Eagle Bluffs Wealth Management LLC

CIK

1906547

Location

COLUMBIA, MO

Portfolio Value

Small $192,431,788

Diversification

Diversified

Filing Date

Global Rank

#3,947 / 8,232 ▲ 313

Top Industry

Asset Management 38.7%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed Apr 24, 2026 · 50d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.6%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.5%

−0.0 pts

Top 5

41.4%

+1.2 pts

Top 10

58.8%

+1.7 pts

HHI

596

Diversified+10

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	46.3%	$89,159,264	16
Technology	19.1%	$36,669,994	9
Industrials	11.6%	$22,307,396	11
Communication Services	7.4%	$14,283,985	4
Consumer Cyclical	3.7%	$7,167,015	5
Basic Materials	3.5%	$6,691,141	4
Healthcare	2.7%	$5,190,109	5
Consumer Defensive	2.7%	$5,180,916	2
Energy	2.0%	$3,763,000	3
Unclassified	0.7%	$1,311,810	2
Utilities	0.4%	$707,158	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBN	BlackRock Taxable Municipal Bond Trust	+89,793	2,202,048	$35,607,116
NBB	Nuveen Taxable Municipal Income Fund	+55,105	891,543	$13,961,563
NAD	Nuveen Quality Municipal Income Fund	+52,345	741,692	$8,529,458
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+33,928	678,395	$7,618,375
ENR	Energizer Holdings, Inc.	+14,169	57,070	$937,089
TYG	Tortoise Energy Infrastructure Corp	+1,754	151,236	$7,539,114
MRVL	Marvell Technology, Inc.	+1,681	44,894	$4,446,750
UPS	United Parcel Service Inc	+1,452	7,776	$765,002
NFLX	Netflix Inc	+1,151	42,509	$4,087,240
TFC	Truist Financial Corp	+1,083	36,765	$1,690,087
DIS	Walt Disney Co	+823	18,277	$1,761,537
SCHW	Schwab Charles Corp	+817	42,547	$3,998,567
CSCO	Cisco Systems, Inc.	+696	38,714	$3,003,819
CVX	Chevron Corp	+624	7,302	$1,510,783
ABT	Abbott Laboratories	+514	15,558	$1,597,339
MMM	3M Co	+453	14,937	$2,169,300
MSFT	Microsoft Corp	+449	9,954	$3,684,672
RIO	Rio Tinto PLC	+359	17,819	$1,662,334
AMZN	Amazon Com Inc	+272	9,617	$2,002,932
ITT	Itt Inc.	+258	19,226	$3,663,129
XOM	Exxon Mobil Corp	+204	7,079	$1,201,023
ALB	Albemarle Corp	+200	16,268	$2,920,594
CEG	Constellation Energy Corp	+196	1,665	$464,951
COF	Capital One Financial Corp	+186	13,320	$2,429,967
TSLA	Tesla, Inc.	+181	9,458	$3,516,011
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
CBC	Central Bancompany, Inc.	−6,000	12,500	$299,375
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	−2,386	46,543	$664,634
SPY	Spdr S&P 500 ETF Trust	−776	1,707	$1,110,130
VRT	Vertiv Holdings Co	−355	43,608	$10,927,292
NVDA	Nvidia Corp	−126	60,876	$10,616,774
WMT	Walmart Inc.	−110	39,755	$4,940,751
MRK	Merck & Co., Inc.	−70	2,195	$264,036
GOOGL	Alphabet Inc.	−54	20,864	$5,999,651
MPC	Marathon Petroleum Corp	−52	4,305	$1,051,194
AVGO	Broadcom Inc.	−48	15,782	$4,884,686
AAPL	Apple Inc.	−45	7,248	$1,839,469
SHW	Sherwin Williams Co	−28	2,371	$760,024
TJX	Tjx Companies Inc /De/	−23	3,870	$618,039
RTX	RTX Corp	−13	2,061	$397,566
GS	Goldman Sachs Group Inc	−12	468	$395,923
HD	Home Depot, Inc.	−7	1,893	$622,588
CMI	Cummins Inc	−4	1,294	$696,197
IBM	International Business Machines Corp	−4	1,576	$382,006
KLAC	Kla Corp	−1	5,084	$7,485,732
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
EXC	Exelon Corp	4,941	$242,207
MDY	Spdr S&P Midcap 400 ETF Trust	327	$201,680
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	439	$269,682
LLY	ELI LILLY & Co	203	$218,160
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $192,431,788 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBN	BlackRock Taxable Municipal Bond Trust Financial Services	Added	2,202,048	+89,793	$35,607,116	+3.3%	18.50%
NBB	Nuveen Taxable Municipal Income Fund Financial Services	Added	891,543	+55,105	$13,961,563	+5.6%	7.26%
VRT	Vertiv Holdings Co Industrials	Reduced	43,608	-355	$10,927,292	+53.4%	5.68%
