Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EIGHT 31 FINANCIAL, LLC (CIK 2011328) reported $165.6M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($13.1M, 7.93%), IBTK ($9.9M, 5.99%), IBTI ($9.3M, 5.61%), IBTJ ($9.3M, 5.61%), XOM ($9.2M, 5.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $13.1M | 7.93% | 21,966 | Added |
| 2 | IBTK | ISHARES TR | $9.9M | 5.99% | 503,072 | Trimmed |
| 3 | IBTI | ISHARES TR | $9.3M | 5.61% | 417,173 | Trimmed |
| 4 | IBTJ | ISHARES TR | $9.3M | 5.61% | 424,929 | Trimmed |
| 5 | XOM | EXXON MOBIL CORP | $9.2M | 5.56% | 54,281 | Trimmed |
| 6 | IBDS | ISHARES TR | $8.0M | 4.82% | 329,125 | Trimmed |
| 7 | IBTH | ISHARES TR | $8.0M | 4.82% | 355,656 | Trimmed |
| 8 | IBDT | ISHARES TR | $7.9M | 4.80% | 313,680 | Trimmed |
| 9 | IBDV | ISHARES TR | $7.9M | 4.78% | 361,225 | Trimmed |
| 10 | AOR | ISHARES TR | $7.1M | 4.28% | 110,112 | Added |
| 11 | IDEV | ISHARES TR | $6.7M | 4.04% | 80,110 | Added |
| 12 | AAPL | APPLE INC | $6.6M | 3.97% | 25,886 | Hold |
| 13 | IUSB | ISHARES TR | $6.0M | 3.64% | 130,615 | Trimmed |
| 14 | AGG | ISHARES TR | $5.4M | 3.27% | 54,592 | Trimmed |
| 15 | TFIN | TRIUMPH FINANCIAL INC | $5.3M | 3.23% | 89,525 | Hold |
| 16 | IBDU | ISHARES TR | $4.0M | 2.39% | 170,378 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $2.5M | 1.52% | 6,800 | Added |
| 18 | IEMG | ISHARES INC | $2.5M | 1.50% | 35,650 | Added |
| 19 | VNOM | VIPER ENERGY INC | $2.4M | 1.45% | 51,126 | Added |
| 20 | HPK | HIGHPEAK ENERGY INC | $2.3M | 1.40% | 335,023 | Trimmed |
| 21 | IBHF | ISHARES TR | $2.3M | 1.39% | 100,477 | Trimmed |
| 22 | IBHG | ISHARES TR | $2.3M | 1.39% | 104,342 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $1.9M | 1.18% | 11,180 | Trimmed |
| 24 | EOG | EOG RES INC | $1.6M | 0.99% | 11,388 | Trimmed |
| 25 | IBTL | ISHARES TR | $1.3M | 0.80% | 65,178 | Added |
Source: SEC Form 13F filings · as of 2026-03-31