Eaton Financial Holdings Company, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Eaton Financial Holdings Company, LLC opened 9 positions, added to 36, reduced 24, sold out of 6 and left 3 unchanged. The largest increase in value was MU (+$3,596,919); the largest decrease was FBTC (-$4,235,266).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 7,717; Shares 2026-06-30 5,375.
- GFS: Country of operation United States; Class ORDINARY SHARES; Shares 2026-03-31 59,324; Shares 2026-06-30 54,460.
- VSXY: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 43,773; Shares 2026-06-30 42,555.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 38,152; Shares 2026-06-30 37,731.
Two Form 13F-HR filings compared (SEC CIK 1972322): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-08-05). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Planned Solutions, Inc. | United States | $0.306B | 139 |
| Sunpointe, LLC | United States | $0.305B | 266 |
| Global Financial Private Client, LLC | United States | $0.306B | 350 |
| Synergy Investment Management, LLC | United States | $0.306B | 2,562 |
| Investidor Profissional Gestao de Recursos Ltda. | Brazil | $0.306B | 27 |
| RPD Fund Management LLC | United States | $0.306B | 11 |
| Aster Capital Management (DIFC) Ltd | United Arab Emirates | $0.306B | 809 |
| FEARNLEY ASSET MANAGEMENT AS | Norway | $0.306B | 19 |
| Lifestyle Asset Management, Inc. | United States | $0.306B | 134 |
| Medallion Wealth Advisors, LLC | United States | $0.306B | 12,534 |