SEC 13F Intelligence

Managers / Q2 2026

ECLECTIC ASSOCIATES INC /ADV

CIK 0000743482 · 1440 NORTH HARBOR BLVD, STE 220, FULLERTON, CA, 92835 · 7147380220

Reported Value
$878M
Q2 2026
Positions
162
Filings on Record
23
2019–present window
Filed
Jul 7, 2026
original filing

Summary

Eclectic Associates Inc /Adv reported $878M in U.S.-listed holdings across 162 positions for Q2 2026.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $105MQ4 ’20Q1 ’21: $121MQ2 ’21: $133MQ3 ’21: $137MQ3 ’21Q4 ’21: $156MQ1 ’22: $157MQ2 ’22: $149MQ2 ’22Q3 ’22: $152MQ4 ’22: $205.5BQ1 ’23: $195MQ1 ’23Q2 ’23: $203MQ3 ’23: $197MQ4 ’23: $208MQ4 ’23Q1 ’24: $219MQ2 ’24: $225MQ3 ’24: $253MQ3 ’24Q4 ’24: $338MQ1 ’25: $373MQ2 ’25: $460MQ2 ’25Q3 ’25: $545MQ4 ’25: $641MQ1 ’26: $753MQ1 ’26Q2 ’26: $878Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$878M162Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$753M159Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$641M149Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$545M123Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$460M125Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$373M118Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$338M117Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$253M101Oct 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$225M90Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$219M89Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$208M86Jan 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$197M81Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$203M84Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$195M81Apr 7, 202313F-HRchanges · EDGAR ↗
Q4 2022$205.5B79Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$152M65Oct 12, 202213F-HRchanges · EDGAR ↗
Q2 2022$149M67Jul 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$157M73Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$156M76Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$137M67Oct 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$133M65Jul 15, 202113F-HRchanges · EDGAR ↗
Q1 2021$121M63Apr 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$105M58Jan 20, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.