Socha-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "T",
  null,
  null,
  null,
  "AAPL",
  "VZ",
  null,
  "SPG",
  "IBM",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "KO",
  "CBU",
  "STZ",
  "GLW",
  "QQQ",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 21
Total Value: 204608944
Accession Number: 0001967966-25-000003
Form Type: 13F-HR
CIK: socha-financial-group
Manager Name: Socha-Financial-Group

Data Enrichment

62% identified

13 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

21 positions • $204.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.1K

Value:$210.2K

% of Portfolio:0.1% ($210.2K/$204.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.1K	QoQ +0.52% (-6) YoY +1.77% (-20)	All Managers (Combined)	$210.2K	0.1% ($210.2K/$204.6M)	QoQ -16.47% (-$41.5K) YoY -31.23% (-$95.5K)