EIGHT 31 FINANCIAL, LLC

CIK: 0002011328SEC EDGAR →

Portfolio Value

$182.3B

Holdings

70

As of

Q4 2025

New Positions

16

Closed Positions

7

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

242,599$24.2B
13.29%
2

VANGUARD INDEX FDS

21,644$13.6B
7.44%
3

ISHARES TR

510,993$10.1B
5.56%
4

ISHARES TR

424,922$9.5B
5.21%
5

ISHARES TR

432,713$9.5B
5.21%
6

ISHARES TR

337,111$8.2B
4.49%
7

ISHARES TR

364,303$8.2B
4.49%
8

ISHARES TR

321,261$8.2B
4.48%
9

ISHARES TR

369,742$8.2B
4.47%
10

ISHARES TR

109,553$7.1B
3.91%

Quarterly Changes

Top Buys

AGG↑ Increased
$655.8M
IBDT↑ Increased
$540.9M
IBDV↑ Increased
$537.4M
IBDS↑ Increased
$537.1M
IBTH↑ Increased
$536.9M

Top Sells

KRP↓ Decreased
$326.5M
WMBCLOSED
$269.1M
DMLPCLOSED
$252.9M
NOWCLOSED
$230.1M
PBCLOSED
$219.0M

New Positions (1)

$323.0M · 474 shares

Closed Positions (5)

$269.1M · 4K shares
$252.9M · 10K shares
$230.1M · 250 shares
$219.0M · 3K shares
$212.6M · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services36$139.1B76.3%
Energy13$15.4B8.5%
Technology6$13.2B7.3%
Unknown3$10.0B5.5%
Communication Services4$1.7B0.9%
Consumer Defensive3$1.3B0.7%
Consumer Cyclical2$1.1B0.6%
Real Estate2$263.0M0.1%
Basic Materials1$220.0M0.1%