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Portfolio (Quarterly) Guide ↗

Eaton-Cambridge Inc.

· CIK 0002011052
13F Portfolio $356M AUM 70 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 New 31 Added 8 Reduced 1 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 2,605,730.0 $115.6M 32.49% +51K +2.0% $44.36 +2.8%
2 DFIC DIMENSIONAL ETF TRUST 1,303,889.0 $48.6M 13.66% +45K +3.6% $37.26 +5.3%
3 NVDA NVIDIA CORPORATION Technology 22,870.0 $4.6M 1.29% +4K +24.0% $200.09 +8.7%
4 AAPL APPLE INC Technology 14,630.0 $4.2M 1.19% +3K +27.0% $289.36 +10.5%
5 VTEB VANGUARD MUN BD FDS 66,144.0 $3.3M 0.94% +16K +33.2% $50.58 -2.3%
6 VTES VANGUARD WELLINGTON FD 25,374.0 $2.6M 0.72% +5K +26.2% $101.31 -0.5%
7 AVEM AMERICAN CENTY ETF TR 25,790.0 $2.5M 0.70% +9K +49.2% $96.49 -1.8%
8 DFAI DIMENSIONAL ETF TRUST 55,949.0 $2.3M 0.65% +1K +2.4% $41.25 +4.7%
9 AMZN AMAZON COM INC Consumer Cyclical 8,214.0 $2.0M 0.55% +3K +55.7% $238.34 +11.8%
10 MSFT MICROSOFT CORP Technology 3,694.0 $1.4M 0.39% +1K +67.5% $373.02 +37.7%
11 GOOGL ALPHABET INC Communication Services 3,821.0 $1.4M 0.38% +1K +57.0% $357.37 -3.0%
12 LLY ELI LILLY & CO Healthcare 927.0 $1.1M 0.31% +201.0 +27.7% $1199.43 -2.2%
13 META META PLATFORMS INC Communication Services 1,518.0 $855K 0.24% +502.0 +49.4% $563.29 +2.6%
14 ITOT ISHARES TR 4,565.0 $750K 0.21% +397.0 +9.5% $164.27 +2.6%
15 AVGE AMERICAN CENTY ETF TR 7,410.0 $734K 0.21% +274.0 +3.8% $99.10 +2.3%
16 GOOG ALPHABET INC 1,938.0 $685K 0.19% +458.0 +30.9% $353.33
17 DFSD DIMENSIONAL ETF TRUST 12,800.0 $611K 0.17% +76.0 +0.6% $47.75 -1.0%
18 JPM JPMORGAN CHASE & CO Financial Services 1,810.0 $592K 0.17% +404.0 +28.7% $327.33 +9.3%
19 VV VANGUARD INDEX FDS 1,715.0 $590K 0.17% +951.0 +124.5% $343.91 +3.1%
20 AVGO BROADCOM INC Technology 1,524.0 $576K 0.16% +476.0 +45.4% $377.78 -2.4%
Page 1 of 2  ·  31 positions

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 58.0%
Consumer Cyclical 10.2%
Financial Services 9.4%
Communication Services 9.3%
Healthcare 8.9%
Energy 1.7%
Industrials 1.3%
Consumer Defensive 1.2%