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Eaton-Cambridge Inc. Top Holdings and 13F Report (2026)

About Eaton-Cambridge Inc.

Investment Activity

  • Eaton-Cambridge Inc. has $319.56 million in total holdings as of March 31, 2026.
  • Eaton-Cambridge Inc. owns shares of 56 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 8.76% of the portfolio was purchased this quarter.
  • About 3.72% of the portfolio was sold this quarter.
  • This quarter, Eaton-Cambridge Inc. has purchased 45 new stocks and bought additional shares in 31 stocks.
  • Eaton-Cambridge Inc. sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

25434V575 - DIMENSIONAL ETF TRUST
$17,059,942 Holding
25434V716 - Dimensional US Sustainability Core 1 ETF
$995,200 Holding
931142103 - WALMART INC
$302,000 Holding
595112103 - Micron Technology
$291,894 Holding

Largest Purchases this Quarter

DIMENSIONAL ETF TRUST
325,258 shares (about $17.06M)
Dimensional U.S. Core Equity 2 ETF
41,299 shares (about $1.60M)
Dimensional US Sustainability Core 1 ETF
24,220 shares (about $995.20K)
Vanguard Tax-Exempt Bond ETF
12,665 shares (about $631.86K)
NVIDIA
3,583 shares (about $624.88K)

Largest Sales this Quarter

Vanguard Short-Term Corporate Bond ETF
70,607 shares (about $5.60M)
Vanguard Total Bond Market ETF
72,892 shares (about $5.37M)
Vanguard Short-Term Bond ETF
9,145 shares (about $717.06K)
United Parcel Service
1,035 shares (about $101.82K)
Avantis Core Fixed Income ETF
2,305 shares (about $95.75K)

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
$100,868,418$1,604,879 1.6%2,595,68831.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$45,238,432$517,850 1.2%1,273,24614.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$43,434,198$5,597,020 -11.4%547,92713.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$32,023,135$5,367,762 -14.4%434,86110.0%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$22,651,589$175,410 0.8%655,6187.1%ETF
DIMENSIONAL ETF TRUST
$17,059,942$17,059,942 New Holding325,2585.3%DIMENSIONAL INTE
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,651,174$717,061 -5.4%161,3464.0%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$5,752,715$254,270 4.6%51,7421.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,841,697$624,877 19.4%22,0281.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,544,952$621,788 21.3%13,9681.1%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,108,696$631,857 25.5%62,3111.0%ETF
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$2,392,821$359,545 17.7%23,6590.7%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,129,1250.0%54,6490.7%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,637,157$85,179 5.5%19,2970.5%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$1,579,1260.0%33,7420.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,544,739$445,906 40.6%7,4170.5%Retail/Wholesale
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,507,571$115,068 8.3%18,7090.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,239,329$422,734 51.8%3,3480.4%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,101,5780.0%9,7390.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,042,697$342,773 49.0%3,6260.3%Computer and Technology
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$995,200$995,200 New Holding24,2200.3%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$870,773$95,751 -9.9%20,9620.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$822,151$240,867 41.4%1,4370.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$803,879$136,126 20.4%8740.3%Medical
DFAE
Dimensional Emerging Core Equity Market ETF
$750,4390.0%22,1630.2%ETF
AVGE
Avantis All Equity Markets ETF
$677,314$49,203 7.8%7,6950.2%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$609,2250.0%12,7240.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$593,506$142 0.0%4,1670.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$525,976$297,655 130.4%1,7600.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$513,479$88,927 20.9%1,7900.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$487,423$73,834 17.9%1,6570.2%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$459,928$159,813 53.3%2,7110.1%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$443,562$119,171 36.7%1,4330.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$434,427$22,112 5.4%6680.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$416,425$62,296 17.6%8690.1%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$397,374$961 -0.2%8,2700.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$369,903$7,957 2.2%1,7200.1%ETF
VANGUARD INSTL INDEX FD
$368,491$19,593 5.6%4,8710.1%0-3 MO TREAS BIL
DIMENSIONAL ETF TRUST
$329,3610.0%6,4950.1%ULTRASHORT FIXED
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$320,574$11,337 3.7%3,8740.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$315,4030.0%7330.1%Finance
DFSI
Dimensional International Sustainability Core 1 ETF
$313,082$313,082 New Holding7,3840.1%ETF
WALMART INC
$302,000$302,000 New Holding2,4300.1%COM
Micron Technology, Inc. stock logo
MU
Micron Technology
$291,894$291,894 New Holding8640.1%Computer and Technology
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$284,306$284,306 New Holding4,5250.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$279,574$18,943 7.3%4280.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$263,262$263,262 New Holding1,0770.1%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$259,494$259,494 New Holding7890.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$231,214$36,571 18.8%7650.1%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$231,062$38,001 19.7%5290.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$224,799$224,799 New Holding2,3380.1%Consumer Discretionary
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$220,768$21,406 10.7%5,2290.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$220,752$23,924 12.2%1,0150.1%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$216,436$101,823 -32.0%2,2000.1%Transportation
Mastercard Incorporated stock logo
MA
Mastercard
$207,359$207,359 New Holding4150.1%Business Services
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$159,583$159,583 New Holding10,1970.0%Finance

Showing largest 100 holdings. View all holdings.
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