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Eaton Financial Holdings Company, LLC Historic Quarter Change: USA Stocks, New

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Eaton Financial Holdings Company, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Eaton Financial Holdings Company, LLC opened 77 positions, added to 169, reduced 191 and sold out of 115.

  • Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 0.
  • Q2 2026: Stock KVYO; Country of operation United States; Class COM SER A; Shares before 0.
  • Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock MRVL; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1972322), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-11-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026LRCX
LAM RESEARCH CORP		United StatesCOM NEW03,166+3,166$0$1,371,974+$1,371,9742026-08-05
Q2 2026KVYO
KLAVIYO INC		United StatesCOM SER A089,430+89,430$0$1,350,393+$1,350,3932026-08-05
Q2 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM0577+577$0$335,185+$335,1852026-08-05
Q2 2026MRVL
MARVELL TECHNOLOGY INC		United StatesCOM0998+998$0$297,294+$297,2942026-08-05
Q2 2026ROIV
ROIVANT SCIENCES LTD		SHS08,310+8,310$0$294,091+$294,0912026-08-05
Q2 2026GNRC
GENERAC HLDGS INC		United StatesCOM0860+860$0$251,817+$251,8172026-08-05
Q2 2026BTGO
BITGO HOLDINGS INC		United StatesCOM SHS CL A043,234+43,234$0$223,952+$223,9522026-08-05
Q2 2026CMI
CUMMINS INC		United StatesCOM0308+308$0$219,561+$219,5612026-08-05
Q2 2026GUTS
FRACTYL HEALTH INC		United StatesCOM031,835+31,835$0$25,290+$25,2902026-08-05
Q1 2026GLD
SPDR GOLD TR		United StatesGOLD SHS01,300+1,300$0$559,377+$559,3772026-04-15
Q1 2026AJG
GALLAGHER ARTHUR J & CO		United StatesCOM01,459+1,459$0$315,990+$315,9902026-04-15
Q1 2026FCX
FREEPORT MCMORAN INC		United StatesCL B04,855+4,855$0$285,388+$285,3882026-04-15
Q1 2026CRDL
CARDIOL THERAPEUTICS INC		COM CL A014,000+14,000$0$18,900+$18,9002026-04-15
Q4 2025PHYS
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL GOLD TR0204,814+204,814$0$6,762,968+$6,762,9682026-02-09
Q4 2025SLV
ISHARES SILVER TR		United StatesISHARES042,810+42,810$0$2,757,827+$2,757,8272026-02-09
Q4 2025S
SENTINELONE INC		United StatesCL A029,504+29,504$0$442,560+$442,5602026-02-09
Q4 2025FISV
FISERV INC		United StatesCOM04,277+4,277$0$287,286+$287,2862026-02-09
Q4 2025AMAT
APPLIED MATLS INC		United StatesCOM0818+818$0$210,175+$210,1752026-02-09
Q4 2025GOSS
GOSSAMER BIO INC		United StatesCOM014,199+14,199$0$44,017+$44,0172026-02-09
Q4 2025MIST
MILESTONE PHARMACEUTICALS IN		COM012,750+12,750$0$25,755+$25,7552026-02-09
Q4 2025AKBA
AKEBIA THERAPEUTICS INC		United StatesCOM011,800+11,800$0$18,998+$18,9982026-02-09
Q3 2025PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A09,608+9,608$0$1,752,691+$1,752,6912025-11-17
Q3 2025SNPS
SYNOPSYS INC		United StatesCOM0810+810$0$399,646+$399,6462025-11-17
Q3 2025DSGR
DISTRIBUTION SOLUTIONS GRP I		United StatesCOM011,192+11,192$0$336,655+$336,6552025-11-17
Q3 2025COIN
COINBASE GLOBAL INC		United StatesCOM CL A0960+960$0$323,990+$323,9902025-11-17
Q3 2025ESPR
ESPERION THERAPEUTICS INC NE		United StatesCOM042,595+42,595$0$112,877+$112,8772025-11-17
Q2 2025AVGO
BROADCOM INC		United StatesCOM015,805+15,805$0$4,356,673+$4,356,6732025-07-15
Q2 2025SSNC
SS&C TECHNOLOGIES HLDGS INC		United StatesCOM034,157+34,157$0$2,828,186+$2,828,1862025-07-15
Q2 2025GNW
GENWORTH FINL INC		United StatesCOM SHS0285,449+285,449$0$2,220,793+$2,220,7932025-07-15
Q2 2025QCOM
QUALCOMM INC		United StatesCOM011,444+11,444$0$1,822,613+$1,822,6132025-07-15
Q2 2025WFC
WELLS FARGO CO NEW		United StatesCOM019,388+19,388$0$1,553,360+$1,553,3602025-07-15
Q2 2025EBAY
EBAY INC.		United StatesCOM019,713+19,713$0$1,467,843+$1,467,8432025-07-15
Q2 2025JXN
JACKSON FINANCIAL INC		United StatesCOM CL A016,158+16,158$0$1,434,644+$1,434,6442025-07-15
Q2 2025ABBV
ABBVIE INC		United StatesCOM06,777+6,777$0$1,257,906+$1,257,9062025-07-15
