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EA Series Trust

SEC CIK
0001592900
Latest filing
Jul 27, 2023

The latest 13F from EA Series Trust covers Q2 2023 (filed Jul 27, 2023): 1,118 long positions worth $2.84B. The top 10 holdings make up 16.3% of the portfolio, and the largest is Ea Series Trust at 3.6%. Livermore has 1 filing on Form 13F from this institution, going back to Q2 2023.

What changed in Q2 2023

The five largest holdings this quarter.

EA Series Trust did not file a 13F for Q1 2023, so this quarter cannot be compared with the previous one.

Top 5 holdings

Share of this quarter's portfolio value

  1. Ea Series Trust02072L565
    3.6%$102.5M
  2. XOMExxonMobil Holdings Corp
    3.1%$86.8MHistory
  3. CVXChevron Corp
    2.2%$62.9MHistory
  4. iShares Tr46436E718
    1.9%$54.0M
  5. MSFTMicrosoft Corp
    1.4%$38.9MHistory

Metrics

13F metrics for Q2 2023, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.84B
No prior quarter to compare
Positions
1,118
No prior quarter to compare
Top 10 concentration
16.3%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2023), so positions held before then are understated.

13F filings by quarter

Only Q2 2023 so far.

13F filings of EA Series Trust by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2023Jul 27, 20231,118$2.84BEa Series TrustXOMCVX–SEC