Eagle Bluffs Wealth Management LLC

CIK

1906547

Location

COLUMBIA, MO

Portfolio Value

Micro $6,691,141

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

+67.7%

SPY

+76.5%

Annualised alpha

-2.0%

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

4 positions · $6,691,141 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ALB	Albemarle Corp Basic Materials	Added	16,268	+200	$2,920,594	+28.5%	43.65%
RIO	Rio Tinto PLC Basic Materials	Added	17,819	+359	$1,662,334	+19.0%	24.84%
ECL	Ecolab Inc. Basic Materials	Added	5,068	+156	$1,348,189	+4.6%	20.15%
SHW	Sherwin Williams Co Basic Materials	Reduced	2,371	-28	$760,024	−2.2%	11.36%