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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 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SDG ISHARES TR 3,589.0 $321K 0.09% +27.0 +0.8% $89.42 +4.1%
62 FCX FREEPORT MCMORAN INC Basic Materials 5,034.0 $317K 0.09% +179.0 +3.7% $62.89 +21.6%
63 NFLX NETFLIX INC. Communication Services 4,077.0 $291K 0.08% +418.0 +11.4% $71.40 +14.5%
64 FISV FISERV INC Technology 5,331.0 $261K 0.07% +1K +37.6% $49.05 +8.4%
Page 4 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%