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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JIVE J P MORGAN EXCHANGE TRADED F 7,941.0 $730K 0.20% +2K +41.5% $91.95 +6.5%
82 JIRE J P MORGAN EXCHANGE TRADED F 8,717.0 $719K 0.20% +3K +46.0% $82.49 +3.0%
83 ABBV ABBVIE INC Healthcare 2,813.0 $708K 0.19% -965.0 -25.5% $251.64 +1.5%
84 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 721.0 $674K 0.18% +18.0 +2.6% $935.30 +1.1%
85 ISTB ISHARES TR 13,401.0 $647K 0.18% -2K -14.6% $48.25 -0.5%
86 HYGW ISHARES TR 21,460.0 $624K 0.17% -2K -10.0% $29.10 -0.5%
87 AMAT APPLIED MATLS INC Technology 801.0 $579K 0.16% -24.0 -2.9% $723.00 -36.1%
88 SCHM SCHWAB STRATEGIC TR 15,471.0 $570K 0.16% +4K +33.0% $36.87 -3.5%
89 TOLZ PROSHARES TR 9,064.0 $537K 0.15% NEW $59.27 -0.5%
90 GE GE AEROSPACE Industrials 1,406.0 $525K 0.14% +227.0 +19.2% $373.61 -8.3%
91 S SENTINELONE INC Technology 30,936.0 $525K 0.14% +7K +30.2% $16.97 +26.9%
92 VV VANGUARD INDEX FDS 1,483.0 $510K 0.14% +113.0 +8.2% $343.96 +3.1%
93 GLD SPDR GOLD TR Financial Services 1,323.0 $487K 0.13% +23.0 +1.8% $368.38 +11.0%
94 STIP ISHARES TR 4,729.0 $483K 0.13% -2K -24.8% $102.16 -1.5%
95 PAVE GLOBAL X FDS 8,024.0 $473K 0.13% NEW $58.92 -6.1%
96 IUS INVESCO EXCH TRD SLF IDX FD 7,035.0 $461K 0.13% $65.58 +6.8%
97 DFSV DIMENSIONAL ETF TRUST 11,081.0 $430K 0.12% NEW $38.79 +3.0%
98 BERKSHIRE HATHAWAY INC DEL 840.0 $420K 0.12% +86.0 +11.4% $500.41
99 BIDU BAIDU INC Communication Services 3,482.0 $398K 0.11% $114.29 -15.0%
100 VXF VANGUARD INDEX FDS 1,549.0 $381K 0.10% -527.0 -25.4% $246.24 -1.6%
Page 5 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%