Strategic-Equity-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "CAT",
  null,
  "COF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MSFT",
  null,
  "IJR",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  "IEFA",
  null,
  "SCHX",
  "IBM",
  "UPS",
  "VO",
  "VV",
  null,
  "IWV",
  null,
  null,
  "MGC",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  "HBAN",
  "VB",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "DGRO",
  null,
  "BRK-B",
  "GOOG",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 59
Total Value: 237879896
Accession Number: 0001843578-25-000003
Form Type: 13F-HR
CIK: strategic-equity-management
Manager Name: Strategic-Equity-Management

Data Enrichment

58% identified

34 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

59 positions • $237.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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33733E104

Shares:5.8K

Value:$515.5K

% of Portfolio:0.2% ($515.5K/$237.9M)

CATERPILLAR INC

CAT|149123101

Shares:1.5K

Value:$503.3K

% of Portfolio:0.2% ($503.3K/$237.9M)

025072307

Shares:4.5K

Value:$419.7K

% of Portfolio:0.2% ($419.7K/$237.9M)

46138E354

Shares:5.3K

Value:$397.8K

% of Portfolio:0.2% ($397.8K/$237.9M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:25.4K

Value:$380.8K

% of Portfolio:0.2% ($380.8K/$237.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.4K

Value:$350.3K

% of Portfolio:0.1% ($350.3K/$237.9M)

464287804

IJR|464287804

Shares:3.1K

Value:$321.9K

% of Portfolio:0.1% ($321.9K/$237.9M)

808524102

SCHB|808524102

Shares:14.7K

Value:$317.0K

% of Portfolio:0.1% ($317.0K/$237.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.3K

Value:$305.9K

% of Portfolio:0.1% ($305.9K/$237.9M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.6K

Value:$291.4K

% of Portfolio:0.1% ($291.4K/$237.9M)

808524805

SCHF|808524805

Shares:14.7K

Value:$290.6K

% of Portfolio:0.1% ($290.6K/$237.9M)

808524300

SCHG|808524300

Shares:10.6K

Value:$266.0K

% of Portfolio:0.1% ($266.0K/$237.9M)

464287408

IVE|464287408

Shares:1.3K

Value:$245.7K

% of Portfolio:0.1% ($245.7K/$237.9M)

AMAZON COM INC

AMZN|023135106

Shares:1.2K

Value:$235.5K

% of Portfolio:0.1% ($235.5K/$237.9M)

46432F842

IEFA|46432F842

Shares:3.1K

Value:$231.2K

% of Portfolio:0.1% ($231.2K/$237.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$231.0K

% of Portfolio:0.1% ($231.0K/$237.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:430

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$237.9M)

33739P608

Shares:3.1K

Value:$206.0K

% of Portfolio:0.1% ($206.0K/$237.9M)

NVIDIA CORP

NVDA|67066G104

Shares:1.9K

Value:$204.7K

% of Portfolio:0.1% ($204.7K/$237.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33733E104)✕	5.8K	QoQ 0.00% (+0) YoY NEW(+5.8K)	All Managers (Combined)	$515.5K	0.2% ($515.5K/$237.9M)	QoQ +2.07% (+$10.5K) YoY NEW(+$515.5K)
CATERPILLAR INC(CATcusip149123101)	1.5K	QoQ +0.39% (-6) YoY +1.46% (-22)	All Managers (Combined)	$503.3K	0.2% ($503.3K/$237.9M)	QoQ -8.72% (-$48.1K) YoY -8.67% (-$47.8K)
(cusip025072307)✕	4.5K	QoQ -53.29% (-5.1K) YoY +72.61% (+1.9K)	All Managers (Combined)	$419.7K	0.2% ($419.7K/$237.9M)	QoQ -56.12% (-$536.9K) YoY +90.35% (+$199.2K)
(cusip46138E354)✕	5.3K	QoQ 0.00% (+0) YoY NEW(+5.3K)	All Managers (Combined)	$397.8K	0.2% ($397.8K/$237.9M)	QoQ +6.74% (+$25.1K) YoY NEW(+$397.8K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	25.4K	QoQ +0.02% (-7) YoY -3.72% (-982)	All Managers (Combined)	$380.8K	0.2% ($380.8K/$237.9M)	QoQ -7.71% (-$31.9K) YoY +3.58% (-$13.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.4K	QoQ +34.57% (+362) YoY NEW(+1.4K)	All Managers (Combined)	$350.3K	0.1% ($350.3K/$237.9M)	QoQ +52.20% (+$120.1K) YoY NEW(+$350.3K)
(IJRcusip464287804)	3.1K	QoQ -87.33% (-21.2K) YoY NEW(+3.1K)	All Managers (Combined)	$321.9K	0.1% ($321.9K/$237.9M)	QoQ -88.50% (-$2.5M) YoY NEW(+$321.9K)
(SCHBcusip808524102)	14.7K	QoQ +9.33% (+1.3K) YoY +121.69% (-8.1K)	All Managers (Combined)	$317.0K	0.1% ($317.0K/$237.9M)	QoQ +3.69% (+$11.3K) YoY -21.81% (-$88.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$305.9K	0.1% ($305.9K/$237.9M)	QoQ NEW(+$305.9K) YoY NEW(+$305.9K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$291.4K	0.1% ($291.4K/$237.9M)	QoQ +0.54% (+$1.6K) YoY +20.42% (+$49.4K)
(SCHFcusip808524805)	14.7K	QoQ -13.01% (-2.2K) YoY NEW(+14.7K)	All Managers (Combined)	$290.6K	0.1% ($290.6K/$237.9M)	QoQ -6.99% (-$21.8K) YoY NEW(+$290.6K)
(SCHGcusip808524300)	10.6K	QoQ 0.00% (-0) YoY NEW(+10.6K)	All Managers (Combined)	$266.0K	0.1% ($266.0K/$237.9M)	QoQ -10.15% (-$30.1K) YoY NEW(+$266.0K)
(IVEcusip464287408)	1.3K	QoQ -9.16% (-130) YoY NEW(+1.3K)	All Managers (Combined)	$245.7K	0.1% ($245.7K/$237.9M)	QoQ -9.25% (-$25.1K) YoY NEW(+$245.7K)
AMAZON COM INC(AMZNcusip023135106)	1.2K	QoQ -27.09% (-460) YoY NEW(+1.2K)	All Managers (Combined)	$235.5K	0.1% ($235.5K/$237.9M)	QoQ -36.77% (-$137.0K) YoY NEW(+$235.5K)
(IEFAcusip46432F842)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$231.2K	0.1% ($231.2K/$237.9M)	QoQ NEW(+$231.2K) YoY NEW(+$231.2K)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$231.0K	0.1% ($231.0K/$237.9M)	QoQ NEW(+$231.0K) YoY NEW(+$231.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	430	QoQ NEW(+430) YoY NEW(+430)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$237.9M)	QoQ NEW(+$229.0K) YoY NEW(+$229.0K)
(cusip33739P608)✕	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$206.0K	0.1% ($206.0K/$237.9M)	QoQ NEW(+$206.0K) YoY NEW(+$206.0K)
NVIDIA CORP(NVDAcusip67066G104)	1.9K	QoQ -15.63% (-350) YoY NEW(+1.9K)	All Managers (Combined)	$204.7K	0.1% ($204.7K/$237.9M)	QoQ -31.90% (-$95.9K) YoY NEW(+$204.7K)