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Portfolio (Quarterly) Guide ↗

Exeter Financial, LLC

· CIK 0001752045
13F Portfolio $235M AUM 97 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New
Page 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 3,828.0 $307K 0.13% NEW $80.28 +9.4%
82 V VISA INC Financial Services 827.0 $290K 0.12% NEW $350.56 -6.8%
83 VTI VANGUARD INDEX FDS 860.0 $288K 0.12% NEW $335.43 +10.0%
84 HRL HORMEL FOODS CORP Consumer Defensive 12,043.0 $285K 0.12% NEW $23.70 -11.9%
85 META META PLATFORMS INC Communication Services 427.0 $282K 0.12% NEW $660.09 -7.7%
86 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 450.0 $271K 0.12% NEW $603.28 +12.7%
87 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,568.0 $259K 0.11% NEW $100.87 -2.0%
88 DCOR DIMENSIONAL ETF TRUST 3,508.0 $258K 0.11% NEW $73.64 +10.6%
89 NVO NOVO-NORDISK A S Healthcare 4,895.0 $249K 0.11% NEW $50.88 -12.8%
90 VXUS VANGUARD STAR FDS 3,141.0 $237K 0.10% NEW $75.44 +14.1%
91 SGOV ISHARES TR 2,193.0 $220K 0.09% NEW $100.38 +0.3%
92 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,046.0 $218K 0.09% NEW $53.94 +7.8%
93 AVEM AMERICAN CENTY ETF TR 2,802.0 $216K 0.09% NEW $77.02 +25.7%
94 VEA VANGUARD TAX-MANAGED FDS 3,441.0 $215K 0.09% NEW $62.47 +14.8%
95 CLX CLOROX CO DEL Consumer Defensive 2,117.0 $213K 0.09% NEW $100.83 -4.7%
96 CAT CATERPILLAR INC Industrials 369.0 $211K 0.09% NEW $572.15 +58.3%
97 TRIN TRINITY CAP INC Financial Services 10,872.0 $159K 0.07% NEW $14.65 +15.0%
Page 5 of 5  ·  97 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.6%
Technology 20.5%
Consumer Defensive 14.8%
Industrials 14.5%
Healthcare 11.8%
Energy 5.5%
Consumer Cyclical 4.7%
Communication Services 4.6%
Basic Materials 2.0%
Utilities 0.2%