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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 S SENTINELONE INC Technology 23,751.0 $306K 0.10% -6K -19.5% $12.88 +23.5%
62 SDG ISHARES TR 3,562.0 $299K 0.10% -20.0 -0.6% $83.96 +5.1%
63 MUB ISHARES TR 2,787.0 $296K 0.10% -257.0 -8.4% $106.17 +1.3%
64 IEFA ISHARES TR 3,229.0 $292K 0.10% -5K -58.5% $90.54 +5.5%
65 GS GOLDMAN SACHS GROUP INC Financial Services 321.0 $272K 0.09% -10.0 -3.0% $846.98 +20.4%
66 FISV FISERV INC Technology 3,875.0 $216K 0.07% -402.0 -9.4% $55.80 -11.4%
67 FITB FIFTH THIRD BANCORP Financial Services 4,547.0 $211K 0.07% -778.0 -14.6% $46.46 +21.2%
68 MIST MILESTONE PHARMACEUTICALS IN Healthcare 10,250.0 $12K 0.00% -2K -19.6% $1.19 +4.2%
Page 4 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%