Eagle Strategies LLC

CIK

1907666

Location

NEW YORK, NY

Portfolio Value

Micro $7,675,918

Diversification

Diversified

Filing Date

Global Rank

#4,591 / 8,588 ▲ 144

Top Industry

Semiconductors 19.9%

3Y Alpha vs SPY

+1.3%

Period ended 3 months ago

Filed Apr 20, 2026 · 58d

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

+82.5%

SPY

+76.8%

Annualised alpha

+1.3%

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

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

Top Position

8.0%

−0.1 pts

Top 5

31.4%

−1.5 pts

Top 10

47.0%

−2.1 pts

HHI

317

Diversified−19

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.7%	$56,693,521	25
Unclassified	23.7%	$39,909,584	9
Industrials	6.8%	$11,484,408	11
Consumer Cyclical	6.4%	$10,727,981	8
Communication Services	5.6%	$9,402,993	6
Financial Services	5.3%	$8,924,776	13
Basic Materials	4.6%	$7,675,918	5
Healthcare	4.3%	$7,166,896	9
Consumer Defensive	3.9%	$6,518,451	6
Utilities	3.5%	$5,904,336	8
Energy	1.9%	$3,130,387	3
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	$2,363,151
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	$547,670
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

5 positions · $7,675,918 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FCX	Freeport-Mcmoran Inc Basic Materials	Added	88,997	+35,150	$5,231,243	+91.3%	68.15%
MP	MP Materials Corp. / DE Basic Materials	NEW	23,889	NEW	$1,152,883	NEW	15.02%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	7,842	-3,462	$848,896	−24.8%	11.06%
KGC	Kinross Gold Corp Basic Materials	Added	7,680	+5	$234,393	+8.5%	3.05%
RIO	Rio Tinto PLC Basic Materials	Reduced	2,235	-1,485	$208,503	−30.0%	2.72%