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Portfolio (Quarterly) Guide ↗

Eaton Financial Holdings Company, LLC

· CIK 0001972322
13F Portfolio $364M AUM 134 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 64 Added 39 Reduced 8 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 739.0 $887K 0.24% -41.0 -5.3% $1200.23 -2.3%
22 CVX CHEVRON CORPORATION Energy 5,228.0 $867K 0.24% -686.0 -11.6% $165.77 +21.8%
23 CAT CATERPILLAR INC Industrials 787.0 $838K 0.23% -225.0 -22.2% $1065.09 -24.9%
24 COIN COINBASE GLOBAL INC Financial Services 5,694.0 $832K 0.23% -64.0 -1.1% $146.19 +22.2%
25 ABBV ABBVIE INC Healthcare 2,813.0 $708K 0.19% -965.0 -25.5% $251.64 +1.5%
26 ISTB ISHARES TR 13,401.0 $647K 0.18% -2K -14.6% $48.25 -0.5%
27 HYGW ISHARES TR 21,460.0 $624K 0.17% -2K -10.0% $29.10 -0.5%
28 AMAT APPLIED MATLS INC Technology 801.0 $579K 0.16% -24.0 -2.9% $723.00 -36.1%
29 STIP ISHARES TR 4,729.0 $483K 0.13% -2K -24.8% $102.16 -1.5%
30 VXF VANGUARD INDEX FDS 1,549.0 $381K 0.10% -527.0 -25.4% $246.24 -1.6%
31 SCHW SCHWAB CHARLES CORP Financial Services 3,453.0 $319K 0.09% -807.0 -18.9% $92.28 +19.4%
32 AJG GALLAGHER ARTHUR J & CO Financial Services 1,345.0 $309K 0.09% -114.0 -7.8% $229.57 +16.5%
33 SHW SHERWIN WILLIAMS CO Basic Materials 875.0 $301K 0.08% -426.0 -32.7% $344.49 +0.1%
34 AMGN AMGEN INC Healthcare 755.0 $273K 0.07% -540.0 -41.7% $362.25 +19.4%
35 FG F&G ANNUITIES & LIFE INC Financial Services 10,059.0 $267K 0.07% -3K -24.8% $26.59 -9.8%
36 RTX RTX CORPORATION Industrials 1,392.0 $264K 0.07% -1K -47.1% $189.76 +11.6%
37 IHI ISHARES TR 4,429.0 $219K 0.06% -14K -75.3% $49.41 +11.7%
38 IJR ISHARES TR 1,408.0 $209K 0.06% -7K -82.6% $148.27 -1.8%
39 ESPR ESPERION THERAPEUTICS INC NE Healthcare 28,774.0 $91K 0.03% -18K -38.2% $3.16 +0.6%
Page 2 of 2  ·  39 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 37.7%
Financial Services 23.4%
Consumer Cyclical 15.5%
Communication Services 11.4%
Industrials 5.6%
Healthcare 3.0%
Basic Materials 1.6%
Consumer Defensive 1.3%
Energy 0.6%