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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 668.0 $499K 0.14% +34.0 +5.4% $746.77 +3.0%
22 BERKSHIRE HATHAWAY INC DEL 996.0 $498K 0.14% +257.0 +34.8% $500.39
23 BNDX VANGUARD CHARLOTTE FDS 9,741.0 $472K 0.13% +1K +17.5% $48.43 -1.7%
24 XOM EXXON MOBIL CORP Energy 2,949.0 $403K 0.11% +1K +66.7% $136.72 +14.6%
25 VCIT VANGUARD SCOTTSDALE FDS 3,900.0 $322K 0.09% +163.0 +4.4% $82.65 -1.8%
26 IVV ISHARES TR 428.0 $321K 0.09% +29.0 +7.3% $748.89 +3.2%
27 V VISA INC Financial Services 882.0 $303K 0.09% +238.0 +37.0% $343.09 +11.2%
28 GLD SPDR GOLD TR Financial Services 755.0 $278K 0.08% +22.0 +3.0% $368.38 +11.0%
29 VUG VANGUARD INDEX FDS 3,194.0 $275K 0.08% +3K +622.6% $86.14 +2.8%
30 ABBV ABBVIE INC Healthcare 1,050.0 $264K 0.07% +145.0 +16.0% $251.64 +1.5%
31 DFCF DIMENSIONAL ETF TRUST 5,102.0 $215K 0.06% +380.0 +8.1% $42.21 -1.6%
Page 2 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%