Eaton-Cambridge Inc. Top Holdings and 13F Report (2026) About Eaton-Cambridge Inc.Investment ActivityEaton-Cambridge Inc. has $355.77 million in total holdings as of June 30, 2026.Eaton-Cambridge Inc. owns shares of 70 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.65% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Eaton-Cambridge Inc. has purchased 56 new stocks and bought additional shares in 34 stocks.Eaton-Cambridge Inc. sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $115,590,169Dimensional International Core Equity 2 ETF $48,582,898Vanguard Short-Term Corporate Bond ETF $43,848,772Vanguard Total Bond Market ETF $32,433,773Dimensional Emerging Markets Core Equity 2 ETF $25,957,305 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $882,612 Holding458140100 - Intel $373,510 Holding38141G104 - The Goldman Sachs Group $352,894 Holding149123101 - Caterpillar $306,691 Holding482480100 - KLA $270,634 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 46,800 shares (about $2.51M)Dimensional International Core Equity 2 ETF 30,643 shares (about $1.14M)SPDR Portfolio S&P 500 ETF 10,043 shares (about $882.61K)Avantis Emerging Markets Equity ETF 7,081 shares (about $683.25K)Vanguard Short-Term Corporate Bond ETF 6,910 shares (about $546.10K) Largest Sales this Quarter Dimensional Emerging Markets Core Equity 2 ETF 16,905 shares (about $687.02K)Avantis U.S. Equity ETF 3,824 shares (about $489.78K)Micron Technology 169 shares (about $195.08K)Avantis International Equity ETF 1,011 shares (about $90.18K)VANGUARD INSTL INDEX FD 500 shares (about $37.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEaton-Cambridge Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$115,590,169$445,463 â–²0.4%2,605,73032.5%ETFDFICDimensional International Core Equity 2 ETF$48,582,898$1,141,758 â–²2.4%1,303,88913.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$43,848,772$546,097 â–²1.3%554,83712.3%ETFBNDVanguard Total Bond Market ETF$32,433,773$510,640 â–²1.6%441,8179.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$25,957,305$687,019 â–¼-2.6%638,7137.3%ETFDIMENSIONAL ETF TRUST$19,940,374$2,508,237 â–²14.4%372,0585.6%INTL COR FIX ETFBSVVanguard Short-Term Bond ETF$12,700,611$130,110 â–²1.0%163,0163.6%ETFAVUSAvantis U.S. Equity ETF$6,137,337$489,778 â–¼-7.4%47,9181.7%ETFNVDANVIDIA$4,576,085$168,477 â–²3.8%22,8701.3%Computer and TechnologyAAPLApple$4,233,362$191,557 â–²4.7%14,6301.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$3,345,564$193,873 â–²6.2%66,1440.9%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,570,665$173,748 â–²7.2%25,3740.7%ETFAVEMAvantis Emerging Markets Equity ETF$2,488,479$683,246 â–²37.8%25,7900.7%ETFDFAIDimensional International Core Equity Market ETF$2,307,896$53,625 â–²2.4%55,9490.6%ETFAMZNAmazon.com$1,957,725$189,957 â–²10.7%8,2140.6%Retail/WholesaleAVDEAvantis International Equity ETF$1,631,111$90,181 â–¼-5.2%18,2860.5%ETFAVSFAvantis Short-Term Fixed Income ETF$1,571,3010.0%33,7420.4%ETFMSFTMicrosoft$1,377,953$129,067 â–²10.3%3,6940.4%Computer and TechnologyGOOGLAlphabet$1,365,520$69,688 â–²5.4%3,8210.