CIK 1752045
Exeter Financial, LLC
Institutional 13F holdings & portfolio
Holdings
97
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 97
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ICSH | ISHARES TR | 260K | $1M+ | SH |
| FFA | FIRST TR ENHANCED EQUITY INC | 574K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 137K | $1M+ | SH |
| AAPL | APPLE INC | 40K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 19K | $1M+ | SH |
| CSCO | CISCO SYS INC | 84K | $1M+ | SH |
| AFL | AFLAC INC | 56K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 18K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 28K | $1M+ | SH |
| MCD | MCDONALDS CORP | 18K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 195K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 38K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 101K | $1M+ | SH |
| ABBV | ABBVIE INC | 20K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 16K | $1M+ | SH |
| PEP | PEPSICO INC | 32K | $1M+ | SH |
| WMT | WALMART INC | 40K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 27K | $1M+ | SH |
| RY | ROYAL BK CDA | 24K | $1M+ | SH |
| AMGN | AMGEN INC | 12K | $1M+ | SH |
| USB | US BANCORP DEL | 71K | $1M+ | SH |
| ORCL | ORACLE CORP | 19K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 90K | $1M+ | SH |
| GOOGL | ALPHABET INC | 12K | $1M+ | SH |
| TGT | TARGET CORP | 37K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 65K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 92K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 19K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 11K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 14K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 38K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 28K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 10K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 21K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 5K | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| KO | COCA COLA CO | 29K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 21K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 8K | $1M+ | SH |
| PSX | PHILLIPS 66 | 15K | $1M+ | SH |
| GIS | GENERAL MLS INC | 40K | $1M+ | SH |
| CB | CHUBB LIMITED | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 12K | $1M+ | SH |
| RTX | RTX CORPORATION | 9K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 11K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 7K | $1M+ | SH |
| CAG | CONAGRA BRANDS INC | 91K | $1M+ | SH |
| PAYX | PAYCHEX INC | 13K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 25K | $1M+ | SH |