Coordinated Financial Services, Inc. - Q12026 Holdings

Coordinated Financial Services, Inc. holds 176 stocks with a total portfolio value of $ 174.29M as of Q12026. In Q12026, Coordinated Financial Services, Inc. added 14 new positions, increased stakes in 90 stocks, reduced 59 holdings, and fully exited 17 positions. The largest holding is Ishares Tr (IVV), representing 11.44% of the total portfolio.