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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
Page 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SJM SMUCKER J M CO Consumer Defensive 4,385.0 $423K 0.17% -214.0 -4.7% $96.45 +6.1%
82 AVDE AMERICAN CENTY ETF TR 4,271.0 $362K 0.15% $84.84 +8.4%
83 NEE NEXTERA ENERGY INC Utilities 3,828.0 $356K 0.14% $92.88 -5.6%
84 V VISA INC Financial Services 1,077.0 $325K 0.13% +250.0 +30.2% $302.15 +8.1%
85 VXUS VANGUARD STAR FDS 3,699.0 $285K 0.12% +558.0 +17.8% $77.12 +11.7%
86 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 450.0 $278K 0.11% $616.76 +10.4%
87 VTI VANGUARD INDEX FDS 861.0 $276K 0.11% $320.71 +15.2%
88 CAT CATERPILLAR INC Industrials 369.0 $262K 0.11% $708.67 +28.2%
89 DCOR DIMENSIONAL ETF TRUST 3,510.0 $253K 0.10% $72.07 +13.2%
90 META META PLATFORMS INC Communication Services 427.0 $244K 0.10% $572.13 +7.0%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,001.0 $243K 0.10% -45.0 -1.1% $60.65 -4.3%
92 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,408.0 $232K 0.10% -160.0 -6.2% $96.46 +2.4%
93 AVEM AMERICAN CENTY ETF TR 2,802.0 $226K 0.09% $80.58 +20.3%
94 SGOV ISHARES TR 2,241.0 $226K 0.09% +48.0 +2.2% $100.66 -0.0%
95 VEA VANGUARD TAX-MANAGED FDS 3,441.0 $220K 0.09% $64.08 +12.0%
96 GOOG ALPHABET INC Communication Services 732.0 $210K 0.09% NEW $286.86 +34.2%
97 AZN ASTRAZENECA PLC Healthcare 1,025.0 $202K 0.08% NEW $197.22 -5.1%
98 TRIN TRINITY CAP INC Financial Services 11,589.0 $170K 0.07% +717.0 +6.6% $14.71 +14.9%
Page 5 of 5  ·  98 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 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%