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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 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NKE NIKE INC Consumer Cyclical 18,467.0 $975K 0.32% +3K +17.2% $52.82 -22.9%
62 DFAT DIMENSIONAL ETF TRUST 15,360.0 $959K 0.31% -601.0 -3.8% $62.45 +11.9%
63 IHI ISHARES TR 17,945.0 $957K 0.31% -191.0 -1.1% $53.35 -4.3%
64 CGSD CAPITAL GRP FIXED INCM ETF T 36,870.0 $951K 0.31% +5K +14.6% $25.79 +0.1%
65 IPGP IPG PHOTONICS CORP Technology 8,259.0 $946K 0.31% +373.0 +4.7% $114.59 -6.5%
66 TFLR T ROWE PRICE ETF INC 18,677.0 $941K 0.31% +2K +14.8% $50.36 +0.0%
67 ALB ALBEMARLE CORP Basic Materials 5,183.0 $930K 0.30% -586.0 -10.2% $179.51 -25.5%
68 FESM FIDELITY COVINGTON TRUST 23,773.0 $903K 0.30% +2K +9.7% $38.00 +25.3%
69 SCHB SCHWAB STRATEGIC TR 35,440.0 $890K 0.29% -415.0 -1.2% $25.10 +12.9%
70 DELL DELL TECHNOLOGIES INC Technology 5,413.0 $888K 0.29% +577.0 +11.9% $164.13 +143.4%
71 FAST FASTENAL CO Industrials 19,110.0 $887K 0.29% +2K +10.2% $46.40 +1.5%
72 PFE PFIZER INC Healthcare 31,340.0 $880K 0.29% +212.0 +0.7% $28.08 -13.5%
73 ABBV ABBVIE INC Healthcare 3,778.0 $822K 0.27% -958.0 -20.2% $217.48 +15.7%
74 ISTB ISHARES TR 15,685.0 $760K 0.25% $48.46 -0.3%
75 DFUV DIMENSIONAL ETF TRUST 15,428.0 $748K 0.24% -1K -6.5% $48.46 +13.6%
76 V VISA INC Financial Services 2,385.0 $721K 0.24% $302.25 +11.2%
77 LLY ELI LILLY & CO Healthcare 780.0 $717K 0.23% -137.0 -14.9% $919.75 +31.4%
78 CAT CATERPILLAR INC Industrials 1,012.0 $717K 0.23% -23.0 -2.2% $708.66 +40.8%
79 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,724.0 $711K 0.23% +492.0 +4.4% $60.65 -5.2%
80 HYGW ISHARES TR 23,845.0 $703K 0.23% +12K +96.0% $29.50 -1.4%
Page 4 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%