Exeter Financial
$261M 13F equity value
103 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Exeter Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ICSH | ISHARES TR | 283,723 | $14M | 5.5% |
| FFA | FIRST TR ENHANCED EQUITY | 584,911 | $13M | 5.0% |
| AAPL | APPLE INC | 39,531 | $11M | 4.4% |
| BSV | VANGUARD BD INDEX FDS | 144,195 | $11M | 4.3% |
| CSCO | CISCO SYS INC | 67,618 | $8M | 3.0% |
| MSFT | MICROSOFT CORP | 20,662 | $8M | 2.9% |
| SCHD | SCHWAB STRATEGIC TR | 213,109 | $7M | 2.6% |
| AFL | AFLAC INC | 57,174 | $7M | 2.6% |
| GD | GENERAL DYNAMICS CORP | 18,255 | $6M | 2.5% |
| JNJ | JOHNSON & JOHNSON | 24,683 | $6M | 2.4% |
Track Exeter Financial's 13F portfolio: $261M in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.
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