EIGHT 31 FINANCIAL, LLC

CIK: 0002011328Latest portfolio: $182.3M · Q4 2025

Holdings

70

Total Value

$182.3M

New Positions

1

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
AGGISHARES TR
242,599$24.2M13.29%+7K
2
VOOVANGUARD INDEX FDS
21,644$13.6M7.44%+124
3
IBTKISHARES TR
510,993$10.1M5.56%+21K
4
IBTIISHARES TR
424,922$9.5M5.21%+21K
5
IBMSISHARES TR
432,713$9.5M5.21%+21K
6
IBTHISHARES TR
364,303$8.2M4.49%+25K
7
IBDSISHARES TR
337,111$8.2M4.49%+23K
8
IBDTISHARES TR
321,261$8.2M4.48%+22K
9
IBDVISHARES TR
369,742$8.2M4.47%+26K
10
AORISHARES TR
109,553$7.1M3.91%+2K
11
AAPLAPPLE INC
25,886$7.0M3.86%
12
XOMEXXON MOBIL CORP
55,324$6.7M3.65%+14
13
IDEVISHARES TR
78,858$6.5M3.57%-993
14
IUSBISHARES TR
130,882$6.1M3.34%+1K
15
TFINTRIUMPH FINANCIAL INC
89,525$5.6M3.07%
16
IBDUISHARES TR
174,442$4.1M2.24%+12K
17
MSFTMICROSOFT CORP
6,789$3.3M1.80%+9
18
IBHGISHARES TR
106,201$2.4M1.30%+5K
19
IBHFISHARES TR
102,194$2.4M1.29%+5K
20
IEMGISHARES INC
35,007$2.4M1.29%+231
21
NVDANVIDIA CORPORATION
11,188$2.1M1.14%
22
VNOMVIPER ENERGY INC
51,087$2.0M1.08%+53
23
HPKHIGHPEAK ENERGY INC
335,223$1.6M0.87%
24
IBTLISHARES TR
64,218$1.3M0.72%-4,698
25
EOGEOG RES INC
11,424$1.2M0.66%

Quarterly Changes

New Positions

Closed Positions

  • WMBCLOSED
    $269.1M
  • DMLPCLOSED
    $252.9M
  • NOWCLOSED
    $230.1M
  • PBCLOSED
    $219.0M
  • PANWCLOSED
    $212.6M

Increased Positions

NameSharesChange
IBDV370K+26K
IBTH364K+25K
IBDS337K+23K
IBDT321K+22K
IBMS433K+21K
IBTK511K+21K
IBTI425K+21K
IBDU174K+12K
AGG243K+7K
IBHG106K+5K

Decreased Positions

NameSharesChange
KRP25K-20893
IBTL64K-4698
EFA8K-1044
IDEV79K-993
AOM21K-423
DVN10K-199
IWF2K-181
CVX4K-35
IWO902-16
IBHF102K5K

Sector Breakdown

Financial Services0.0% ($2.4230135731014095e+121T)
Energy0.0% ($6.6571973158812e+33T)
Technology0.0% ($703732832086.3T)
Communication Services0.0% ($605.6T)
Unknown0.0% ($9.5T)
Consumer Defensive0.0% ($668.5B)
Consumer Cyclical0.0% ($750.3M)
Real Estate0.0% ($17.9M)
Basic Materials0.0% ($220K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$182.3M70
Q3 2025Nov 13, 2025$177.4B74
Q2 2025Aug 14, 2025$151.5B65
Q1 2025May 15, 2025$156.2B64
Q4 2024Feb 14, 2025$133.2B62

Fund Information

CIK0002011328
Most Recent FilingFeb 12, 2026
Number of Filings5

EIGHT 31 FINANCIAL, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $182.3M across 70 holdings. The largest position is ISHARES TR (AGG), representing 13.3% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.