Eaton Financial Holdings Company, LLC
Top Portfolio Positions
76 positions ·
$125,822,406 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
38,152 | $9,682,596 | 7.70% | |
| NVDA |
Nvidia Corp
Technology
|
44,679 | $7,792,017 | 6.19% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
213,600 | $7,569,984 | 6.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,416 | $7,308,624 | 5.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,240 | $6,430,741 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
12,437 | $4,603,804 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,584 | $4,495,299 | 3.57% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
71,748 | $4,235,284 | 3.37% | |
| AVGO |
Broadcom Inc.
Technology
|
12,385 | $3,833,281 | 3.05% | |
| POWL |
Powell Industries Inc
Industrials
|
6,998 | $3,786,477 | 3.01% |
Portfolio Trend
13 quarters · across all stocks
Holdings in FBTC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,235,284 | 71,748 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,430,625 | 71,240 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,872,824 | 48,821 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,075,164 | 32,718 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,343,127 | 32,557 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,668,897 | 44,973 | Shares | Sole | 2025-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||