Eagle Strategies LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q2 2026
Holdings value ($000)
1,006,393
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/21/2026 273 1,006,393 13F-HR Eagle Strategies LLC
Q1 2026 4/20/2026 258 837,082 13F-HR Eagle Strategies LLC
Q4 2025 1/23/2026 247 782,965 13F-HR Eagle Strategies LLC
Q3 2025 10/21/2025 239 747,337 13F-HR Eagle Strategies LLC
Q2 2025 7/23/2025 226 656,197 13F-HR Eagle Strategies LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 204.6 K 20.3% 30.32 K 0 30.32 K
ETFs 800.2 K 79.5% 138.8 K 0 138.8 K
Debt 1.412 K 0.1% 0 6 -6
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
1,006,393
Holdings
273
QoQ value change ($000)
169,311 (20.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.