Eagle Strategies LLC

CIK

1907666

Location

NEW YORK, NY

Portfolio Value

Small $162,950,902

Diversification

Diversified

Filing Date

Global Rank

#4,643 / 8,603 ▲ 139 · as of Mar 2026

Top Industry

Semiconductors 20.7%

3Y Alpha vs SPY

+1.2%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+82.8%

SPY

+76.0%

Annualised alpha

+1.5%

Max drawdown

−19.3%

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

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

Top Position

8.3%

−0.0 pts

Top 5

32.4%

−1.3 pts

Top 10

48.5%

−1.8 pts

HHI

333

Diversified−17

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$53,727,180	25
Unclassified	24.5%	$39,909,584	9
Industrials	9.1%	$14,810,240	12
Consumer Cyclical	6.6%	$10,727,981	8
Communication Services	5.8%	$9,402,993	6
Financial Services	5.5%	$8,924,776	13
Basic Materials	4.7%	$7,675,918	5
Healthcare	4.4%	$7,166,896	9
Utilities	3.6%	$5,904,336	8
Consumer Defensive	1.9%	$3,164,823	5
Energy	0.6%	$981,474	2
Real Estate	0.3%	$554,701	1

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
FCX	Freeport-Mcmoran Inc	+35,150	88,997	$5,231,243
C	Citigroup Inc	+11,471	13,193	$1,496,218
IBM	International Business Machines Corp	+7,790	10,075	$2,442,079
NOW	ServiceNow, Inc.	+6,807	18,722	$1,957,385
T	At&T Inc.	+6,240	44,180	$1,280,778
HOOD	Robinhood Markets, Inc.	+5,024	7,130	$494,109
NVDA	Nvidia Corp	+4,564	77,461	$13,509,198
FBTC	Fidelity Wise Origin Bitcoin Fund	+4,275	10,343	$610,547
QQQ	Invesco Qqq Trust, Series 1	+3,489	7,728	$4,460,447
AVGO	Broadcom Inc.	+2,647	6,252	$1,935,056
CRWD	CrowdStrike Holdings, Inc.	+1,982	6,053	$590,787
MBLY	Mobileye Global Inc.	+1,847	74,745	$513,498
ZS	Zscaler, Inc.	+1,674	3,980	$558,354
PANW	Palo Alto Networks Inc	+1,642	6,897	$1,105,727
GOOGL	Alphabet Inc.	+1,522	17,728	$5,097,863
AMAT	Applied Materials Inc /De	+1,290	2,858	$976,835
MSFT	Microsoft Corp	+860	14,493	$5,364,873
GHC	Graham Holdings Co	+628	3,172	$3,353,628
META	Meta Platforms, Inc.	+552	3,375	$1,930,938
V	Visa Inc.	+477	3,576	$1,080,810
WMT	Walmart Inc.	+470	5,649	$702,057
SHOP	Shopify Inc.	+465	3,039	$360,486
UL	Unilever PLC	+437	4,519	$257,447
ABBV	AbbVie Inc.	+423	2,090	$454,554
AAPL	Apple Inc.	+299	37,339	$9,476,264
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RGTI	Rigetti Computing, Inc.	−27,103	84,613	$1,187,966
SLV	iShares Silver Trust	−21,863	74,207	$5,056,464
IBKR	Interactive Brokers Group, Inc.	−9,582	17,097	$1,146,695
IAU	Ishares Gold Trust	−7,224	44,328	$3,907,956
QBTS	D-Wave Quantum Inc.	−6,366	39,637	$571,961
CRM	Salesforce, Inc.	−4,581	10,443	$1,949,394
NEM	NEWMONT Corp /DE/	−3,462	7,842	$848,896
SNOW	Snowflake Inc.	−3,103	1,429	$215,521
MA	Mastercard Inc	−2,918	602	$300,795
GLD	Spdr Gold Trust	−2,352	27,547	$11,853,198
AMZN	Amazon Com Inc	−1,786	29,321	$6,106,684
RIO	Rio Tinto PLC	−1,485	2,235	$208,503
HST	Host Hotels & Resorts, Inc.	−1,295	28,951	$554,701
BRK-B	Berkshire Hathaway Inc	−1,180	1,968	$943,065
GEV	GE Vernova Inc.	−916	3,501	$3,056,022
ADI	Analog Devices Inc	−726	2,251	$716,133
ETN	Eaton Corp plc	−600	5,378	$1,923,549
AEP	American Electric Power Co Inc	−451	5,153	$675,455
CEG	Constellation Energy Corp	−450	8,407	$2,347,654
VZ	Verizon Communications Inc	−440	8,761	$439,802
DECK	Deckers Outdoor Corp	−263	2,130	$213,191
SPY	Spdr S&P 500 ETF Trust	−166	18,322	$11,915,529
TFC	Truist Financial Corp	−143	8,029	$369,093
KO	Coca Cola Co	−135	12,364	$940,282
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−34	15,934	$5,384,895
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	5,154	$1,741,227
MP	MP Materials Corp. / DE	23,889	$1,152,883
IBIT	iShares Bitcoin Trust ETF	29,165	$1,120,519
ANET	Arista Networks, Inc.	6,151	$755,219
HON	Honeywell International Inc	2,423	$574,379
VST	Vistra Corp.	3,454	$519,239
COIN	Coinbase Global, Inc.	2,570	$448,747
PWR	Quanta Services, Inc.	549	$301,411
LNG	Cheniere Energy, Inc.	1,041	$295,394
CVS	CVS HEALTH Corp	3,896	$279,810
TXN	Texas Instruments Inc	1,137	$220,737
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	7,126	$2,494,028
SIVR	abrdn Silver ETF Trust	11,085	$749,789
LULU	lululemon athletica inc.	2,673	$555,476
CI	Cigna Group	1,206	$331,927
INTU	Intuit Inc.	383	$253,706
TER	Teradyne, Inc	1,310	$253,563
HDB	Hdfc Bank Ltd	6,633	$242,369
STM	STMicroelectronics N.V.	9,225	$239,296
AXP	American Express Co	577	$213,461
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 positions · $162,950,902 total · as of Mar 31, 2026

