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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IPGP IPG PHOTONICS CORP Technology 9,279.0 $1.1M 0.30% +1K +12.3% $117.32 -34.8%
62 FAST FASTENAL CO Industrials 22,511.0 $1.1M 0.30% +3K +17.8% $48.03 +3.6%
63 DFAT DIMENSIONAL ETF TRUST 15,338.0 $1.1M 0.29% $69.90 +1.8%
64 WMT WALMART INC Consumer Defensive 9,378.0 $1.1M 0.29% -498.0 -5.0% $113.26 -9.0%
65 VOO VANGUARD INDEX FDS 1,394.0 $957K 0.26% -2K -57.6% $686.87 +3.0%
66 PFE PFIZER INC Healthcare 38,591.0 $929K 0.26% +7K +23.1% $24.08 +16.1%
67 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,864.0 $914K 0.25% +4K +35.3% $57.62 +15.6%
68 DFAX DIMENSIONAL ETF TRUST 24,662.0 $909K 0.25% +5K +27.4% $36.84 +4.0%
69 SCHA SCHWAB STRATEGIC TR 24,595.0 $889K 0.24% +6K +33.5% $36.13 -5.2%
70 LLY ELI LILLY & CO Healthcare 739.0 $887K 0.24% -41.0 -5.3% $1200.23 -2.3%
71 CVX CHEVRON CORPORATION Energy 5,228.0 $867K 0.24% -686.0 -11.6% $165.77 +21.8%
72 DFUV DIMENSIONAL ETF TRUST 15,480.0 $852K 0.23% $55.01 +4.0%
73 HD HOME DEPOT INC Consumer Cyclical 2,413.0 $851K 0.23% +496.0 +25.9% $352.71 -6.4%
74 CAT CATERPILLAR INC Industrials 787.0 $838K 0.23% -225.0 -22.2% $1065.09 -24.9%
75 BHP BHP BILLITON LIMITED Basic Materials 9,993.0 $832K 0.23% +1K +11.2% $83.31 +14.2%
76 COIN COINBASE GLOBAL INC Financial Services 5,694.0 $832K 0.23% -64.0 -1.1% $146.19 +22.2%
77 V VISA INC Financial Services 2,403.0 $824K 0.23% +18.0 +0.8% $343.08 +11.2%
78 ALB ALBEMARLE CORP Basic Materials 5,939.0 $802K 0.22% +756.0 +14.6% $135.04 +1.7%
79 SNPS SYNOPSYS INC Technology 1,711.0 $763K 0.21% +616.0 +56.3% $446.07 -0.8%
80 FIG FIGMA INC Technology 42,002.0 $760K 0.21% +10K +32.1% $18.09 +59.3%
Page 4 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%