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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 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 22,559.0 $15.5M 9.21% NEW $686.81 +3.0%
2 ISHARES TR 517,756.0 $10.1M 6.01% NEW $19.54
3 ISHARES TR 428,466.0 $9.5M 5.64% NEW $22.14
4 ISHARES TR 436,563.0 $9.5M 5.62% NEW $21.65
5 IBDS ISHARES TR 336,581.0 $8.2M 4.85% NEW $24.22 -0.0%
6 ISHARES TR 363,748.0 $8.1M 4.84% NEW $22.37
7 IBDT ISHARES TR 320,900.0 $8.1M 4.82% NEW $25.25 -0.3%
8 IBDV ISHARES TR 369,661.0 $8.1M 4.79% NEW $21.80 -1.0%
9 AOR ISHARES TR 111,621.0 $7.8M 4.61% NEW $69.50 +0.6%
10 XOM EXXON MOBIL CORP Energy 54,290.0 $7.4M 4.41% NEW $136.72 +14.6%
11 IDEV ISHARES TR 82,237.0 $7.3M 4.35% NEW $89.01 +4.4%
12 AAPL APPLE INC Technology 23,924.0 $6.9M 4.12% NEW $289.36 +10.5%
13 TFIN TRIUMPH FINANCIAL INC Financial Services 89,525.0 $6.8M 4.06% NEW $76.31 -5.8%
14 IUSB ISHARES TR 132,158.0 $6.1M 3.63% NEW $46.15 -1.4%
15 AGG ISHARES TR 57,305.0 $5.7M 3.37% NEW $98.98 -1.5%
16 IBDU ISHARES TR 174,330.0 $4.0M 2.40% NEW $23.16 -0.5%
17 IEMG ISHARES INC 36,233.0 $3.0M 1.78% NEW $82.84 -1.2%
18 IBHG ISHARES TR 107,168.0 $2.4M 1.41% NEW $22.08 -0.3%
19 HPK HIGHPEAK ENERGY INC Energy 335,023.0 $2.3M 1.39% NEW $6.99 +15.9%
20 IBHF ISHARES TR 103,272.0 $2.3M 1.39% NEW $22.65 -0.5%
Page 1 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%