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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FITB FIFTH THIRD BANCORP Financial Services 5,325.0 $249K 0.07% NEW $46.81 +20.3%
122 BBEU J P MORGAN EXCHANGE TRADED F 3,305.0 $242K 0.07% NEW $73.30 +4.3%
123 VZ VERIZON COMMUNICATIONS INC Communication Services 5,782.0 $236K 0.06% NEW $40.73 +14.3%
124 FFSM FIDELITY COVINGTON TRUST 7,608.0 $233K 0.06% NEW $30.69 +22.3%
125 MA MASTERCARD INCORPORATED Financial Services 401.0 $229K 0.06% NEW $570.95 -12.6%
126 BOXX EA SERIES TRUST 1,900.0 $219K 0.06% NEW $115.10 +1.8%
127 MMM 3M CO Industrials 1,322.0 $212K 0.06% NEW $160.12 +2.4%
128 OEF ISHARES TR 614.0 $211K 0.06% NEW $342.98 +4.3%
129 AMAT APPLIED MATLS INC Technology 818.0 $210K 0.06% NEW $256.94 +144.0%
130 ESGD ISHARES TR 2,121.0 $202K 0.05% NEW $95.11 +6.8%
131 ESPR ESPERION THERAPEUTICS INC NE Healthcare 46,595.0 $172K 0.05% NEW $3.70 -14.3%
132 GOSS GOSSAMER BIO INC Healthcare 14,199.0 $44K 0.01% NEW $3.10 -94.9%
133 MIST MILESTONE PHARMACEUTICALS IN Healthcare 12,750.0 $26K 0.01% NEW $2.02 -38.6%
134 AKBA AKEBIA THERAPEUTICS INC Healthcare 11,800.0 $19K 0.01% NEW $1.61 -29.2%
Page 7 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%