SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Security Financial Services, INC.

CIK 0001913590 · 12726 COLDWATER ROAD, FORT WAYNE, IN, 46845 · 260-619-3100

Reported Value
$504M
Q1 2025
Positions
169
Filings on Record
19
2019–present window
Filed
May 7, 2025
original filing

Summary

Security Financial Services, Inc. reported $504M in U.S.-listed holdings across 169 positions for Q1 2025.

Its largest position, SPYM, represents 10.0% of the portfolio.

Compared with Q4 2024, the fund opened 11 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $316MQ1 ’22Q2 ’22: $314MQ3 ’22: $293MQ4 ’22: $322.5BQ4 ’22Q1 ’23: $329MQ2 ’23: $352MQ3 ’23: $354MQ3 ’23Q4 ’23: $408MQ1 ’24: $443MQ2 ’24: $460MQ2 ’24Q3 ’24: $491MQ4 ’24: $491MQ1 ’25: $504MQ1 ’25Q2 ’25: $566MQ3 ’25: $619MQ4 ’25: $637MQ4 ’25Q1 ’26: $632Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$632M203May 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$637M212Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$619M202Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$566M181Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$504M169May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$491M167Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$491M163Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$460M162Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$443M185Apr 11, 202413F-HRchanges · EDGAR ↗
Q4 2023$408M165Jan 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$354M162Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$352M150Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$329M133May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$322.5B133Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$293M130Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$314M127Jul 20, 202213F-HRchanges · EDGAR ↗
Q1 2022$316M131Apr 27, 2022RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.