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Portfolio (Quarterly) Guide ↗

Exeter Financial, LLC

· CIK 0001752045
13F Portfolio $245M AUM 98 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 44 Added 18 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC Communication Services 732.0 $210K 0.09% NEW $286.86 +34.2%
2 AZN ASTRAZENECA PLC Healthcare 1,025.0 $202K 0.08% NEW $197.22 -5.1%

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 19.7%
Technology 18.0%
Consumer Defensive 15.8%
Industrials 14.4%
Healthcare 12.1%
Energy 7.5%
Consumer Cyclical 4.9%
Communication Services 4.8%
Basic Materials 2.7%
Utilities 0.2%