AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: Eagle Strategies LLC
1. Portfolio Overview
Eagle Strategies LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 92.6%, growing from $406.45 million to $782.97 million. This near-doubling of assets under management (AUM) suggests substantial capital inflows or a strategic shift toward a more asset-heavy model. The portfolio consists of **247 h...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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