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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 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EBAY EBAY INC. Consumer Cyclical 20,412.0 $1.9M 0.61% -503.0 -2.4% $91.02 +18.5%
42 GSLC GOLDMAN SACHS ETF TR 14,365.0 $1.8M 0.59% -2K -10.8% $125.13 +11.3%
43 CGMS CAPITAL GRP FIXED INCM ETF T 64,761.0 $1.8M 0.58% +10K +19.2% $27.23 +1.0%
44 JPIE J P MORGAN EXCHANGE TRADED F 37,970.0 $1.7M 0.57% +6K +17.2% $46.07 +0.0%
45 WFC WELLS FARGO & CO Financial Services 18,783.0 $1.5M 0.49% +999.0 +5.6% $79.61 +5.3%
46 USB US BANCORP Financial Services 27,989.0 $1.5M 0.48% +654.0 +2.4% $52.01 +17.1%
47 EPD ENTERPRISE PRODS PARTNERS L Energy 38,358.0 $1.5M 0.47% +581.0 +1.5% $37.84 -3.4%
48 BAC BANK AMERICA CORP Financial Services 28,291.0 $1.4M 0.45% +2K +8.0% $48.75 +18.7%
49 QCOM QUALCOMM INC Technology 10,642.0 $1.4M 0.45% +462.0 +4.5% $128.78 +47.1%
50 JXN JACKSON FINANCIAL INC Financial Services 12,830.0 $1.4M 0.44% -720.0 -5.3% $105.72 +1.0%
51 JPIB J P MORGAN EXCHANGE TRADED F 26,494.0 $1.3M 0.41% +4K +16.5% $47.82 +1.2%
52 DIA STATE STR SPDR DOW JONES IND Financial Services 2,656.0 $1.2M 0.40% -177.0 -6.2% $463.16 +11.8%
53 WMT WALMART INC Consumer Defensive 9,876.0 $1.2M 0.40% $124.28 -6.9%
54 CVX CHEVRON CORPORATION Energy 5,914.0 $1.2M 0.40% -244.0 -4.0% $206.88 -17.3%
55 DECK DECKERS OUTDOOR CORP Consumer Cyclical 11,904.0 $1.2M 0.39% +448.0 +3.9% $100.09 +4.5%
56 DFIV DIMENSIONAL ETF TRUST 20,950.0 $1.1M 0.36% $52.78 +2.1%
57 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,642.0 $1.1M 0.35% +56.0 +0.7% $125.46 -24.4%
58 GOOG ALPHABET INC Communication Services 3,708.0 $1.1M 0.35% -237.0 -6.0% $286.90 +16.7%
59 COIN COINBASE GLOBAL INC Financial Services 5,758.0 $1.0M 0.33% +4K +269.8% $174.61 -14.6%
60 IJR ISHARES TR 8,079.0 $1.0M 0.33% -1K -12.8% $124.31 +18.6%
Page 3 of 7  ·  125 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%