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Portfolio (Quarterly) Guide ↗

Eaton Financial Holdings Company, LLC

· CIK 0001972322
13F Portfolio $364M AUM 134 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 64 Added 39 Reduced 8 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAX DIMENSIONAL ETF TRUST 24,662.0 $909K 0.25% +5K +27.4% $36.84 +4.0%
42 SCHA SCHWAB STRATEGIC TR 24,595.0 $889K 0.24% +6K +33.5% $36.13 -5.2%
43 HD HOME DEPOT INC Consumer Cyclical 2,413.0 $851K 0.23% +496.0 +25.9% $352.71 -6.4%
44 BHP BHP BILLITON LIMITED Basic Materials 9,993.0 $832K 0.23% +1K +11.2% $83.31 +14.2%
45 V VISA INC Financial Services 2,403.0 $824K 0.23% +18.0 +0.8% $343.08 +11.2%
46 ALB ALBEMARLE CORP Basic Materials 5,939.0 $802K 0.22% +756.0 +14.6% $135.04 +1.7%
47 SNPS SYNOPSYS INC Technology 1,711.0 $763K 0.21% +616.0 +56.3% $446.07 -0.8%
48 FIG FIGMA INC Technology 42,002.0 $760K 0.21% +10K +32.1% $18.09 +59.3%
49 JIVE J P MORGAN EXCHANGE TRADED F 7,941.0 $730K 0.20% +2K +41.5% $91.95 +6.5%
50 JIRE J P MORGAN EXCHANGE TRADED F 8,717.0 $719K 0.20% +3K +46.0% $82.49 +3.0%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 721.0 $674K 0.18% +18.0 +2.6% $935.30 +1.1%
52 SCHM SCHWAB STRATEGIC TR 15,471.0 $570K 0.16% +4K +33.0% $36.87 -3.5%
53 GE GE AEROSPACE Industrials 1,406.0 $525K 0.14% +227.0 +19.2% $373.61 -8.3%
54 S SENTINELONE INC Technology 30,936.0 $525K 0.14% +7K +30.2% $16.97 +26.9%
55 VV VANGUARD INDEX FDS 1,483.0 $510K 0.14% +113.0 +8.2% $343.96 +3.1%
56 GLD SPDR GOLD TR Financial Services 1,323.0 $487K 0.13% +23.0 +1.8% $368.38 +11.0%
57 BERKSHIRE HATHAWAY INC DEL 840.0 $420K 0.12% +86.0 +11.4% $500.41
58 GS GOLDMAN SACHS GROUP INC Financial Services 368.0 $373K 0.10% +47.0 +14.6% $1012.40 +2.1%
59 JD JD.COM INC Consumer Cyclical 14,096.0 $359K 0.10% +3K +29.5% $25.48 +12.8%
60 IEFA ISHARES TR 3,653.0 $353K 0.10% +424.0 +13.1% $96.59 +4.0%
Page 3 of 4  ·  64 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
Technology 37.7%
Financial Services 23.4%
Consumer Cyclical 15.5%
Communication Services 11.4%
Industrials 5.6%
Healthcare 3.0%
Basic Materials 1.6%
Consumer Defensive 1.3%
Energy 0.6%