Eaton-Cambridge Inc.
Filing Date
Global Rank
#7,453
/ 8,232
▲ 337
Top Industry
Semiconductors
26.9%
3Y Alpha vs SPY
+0.1%
Period ended 2 months ago
Filed May 7, 2026 · 38d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.2%
SPY
+52.9%
Annualised alpha
+0.1%
Max drawdown
−24.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.6%
−3.1 pts
Top 5
63.1%
−6.0 pts
Top 10
80.1%
−8.3 pts
HHI
1,119
Diversified−264
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.7% | $9,361,370 |
| Communication Services | 11.8% | $2,089,640 |
| Consumer Cyclical | 10.2% | $1,804,232 |
| Financial Services | 8.5% | $1,502,001 |
| Healthcare | 7.2% | $1,287,891 |
| Unclassified | 4.2% | $749,829 |
| Energy | 2.6% | $459,948 |
| Consumer Defensive | 1.7% | $302,000 |
| Industrials | 1.2% | $216,436 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +3,583 | 22,028 | $3,841,683 | |
| AAPL | Apple Inc. | +2,450 | 13,968 | $3,544,938 | |
| AMZN | Amazon Com Inc | +2,141 | 7,417 | $1,544,738 | |
| GOOGL | Alphabet Inc. | +1,192 | 3,626 | $1,042,692 | |
| MSFT | Microsoft Corp | +1,142 | 3,348 | $1,239,329 | |
| XOM | Exxon Mobil Corp | +942 | 2,711 | $459,948 | |
| META | Meta Platforms, Inc. | +421 | 1,437 | $822,150 | |
| AVGO | Broadcom Inc. | +385 | 1,433 | $443,527 | |
| JPM | Jpmorgan Chase & Co | +251 | 1,657 | $487,423 | |
| LLY | ELI LILLY & Co | +148 | 874 | $803,878 | |
| BRK-B | Berkshire Hathaway Inc | +130 | 869 | $416,424 | |
| V | Visa Inc. | +121 | 765 | $231,213 | |
| ABBV | AbbVie Inc. | +110 | 1,015 | $220,752 | |
| SPY | Spdr S&P 500 ETF Trust | +34 | 668 | $434,427 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UPS | United Parcel Service Inc | −1,035 | 2,200 | $216,436 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WMT | Walmart Inc. | 2,430 | $302,000 | |
| MU | Micron Technology Inc | 864 | $291,893 | |
| JNJ | Johnson & Johnson | 1,077 | $263,261 | |
| HD | Home Depot, Inc. | 789 | $259,494 | |
| NFLX | Netflix Inc | 2,338 | $224,798 | |
| MA | Mastercard Inc | 415 | $207,358 | |
| HBAN | Huntington Bancshares Inc /Md/ | 10,197 | $159,583 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
23 positions ·
$17,773,347 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 22,028 | $3,841,683 | 21.61% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,968 | $3,544,938 | 19.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,417 | $1,544,738 | 8.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,348 | $1,239,329 | 6.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,626 | $1,042,692 | 5.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,437 | $822,150 | 4.63% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 874 | $803,878 | 4.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,657 | $487,423 | 2.74% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,711 | $459,948 | 2.59% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,433 | $443,527 | 2.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 668 | $434,427 | 2.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 869 | $416,424 | 2.34% | |
| GLD |
Spdr Gold Trust
|
Held | 733 | $315,402 | 1.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 2,430 | $302,000 | 1.70% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 864 | $291,893 | 1.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 1,077 | $263,261 | 1.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 789 | $259,494 | 1.46% | |
| V |
Visa Inc.
Financial Services
|
Added | 765 | $231,213 | 1.30% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 2,338 | $224,798 | 1.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,015 | $220,752 | 1.24% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 2,200 | $216,436 | 1.22% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 415 | $207,358 | 1.17% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
NEW | 10,197 | $159,583 | 0.90% |