EIGHT 31 FINANCIAL, LLC - Portfolio overview

EIGHT 31 FINANCIAL, LLC has 78 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 7.85%
2. IBTK - ISHARES TR, 5.94%
3. IBTI - ISHARES TR, 5.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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