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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GNRC GENERAC HLDGS INC Industrials 860.0 $252K 0.07% NEW $292.81 -37.2%
122 DFIC DIMENSIONAL ETF TRUST 6,045.0 $225K 0.06% NEW $37.26 +5.3%
123 BTGO BITGO HOLDINGS INC Financial Services 43,234.0 $224K 0.06% NEW $5.18 +32.4%
124 CMI CUMMINS INC Industrials 308.0 $220K 0.06% NEW $712.86 -20.8%
125 IHI ISHARES TR 4,429.0 $219K 0.06% -14K -75.3% $49.41 +11.7%
126 ESGD ISHARES TR 2,072.0 $213K 0.06% NEW $102.79 +3.8%
127 IJR ISHARES TR 1,408.0 $209K 0.06% -7K -82.6% $148.27 -1.8%
128 RDVY FIRST TR EXCHANGE TRADED FD 2,558.0 $207K 0.06% NEW $81.07 +1.2%
129 BBEU J P MORGAN EXCHANGE TRADED F 2,652.0 $206K 0.06% NEW $77.77 +3.2%
130 FENI FIDELITY COVINGTON TRUST 5,074.0 $204K 0.06% NEW $40.13 +3.2%
131 ESPR ESPERION THERAPEUTICS INC NE Healthcare 28,774.0 $91K 0.03% -18K -38.2% $3.16 +0.6%
132 GUTS FRACTYL HEALTH INC Healthcare 31,835.0 $25K 0.01% NEW $0.79 -17.0%
133 CRDL CARDIOL THERAPEUTICS INC Healthcare 14,000.0 $15K 0.00% $1.06 +83.0%
134 MIST MILESTONE PHARMACEUTICALS IN Healthcare 10,250.0 $14K 0.00% $1.34 -13.4%
Page 7 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%