STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC reported 70 positions worth $148.6M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: CGDV (6.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $10.2M | 6.86% | 206,766 | — | — | |
| ▸ 2 | RDVY | SH | $9.8M | 6.61% | 121,182 | — | — | |
| ▸ 3 | SCHD | SH | $9.7M | 6.50% | 304,455 | — | — | |
| ▸ 4 | SCHG | SH | $9.6M | 6.49% | 284,768 | — | — | |
| ▸ 5 | BUFR | SH | $9.0M | 6.08% | 247,390 | — | — | |
| ▸ 6 | CGGR | SH | $8.8M | 5.89% | 185,603 | — | — | |
| ▸ 7 | SDVY | SH | $6.8M | 4.57% | 157,539 | — | — | |
| ▸ 8 | FENI | SH | $5.4M | 3.62% | 134,006 | — | — | |
| ▸ 9 | CGMS | SH | $5.1M | 3.41% | 185,366 | — | — | |
| ▸ 10 | CGCP | SH | $4.4M | 2.96% | 197,357 | — | — |
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Frequently Asked Questions
What stocks does STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC hold as of Q2 2026?
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC reported 70 positions worth $148.6M in its Q2 2026 13F filing. Largest positions: CGDV (6.9%), RDVY (6.6%), SCHD (6.5%), SCHG (6.5%) and BUFR (6.1%).
What did STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.