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Shannon Chandler

Strategic Equity Management

Assets Managed
$266.044M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-9.78%(2Q avg: -0.26%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Equity Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Strategic Equity Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 266.044M in assets, with a quarterly growth rate of -9.78% and a 2-quarter average growth rate of -0.26%. The portfolio is managed by Shannon Chandler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.54%
8.86%
$23.564M
36,233 shares@ $650.35 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 0.29%
7.83%
$20.821M
56,171 shares@ $370.68 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -8.01%
7.42%
$19.736M
66,039 shares@ $298.86 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
New Position
5.52%
$14.661M
153,619 shares@ $95.44 avg price
EUSM
Eventide Us Market Etf
Recent Activity
Decreased -1.1%
5.17%
$13.729M
524,422 shares@ $26.18 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -17.3%
4.93%
$13.106M
511,149 shares@ $25.64 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 301.87%
4.92%
$13.07M
230,154 shares@ $56.79 avg price
IWN
Ishares Russell 2000 Value E
Recent Activity
New Position
4.89%
$12.997M
68,553 shares@ $189.6 avg price
PTL
Inspire 500 Etf
Recent Activity
Decreased -19.34%
4.8%
$12.747M
50,874 shares@ $250.56 avg price
ESSC
Eventide Small Cap Etf
Recent Activity
Increased 173.21%
4.07%
$10.826M
413,836 shares@ $26.16 avg price

1-10 of 70