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Portfolio (Quarterly) Guide ↗

Eldridge Investment Advisors, Inc.

· CIK 0001727993
13F Portfolio $454M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 157 New
Page 7 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TMO Thermo Fisher Scientific Inc Healthcare 752.0 $436K 0.10% NEW $579.50 -19.0%
122 VXUS Vanguard Total Intl Stock Index Etf 5,703.0 $430K 0.10% NEW $75.43 +11.9%
123 BIL State Street Spdr Bloomberg 1-3 Mth T-bill Etf 4,394.0 $402K 0.09% NEW $91.39 +0.2%
124 VPLS Vanguard Core Plus Bond Etf 5,084.0 $397K 0.09% NEW $78.12 -0.9%
125 OSEA Harbor Intl Compounders Etf 12,710.0 $384K 0.09% NEW $30.25 -1.6%
126 ATEC Alphatec Holdings Inc Healthcare 17,585.0 $370K 0.08% NEW $21.04 -59.6%
127 SDY State Street Spdr S&p Dividend Etf 2,640.0 $367K 0.08% NEW $139.16 +7.8%
128 IWV Ishares Russell 3000 Etf 944.0 $365K 0.08% NEW $386.89 +8.1%
129 AMZN Amazon.com Inc Consumer Cyclical 1,567.0 $362K 0.08% NEW $230.82 +1.4%
130 COST Costco Wholesale Corp Consumer Defensive 417.0 $360K 0.08% NEW $862.94 +11.0%
131 GEV Ge Vernova LLC Utilities 550.0 $359K 0.08% NEW $653.57 +58.4%
132 BUD Anheuser Busch Inbev Sa/nv Consumer Defensive 5,500.0 $352K 0.08% NEW $64.04 +29.6%
133 EFA Ishares Msci Eafe Etf 3,452.0 $332K 0.07% NEW $96.03 +6.6%
134 IBMP Ishares Ibonds December 2027 Municipal Etf 12,900.0 $328K 0.07% NEW $25.39 +0.0%
135 GPIQ Goldman Sachs Nasdaq 100 Premium Income Etf 6,077.0 $321K 0.07% NEW $52.87 +9.0%
136 XLE State Street Energy Select Sector Spdr Etf 7,090.0 $317K 0.07% NEW $44.71 +21.8%
137 VTV Vanguard Value Etf 1,558.0 $298K 0.07% NEW $190.99 +13.8%
138 WMT Walmart Inc Consumer Defensive 2,472.0 $275K 0.06% NEW $111.41 +7.2%
139 VLUE Ishares Msci Usa Value Factor Etf 2,010.0 $275K 0.06% NEW $136.73 +44.2%
140 VZ Verizon Communications Inc Communication Services 6,733.0 $274K 0.06% NEW $40.73 +14.7%
Page 7 of 8  ·  157 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 38.2%
Technology 22.3%
Healthcare 10.3%
Industrials 10.1%
Consumer Cyclical 6.2%
Energy 4.2%
Communication Services 3.4%
Consumer Defensive 3.0%
Utilities 1.4%
Real Estate 0.8%