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Portfolio (Quarterly) Guide ↗

Eaton Financial Holdings Company, LLC

· CIK 0001972322
13F Portfolio $372M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New
Page 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 POWL POWELL INDS INC Industrials 7,270.0 $2.3M 0.62% NEW $318.77 -12.2%
42 GFS GLOBALFOUNDRIES INC Technology 61,963.0 $2.2M 0.58% NEW $34.92 +128.5%
43 GSLC GOLDMAN SACHS ETF TR 16,098.0 $2.1M 0.57% NEW $132.37 +5.2%
44 EBAY EBAY INC. Consumer Cyclical 20,915.0 $1.8M 0.49% NEW $87.10 +23.8%
45 PLTR PALANTIR TECHNOLOGIES INC Technology 10,228.0 $1.8M 0.49% NEW $177.75 -36.5%
46 QCOM QUALCOMM INC Technology 10,180.0 $1.7M 0.47% NEW $171.05 +10.7%
47 WFC WELLS FARGO CO NEW Financial Services 17,784.0 $1.7M 0.45% NEW $93.20 -10.0%
48 CGMS CAPITAL GRP FIXED INCM ETF T 54,349.0 $1.5M 0.40% NEW $27.62 -0.5%
49 JPIE J P MORGAN EXCHANGE TRADED F 32,398.0 $1.5M 0.40% NEW $46.29 -0.5%
50 USB US BANCORP DEL Financial Services 27,335.0 $1.5M 0.39% NEW $53.36 +14.2%
51 JXN JACKSON FINANCIAL INC Financial Services 13,550.0 $1.4M 0.39% NEW $106.65 +0.1%
52 IFRA ISHARES TR 27,423.0 $1.4M 0.39% NEW $52.62 +20.7%
53 BAC BANK AMERICA CORP Financial Services 26,200.0 $1.4M 0.39% NEW $55.00 +5.2%
54 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,833.0 $1.4M 0.37% NEW $480.60 +7.8%
55 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,586.0 $1.3M 0.34% NEW $146.58 -35.3%
56 GOOG ALPHABET INC Communication Services 3,945.0 $1.2M 0.33% NEW $313.78 +6.7%
57 EPD ENTERPRISE PRODS PARTNERS L Energy 37,777.0 $1.2M 0.33% NEW $32.06 +14.1%
58 DECK DECKERS OUTDOOR CORP Consumer Cyclical 11,456.0 $1.2M 0.32% NEW $103.67 +0.9%
59 IHI ISHARES TR 18,136.0 $1.1M 0.30% NEW $62.15 -17.9%
60 SPY SPDR S&P 500 ETF TR Financial Services 1,639.0 $1.1M 0.30% NEW $681.72 +7.1%
Page 3 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 33.9%
Financial Services 24.1%
Communication Services 15.5%
Consumer Cyclical 15.2%
Industrials 4.6%
Healthcare 2.9%
Energy 1.5%
Basic Materials 1.2%
Consumer Defensive 1.2%