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Portfolio (Quarterly) Guide ↗

Eaton Financial Holdings Company, LLC

· CIK 0001972322
13F Portfolio $305M AUM 125 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 37 Added 68 Reduced 19 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 3,290.0 $2.0M 0.64% NEW $597.55 +12.1%
2 STIP ISHARES TR 6,287.0 $650K 0.21% NEW $103.44 -1.3%
3 GLD SPDR GOLD TR Financial Services 1,300.0 $559K 0.18% NEW $430.29 -13.2%
4 JIVE J P MORGAN EXCHANGE TRADED F 5,612.0 $481K 0.16% NEW $85.64 +6.9%
5 JIRE J P MORGAN EXCHANGE TRADED F 5,972.0 $452K 0.15% NEW $75.74 +7.2%
6 AJG GALLAGHER ARTHUR J & CO Financial Services 1,459.0 $316K 0.10% NEW $216.58 +4.4%
7 FCX FREEPORT MCMORAN INC Basic Materials 4,855.0 $285K 0.09% NEW $58.78 +6.2%
8 FIDI FIDELITY COVINGTON TRUST 10,289.0 $284K 0.09% NEW $27.60 -1.2%
9 ITOT ISHARES TR 1,630.0 $232K 0.08% NEW $142.46 +12.9%
10 CRDL CARDIOL THERAPEUTICS INC Healthcare 14,000.0 $19K 0.01% NEW $1.35 -23.0%

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 32.5%
Financial Services 27.5%
Consumer Cyclical 13.4%
Communication Services 12.3%
Industrials 5.8%
Healthcare 3.0%
Energy 2.1%
Basic Materials 1.8%
Consumer Defensive 1.5%