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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 780.0 $717K 0.23% -137.0 -14.9% $919.75 +31.4%
42 CAT CATERPILLAR INC Industrials 1,012.0 $717K 0.23% -23.0 -2.2% $708.66 +40.8%
43 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 703.0 $701K 0.23% -33.0 -4.5% $997.13 -4.5%
44 DFAX DIMENSIONAL ETF TRUST 19,353.0 $657K 0.21% -2K -7.3% $33.97 +7.2%
45 HD HOME DEPOT INC Consumer Cyclical 1,917.0 $630K 0.21% -15.0 -0.8% $328.82 +6.1%
46 SCHA SCHWAB STRATEGIC TR 18,417.0 $536K 0.17% -3K -14.0% $29.08 +22.0%
47 RTX RTX CORPORATION Industrials 2,633.0 $508K 0.17% -396.0 -13.1% $192.93 -2.6%
48 AMGN AMGEN INC Healthcare 1,295.0 $456K 0.15% -194.0 -13.0% $351.98 +1.8%
49 VXF VANGUARD INDEX FDS 2,076.0 $427K 0.14% -243.0 -10.5% $205.80 +17.5%
50 VV VANGUARD INDEX FDS 1,370.0 $409K 0.13% -183.0 -11.8% $298.75 +12.6%
51 IUS INVESCO EXCH TRD SLF IDX FD 7,035.0 $407K 0.13% -3K -30.1% $57.91 +12.9%
52 SCHW SCHWAB CHARLES CORP Financial Services 4,260.0 $400K 0.13% -480.0 -10.1% $93.98 -3.5%
53 LMT LOCKHEED MARTIN CORP Industrials 656.0 $397K 0.13% -86.0 -11.6% $604.74 -16.1%
54 BIDU BAIDU INC Communication Services 3,497.0 $390K 0.13% -325.0 -8.5% $111.42 -6.5%
55 BERKSHIRE HATHAWAY INC DEL 754.0 $361K 0.12% -14K -95.0% $479.22
56 SCHM SCHWAB STRATEGIC TR 11,634.0 $360K 0.12% -4K -24.7% $30.96 +16.9%
57 NFLX NETFLIX INC. Communication Services 3,659.0 $352K 0.12% -5K -55.6% $96.15 -23.2%
58 FG F&G ANNUITIES & LIFE INC Financial Services 13,370.0 $339K 0.11% -585.0 -4.2% $25.32 +6.7%
59 GE GE AEROSPACE Industrials 1,179.0 $334K 0.11% -251.0 -17.6% $283.68 +30.1%
60 JD JD.COM INC Consumer Cyclical 10,885.0 $322K 0.10% -3K -22.8% $29.57 -14.1%
Page 3 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%