Eagle Strategies LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
258
Total value ($000)
$837,082
Net value change ($000)
+54,117 (6.9%)
New positions
22
Sold out positions
11
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQM 23,090 853.6%
IWM 8,809 NEW
VO 8,456 222.9%
VOO 6,290 43.7%
VYM 4,347 96.0%
IFRA 4,103 1213.9%
DTCR 3,913 931.7%
IEMG 3,682 454.0%
FCX 2,496 91.3%
IYW 2,063 76.5%
Top Reduces (Value $000, Stocks/ETFs)
SPHQ -8,792 -53.8%
VOT -5,627 -34.6%
IVV -3,439 -24.7%
MOAT -2,531 -33.6%
ADBE -2,494 -100.0%
TDIV -2,405 -88.1%
SPYG -2,187 -7.4%
DGRO -2,042 -11.7%
CRM -2,031 -51.0%
BLOK -2,021 -45.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type