Institutions / Exeter Financial, LLC
Exeter Financial, LLC
CIK 1752045 · Institution · as of Dec 31, 2025
Portfolio value
$235.13M
Positions
97
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 97 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $13.13M | 5.6% |
| First Trust Enhanced Equity Income FundFFA | $12.64M | 5.4% |
| Vanguard Bd Index Fds | $10.83M | 4.6% |
| Apple Inc. | $10.78M | 4.6% |
| Microsoft Corp | $8.97M | 3.8% |
| Cisco Systems, Inc. | $6.50M | 2.8% |
| Aflac Inc | $6.23M | 2.6% |
| General Dynamics Corp | $6.09M | 2.6% |
| Johnson & Johnson | $5.81M | 2.5% |
| Mcdonald'S Corp | $5.47M | 2.3% |
| Schwab Strategic Tr | $5.35M | 2.3% |
| Emerson Electric Co | $5.05M | 2.1% |
| Dimensional ETF Trust | $4.74M | 2.0% |
| AbbVie Inc. | $4.67M | 2.0% |
| International Business Machines Corp | $4.65M | 2.0% |
| Pepsico Inc | $4.55M | 1.9% |
| Walmart Inc. | $4.43M | 1.9% |
| Chevron Corp | $4.13M | 1.8% |
| Royal Bk Cda | $4.05M | 1.7% |
| Amgen Inc | $4.01M | 1.7% |
| US Bancorp \De | $3.80M | 1.6% |
| Oracle Corp | $3.77M | 1.6% |
| Verizon Communications Inc | $3.69M | 1.6% |
| Alphabet Inc. | $3.66M | 1.6% |
| Target Corp | $3.59M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.