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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK SELECT SECTOR SPDR TR 1,331.0 $254K 0.07% NEW $190.52 -2.5%
62 UNH UNITEDHEALTH GROUP INC Healthcare 610.0 $254K 0.07% NEW $415.63 -5.5%
63 MA MASTERCARD INCORPORATED Financial Services 462.0 $237K 0.07% NEW $513.60 +15.9%
64 MRK MERCK & CO INC Healthcare 1,753.0 $225K 0.06% NEW $128.50 +15.4%
65 CSCO CISCO SYS INC Technology 1,912.0 $225K 0.06% NEW $117.46 -6.4%
66 EBAY EBAY INC. Consumer Cyclical 1,975.0 $221K 0.06% NEW $111.75 -5.5%
67 VOO VANGUARD INDEX FDS 321.0 $220K 0.06% NEW $686.81 +3.0%
68 DFCF DIMENSIONAL ETF TRUST 5,102.0 $215K 0.06% +380.0 +8.1% $42.21 -1.6%
69 GLW CORNING INC Technology 815.0 $208K 0.06% NEW $255.43 -41.7%
70 AMAT APPLIED MATLS INC Technology 283.0 $205K 0.06% NEW $723.00 -36.1%
Page 4 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%