Portfolio (Quarterly) Guide ↗

Exeter Financial, LLC

· CIK 0001752045

13F Portfolio $245M AUM 98 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 44 Added 18 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CLX	CLOROX CO DEL	Consumer Defensive	2,117	$213K	0.09%	SOLD

Sector Allocation

Financial Services 19.7%

Technology 18.0%

Consumer Defensive 15.8%

Industrials 14.4%

Healthcare 12.1%

Energy 7.5%

Consumer Cyclical 4.9%

Communication Services 4.8%

Basic Materials 2.7%

Utilities 0.2%