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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
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 8,003.0 $2.4M 0.77% -2K -17.5% $294.17 +11.9%
22 QQQ INVESCO QQQ TR Financial Services 3,682.0 $2.1M 0.70% -1K -26.8% $577.13 +22.4%
23 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 43,773.0 $2.0M 0.66% -3K -6.2% $46.36 +90.9%
24 GNW GENWORTH FINL INC Financial Services 248,854.0 $2.0M 0.66% -9K -3.4% $8.12 +16.5%
25 SSNC SS&C TECH HLDGS Technology 29,622.0 $2.0M 0.66% -947.0 -3.1% $67.57 -5.8%
26 JEPI J P MORGAN EXCHANGE TRADED F 34,175.0 $1.9M 0.63% -235K -87.3% $56.68 -0.9%
27 LULU LULULEMON ATHLETICA INC Consumer Cyclical 12,562.0 $1.9M 0.63% -458.0 -3.5% $153.10 -23.2%
28 EBAY EBAY INC. Consumer Cyclical 20,412.0 $1.9M 0.61% -503.0 -2.4% $91.02 +18.5%
29 GSLC GOLDMAN SACHS ETF TR 14,365.0 $1.8M 0.59% -2K -10.8% $125.13 +11.3%
30 JXN JACKSON FINANCIAL INC Financial Services 12,830.0 $1.4M 0.44% -720.0 -5.3% $105.72 +1.0%
31 DIA STATE STR SPDR DOW JONES IND Financial Services 2,656.0 $1.2M 0.40% -177.0 -6.2% $463.16 +11.8%
32 CVX CHEVRON CORPORATION Energy 5,914.0 $1.2M 0.40% -244.0 -4.0% $206.88 -17.3%
33 GOOG ALPHABET INC Communication Services 3,708.0 $1.1M 0.35% -237.0 -6.0% $286.90 +16.7%
34 IJR ISHARES TR 8,079.0 $1.0M 0.33% -1K -12.8% $124.31 +18.6%
35 DFAT DIMENSIONAL ETF TRUST 15,360.0 $959K 0.31% -601.0 -3.8% $62.45 +11.9%
36 IHI ISHARES TR 17,945.0 $957K 0.31% -191.0 -1.1% $53.35 -4.3%
37 ALB ALBEMARLE CORP Basic Materials 5,183.0 $930K 0.30% -586.0 -10.2% $179.51 -25.5%
38 SCHB SCHWAB STRATEGIC TR 35,440.0 $890K 0.29% -415.0 -1.2% $25.10 +12.9%
39 ABBV ABBVIE INC Healthcare 3,778.0 $822K 0.27% -958.0 -20.2% $217.48 +15.7%
40 DFUV DIMENSIONAL ETF TRUST 15,428.0 $748K 0.24% -1K -6.5% $48.46 +13.6%
Page 2 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%