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Eaton-Cambridge Inc. Top Holdings and 13F Report (2025)

About Eaton-Cambridge Inc.

Investment Activity

  • Eaton-Cambridge Inc. has $265.00 million in total holdings as of June 30, 2025.
  • Eaton-Cambridge Inc. owns shares of 38 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 6.68% of the portfolio was purchased this quarter.
  • About 0.22% of the portfolio was sold this quarter.
  • This quarter, Eaton-Cambridge Inc. has purchased 34 new stocks and bought additional shares in 22 stocks.
  • Eaton-Cambridge Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

11135F101 - Broadcom
$268,483 Holding
64110L106 - Netflix
$255,774 Holding
02079K107 - Alphabet
$243,379 Holding
437076102 - Home Depot
$204,218 Holding
922908736 - Vanguard Growth ETF
$202,102 Holding

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF
202,550 shares (about $7.26M)
Dimensional International Core Equity 2 ETF
87,965 shares (about $2.73M)
Vanguard Short-Term Corporate Bond ETF
19,175 shares (about $1.52M)
Vanguard Total Bond Market ETF
20,323 shares (about $1.50M)

Largest Sales this Quarter

Avantis Core Fixed Income ETF
6,463 shares (about $268.99K)
Avantis All Equity Markets ETF
400 shares (about $30.99K)
Dimensional Core Fixed Income ETF
387 shares (about $16.35K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEaton-Cambridge Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$90,182,053$7,259,393 8.8%2,516,24034.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$43,180,297$1,524,414 3.7%543,14816.3%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$37,885,475$2,734,833 7.8%1,218,57414.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$31,430,502$1,496,382 5.0%426,87111.9%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$18,428,022$1,669,055 10.0%620,8907.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$13,585,779$622,833 4.8%172,6275.1%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$5,128,209$199,724 4.1%50,8651.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,992,501$185,481 6.6%18,9411.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,289,085$44,727 2.0%11,1570.9%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,024,350$1,798 -0.1%58,5580.8%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$1,767,717$5,032 0.3%37,5870.7%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,433,056$44,998 3.2%19,3630.5%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$1,372,669$268,990 -16.4%32,9810.5%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,250,924$145,236 13.1%18,2510.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,094,756$89,511 8.9%4,9900.4%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,079,297$77,958 7.8%22,0130.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,072,2640.0%9,7390.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,019,193$61,181 6.4%2,0490.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$711,519$231,760 48.3%9640.3%Computer and Technology
AVGE
Avantis All Equity Markets ETF
$668,730$30,992 -4.4%8,6310.3%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$641,621$116 0.0%22,1630.2%ETF
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$576,8150.0%5,7150.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$562,8350.0%4,1680.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$543,332$3,898 0.7%6970.2%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$406,563$63,972 18.7%2,3070.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$390,509$17,685 4.7%1,3470.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$354,4880.0%1,7320.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$338,096$9,715 3.0%6960.1%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$324,421$14,333 4.6%3,2140.1%Transportation
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$319,1430.0%5140.1%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$279,9460.0%5,8310.1%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$271,056$16,355 -5.7%6,4140.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$268,483$268,483 New Holding9740.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$255,774$255,774 New Holding1910.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$243,379$243,379 New Holding1,3720.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$224,747$15,267 7.3%6330.1%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$204,218$204,218 New Holding5570.1%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$202,102$202,102 New Holding4610.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$257,685 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data