 |
| REAX | $42.8K | 0.02% | 0.01% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| GOOG | $15M | 5.69% | Not reported | -3.5% | Q4 2022 |
| AAPL | $12.7M | 4.84% | 0.00% | -0.3% | Q4 2018 |
| AMZN | $12.4M | 4.73% | 0.00% | +0.1% | Q3 2020 |
| BRK.B | $11.9M | 4.52% | Not reported | +0.5% | Q4 2018 |
| TSLA | $2.12M | 0.80% | 0.00% | +0.7% | Q3 2020 |
| ACN | $1.07M | 0.41% | 0.00% | -1.4% | Q4 2018 |
| NVDA | $736K | 0.28% | 0.00% | +4.7% | Q4 2021 |
| WMT | $397K | 0.15% | 0.00% | +0.1% | Q2 2023 |
| IBM | $324K | 0.12% | 0.00% | Not reported | Q1 2024 |
| SO | $265K | 0.10% | 0.00% | Not reported | Q3 2023 |
| GOOGL | $222K | 0.08% | 0.00% | Not reported | Q3 2021 |
| PG | $218K | 0.08% | 0.00% | +0.3% | Q1 2024 |
| REAX | $49K | 0.02% | 0.01% | Not reported | Q1 2024 |