BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFGX DIMENSIONAL ETF TRUST 372,058.0 $19.9M 5.61% NEW $53.59 -3.1%
2 DFSU DIMENSIONAL ETF TRUST 24,442.0 $1.1M 0.32% NEW $46.63 +3.8%
3 SPYM SPDR SERIES TRUST 10,043.0 $883K 0.25% NEW $87.88 +3.1%
4 MU MICRON TECHNOLOGY INC Technology 695.0 $802K 0.23% NEW $1154.29 -19.2%
5 INTC INTEL CORP Technology 2,675.0 $374K 0.10% NEW $139.63 -35.9%
6 GS GOLDMAN SACHS GROUP INC Financial Services 349.0 $353K 0.10% NEW $1011.16 +2.3%
7 DFSI DIMENSIONAL ETF TRUST 7,384.0 $333K 0.09% NEW $45.10 +4.7%
8 CAT CATERPILLAR INC Industrials 288.0 $307K 0.09% NEW $1064.90 -24.9%
9 WMT WALMART INC Consumer Defensive 2,528.0 $286K 0.08% NEW $113.26 -9.0%
10 VCEB VANGUARD WORLD FD 4,556.0 $286K 0.08% NEW $62.76 -1.9%
11 HD HOME DEPOT INC Consumer Cyclical 780.0 $275K 0.08% NEW $352.68 -6.4%
12 KLAC KLA CORP Technology 897.0 $271K 0.08% NEW $301.71 -41.8%
13 WDC WESTERN DIGITAL CORP Technology 422.0 $270K 0.08% NEW $638.72 -28.1%
14 JNJ JOHNSON & JOHNSON Healthcare 1,058.0 $269K 0.08% NEW $253.98 +5.5%
15 SNDK SANDISK CORP Technology 115.0 $261K 0.07% NEW $2273.73 -34.7%
16 LRCX LAM RESEARCH CORP Technology 597.0 $259K 0.07% NEW $433.33 -30.3%
17 AMD ADVANCED MICRO DEVICES INC Technology 444.0 $258K 0.07% NEW $580.91 -19.9%
18 XLK SELECT SECTOR SPDR TR 1,331.0 $254K 0.07% NEW $190.52 -2.5%
19 UNH UNITEDHEALTH GROUP INC Healthcare 610.0 $254K 0.07% NEW $415.63 -5.5%
20 MA MASTERCARD INCORPORATED Financial Services 462.0 $237K 0.07% NEW $513.60 +15.9%
Page 1 of 2  ·  26 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%