Socha Financial Group, LLC 13F Portfolio

CIK 1967966 Filing since Q4 2021 Q3 2026 filed Nov 3, 2026
Holdings as of Sep 30, 2026, from the 13F filed Nov 3, 2026.

Portfolio Snapshot

1 positions · Q3 2026

Socha Financial Group, LLC reported 1 positions worth $4.96M for the quarter ended Sep 30, 2026, down 39.8% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is Corning Inc at 100% of the portfolio.

Portfolio Value
$4.96M
-39.8% QoQ · -62.0% YoY
Positions
1
0 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
GLW 100%
Corning Inc
Net Buying
+$3.08K
$3.08K bought · $0.00 sold
Turnover
0%
of the portfolio traded
Top Sector
Basic Materials
100% of value
Track Record
20
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

1 sectors
100%
Basic Materials
Basic Materials100%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Basic MaterialsTechnologyCommunication ServicesConsumer StaplesFinancial ServicesReal EstateIndustrialsConsumer DiscretionaryEnergyHealthcare

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
GLW Corning Inc +20 +0.1% $3.08K 100%

Largest Sells

Q3 2026

No positions were reduced this quarter.

New Positions

Q3 2026

No new positions this quarter.

Closed Positions

Q3 2026

No positions were closed this quarter.

Holdings · Q3 2026

1 Positions

As ofSep 30, 2026
Value$4.96M
Top 10100%
Avg position$4.96M
# Activity
Showing all 1 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Socha Financial.

About Socha Financial Group, LLC’s 13F Portfolio

What are Socha Financial Group, LLC’s largest holdings?

As of its Q3 2026 13F filing, Socha Financial Group, LLC’s five largest positions were Corning Inc (GLW) at 100.0% of the reported portfolio.

How much is Socha Financial Group, LLC’s portfolio worth?

Socha Financial Group, LLC reported a 13F portfolio worth $4.96M across 1 positions for Q3 2026. That is down 39.8% from the previous quarter.

What did Socha Financial Group, LLC buy in Q3 2026?

Its largest purchases by value were Corning Inc ($3.08K). It opened 0 new positions.

Where does this data come from?

From the Form 13F-HR reports Socha Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.