TraderTrends

Manager Profile

Socha Financial Group, LLC

Diversified · Financial Services 88%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

CORNING, NY

Portfolio Value

$245.9M

Latest reported 13F value

Holdings

0

Distinct positions in last filing

Top Position

Latest disclosed holding

Top 4

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
88.3%
Healthcare
9.5%
Technology
1.8%
Basic Materials
0%
Communication Services
0%
Consumer Cyclical
0%
Consumer Defensive
0%
Energy
0%
Industrials
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID