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

About Eaton-Cambridge Inc.

Investment Activity

  • Eaton-Cambridge Inc. has $366.43 million in total holdings as of September 30, 2026.
  • Eaton-Cambridge Inc. owns shares of 73 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 4.67% of the portfolio was purchased this quarter.
  • About 1.16% of the portfolio was sold this quarter.
  • This quarter, Eaton-Cambridge Inc. has purchased 70 new stocks and bought additional shares in 45 stocks.
  • Eaton-Cambridge Inc. sold shares of 8 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

369604301 - GE Aerospace
$3,135,392 Holding
36828A101 - GE VERNOVA INC
$2,394,284 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$613,845 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$499,989 Holding
922908744 - Vanguard Value ETF
$482,507 Holding

Largest Purchases this Quarter

GE Aerospace
10,040 shares (about $3.14M)
GE VERNOVA INC
2,519 shares (about $2.39M)
DIMENSIONAL ETF TRUST
24,310 shares (about $1.24M)
Avantis Emerging Markets Equity ETF
8,461 shares (about $795.50K)
EXXONMOBIL HOLDINGS CORP
3,772 shares (about $613.85K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
32,145 shares (about $1.43M)
Dimensional Emerging Markets Core Equity 2 ETF
20,120 shares (about $799.17K)
VANGUARD INSTL INDEX FD
1,315 shares (about $99.57K)
Avantis Core Fixed Income ETF
899 shares (about $35.41K)
Avantis All Equity Markets ETF
271 shares (about $26.65K)

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
$114,395,834$1,428,845 ▼-1.2%2,573,58531.2%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$49,618,257$579,006 ▲1.2%1,319,28413.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$43,464,929$603,786 ▲1.4%562,65311.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$31,569,801$576,352 ▲1.9%450,0338.6%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$24,570,505$799,166 ▼-3.2%618,5936.7%ETF
DIMENSIONAL ETF TRUST
$20,269,665$1,243,177 ▲6.5%396,3685.5%INTL COR FIX ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,713,146$258,691 ▲2.1%166,4023.5%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$6,410,526$272,704 ▲4.4%50,0471.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,517,463$294,383 ▲5.6%24,1591.5%Technology
Apple Inc. stock logo
AAPL
Apple
$5,107,568$235,447 ▲4.8%15,3371.4%Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,703,410$570,830 ▲18.2%78,1971.0%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$3,220,283$795,504 ▲32.8%34,2510.9%ETF
GE Aerospace stock logo
GE
GE Aerospace
$3,135,392$3,135,392 ▲New Holding10,0400.9%Industrials
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$3,074,160$572,276 ▲22.9%31,1780.8%ETF
GE VERNOVA INC
$2,394,284$2,394,284 ▲New Holding2,5190.7%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$2,367,589$472,902 ▲25.0%4,6160.6%Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,317,9670.0%55,9490.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,205,974$159,456 ▲7.8%8,8540.6%Consumer Discretionary
AVSF
Avantis Short-Term Fixed Income ETF
$1,819,031$279,893 ▲18.2%39,8780.5%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,760,119$112,367 ▲6.8%19,5330.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,397,667$82,924 ▲6.3%4,0620.4%Communication Services
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,385,4700.0%9,7390.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,251,661$150,837 ▲13.7%1,7260.3%Communication Services
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$1,166,467$13,538 ▲1.2%24,7290.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,124,682$52,069 ▲4.9%9720.3%Healthcare
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$901,603$180 ▲0.0%10,0450.2%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$872,407$1,179 ▲0.1%22,1930.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$840,375$100,121 ▲13.5%7890.2%Technology
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$789,257$35,412 ▼-4.3%20,0370.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$759,0680.0%4,5650.2%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$737,929$143,087 ▲24.1%15,8790.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$704,006$105,204 ▲17.6%2,1280.2%Finance
AVGE
Avantis All Equity Markets ETF
$702,049$26,650 ▼-3.7%7,1390.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$696,812$161,559 ▲30.2%1,9840.2%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$686,932$26,578 ▲4.0%2,0160.2%Communication Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$625,003$337,192 ▲117.2%6,9360.2%ETF
EXXONMOBIL HOLDINGS CORP
$613,845$613,845 ▲New Holding3,7720.2%COM SHS
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$592,867$10,555 ▼-1.7%1,6850.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$589,573$93,615 ▲18.9%1,1840.2%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$526,913$70,352 ▲15.4%11,2420.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$499,989$499,989 ▲New Holding7,0810.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$498,760$10,677 ▼-2.1%6540.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$482,507$482,507 ▲New Holding2,2330.1%ETF
Visa Inc. stock logo
V
Visa
$444,491$127,562 ▲40.2%1,2370.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$365,5970.0%1,5670.1%ETF
Intel Corporation stock logo
INTC
Intel
$362,253$40,638 ▲12.6%3,0130.1%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$359,810$79,693 ▲28.4%1,3590.1%Healthcare
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$354,643$354,643 ▲New Holding7,7310.1%Communication Services
DFSI
Dimensional International Sustainability Core 1 ETF
$333,5350.0%7,3840.1%ETF
DIMENSIONAL ETF TRUST
$327,9330.0%6,4950.1%ULTR FIX INC ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$327,7840.0%4280.1%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$325,068$10,806 ▲3.4%3610.1%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$306,035$626 ▲0.2%3,9080.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$289,974$18,353 ▲6.8%4740.1%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$287,5340.0%7550.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$287,226$12,556 ▲4.6%1,0980.1%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$282,773$28,045 ▲11.0%1,9460.1%Healthcare
WALMART INC
$280,688$17,978 ▲6.8%2,7010.1%COM
Mastercard Incorporated stock logo
MA
Mastercard
$277,941$23,162 ▲9.1%5040.1%Finance
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$271,625$179 ▲0.1%4,5590.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$260,5430.0%1,3310.1%ETF
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$237,685$237,685 ▲New Holding3,6360.1%Healthcare
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$234,788$9,812 ▲4.4%3350.1%ETF
VANGUARD INSTL INDEX FD
$231,398$99,571 ▼-30.1%3,0560.1%0 3 MO TR BI ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$227,957$4,038 ▲1.8%6210.1%Healthcare
Caterpillar Inc. stock logo
CAT
Caterpillar
$217,292$16,216 ▼-6.9%2680.1%Industrials
SANDISK CORP
$215,746$15,659 ▲7.8%1240.1%COM
Western Digital Corporation stock logo
WDC
Western Digital
$211,324$19,542 ▲10.2%4650.1%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$210,847$5,059 ▲2.5%1,9590.1%Technology
Chevron Corporation stock logo
CVX
Chevron
$207,083$207,083 ▲New Holding1,0140.1%Energy
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$204,6920.0%5,1020.1%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$203,837$203,837 ▲New Holding2210.1%Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$200,832$200,832 ▲New Holding7380.1%Industrials
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$403,174 ▼-100.0%00.0%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$0$275,090 ▼-100.0%00.0%Consumer Discretionary
KLA Corporation stock logo
KLAC
KLA
$0$270,634 ▼-100.0%00.0%Technology
LAM RESEARCH CORP
$0$258,698 ▼-100.0%00.0%COM NEW
eBay Inc. stock logo
EBAY
eBay
$0$220,706 ▼-100.0%00.0%Consumer Discretionary
Corning Incorporated stock logo
GLW
Corning
$0$208,177 ▼-100.0%00.0%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$204,609 ▼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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