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Portfolio (Quarterly) Guide ↗

Eagle Wealth Advisors LLC

· CIK 0002107271
13F Portfolio $131M AUM 100 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 50 Added 26 Reduced 9 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 702.0 $748K 0.57% +36.0 +5.4% $1064.90 -24.8%
22 CRWD CROWDSTRIKE HLDGS INC Technology 823.0 $628K 0.48% +53.0 +6.9% $190.78 +13.8%
23 AMGN AMGEN INC Healthcare 1,673.0 $606K 0.46% +280.0 +20.1% $362.12 +19.4%
24 GS GOLDMAN SACHS GROUP INC Financial Services 557.0 $563K 0.43% +25.0 +4.7% $1011.37 +2.4%
25 QCOM QUALCOMM INC Technology 2,954.0 $546K 0.42% +662.0 +28.9% $184.79 -12.2%
26 PG PROCTER AND GAMBLE CO Consumer Defensive 3,700.0 $543K 0.41% +204.0 +5.8% $146.64 -2.3%
27 ADI ANALOG DEVICES INC Technology 1,312.0 $521K 0.40% +245.0 +23.0% $397.17 -9.2%
28 PEP PEPSICO INC Consumer Defensive 3,734.0 $506K 0.39% +730.0 +24.3% $135.40 +3.9%
29 HD HOME DEPOT INC Consumer Cyclical 1,429.0 $504K 0.39% +81.0 +6.0% $352.68 -7.0%
30 JNJ JOHNSON & JOHNSON Healthcare 1,872.0 $475K 0.36% +202.0 +12.1% $253.97 +4.6%
31 ORCL ORACLE CORP Technology 3,224.0 $472K 0.36% +113.0 +3.6% $146.55 +2.5%
32 CDNS CADENCE DESIGN SYSTEM INC Technology 1,254.0 $471K 0.36% +34.0 +2.8% $375.32 -9.3%
33 GILD GILEAD SCIENCES INC Healthcare 3,619.0 $457K 0.35% +637.0 +21.4% $126.34 +15.2%
34 IVV ISHARES TR 610.0 $457K 0.35% +76.0 +14.2% $748.89 +3.3%
35 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,422.0 $432K 0.33% +2K +2532.6% $178.24 +15.9%
36 APP APPLOVIN CORP Technology 832.0 $429K 0.33% +54.0 +6.9% $515.23 -37.8%
37 VRTX VERTEX PHARMACEUTICALS INC Healthcare 845.0 $420K 0.32% +33.0 +4.1% $496.73 +9.0%
38 MCD MCDONALDS CORP Consumer Cyclical 1,529.0 $413K 0.32% +65.0 +4.4% $270.31 -2.7%
39 XOM EXXON MOBIL CORP Energy 2,975.0 $407K 0.31% +350.0 +13.3% $136.72 +14.4%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 1,327.0 $373K 0.28% +75.0 +6.0% $281.21 -16.2%
Page 2 of 3  ·  50 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 59.3%
Consumer Cyclical 10.8%
Communication Services 9.3%
Financial Services 5.8%
Healthcare 4.6%
Consumer Defensive 4.5%
Industrials 3.5%
Utilities 0.8%
Basic Materials 0.8%
Energy 0.6%