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

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	77,461	+4,564	$13,509,198	−0.6%	8.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,322	-166	$11,915,529	−5.5%	7.31%
GLD	Spdr Gold Trust	Reduced	27,547	-2,352	$11,853,198	+0.0%	7.27%
AAPL	Apple Inc. Technology	Added	37,339	+299	$9,476,264	−5.9%	5.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	29,321	-1,786	$6,106,684	−15.0%	3.75%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,934	-34	$5,384,895	+11.0%	3.30%
MSFT	Microsoft Corp Technology	Added	14,493	+860	$5,364,873	−18.6%	3.29%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	88,997	+35,150	$5,231,243	+91.3%	3.21%
GOOGL	Alphabet Inc. Communication Services	Added	17,728	+1,522	$5,097,863	+0.5%	3.13%
SLV	iShares Silver Trust	Reduced	74,207	-21,863	$5,056,464	−18.3%	3.10%
QQQ	Invesco Qqq Trust, Series 1	Added	7,728	+3,489	$4,460,447	+71.3%	2.74%
IAU	Ishares Gold Trust	Reduced	44,328	-7,224	$3,907,956	−6.6%	2.40%
LLY	ELI LILLY & Co Healthcare	Added	4,134	+39	$3,802,329	−13.6%	2.33%
RTX	RTX Corp Industrials	Added	18,184	+213	$3,507,693	+6.4%	2.15%
GHC	Graham Holdings Co Industrials	Added	3,172	+628	$3,353,628	+20.0%	2.06%
GEV	GE Vernova Inc. Industrials	Reduced	3,501	-916	$3,056,022	+5.9%	1.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,956	+154	$2,585,893	−15.5%	1.59%
IBM	International Business Machines Corp Technology	Added	10,075	+7,790	$2,442,079	+260.8%	1.50%
CEG	Constellation Energy Corp Utilities	Reduced	8,407	-450	$2,347,654	−25.0%	1.44%
NOW	ServiceNow, Inc. Technology	Added	18,722	+6,807	$1,957,385	+7.2%	1.20%
CRM	Salesforce, Inc. Technology	Reduced	10,443	-4,581	$1,949,394	−51.0%	1.20%
AVGO	Broadcom Inc. Technology	Added	6,252	+2,647	$1,935,056	+55.1%	1.19%
META	Meta Platforms, Inc. Communication Services	Added	3,375	+552	$1,930,938	+3.6%	1.18%
ETN	Eaton Corp plc Industrials	Reduced	5,378	-600	$1,923,549	+1.0%	1.18%
AMD	Advanced Micro Devices Inc Technology	Added	8,716	+164	$1,773,095	−3.2%	1.09%
MU	Micron Technology Inc Technology	NEW	5,154	NEW	$1,741,227	NEW	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,639	+149	$1,658,768	−6.2%	1.02%
C	Citigroup Inc Financial Services	Added	13,193	+11,471	$1,496,218	+644.6%	0.92%
T	At&T Inc. Communication Services	Added	44,180	+6,240	$1,280,778	+35.9%	0.79%
RGTI	Rigetti Computing, Inc. Technology	Reduced	84,613	-27,103	$1,187,966	−52.0%	0.73%
MP	MP Materials Corp. / DE Basic Materials	NEW	23,889	NEW	$1,152,883	NEW	0.71%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	17,097	-9,582	$1,146,695	−33.2%	0.70%
IBIT	iShares Bitcoin Trust ETF	NEW	29,165	NEW	$1,120,519	NEW	0.69%
PANW	Palo Alto Networks Inc Technology	Added	6,897	+1,642	$1,105,727	+14.2%	0.68%
V	Visa Inc. Financial Services	Added	3,576	+477	$1,080,810	−0.6%	0.66%
AMAT	Applied Materials Inc /De Technology	Added	2,858	+1,290	$976,835	+142.4%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,968	-1,180	$943,065	−40.4%	0.58%
KO	Coca Cola Co Consumer Defensive	Reduced	12,364	-135	$940,282	+7.6%	0.58%
SO	Southern Co Utilities	Added	9,453	+18	$912,403	+10.9%	0.56%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	7,842	-3,462	$848,896	−24.8%	0.52%
JNJ	Johnson & Johnson Healthcare	Added	3,383	+15	$826,940	+18.6%	0.51%
ANET	Arista Networks, Inc. Technology	NEW	6,151	NEW	$755,219	NEW	0.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,025	+72	$725,811	+2.3%	0.45%
ADI	Analog Devices Inc Technology	Reduced	2,251	-726	$716,133	−11.3%	0.44%
WMT	Walmart Inc. Consumer Defensive	Added	5,649	+470	$702,057	+21.7%	0.43%
CVX	Chevron Corp Energy	Added	3,316	+116	$686,080	+40.7%	0.42%
NEE	Nextera Energy Inc Utilities	Added	7,309	+14	$678,859	+15.9%	0.42%
AEP	American Electric Power Co Inc Utilities	Reduced	5,153	-451	$675,455	+4.5%	0.41%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	10,343	+4,275	$610,547	+32.0%	0.37%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,053	+1,982	$590,787	+23.8%	0.36%