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Portfolio (Quarterly) Guide ↗

Eagle Bluffs Wealth Management LLC

· CIK 0001906547
13F Portfolio $299M AUM 86 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 86 New
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABT ABBOTT LABORATORIES Healthcare 16,123.0 $1.5M 0.49% NEW $90.74 +20.1%
42 ECL ECOLAB INC Basic Materials 5,169.0 $1.4M 0.48% NEW $279.34 +0.3%
43 BAB INVESCO EXCH TRADED FD TR II 50,084.0 $1.3M 0.45% NEW $26.84 -2.5%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,707.0 $1.3M 0.43% NEW $748.67 +1.8%
45 ENR ENERGIZER HLDGS INC Industrials 59,452.0 $1.3M 0.43% NEW $21.44 -3.1%
46 CVX CHEVRON CORPORATION Energy 7,403.0 $1.2M 0.41% NEW $165.76 +27.3%
47 MPC MARATHON PETE CORP Energy 4,305.0 $1.1M 0.37% NEW $255.67 +49.8%
48 VB VANGUARD INDEX FDS 3,498.0 $1.1M 0.35% NEW $303.12 -2.4%
49 XOM EXXON MOBIL CORP Energy 7,112.0 $972K 0.33% NEW $136.72 +20.4%
50 CMI CUMMINS INC Industrials 1,292.0 $921K 0.31% NEW $713.21 -22.7%
51 UPS UNITED PARCEL SVCS INC Industrials 8,215.0 $883K 0.29% NEW $107.50 -4.5%
52 SHW SHERWIN WILLIAMS CO Basic Materials 2,371.0 $816K 0.27% NEW $344.32 -4.2%
53 NEAR ISHARES U S ETF TR 14,628.0 $741K 0.25% NEW $50.66 -0.8%
54 JMST J P MORGAN EXCHANGE TRADED F 14,442.0 $737K 0.25% NEW $51.00 -0.4%
55 HD HOME DEPOT INC Consumer Cyclical 1,893.0 $668K 0.22% NEW $352.68 -9.3%
56 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 46,543.0 $644K 0.21% NEW $13.83 +9.0%
57 JNJ JOHNSON & JOHNSON Healthcare 2,510.0 $638K 0.21% NEW $254.02 +6.8%
58 ABBV ABBVIE INC Healthcare 2,504.0 $630K 0.21% NEW $251.64 +3.3%
59 TJX TJX COS INC NEW Consumer Cyclical 3,870.0 $586K 0.20% NEW $151.50 -12.0%
60 HWBK HAWTHORN BANCSHARES INC Financial Services 13,747.0 $543K 0.18% NEW $39.51 -1.9%
Page 3 of 5  ·  86 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 42.6%
Technology 25.7%
Industrials 12.5%
Communication Services 6.5%
Consumer Cyclical 3.6%
Basic Materials 2.8%
Healthcare 2.5%
Consumer Defensive 2.1%
Energy 1.4%
Utilities 0.3%