EIGHT 31 FINANCIAL, LLC has disclosed 64 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $156.00 Mil. The turnover rate is 52%.
In EIGHT 31 FINANCIAL, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
iShares Core U.S. Aggregate Bond ETF (AGG), HighPeak Energy Inc (HPK), Vanguard S&P 500 ETF (VOO), iShares iBonds Dec 2029 Term Treasury ETF (IBTJ), iShares iBonds Dec 2028 Term Treasury ETF (IBTI), not including call and put options.
EIGHT 31 FINANCIAL, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for EIGHT 31 FINANCIAL, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for EIGHT 31 FINANCIAL, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for EIGHT 31 FINANCIAL, LLC.