BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GS GOLDMAN SACHS GROUP INC Financial Services 368.0 $373K 0.10% +47.0 +14.6% $1012.40 +2.1%
102 JD JD.COM INC Consumer Cyclical 14,096.0 $359K 0.10% +3K +29.5% $25.48 +12.8%
103 IEFA ISHARES TR 3,653.0 $353K 0.10% +424.0 +13.1% $96.59 +4.0%
104 AMD ADVANCED MICRO DEVICES INC Technology 577.0 $335K 0.09% NEW $580.91 -19.9%
105 SDG ISHARES TR 3,589.0 $321K 0.09% +27.0 +0.8% $89.42 +4.1%
106 SCHW SCHWAB CHARLES CORP Financial Services 3,453.0 $319K 0.09% -807.0 -18.9% $92.28 +19.4%
107 FCX FREEPORT MCMORAN INC Basic Materials 5,034.0 $317K 0.09% +179.0 +3.7% $62.89 +21.6%
108 AJG GALLAGHER ARTHUR J & CO Financial Services 1,345.0 $309K 0.09% -114.0 -7.8% $229.57 +16.5%
109 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 11,192.0 $306K 0.08% $27.35 +27.2%
110 SHW SHERWIN WILLIAMS CO Basic Materials 875.0 $301K 0.08% -426.0 -32.7% $344.49 +0.1%
111 MUB ISHARES TR 2,789.0 $300K 0.08% $107.60 -2.2%
112 MRVL MARVELL TECHNOLOGY INC Technology 998.0 $297K 0.08% NEW $297.89 -27.3%
113 ROIV ROIVANT SCIENCES LTD Healthcare 8,310.0 $294K 0.08% NEW $35.39 -1.9%
114 FFSM FIDELITY COVINGTON TRUST 7,625.0 $291K 0.08% $38.21 -4.2%
115 NFLX NETFLIX INC. Communication Services 4,077.0 $291K 0.08% +418.0 +11.4% $71.40 +14.5%
116 AMGN AMGEN INC Healthcare 755.0 $273K 0.07% -540.0 -41.7% $362.25 +19.4%
117 ITOT ISHARES TR 1,635.0 $269K 0.07% $164.23 +2.6%
118 FG F&G ANNUITIES & LIFE INC Financial Services 10,059.0 $267K 0.07% -3K -24.8% $26.59 -9.8%
119 RTX RTX CORPORATION Industrials 1,392.0 $264K 0.07% -1K -47.1% $189.76 +11.6%
120 FISV FISERV INC Technology 5,331.0 $261K 0.07% +1K +37.6% $49.05 +8.4%
Page 6 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%