Eagle Strategies LLC
•CIK: 1907666•Filing: Q4 2025
**Eagle Strategies LLC** manages $783M across a diversified portfolio of 247 positions. The fund exhibits a notable concentration in growth and sector-specific equities, highlighted by the top holdings in SPYM ($71.5M) and SPYG ($29.5M). Further allocations include significant positions in IHDG ($28.6M) and FNDX ($28.2M). This structure suggests a tactical, growth-oriented mandate targeting high-beta and thematic market opportunities.
Total AUM
$783.0M
QoQ Performance
+4.8%
Positions
134
Top 10 Concentration
33.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPYM9.1%
SPYG3.8%
IHDG3.7%
FNDX3.6%
VUG2.4%
PAVE2.3%
DGRO2.2%
SPHQ2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.6%
Technology6.4%
ETF5.3%
Consumer1.5%
Financial0.9%
Healthcare0.8%
Industrial0.5%
Materials0.4%
🚪 Exited Positionssold since Q3 2025
+40 more exited positions
Changes from Q3 2025
NEW6 new positions
↑125 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023