Eclectic Associates Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $409 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $43.2M, Capital Group Intl Focus Equit with a value of $39.7M, Vanguard Dividend Appreciation with a value of $33.2M, Capital Group Growth ETF Shs C with a value of $26.7M, and Dimensional ETF Tr with a value of $18.3M.
Examining the 13F form we can see an increase of $78.3M in the current position value, from $331M to 409M.
Below you can find more details about Eclectic Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$409 Million
ETFs: $353 Million
Technology: $17.4 Million
Financial Services: $9.87 Million
Consumer Cyclical: $7.67 Million
Healthcare: $6.08 Million
Industrials: $4.5 Million
Consumer Defensive: $4.21 Million
Communication Services: $3.33 Million
Other: $2.27 Million
Stock Holdings Table Market Cap. of $200 Billions or more
