SBK Financial, Inc. 13F Holdings
CIK 0001911894 · RICHMOND, VA
As of Dec 31, 2022, SBK Financial, Inc. reported 61 positions worth $63.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 25,845 | $6.2M | 9.83% |
| APPLE INC | AAPL | Technology | 39,764 | $5.2M | 8.19% |
| ISHARES CORE US REIT ETF | USRT | — | 74,418 | $3.7M | 5.84% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 14,660 | $2.9M | 4.63% |
| NIKE INC | NKE | Consumer Cyclical | 19,050 | $2.2M | 3.53% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 11,110 | $2.0M | 3.11% |
| EXXON MOBIL CORP | XOM | Energy | 16,336 |