NVDA	Nvidia Corp Technology	Reduced	60,876	-126	$10,616,774	−6.7%	5.52%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Added	741,692	+52,345	$8,529,458	+2.9%	4.43%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Added	678,395	+33,928	$7,618,375	+1.6%	3.96%
TYG	Tortoise Energy Infrastructure Corp Financial Services	Added	151,236	+1,754	$7,539,114	+23.3%	3.92%
KLAC	Kla Corp Technology	Reduced	5,084	-1	$7,485,732	+21.2%	3.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,864	-54	$5,999,651	−8.4%	3.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	39,755	-110	$4,940,751	+11.2%	2.57%
AVGO	Broadcom Inc. Technology	Reduced	15,782	-48	$4,884,686	−10.8%	2.54%
MRVL	Marvell Technology, Inc. Technology	Added	44,894	+1,681	$4,446,750	+21.1%	2.31%
NFLX	Netflix Inc Communication Services	Added	42,509	+1,151	$4,087,240	+5.4%	2.12%
SCHW	Schwab Charles Corp Financial Services	Added	42,547	+817	$3,998,567	−4.1%	2.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,047	+160	$3,837,905	−7.6%	1.99%
MSFT	Microsoft Corp Technology	Added	9,954	+449	$3,684,672	−19.8%	1.91%
ITT	Itt Inc. Industrials	Added	19,226	+258	$3,663,129	+11.3%	1.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,458	+181	$3,516,011	−15.7%	1.83%
CSCO	Cisco Systems, Inc. Technology	Added	38,714	+696	$3,003,819	+2.6%	1.56%
ALB	Albemarle Corp Basic Materials	Added	16,268	+200	$2,920,594	+28.5%	1.52%
META	Meta Platforms, Inc. Communication Services	Added	4,257	+62	$2,435,557	−12.0%	1.27%
COF	Capital One Financial Corp Financial Services	Added	13,320	+186	$2,429,967	−23.7%	1.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	4,416	+147	$2,170,596	−12.3%	1.13%
MMM	3M Co Industrials	Added	14,937	+453	$2,169,300	−6.5%	1.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,617	+272	$2,002,932	−7.1%	1.04%
CAT	Caterpillar Inc Industrials	Held	2,641	0	$1,871,042	+23.7%	0.97%
AAPL	Apple Inc. Technology	Reduced	7,248	-45	$1,839,469	−7.2%	0.96%
DIS	Walt Disney Co Communication Services	Added	18,277	+823	$1,761,537	−11.3%	0.92%
TFC	Truist Financial Corp Financial Services	Added	36,765	+1,083	$1,690,087	−3.7%	0.88%
RIO	Rio Tinto PLC Basic Materials	Added	17,819	+359	$1,662,334	+19.0%	0.86%
ABT	Abbott Laboratories Healthcare	Added	15,558	+514	$1,597,339	−15.3%	0.83%
CVX	Chevron Corp Energy	Added	7,302	+624	$1,510,783	+48.4%	0.79%
ECL	Ecolab Inc. Basic Materials	Added	5,068	+156	$1,348,189	+4.6%	0.70%
SFNC	Simmons First National Corp Financial Services	Held	67,846	0	$1,319,604	+3.2%	0.69%
XOM	Exxon Mobil Corp Energy	Added	7,079	+204	$1,201,023	+45.2%	0.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,707	-776	$1,110,130	−34.4%	0.58%
MPC	Marathon Petroleum Corp Energy	Reduced	4,305	-52	$1,051,194	+48.4%	0.55%
ENR	Energizer Holdings, Inc. Industrials	Added	57,070	+14,169	$937,089	+9.8%	0.49%
UPS	United Parcel Service Inc Industrials	Added	7,776	+1,452	$765,002	+22.0%	0.40%
SHW	Sherwin Williams Co Basic Materials	Reduced	2,371	-28	$760,024	−2.2%	0.39%
CMI	Cummins Inc Industrials	Reduced	1,294	-4	$696,197	+5.1%	0.36%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Reduced	46,543	-2,386	$664,634	+9.7%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,893	-7	$622,588	−4.8%	0.32%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	3,870	-23	$618,039	+3.4%	0.32%
JNJ	Johnson & Johnson Healthcare	Held	2,510	0	$613,544	+18.1%	0.32%
ABBV	AbbVie Inc. Healthcare	Held	2,504	0	$544,594	−4.8%	0.28%
CB	Chubb Ltd Financial Services	Held	1,631	0	$531,591	+4.4%	0.28%
CEG	Constellation Energy Corp Utilities	Added	1,665	+196	$464,951	−10.4%	0.24%
HWBK	Hawthorn Bancshares, Inc. Financial Services	Held	13,747	0	$463,136	−3.4%	0.24%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,311	0	$407,445	+1.7%	0.21%