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Portfolio (Quarterly) Guide ↗

Eldridge Investment Advisors, Inc.

· CIK 0001727993
13F Portfolio $456M AUM 154 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 38 Added 56 Reduced 12 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFNM Dimensional National Municipal Bond Etf 9,895.0 $474K 0.10% -132.0 -1.3% $47.93 +0.9%
42 AVMC Avantis U S Mid Cap Equity Etf 6,538.0 $472K 0.10% -391.0 -5.6% $72.24 +10.2%
43 GEV Ge Vernova LLC Utilities 540.0 $471K 0.10% -10.0 -1.8% $872.90 +29.2%
44 XLE State Street Energy Select Sector Spdr Etf 6,845.0 $419K 0.09% -245.0 -3.5% $61.26 -11.7%
45 HYBL State Street Blackstone High Income Etf 15,053.0 $419K 0.09% -51K -77.3% $27.84 +0.6%
46 COST Costco Wholesale Corp Consumer Defensive 399.0 $398K 0.09% -18.0 -4.3% $997.16 -4.6%
47 JTEK Jpmorgan U S Tech Leaders Etf 4,904.0 $390K 0.09% -41.0 -0.8% $79.54 +38.2%
48 SDY State Street Spdr S&p Dividend Etf 2,590.0 $378K 0.08% -50.0 -1.9% $145.94 +2.3%
49 TMO Thermo Fisher Scientific Inc Healthcare 708.0 $348K 0.08% -44.0 -5.8% $491.57 -5.6%
50 BIL State Street Spdr Bloomberg 1-3 Mth T-bill Etf 3,710.0 $339K 0.07% -684.0 -15.6% $91.37 +0.2%
51 AMZN Amazon.com Inc Consumer Cyclical 1,387.0 $289K 0.06% -180.0 -11.5% $208.27 +11.8%
52 GPIQ Goldman Sachs Nasdaq 100 Premium Income Etf 5,827.0 $286K 0.06% -250.0 -4.1% $49.06 +21.0%
53 WMT Walmart Inc Consumer Defensive 2,297.0 $285K 0.06% -175.0 -7.1% $124.28 -5.7%
54 KO Coca-cola Company Consumer Defensive 3,200.0 $243K 0.05% -200.0 -5.9% $76.05 +4.6%
55 PEP Pepsico Inc Consumer Defensive 1,327.0 $206K 0.04% -200.0 -13.1% $155.29 -9.4%
56 APH Amphenol Corp Cl A Technology 1,622.0 $205K 0.04% -80.0 -4.7% $126.35 +31.3%
Page 3 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.6%
Technology 19.7%
Industrials 12.4%
Healthcare 10.3%
Energy 6.0%
Consumer Cyclical 5.8%
Consumer Defensive 2.8%
Communication Services 2.6%
Utilities 1.8%
Real Estate 0.9%