Eaton-Cambridge Inc.
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 56.8% | $13,894,400 |
| Consumer Cyclical | 10.0% | $2,453,520 |
| Communication Services | 9.1% | $2,220,584 |
| Healthcare | 8.7% | $2,123,587 |
| Financial Services | 8.1% | $1,983,711 |
| Unclassified | 3.2% | $776,968 |
| Energy | 1.6% | $403,187 |
| Industrials | 1.3% | $306,691 |
| Consumer Defensive | 1.2% | $286,321 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +842 | 22,870 | $4,576,058 | |
| AMZN | Amazon Com Inc | +797 | 8,214 | $1,957,724 | |
| AAPL | Apple Inc. | +662 | 14,630 | $4,233,336 | |
| MSFT | Microsoft Corp | +346 | 3,694 | $1,377,935 | |
| XOM | ExxonMobil Holdings Corp | +238 | 2,949 | $403,187 | |
| JPM | Jpmorgan Chase & Co | +153 | 1,810 | $592,467 | |
| BRK-B | Berkshire Hathaway Inc | +127 | 996 | $498,388 | |
| V | Visa Inc. | +117 | 882 | $302,605 | |
| WMT | Walmart Inc. | +98 | 2,528 | $286,321 | |
| AVGO | Broadcom Inc. | +91 | 1,524 | $575,691 | |
| META | Meta Platforms, Inc. | +81 | 1,518 | $855,074 | |
| LLY | ELI LILLY & Co | +53 | 927 | $1,111,871 | |
| MA | Mastercard Inc | +47 | 462 | $237,283 | |
| ABBV | AbbVie Inc. | +35 | 1,050 | $264,222 | |
| GLD | Spdr Gold Trust | +22 | 755 | $278,126 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 2,675 | $373,510 | |
| GS | Goldman Sachs Group Inc | 349 | $352,968 | |
| CAT | Caterpillar Inc | 288 | $306,691 | |
| KLAC | Kla Corp | 897 | $270,633 | |
| WDC | Western Digital Corp | 422 | $269,539 | |
| SNDK | Sandisk Corp | 115 | $261,478 | |
| LRCX | Lam Research Corp | 597 | $258,698 | |
| AMD | Advanced Micro Devices Inc | 444 | $257,924 | |
| UNH | Unitedhealth Group Inc | 610 | $253,534 | |
| MRK | Merck & Co., Inc. | 1,753 | $225,260 | |
| CSCO | Cisco Systems, Inc. | 1,912 | $224,583 | |
| EBAY | Ebay Inc | 1,975 | $220,706 | |
| GLW | Corning Inc /Ny | 815 | $208,175 | |
| AMAT | Applied Materials Inc /De | 283 | $204,609 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 8,270 | $397,373 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,720 | $369,903 | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 4,871 | $368,491 | |
| NFLX | Netflix Inc | 2,338 | $224,798 | |
| UPS | United Parcel Service Inc | 2,200 | $216,436 | |
| HBAN | Huntington Bancshares Inc /Md/ | 10,197 | $159,583 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 22,870 | $4,576,058 | 18.72% | |
| AAPL |
Apple Inc.
Technology
|
Added | 14,630 | $4,233,336 | 17.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,214 | $1,957,724 | 8.01% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,694 | $1,377,935 | 5.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,821 | $1,365,510 | 5.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 927 | $1,111,871 | 4.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,518 | $855,074 | 3.50% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 695 | $802,231 | 3.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,810 | $592,467 | 2.42% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,524 | $575,691 | 2.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 668 | $498,842 | 2.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 996 | $498,388 | 2.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,949 | $403,187 | 1.65% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,675 | $373,510 | 1.53% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 349 | $352,968 | 1.44% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 288 | $306,691 | 1.25% | |
| V |
Visa Inc.
Financial Services
|
Added | 882 | $302,605 | 1.24% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,528 | $286,321 | 1.17% | |
| GLD |
Spdr Gold Trust
|
Added | 755 | $278,126 | 1.14% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 780 | $275,090 | 1.13% | |
| KLAC |
Kla Corp
Technology
|
NEW | 897 | $270,633 | 1.11% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 422 | $269,539 | 1.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,058 | $268,700 | 1.10% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,050 | $264,222 | 1.08% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 115 | $261,478 | 1.07% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 597 | $258,698 | 1.06% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 444 | $257,924 | 1.05% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 610 | $253,534 | 1.04% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 462 | $237,283 | 0.97% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,753 | $225,260 | 0.92% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 1,912 | $224,583 | 0.92% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
NEW | 1,975 | $220,706 | 0.90% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 815 | $208,175 | 0.85% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 283 | $204,609 | 0.84% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.