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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 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BIDU BAIDU INC Communication Services 3,497.0 $390K 0.13% -325.0 -8.5% $111.42 -6.5%
102 BERKSHIRE HATHAWAY INC DEL 754.0 $361K 0.12% -14K -95.0% $479.22
103 SCHM SCHWAB STRATEGIC TR 11,634.0 $360K 0.12% -4K -24.7% $30.96 +16.9%
104 NFLX NETFLIX INC. Communication Services 3,659.0 $352K 0.12% -5K -55.6% $96.15 -23.2%
105 FG F&G ANNUITIES & LIFE INC Financial Services 13,370.0 $339K 0.11% -585.0 -4.2% $25.32 +6.7%
106 GE GE AEROSPACE Industrials 1,179.0 $334K 0.11% -251.0 -17.6% $283.68 +30.1%
107 JD JD.COM INC Consumer Cyclical 10,885.0 $322K 0.10% -3K -22.8% $29.57 -14.1%
108 AJG GALLAGHER ARTHUR J & CO Financial Services 1,459.0 $316K 0.10% NEW $216.58 +4.4%
109 S SENTINELONE INC Technology 23,751.0 $306K 0.10% -6K -19.5% $12.88 +23.5%
110 SDG ISHARES TR 3,562.0 $299K 0.10% -20.0 -0.6% $83.96 +5.1%
111 MUB ISHARES TR 2,787.0 $296K 0.10% -257.0 -8.4% $106.17 +1.3%
112 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 11,192.0 $294K 0.10% $26.24 +6.0%
113 IEFA ISHARES TR 3,229.0 $292K 0.10% -5K -58.5% $90.54 +5.5%
114 FCX FREEPORT MCMORAN INC Basic Materials 4,855.0 $285K 0.09% NEW $58.78 +6.2%
115 FIDI FIDELITY COVINGTON TRUST 10,289.0 $284K 0.09% NEW $27.60 -1.2%
116 AMAT APPLIED MATLS INC Technology 825.0 $282K 0.09% +7.0 +0.9% $342.00 +83.3%
117 GS GOLDMAN SACHS GROUP INC Financial Services 321.0 $272K 0.09% -10.0 -3.0% $846.98 +20.4%
118 FFSM FIDELITY COVINGTON TRUST 7,617.0 $243K 0.08% $31.95 +17.5%
119 ITOT ISHARES TR 1,630.0 $232K 0.08% NEW $142.46 +12.9%
120 FISV FISERV INC Technology 3,875.0 $216K 0.07% -402.0 -9.4% $55.80 -11.4%
Page 6 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%