Francis Financial, Inc. has made its latest holdings public through a recent filing, providing insights into its investment strategies and focus areas. The firm reported a total value of approximately $641.98 million in its holdings, reflecting its commitment to growth sectors, particularly in technology and healthcare.

This filing, dated November 9, 2026, is significant as it showcases the company's investment landscape as of September 30, 2026. The report includes a comprehensive list of 261 securities, indicating a diverse portfolio that spans various industries.

Background

Francis Financial, Inc. is an asset management firm based in New York, specializing in investment management services. The firm operates under the SEC file number 028-18221 and has been actively filing reports, including the recent 13F-HR, which is a quarterly report that institutional investment managers must file to disclose their equity holdings.

What the Filing Says

The recent filing reveals a total value of $641,975,568 across 261 different securities. Notable holdings include significant investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The firm has also invested in well-established healthcare companies like AbbVie Inc. and Bristol-Myers Squibb Co., reflecting a balanced approach to growth and stability.

Impact

This filing may influence various stakeholders, including investors, analysts, and competitors in the asset management industry. By disclosing its holdings, Francis Financial provides valuable insights into its investment strategy, which could prompt competitors to reevaluate their own portfolios and strategies to remain competitive in the evolving market.

What's Next

The filing does not specify what actions will follow this report. However, stakeholders will likely monitor future filings for any changes in investment strategy or portfolio adjustments.