Q2 2025USB
US BANCORP DEL		United StatesCOM NEW026,475+26,475$0$1,198,013+$1,198,0132025-07-15
Q2 2025MU
MICRON TECHNOLOGY INC		United StatesCOM09,696+9,696$0$1,195,056+$1,195,0562025-07-15
Q2 2025SCHW
SCHWAB CHARLES CORP		United StatesCOM09,124+9,124$0$832,505+$832,5052025-07-15
Q2 2025DECK
DECKERS OUTDOOR CORP		United StatesCOM07,929+7,929$0$817,242+$817,2422025-07-15
Q2 2025NKE
NIKE INC		United StatesCL B011,241+11,241$0$798,561+$798,5612025-07-15
Q2 2025FG
F&G ANNUITIES & LIFE INC		United StatesCOMMON STOCK023,250+23,250$0$743,534+$743,5342025-07-15
Q2 2025LLY
ELI LILLY & CO		United StatesCOM0925+925$0$721,050+$721,0502025-07-15
Q2 2025VSXY
VICTORIAS SECRET AND CO		United StatesCOMMON STOCK036,491+36,491$0$675,813+$675,8132025-07-15
Q2 2025RTX
RTX CORPORATION		United StatesCOM04,627+4,627$0$675,640+$675,6402025-07-15
Q2 2025HD
HOME DEPOT INC		United StatesCOM01,800+1,800$0$659,806+$659,8062025-07-15
Q2 2025POWL
POWELL INDS INC		United StatesCOM03,108+3,108$0$654,079+$654,0792025-07-15
Q2 2025LULU
LULULEMON ATHLETICA INC		COM02,707+2,707$0$643,129+$643,1292025-07-15
Q2 2025FAST
FASTENAL CO		United StatesCOM015,273+15,273$0$641,459+$641,4592025-07-15
Q2 2025AMGN
AMGEN INC		United StatesCOM02,205+2,205$0$615,601+$615,6012025-07-15
Q2 2025PFE
PFIZER INC		United StatesCOM023,671+23,671$0$573,776+$573,7762025-07-15
Q2 2025MMM
3M CO		United StatesCOM03,694+3,694$0$562,440+$562,4402025-07-15
Q2 2025NFLX
NETFLIX INC		United StatesCOM0418+418$0$559,756+$559,7562025-07-15
Q2 2025REGN
REGENERON PHARMACEUTICALS		United StatesCOM0941+941$0$494,185+$494,1852025-07-15
Q2 2025DELL
DELL TECHNOLOGIES INC		United StatesCL C03,521+3,521$0$431,672+$431,6722025-07-15
Q2 2025GFS
GLOBALFOUNDRIES INC		United StatesORDINARY SHARES011,268+11,268$0$430,438+$430,4382025-07-15
Q2 2025SMCI
SUPER MICRO COMPUTER INC		United StatesCOM NEW08,526+8,526$0$417,859+$417,8592025-07-15
Q2 2025CAT
CATERPILLAR INC		United StatesCOM01,074+1,074$0$416,745+$416,7452025-07-15
Q2 2025FITB
FIFTH THIRD BANCORP		United StatesCOM09,954+9,954$0$409,412+$409,4122025-07-15
Q2 2025IPGP
IPG PHOTONICS CORP		United StatesCOM05,697+5,697$0$391,099+$391,0992025-07-15
Q2 2025LMT
LOCKHEED MARTIN CORP		United StatesCOM0790+790$0$365,846+$365,8462025-07-15
Q2 2025UTHR
UNITED THERAPEUTICS CORP DEL		United StatesCOM01,156+1,156$0$332,177+$332,1772025-07-15
Q2 2025BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM06,571+6,571$0$304,179+$304,1792025-07-15
Q2 2025GS
GOLDMAN SACHS GROUP INC		United StatesCOM0428+428$0$302,898+$302,8982025-07-15
Q2 2025PEP
PEPSICO INC		United StatesCOM02,098+2,098$0$277,083+$277,0832025-07-15
Q2 2025GNRC
GENERAC HLDGS INC		United StatesCOM01,934+1,934$0$276,968+$276,9682025-07-15
Q2 2025BX
BLACKSTONE INC		United StatesCOM01,827+1,827$0$273,354+$273,3542025-07-15
Q2 2025AMAT
APPLIED MATLS INC		United StatesCOM01,218+1,218$0$223,057+$223,0572025-07-15
Q2 2025ALB
ALBEMARLE CORP		United StatesCOM03,458+3,458$0$216,725+$216,7252025-07-15
Q2 2025CEG
CONSTELLATION ENERGY CORP		United StatesCOM0663+663$0$214,127+$214,1272025-07-15
Q1 2025GOOG
ALPHABET INC		United StatesCAP STK CL C01,842+1,842$0$287,707+$287,7072025-05-13
Q4 2024FBTC
FIDELITY WISE ORIGIN BITCOIN		United StatesSHS044,973+44,973$0$3,668,930+$3,668,9302025-02-10
Q4 2024GIC
GLOBAL INDUSTRIAL COMPANY		United StatesCOM033,284+33,284$0$825,101+$825,1012025-02-10
Q3 2024PHYS
SPROTT PHYSICAL GOLD TR		CanadaUNIT085,809+85,809$0$1,748,784+$1,748,7842024-11-22
Q3 2024TSLA
TESLA INC		United StatesCOM01,513+1,513$0$395,809+$395,8092024-11-22
Q3 2024COST
COSTCO WHSL CORP NEW		United StatesCOM0244+244$0$216,316+$216,3162024-11-22
Q1 2024XOMXXXX
EXXON MOBIL CORP		COM06,777+6,777$0$787,800+$787,8002024-04-19
Q1 2024CRH
CRH PLC		ORD04,700+4,700$0$405,422+$405,4222024-04-19
Q1 2024GE
GENERAL ELECTRIC CO		United StatesCOM NEW01,271+1,271$0$223,058+$223,0582024-04-19

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