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Portfolio (Quarterly) Guide ↗

Eaton-Cambridge Inc.

· CIK 0002011052
13F Portfolio $305M AUM 45 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 20 Added 15 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 2,554,389.0 $101.1M 33.18% +39K +1.5% $39.59 +10.1%
2 VCSH VANGUARD SCOTTSDALE FDS 618,534.0 $49.3M 16.18% +45K +7.9% $79.73 -1.1%
3 DFIC DIMENSIONAL ETF TRUST 1,258,671.0 $43.4M 14.23% +37K +3.1% $34.46 +10.0%
4 BND VANGUARD BD INDEX FDS 507,753.0 $37.6M 12.34% +43K +9.3% $74.07 -1.4%
5 DFEM DIMENSIONAL ETF TRUST 650,541.0 $21.5M 7.06% +19K +2.9% $33.08 +20.1%
6 NVDA NVIDIA CORPORATION Technology 18,445.0 $3.4M 1.13% +131.0 +0.7% $186.50 +15.5%
7 AAPL APPLE INC Technology 11,518.0 $3.1M 1.03% +303.0 +2.7% $271.86 +13.6%
8 VTEB VANGUARD MUN BD FDS 49,646.0 $2.5M 0.82% +23K +87.2% $50.29 -0.8%
9 VTES VANGUARD WELLINGTON FD 20,104.0 $2.0M 0.67% +7K +49.6% $101.57 -0.7%
10 AMZN AMAZON COM INC Consumer Cyclical 5,276.0 $1.2M 0.40% +251.0 +5.0% $230.82 +15.4%
11 MSFT MICROSOFT CORP Technology 2,206.0 $1.1M 0.35% +157.0 +7.7% $483.62 -13.5%
12 LLY ELI LILLY & CO Healthcare 726.0 $780K 0.26% +29.0 +4.2% $1074.68 -0.9%
13 GOOGL ALPHABET INC Communication Services 2,434.0 $762K 0.25% +73.0 +3.1% $313.00 +22.4%
14 META META PLATFORMS INC Communication Services 1,016.0 $671K 0.22% +41.0 +4.2% $660.09 -7.5%
15 GOOG ALPHABET INC Communication Services 1,480.0 $464K 0.15% +57.0 +4.0% $313.80 +20.9%
16 JPM JPMORGAN CHASE & CO. Financial Services 1,406.0 $453K 0.15% +54.0 +4.0% $322.22 -4.9%
17 BERKSHIRE HATHAWAY INC DEL 739.0 $371K 0.12% +20.0 +2.8% $502.65
18 AVGO BROADCOM INC Technology 1,048.0 $363K 0.12% +63.0 +6.4% $346.12 +19.7%
19 UPS UNITED PARCEL SERVICE INC Industrials 3,235.0 $321K 0.10% +135.0 +4.3% $99.19 +1.8%
20 V VISA INC Financial Services 644.0 $226K 0.07% +19.0 +3.0% $350.71 -6.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.0%
Communication Services 13.5%
Financial Services 10.0%
Consumer Cyclical 8.7%
Healthcare 7.0%
Industrials 2.3%
Energy 1.5%