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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAC DIMENSIONAL ETF TRUST 104,168.0 $4.6M 1.27% +16K +18.3% $44.36 +2.8%
22 GFS GLOBALFOUNDRIES INC Technology 54,460.0 $4.5M 1.23% -5K -8.2% $82.41 -45.7%
23 IVV ISHARES TR 5,861.0 $4.4M 1.21% $748.88 +3.2%
24 POWL POWELL INDS INC Industrials 14,689.0 $4.2M 1.16% +8K +109.9% $286.37 -36.2%
25 CGMS CAPITAL GRP FIXED INCM ETF T 142,560.0 $3.9M 1.07% +78K +120.1% $27.33 -0.6%
26 JPIE J P MORGAN EXCHANGE TRADED F 84,410.0 $3.9M 1.07% +46K +122.3% $46.05 -0.5%
27 AVGO BROADCOM INC Technology 9,947.0 $3.8M 1.03% -2K -19.7% $377.74 -2.4%
28 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 42,555.0 $3.6M 0.98% -1K -2.8% $83.48 +9.6%
29 TSLA TESLA INC Consumer Cyclical 7,995.0 $3.4M 0.92% +1K +18.9% $420.58 -17.1%
30 VTEB VANGUARD MUN BD FDS 66,319.0 $3.4M 0.92% -6K -8.8% $50.58 -2.3%
31 FESM FIDELITY COVINGTON TRUST 69,171.0 $3.3M 0.92% +45K +191.0% $48.29 -1.8%
32 QQQ INVESCO QQQ TR Financial Services 4,269.0 $3.1M 0.86% +587.0 +15.9% $736.34 -2.7%
33 JPIB J P MORGAN EXCHANGE TRADED F 63,480.0 $3.1M 0.84% +37K +139.6% $48.35 -1.1%
34 SLV ISHARES SILVER TR Financial Services 56,145.0 $3.0M 0.82% +22K +62.3% $53.47 +12.2%
35 JPM JPMORGAN CHASE & CO Financial Services 8,323.0 $2.7M 0.75% +320.0 +4.0% $327.34 +9.2%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,446.0 $2.6M 0.71% -2K -33.6% $746.78 +3.0%
37 URA GLOBAL X FDS 58,662.0 $2.6M 0.70% -9K -13.5% $43.70 +4.3%
38 EBAY EBAY INC. Consumer Cyclical 21,798.0 $2.4M 0.67% +1K +6.8% $111.75 -5.5%
39 GNW GENWORTH FINL INC Financial Services 251,710.0 $2.4M 0.66% +3K +1.1% $9.47 +5.4%
40 CGSD CAPITAL GRP FIXED INCM ETF T 88,713.0 $2.3M 0.63% +52K +140.6% $25.73 -0.1%
Page 2 of 7  ·  134 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%