BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSPA T ROWE PRICE ETF INC 380,766.0 $15.6M 5.10% -5K -1.3% $40.90 +13.4%
2 FTEC FIDELITY COVINGTON TRUST 64,451.0 $13.4M 4.39% -29K -31.2% $208.05 +31.0%
3 AAPL APPLE INC Technology 38,152.0 $9.7M 3.17% -7K -15.8% $253.79 +11.8%
4 XLU SELECT SECTOR SPDR TR 202,201.0 $9.3M 3.04% -3K -1.5% $45.89 +0.7%
5 NVDA NVIDIA CORPORATION Technology 44,679.0 $7.8M 2.55% -12K -21.8% $174.40 +10.4%
6 GOOGL ALPHABET INC Communication Services 25,416.0 $7.3M 2.39% -8K -22.8% $287.56 +17.3%
7 META META PLATFORMS INC Communication Services 11,240.0 $6.4M 2.10% -2K -13.0% $572.11 -3.8%
8 DGRW WISDOMTREE TR 58,442.0 $5.1M 1.68% -65K -52.7% $87.84 +7.8%
9 IUSV ISHARES TR 46,477.0 $4.8M 1.56% -3K -6.7% $102.25 +7.4%
10 MSFT MICROSOFT CORP Technology 12,437.0 $4.6M 1.51% -3K -21.1% $370.17 +0.8%
11 AMZN AMAZON COM INC Consumer Cyclical 21,584.0 $4.5M 1.47% -4K -16.8% $208.27 +11.7%
12 SCHO SCHWAB STRATEGIC TR 162,087.0 $3.9M 1.29% -18K -9.8% $24.27 -0.5%
13 IVV ISHARES TR 5,871.0 $3.8M 1.26% -1K -15.3% $653.20 +12.2%
14 AVGO BROADCOM INC Technology 12,385.0 $3.8M 1.25% -166.0 -1.3% $309.50 +17.9%
15 POWL POWELL INDS INC Industrials 6,998.0 $3.8M 1.24% -272.0 -3.7% $541.08 -48.3%
16 VTEB VANGUARD MUN BD FDS 72,710.0 $3.6M 1.19% -8K -9.9% $49.89 +1.3%
17 GFS GLOBALFOUNDRIES INC Technology 59,324.0 $2.6M 0.86% -3K -4.3% $44.48 +79.4%
18 MU MICRON TECHNOLOGY INC Technology 7,717.0 $2.6M 0.85% -1K -12.0% $337.83 +235.2%
19 TSLA TESLA INC Consumer Cyclical 6,725.0 $2.5M 0.82% -1K -15.4% $371.72 +2.1%
20 SLV ISHARES SILVER TR Financial Services 34,592.0 $2.4M 0.77% -8K -19.2% $68.14 -21.8%
Page 1 of 4  ·  68 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 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%