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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 349.0 $353K 0.10% NEW $1011.16 +2.3%
42 DFSI DIMENSIONAL ETF TRUST 7,384.0 $333K 0.09% NEW $45.10 +4.7%
43 VBIL VANGUARD INSTL INDEX FD 4,371.0 $331K 0.09% -241.0 -5.2% $75.68 +0.0%
44 DUSB DIMENSIONAL ETF TRUST 6,495.0 $330K 0.09% $50.78 -0.0%
45 VCIT VANGUARD SCOTTSDALE FDS 3,900.0 $322K 0.09% +163.0 +4.4% $82.65 -1.8%
46 IVV ISHARES TR 428.0 $321K 0.09% +29.0 +7.3% $748.89 +3.2%
47 CAT CATERPILLAR INC Industrials 288.0 $307K 0.09% NEW $1064.90 -24.9%
48 V VISA INC Financial Services 882.0 $303K 0.09% +238.0 +37.0% $343.09 +11.2%
49 WMT WALMART INC Consumer Defensive 2,528.0 $286K 0.08% NEW $113.26 -9.0%
50 VCEB VANGUARD WORLD FD 4,556.0 $286K 0.08% NEW $62.76 -1.9%
51 GLD SPDR GOLD TR Financial Services 755.0 $278K 0.08% +22.0 +3.0% $368.38 +11.0%
52 VUG VANGUARD INDEX FDS 3,194.0 $275K 0.08% +3K +622.6% $86.14 +2.8%
53 HD HOME DEPOT INC Consumer Cyclical 780.0 $275K 0.08% NEW $352.68 -6.4%
54 KLAC KLA CORP Technology 897.0 $271K 0.08% NEW $301.71 -41.8%
55 WDC WESTERN DIGITAL CORP Technology 422.0 $270K 0.08% NEW $638.72 -28.1%
56 JNJ JOHNSON & JOHNSON Healthcare 1,058.0 $269K 0.08% NEW $253.98 +5.5%
57 ABBV ABBVIE INC Healthcare 1,050.0 $264K 0.07% +145.0 +16.0% $251.64 +1.5%
58 SNDK SANDISK CORP Technology 115.0 $261K 0.07% NEW $2273.73 -34.7%
59 LRCX LAM RESEARCH CORP Technology 597.0 $259K 0.07% NEW $433.33 -30.3%
60 AMD ADVANCED MICRO DEVICES INC Technology 444.0 $258K 0.07% NEW $580.91 -19.9%
Page 3 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%