Eaton-Cambridge Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 90.4%; sector active share 80.3% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
70 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 93.2% | $331,417,817 |
| Technology | 3.9% | $13,894,400 |
| Communication Services | 0.8% | $2,905,337 |
| Consumer Cyclical | 0.7% | $2,453,520 |
| Healthcare | 0.6% | $2,123,587 |
| Financial Services | 0.6% | $1,983,711 |
| Energy | 0.1% | $403,187 |
| Industrials | 0.1% | $306,691 |
| Consumer Defensive | 0.1% | $286,321 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFGX | Dimensional International Core Fixed Income ETF | +46,800 | 372,058 | $19,940,448 | |
| DFIC | Dimensional International Core Equity 2 ETF | +30,643 | 1,303,889 | $48,582,904 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | +10,042 | 2,605,730 | $115,590,182 | |
| AVEM | Avantis Emerging Markets Equity ETF | +7,081 | 25,790 | $2,488,477 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +6,956 | 441,817 | $32,433,785 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +6,910 | 554,837 | $43,848,768 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +3,833 | 66,144 | $3,345,563 | |
| VUG | VANGUARD GROWTH INDEX FUND | +2,665 | 3,194 | $275,131 | |
| VTES | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | +1,715 | 25,374 | $2,570,639 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +1,670 | 163,016 | $12,700,576 | |
| BNDX | Vanguard Total International Bond ETF | +1,471 | 9,741 | $471,756 | |
| DFAI | Dimensional International Core Equity Market ETF | +1,300 | 55,949 | $2,307,896 | |
| 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 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +398 | 4,565 | $749,892 | |
| MSFT | Microsoft Corp | +346 | 3,694 | $1,377,935 | |
| XOM | ExxonMobil Holdings Corp | +238 | 2,949 | $403,187 | |
| DFSU | Dimensional US Sustainability Core 1 ETF | +222 | 24,442 | $1,139,730 | |
| GOOGL | Alphabet Inc. | +195 | 3,821 | $1,365,510 | |
| JPM | Jpmorgan Chase & Co | +153 | 1,810 | $592,467 | |
| GOOG | Alphabet Inc. | +148 | 1,938 | $684,753 | |
| BRK-B | Berkshire Hathaway Inc | +127 | 996 | $498,388 | |
| V | Visa Inc. | +117 | 882 | $302,605 | |
| WMT | Walmart Inc. | +98 | 2,528 | $286,321 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | −16,905 | 638,713 | $25,957,296 | |
| AVUS | Avantis U.S. Equity ETF | −3,824 | 47,918 | $6,137,337 | |
| AVDE | Avantis International Equity ETF | −1,011 | 18,286 | $1,631,111 | |
| VBIL | Vanguard Institutional Index Funds | −500 | 4,371 | $330,797 | |
| AVGE | Avantis All Equity Markets ETF | −285 | 7,410 | $734,331 | |
| MU | Micron Technology Inc | −169 | 695 | $802,231 | |
| VIG | Vanguard Specialized Funds | −153 | 1,567 | $370,783 | |
| DFCF | Dimensional Core Fixed Income ETF | −127 | 5,102 | $215,355 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | −45 | 1,715 | $589,805 | |
| AVIG | Avantis Core Fixed Income ETF | −26 | 20,936 | $866,959 | |
| JNJ | Johnson & Johnson | −19 | 1,058 | $268,700 | |
| HD | Home Depot, Inc. | −9 | 780 | $275,090 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 10,043 | $882,578 | |
| 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 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 1,331 | $253,582 | |
| 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 | |
| VOO | VANGUARD 500 INDEX FUND | 321 | $220,466 | |
| GLW | Corning Inc | 815 | $208,175 | |
| AMAT | Applied Materials Inc | 283 | $204,609 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 2,605,730 | $115,590,182 | 32.49% | |
| DFIC |
Dimensional International Core Equity 2 ETF
|
Added | 1,303,889 | $48,582,904 | 13.66% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 554,837 | $43,848,768 | 12.32% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 441,817 | $32,433,785 | 9.12% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Reduced | 638,713 | $25,957,296 | 7.30% | |
| DFGX |
Dimensional International Core Fixed Income ETF
|
Added | 372,058 | $19,940,448 | 5.60% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 163,016 | $12,700,576 | 3.57% | |
| AVUS |
Avantis U.S. Equity ETF
|
Reduced | 47,918 | $6,137,337 | 1.73% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 22,870 | $4,576,058 | 1.29% | |
| AAPL |
Apple Inc.
Technology
|
Added | 14,630 | $4,233,336 | 1.19% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 66,144 | $3,345,563 | 0.94% | |
| VTES |
VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF
|
Added | 25,374 | $2,570,639 | 0.72% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Added | 25,790 | $2,488,477 | 0.70% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 55,949 | $2,307,896 | 0.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,214 | $1,957,724 | 0.55% | |
| AVDE |
Avantis International Equity ETF
|
Reduced | 18,286 | $1,631,111 | 0.46% | |
|
|
Held | 33,742 | $1,571,297 | 0.44% | ||
| MSFT |
Microsoft Corp
Technology
|
Added | 3,694 | $1,377,935 | 0.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,821 | $1,365,510 | 0.38% | |
| IVW |
iShares S&P 500 Growth ETF
|
Held | 9,739 | $1,339,404 | 0.38% | |
| DFSU |
Dimensional US Sustainability Core 1 ETF
|
Added | 24,442 | $1,139,730 | 0.32% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 927 | $1,111,871 | 0.31% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Held | 22,163 | $891,174 | 0.25% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
NEW | 10,043 | $882,578 | 0.25% | |
| AVIG |
Avantis Core Fixed Income ETF
|
Reduced | 20,936 | $866,959 | 0.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,518 | $855,074 | 0.24% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 695 | $802,231 | 0.23% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Added | 4,565 | $749,892 | 0.21% | |
| AVGE |
Avantis All Equity Markets ETF
|
Reduced | 7,410 | $734,331 | 0.21% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 1,938 | $684,753 | 0.19% | |
| DFSD |
Dimensional Short-Duration Fixed Income ETF
|
Added | 12,800 | $611,200 | 0.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,810 | $592,467 | 0.17% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Reduced | 1,715 | $589,805 | 0.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,524 | $575,691 | 0.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 668 | $498,842 | 0.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 996 | $498,388 | 0.14% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 9,741 | $471,756 | 0.13% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,949 | $403,187 | 0.11% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,675 | $373,510 | 0.10% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 1,567 | $370,783 | 0.10% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 349 | $352,968 | 0.10% | |
| DFSI |
Dimensional International Sustainability Core 1 ETF
|
Held | 7,384 | $333,018 | 0.09% | |
| VBIL |
Vanguard Institutional Index Funds
|
Reduced | 4,371 | $330,797 | 0.09% | |
| DUSB |
Dimensional Ultrashort Fixed Income ETF
|
Held | 6,495 | $329,816 | 0.09% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 3,900 | $322,335 | 0.09% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 428 | $320,524 | 0.09% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 288 | $306,691 | 0.09% | |
| V |
Visa Inc.
Financial Services
|
Added | 882 | $302,605 | 0.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,528 | $286,321 | 0.08% | |
| VCEB |
VANGUARD ESG U.S. CORPORATE BOND ETF
|
Added | 4,556 | $285,934 | 0.08% |
Showing the top 50 of 70 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.