Econ-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "LOW",
  null,
  null,
  "MCD",
  null,
  null,
  "QCOM",
  "HUBB",
  "IJH",
  null,
  "LRCX",
  null,
  "ERIE",
  "EMN",
  "HSY",
  "IJR",
  "KHC",
  null,
  null,
  "PYPL",
  "PNC",
  "AAPL",
  null,
  "VZ",
  "MKC",
  null,
  null,
  "IEFA",
  "SCHX",
  "SHOP",
  null,
  "TEL",
  "UPS",
  "MBLY",
  "VWO",
  null,
  null,
  null,
  "SAIC",
  "F",
  "AEP",
  null,
  null,
  "AMZN",
  "SCHB",
  "LUV",
  "IVZ",
  "FNB",
  "VEA",
  null,
  "BNDX",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "KNX",
  null,
  "SYY",
  null,
  null,
  "ALLY",
  null,
  "CWH",
  "CCL",
  "CAVA",
  "CVX",
  "CMG",
  "COIN",
  "CMCSA",
  "CTRA",
  null,
  "NKE",
  "JNJ",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 78
Total Value: 187809902
Accession Number: 0001659718-25-000005
Form Type: 13F-HR
CIK: econ-financial-services
Manager Name: Econ-Financial-Services

Data Enrichment

65% identified

51 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $187.8M total value

78 positions • $187.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 4

Sort by:

808524508

Shares:62.4K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$187.8M)

33738D879

Shares:66.6K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$187.8M)

Kraft Heinz Co

Shares:50.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$187.8M)

Camping World Holdings, Inc.

Shares:95.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$187.8M)

81369Y860

Shares:36.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$187.8M)

78464A755

Shares:26.4K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$187.8M)

AMAZON COM INC

Shares:7.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$187.8M)

46654Q203

Shares:28.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$187.8M)

TE Connectivity plc

Shares:10.2K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$187.8M)

UNITED PARCEL SERVICE INC

Shares:13.0K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$187.8M)

81369Y886

Shares:16.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.8M)

VERIZON COMMUNICATIONS INC

Shares:28.1K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.8M)

MCCORMICK & CO INC

Shares:15.3K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.8M)

MCDONALDS CORP

Shares:3.9K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$187.8M)

37954Y673

Shares:32.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$187.8M)

LAM RESEARCH CORP

Shares:15.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$187.8M)

Mobileye Global Inc.

Shares:73.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$187.8M)

78464A714

Shares:15.0K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$187.8M)

808524201

Shares:45.8K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$187.8M)

FNB CORP/PA/

Shares:75.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$187.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524508)✕	62.4K	QoQ -0.66% (-418) YoY +196.94% (-41.4K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$187.8M)	QoQ -6.07% (-$105.8K) YoY -4.45% (-$76.3K)
(cusip33738D879)✕	66.6K	QoQ NEW(+66.6K) YoY NEW(+66.6K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$187.8M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Kraft Heinz Co(KHCcusip500754106)	50.5K	QoQ -58.92% (-72.4K) YoY +66.06% (+20.1K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$187.8M)	QoQ -59.29% (-$2.2M) YoY +36.95% (+$414.2K)
Camping World Holdings, Inc.(CWHcusip13462K109)	95.0K	QoQ +87.00% (+44.2K) YoY NEW(+95.0K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$187.8M)	QoQ +43.35% (+$464.1K) YoY NEW(+$1.5M)
(cusip81369Y860)✕	36.0K	QoQ +36.33% (+9.6K) YoY NEW(+36.0K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$187.8M)	QoQ +40.28% (+$433.2K) YoY NEW(+$1.5M)
(cusip78464A755)✕	26.4K	QoQ +2.85% (+734) YoY NEW(+26.4K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$187.8M)	QoQ +1.47% (+$21.6K) YoY NEW(+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$187.8M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(cusip46654Q203)✕	28.5K	QoQ +96.39% (+14.0K) YoY +117.02% (+15.3K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$187.8M)	QoQ +80.37% (+$656.6K) YoY +107.17% (+$762.3K)
TE Connectivity plc(TELcusipG87052109)	10.2K	QoQ +0.21% (-22) YoY NEW(+10.2K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$187.8M)	QoQ -0.93% (-$13.6K) YoY NEW(+$1.4M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	13.0K	QoQ -21.52% (-3.6K) YoY NEW(+13.0K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$187.8M)	QoQ -31.55% (-$657.6K) YoY NEW(+$1.4M)
(cusip81369Y886)✕	16.4K	QoQ +3.11% (+496) YoY -63.14% (-28.1K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.8M)	QoQ +7.42% (+$89.4K) YoY -55.73% (-$1.6M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	28.1K	QoQ -43.70% (-21.8K) YoY -18.93% (-6.6K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.8M)	QoQ -36.14% (-$720.8K) YoY -12.36% (-$179.7K)
MCCORMICK & CO INC(MKCcusip579780206)	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.8M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
MCDONALDS CORP(MCDcusip580135101)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$187.8M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip37954Y673)✕	32.2K	QoQ +7.44% (+2.2K) YoY NEW(+32.2K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$187.8M)	QoQ +0.32% (+$3.9K) YoY NEW(+$1.2M)
LAM RESEARCH CORP(LRCXcusip512807306)	15.4K	QoQ +6.81% (+985) YoY NEW(+15.4K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$187.8M)	QoQ +7.50% (+$78.4K) YoY NEW(+$1.1M)
Mobileye Global Inc.(MBLYcusip60741F104)	73.2K	QoQ NEW(+73.2K) YoY NEW(+73.2K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$187.8M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip78464A714)✕	15.0K	QoQ +67.79% (+6.0K) YoY NEW(+15.0K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$187.8M)	QoQ +45.66% (+$324.0K) YoY NEW(+$1.0M)
(SCHXcusip808524201)	45.8K	QoQ -5.18% (-2.5K) YoY +3.39% (-1.5K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$187.8M)	QoQ -9.67% (-$108.5K) YoY -63.21% (-$1.7M)
FNB CORP/PA/(FNBcusip302520101)	75.0K	QoQ NEW(+75.0K) YoY NEW(+75.0K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$187.8M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)