Institutional Fund
Financial Counselors Inc
Overland Park, KSCIK 9496235 filings on record
Portfolio Value
$70.86M
Q1 2026
Holdings
12
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.7%
from $72.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr75.7%
- Vanguard Tax-Managed Fds8.2%
- Ishares Tr3.8%
- Vanguard Intl Equity Index F2.5%
- Vanguard Index Fds2.5%
- Ishares Inc2.4%
- Other5.0%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 82.1K | $53.65M | 75.7% | +4.1K | Added |
| 2 | Vanguard Tax-Managed Fds | 90.2K | $5.78M | 8.2% | −1.2K | Reduced |
| 3 | Ishares Tr | 21.6K | $2.69M | 3.8% | −31 | Reduced |
| 4 | Vanguard Intl Equity Index F | 33.0K | $1.78M | 2.5% | +130 | Added |
| 5 | Vanguard Index Fds | 8.0K | $1.74M | 2.5% | −107 | Reduced |
| 6 | Ishares Inc | 24.3K | $1.70M | 2.4% | −1.9K | Reduced |
| 7 | Vanguard Index Fds | 1.9K | $1.11M | 1.6% | −7 | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 1.3K | $831.1K | 1.2% | 0 | Held |
| 9 | Invesco Exchange Traded Fd T | 2.8K | $537.4K | 0.8% | 0 | Held |
| 10 | Apple Inc | 1.8K | $460.4K | 0.6% | −85 | Reduced |
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