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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 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFSU DIMENSIONAL ETF TRUST 24,442.0 $1.1M 0.32% NEW $46.63 +3.8%
22 LLY ELI LILLY & CO Healthcare 927.0 $1.1M 0.31% +201.0 +27.7% $1199.43 -2.2%
23 DFAE DIMENSIONAL ETF TRUST 22,163.0 $891K 0.25% $40.21 -1.0%
24 SPYM SPDR SERIES TRUST 10,043.0 $883K 0.25% NEW $87.88 +3.1%
25 AVIG AMERICAN CENTY ETF TR 20,936.0 $867K 0.24% -2K -10.0% $41.41 -1.6%
26 META META PLATFORMS INC Communication Services 1,518.0 $855K 0.24% +502.0 +49.4% $563.29 +2.6%
27 MU MICRON TECHNOLOGY INC Technology 695.0 $802K 0.23% NEW $1154.29 -19.2%
28 ITOT ISHARES TR 4,565.0 $750K 0.21% +397.0 +9.5% $164.27 +2.6%
29 AVGE AMERICAN CENTY ETF TR 7,410.0 $734K 0.21% +274.0 +3.8% $99.10 +2.3%
30 GOOG ALPHABET INC 1,938.0 $685K 0.19% +458.0 +30.9% $353.33
31 DFSD DIMENSIONAL ETF TRUST 12,800.0 $611K 0.17% +76.0 +0.6% $47.75 -1.0%
32 JPM JPMORGAN CHASE & CO Financial Services 1,810.0 $592K 0.17% +404.0 +28.7% $327.33 +9.3%
33 VV VANGUARD INDEX FDS 1,715.0 $590K 0.17% +951.0 +124.5% $343.91 +3.1%
34 AVGO BROADCOM INC Technology 1,524.0 $576K 0.16% +476.0 +45.4% $377.78 -2.4%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 668.0 $499K 0.14% +34.0 +5.4% $746.77 +3.0%
36 BERKSHIRE HATHAWAY INC DEL 996.0 $498K 0.14% +257.0 +34.8% $500.39
37 BNDX VANGUARD CHARLOTTE FDS 9,741.0 $472K 0.13% +1K +17.5% $48.43 -1.7%
38 XOM EXXON MOBIL CORP Energy 2,949.0 $403K 0.11% +1K +66.7% $136.72 +14.6%
39 INTC INTEL CORP Technology 2,675.0 $374K 0.10% NEW $139.63 -35.9%
40 VIG VANGUARD SPECIALIZED FUNDS 1,567.0 $371K 0.10% -116.0 -6.9% $236.62 +2.7%
Page 2 of 4  ·  70 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%