Eight 31 Financial LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $16B, High Peak Energy, Inc. with a value of $10.7B, Vanguard Index Fds S&P 500 ETF with a value of $10.6B, Ishares Tr Ibonds Dec 2029 Tre with a value of $8.21B, and Ishares Tr Ibonds Dec 2028 Ter with a value of $8.17B.

Examining the 13F form we can see an increase of $23B in the current position value, from $133B to 156B.

Eight 31 Financial LLC is based out at Midland, TX

Below you can find more details about Eight 31 Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Billion
ETFs: $109 Billion
Energy: $26.8 Billion
Technology: $9.68 Billion
Financial Services: $3.77 Billion
Consumer Defensive: $1.28 Billion
Consumer Cyclical: $490 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $156 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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