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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRT VERTIV HOLDINGS CO Industrials 803.0 $269K 0.20% -57.0 -6.6% $334.82 -23.2%
22 UNH UNITEDHEALTH GROUP INC Healthcare 646.0 $268K 0.20% -326.0 -33.5% $415.63 -5.5%
23 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,504.0 $231K 0.18% -45.0 -1.8% $92.09 -3.9%
24 CRM SALESFORCE INC Technology 1,370.0 $215K 0.16% -909.0 -39.9% $157.24 +62.8%
25 DIS DISNEY WALT CO Communication Services 2,236.0 $215K 0.16% -239.0 -9.7% $96.25 +12.3%
26 TMO THERMO FISHER SCIENTIFIC INC Healthcare 407.0 $204K 0.16% -250.0 -38.0% $501.36 +24.1%
Page 2 of 2  ·  26 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%