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Portfolio (Quarterly) Guide ↗

Eaton Financial Holdings Company, LLC

· CIK 0001972322
13F Portfolio $372M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New
Page 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISTB ISHARES TR 15,634.0 $762K 0.20% NEW $48.75 -0.9%
82 UPS UNITED PARCEL SERVICE INC Industrials 7,264.0 $721K 0.19% NEW $99.19 +9.0%
83 FAST FASTENAL CO Industrials 17,343.0 $696K 0.19% NEW $40.13 +17.4%
84 IEFA ISHARES TR 7,778.0 $696K 0.19% NEW $89.46 +6.7%
85 DFAX DIMENSIONAL ETF TRUST 20,874.0 $683K 0.18% NEW $32.73 +11.3%
86 HD HOME DEPOT INC Consumer Cyclical 1,932.0 $665K 0.18% NEW $344.07 +1.4%
87 XLE SELECT SECTOR SPDR TR 14,547.0 $650K 0.17% NEW $44.71 +20.5%
88 COST COSTCO WHSL CORP NEW Consumer Defensive 736.0 $635K 0.17% NEW $862.45 +10.4%
89 SCHA SCHWAB STRATEGIC TR 21,407.0 $610K 0.16% NEW $28.48 +24.6%
90 DELL DELL TECHNOLOGIES INC Technology 4,836.0 $609K 0.16% NEW $125.88 +217.3%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,232.0 $606K 0.16% NEW $53.94 +6.6%
92 FIG FIGMA INC Technology 16,162.0 $604K 0.16% NEW $37.37 -50.2%
93 CAT CATERPILLAR INC Industrials 1,035.0 $593K 0.16% NEW $573.12 +74.0%
94 IUS INVESCO EXCH TRD SLF IDX FD 10,067.0 $575K 0.15% NEW $57.16 +14.4%
95 IPGP IPG PHOTONICS CORP Technology 7,886.0 $565K 0.15% NEW $71.60 +49.7%
96 RTX RTX CORPORATION Industrials 3,029.0 $556K 0.15% NEW $183.40 +2.5%
97 BHP BHP GROUP LTD Basic Materials 8,802.0 $531K 0.14% NEW $60.37 +34.2%
98 BIDU BAIDU INC Communication Services 3,822.0 $499K 0.13% NEW $130.66 -20.2%
99 VV VANGUARD INDEX FDS 1,553.0 $489K 0.13% NEW $314.77 +6.9%
100 AMGN AMGEN INC Healthcare 1,489.0 $487K 0.13% NEW $327.24 +9.5%
Page 5 of 7  ·  134 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 33.9%
Financial Services 24.1%
Communication Services 15.5%
Consumer Cyclical 15.2%
Industrials 4.6%
Healthcare 2.9%
Energy 1.5%
Basic Materials 1.2%
Consumer Defensive 1.2%