Eagle Bluffs Wealth Management LLC
Top Portfolio Positions
63 positions ·
$192,431,788 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BBN |
BlackRock Taxable Municipal Bond Trust
Financial Services
|
2,202,048 | $35,607,116 | 18.50% | |
| NBB |
Nuveen Taxable Municipal Income Fund
Financial Services
|
891,543 | $13,961,563 | 7.26% | |
| VRT |
Vertiv Holdings Co
Industrials
|
43,608 | $10,927,292 | 5.68% | |
| NVDA |
Nvidia Corp
Technology
|
60,876 | $10,616,774 | 5.52% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
741,692 | $8,529,458 | 4.43% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
678,395 | $7,618,375 | 3.96% | |
| TYG |
Tortoise Energy Infrastructure Corp
Financial Services
|
151,236 | $7,539,114 | 3.92% | |
| KLAC |
Kla Corp
Technology
|
5,084 | $7,485,732 | 3.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,864 | $5,999,651 | 3.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
39,755 | $4,940,751 | 2.57% |
Portfolio Trend
18 quarters · across all stocks
Holdings in TYG
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,539,114 | 151,236 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,113,813 | 149,482 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,701,172 | 85,894 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,699,619 | 84,293 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,600,142 | 83,627 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,517,584 | 83,752 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,156,692 | 105,903 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,662,675 | 105,038 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,087,630 | 99,891 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,693,591 | 93,625 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,538,836 | 87,849 | Shares | Sole | 2023-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||