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Portfolio (Quarterly) Guide ↗

EIGHT 31 FINANCIAL, LLC

· CIK 0002011328
13F Portfolio $168M AUM 66 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 66 New
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC Consumer Cyclical 2,000.0 $477K 0.28% NEW $238.34 +11.8%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 500.0 $468K 0.28% NEW $935.47 +1.1%
43 SHEL SHELL PLC Energy 5,855.0 $454K 0.27% NEW $77.55 +17.2%
44 ARCC ARES CAPITAL CORP Financial Services 22,988.0 $426K 0.25% NEW $18.53 +7.7%
45 DVN DEVON ENERGY CORP NEW Energy 10,141.0 $419K 0.25% NEW $41.32 +14.6%
46 IJR ISHARES TR 2,721.0 $404K 0.24% NEW $148.31 -1.8%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 490.0 $366K 0.22% NEW $746.77 +3.0%
48 IWO ISHARES TR 863.0 $340K 0.20% NEW $393.96 -3.8%
49 IWN ISHARES TR 1,483.0 $328K 0.20% NEW $221.20 +0.9%
50 EPD ENTERPRISE PRODS PARTNERS L 8,059.0 $296K 0.18% NEW $36.76
51 AVGO BROADCOM INC Technology 756.0 $286K 0.17% NEW $377.75 -2.4%
52 KO COCA COLA CO Consumer Defensive 3,234.0 $263K 0.16% NEW $81.27 +10.3%
53 VEA VANGUARD TAX-MANAGED FDS 3,470.0 $247K 0.15% NEW $71.25 +2.5%
54 AGNC AGNC INVT CORP Real Estate 21,906.0 $239K 0.14% NEW $10.90 -0.0%
55 WMB WILLIAMS COS INC Energy 3,211.0 $239K 0.14% NEW $74.35 -0.8%
56 DX DYNEX CAP INC Real Estate 17,298.0 $227K 0.14% NEW $13.11 -1.5%
57 TXN TEXAS INSTRS INC Technology 745.0 $222K 0.13% NEW $298.27 -13.3%
58 OXLC OXFORD LANE CAP CORP Financial Services 25,253.0 $221K 0.13% NEW $8.76 +10.8%
59 CSWC CAPITAL SOUTHWEST CORP Financial Services 8,750.0 $208K 0.12% NEW $23.77 +7.1%
60 TRIN TRINITY CAP INC Financial Services 10,558.0 $189K 0.11% NEW $17.89 +3.7%
Page 3 of 4  ·  66 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
Energy 41.9%
Technology 28.6%
Financial Services 23.3%
Consumer Defensive 3.4%
Real Estate 1.4%
Consumer Cyclical 1.2%
Communication Services 0.3%