Strategic Equity Management has filed its latest quarterly report, detailing its holdings as of September 30, 2026. This filing is significant as it provides insights into the investment strategies of the firm and its positions in various companies.

As of the filing date, Strategic Equity Management, based in Tucson, Arizona, reported a total value of $115,521,804 across 38 different securities. The firm is categorized under the SIC description as an investment management entity, focusing on managing assets for clients.

Background

Strategic Equity Management is an investment management firm that specializes in managing assets for various clients. The firm operates under the Central Index Key (CIK) 0001843578 and has been actively filing reports with the SEC. Its recent filings include several 13F-HR forms, with the latest submitted on November 4, 2026, detailing its holdings as of the end of the third quarter.

What the Filing Says

The filing reveals that Strategic Equity Management holds a diverse portfolio, with significant investments in major companies such as Amazon, Apple, Microsoft, and Procter & Gamble. For instance, the firm reported holding 896 shares of Amazon, valued at $223,323, and 1,126 shares of Apple, valued at $374,981. The firm emphasizes its sole investment discretion in these holdings.

Impact

This update may affect various stakeholders, including clients of Strategic Equity Management, who rely on the firm’s investment decisions. Additionally, competitors in the investment management industry may analyze these holdings to inform their own strategies, particularly in sectors like technology and consumer goods.

What's Next

The filing does not specify what happens next for Strategic Equity Management. However, industry observers will likely monitor the firm’s future filings and any strategic shifts in its investment approach.