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,339,4050.0%9,7390.4%ETFDFSUDimensional US Sustainability Core 1 ETF$1,139,730$10,352 â–²0.9%24,4420.3%ETFLLYEli Lilly and Company$1,111,872$63,570 â–²6.1%9270.3%MedicalDFAEDimensional Emerging Core Equity Market ETF$891,1740.0%22,1630.3%ETFSPLGSPDR Portfolio S&P 500 ETF$882,612$882,612 â–²New Holding10,0430.2%ETFAVIGAvantis Core Fixed Income ETF$866,960$1,077 â–¼-0.1%20,9360.2%ETFMETAMeta Platforms$855,074$45,626 â–²5.6%1,5180.2%Computer and TechnologyMUMicron Technology$802,232$195,075 â–¼-19.6%6950.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$749,893$65,379 â–²9.6%4,5650.2%ETFAVGEAvantis All Equity Markets ETF$734,331$28,244 â–¼-3.7%7,4100.2%ETFGOOGAlphabet$684,754$52,293 â–²8.3%1,9380.2%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$611,200$3,629 â–²0.6%12,8000.2%ETFJPMJPMorgan Chase & Co.$592,467$50,081 â–²9.2%1,8100.2%FinanceVVVanguard Large-Cap ETF$589,806$15,476 â–¼-2.6%1,7150.2%ETFAVGOBroadcom$575,742$34,378 â–²6.4%1,5240.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$498,8420.0%6680.1%FinanceBRK.BBerkshire Hathaway$498,388$63,549 â–²14.6%9960.1%FinanceBNDXVanguard Total International Bond ETF$471,757$71,241 â–²17.8%9,7410.1%ETFXOMExxonMobil$403,174$32,538 â–²8.8%2,9490.1%EnergyINTCIntel$373,510$373,510 â–²New Holding2,6750.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$370,784$36,203 â–¼-8.9%1,5670.1%ETFGSThe Goldman Sachs Group$352,894$352,894 â–²New Holding3490.1%FinanceDFSIDimensional International Sustainability Core 1 ETF$333,0180.0%7,3840.1%ETFVANGUARD INSTL INDEX FD$330,797$37,840 â–¼-10.3%4,3710.1%0 3 MO TR BI ETFDIMENSIONAL ETF TRUST$329,8160.0%6,4950.1%ULTR FIX INC ETFVCITVanguard Intermediate-Term Corporate Bond ETF$322,335$2,149 â–²0.7%3,9000.1%ETFIVViShares Core S&P 500 ETF$320,5250.0%4280.1%ETFCATCaterpillar$306,691$306,691 â–²New Holding2880.1%IndustrialsVVisa$302,605$40,141 â–²15.3%8820.1%Business ServicesWALMART INC$286,321$11,099 â–²4.0%2,5280.1%COMVCEBVanguard ESG U.S. Corporate Bond ETF$285,935$1,946 â–²0.7%4,5560.1%ETFGLDSPDR Gold Shares$278,127$8,104 â–²3.0%7550.1%FinanceVUGVanguard Growth ETF$275,131$229,563 â–²503.8%3,1940.1%ETFHDHome Depot$275,090$3,174 â–¼-1.1%7800.1%Retail/WholesaleKLACKLA$270,634$270,634 â–²New Holding8970.1%Computer and TechnologyWDCWestern Digital$269,540$269,540 â–²New Holding4220.1%Computer and TechnologyJNJJohnson & Johnson$268,716$4,826 â–¼-1.8%1,0580.1%MedicalABBVAbbVie$264,222$8,807 â–²3.4%1,0500.1%MedicalSANDISK CORP$261,479$261,479 â–²New Holding1150.1%COMLAM RESEARCH CORP$258,698$258,698 â–²New Holding5970.1%COM NEWAMDAdvanced Micro Devices$257,924$257,924 â–²New Holding4440.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$253,582$253,582 â–²New Holding1,3310.1%ETFUNHUnitedHealth Group$253,534$253,534 â–²New Holding6100.1%MedicalMAMastercard$237,283$24,139 â–²11.3%4620.1%Business ServicesMRKMerck & Co., Inc.$225,261$225,261 â–²New Holding1,7530.1%MedicalCSCOCisco Systems$224,584$224,584 â–²New Holding1,9120.1%Computer and TechnologyEBAYeBay$220,706$220,706 â–²New Holding1,9750.1%Retail/WholesaleVOOVanguard S&P 500 ETF$220,466$220,466 â–²New Holding3210.1%ETFDFCFDimensional Core Fixed Income ETF$215,355$5,361 â–¼-2.4%5,1020.1%ETFGLWCorning$208,177$208,177 â–²New Holding8150.1%Computer and TechnologyAMATApplied Materials$204,609$204,609 â–²New Holding2830.1%Computer and TechnologyNFLXNetflix$0$224,799 â–¼-100.0%00.0%Consumer DiscretionaryUPSUnited Parcel Service$0$216,436 â–¼-100.0%00.0%TransportationHBANHuntington Bancshares$0$159,583 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
