Eaton-Cambridge Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$319.6M
Q ending 2026-03-31
Prior quarter
$304.8M
Q ending 2025-12-31
Change
+4.8% QoQ · +37.3% YoY
Positions
56
reported holdings

Largest positions

All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFACShares$100.9M2.6M
Dimensional Etf TrustDFICShares$45.2M1.3M
Vanguard Scottsdale FdsVCSHShares$43.4M548K
Vanguard Bd Index FdsBNDShares$32.0M435K
Dimensional Etf TrustDFEMShares$22.7M656K
Dimensional Etf TrustDFGXShares$17.1M325K
Vanguard Bd Index FdsBSVShares$12.7M161K
American Centy Etf TrAVUSShares$5.8M52K
Nvidia CorporationNVDAShares$3.8M22K
Apple IncAAPLShares$3.5M14K
Vanguard Mun Bd FdsVTEBShares$3.1M62K
Vanguard Wellington FdVTESShares$2.4M24K
Dimensional Etf TrustDFAIShares$2.1M55K
American Centy Etf TrAVDEShares$1.6M19K
American Centy Etf TrAVSFShares$1.6M34K
Amazon Com IncAMZNShares$1.5M7K
American Centy Etf TrAVEMShares$1.5M19K
Microsoft CorpMSFTShares$1.2M3K
Ishares TrIVWShares$1.1M10K
Alphabet IncGOOGLShares$1.0M4K
Dimensional Etf TrustDFSUShares$995K24K
American Centy Etf TrAVIGShares$871K21K
Meta Platforms IncMETAShares$822K1K
Eli Lilly & CoLLYShares$804K874
Dimensional Etf TrustDFAEShares$750K22K
American Centy Etf TrAVGEShares$677K8K
Dimensional Etf TrustDFSDShares$609K13K
Ishares TrITOTShares$594K4K
Vanguard Index FdsVVShares$526K2K
Alphabet IncGOOGShares$513K2K
Jpmorgan Chase & CoJPMShares$487K2K
Exxon Mobil CorpXOMShares$460K3K
Broadcom IncAVGOShares$444K1K
State Str Spdr S&P 500 Etf TSPYShares$434K668
Berkshire Hathaway Inc DelBRK/BShares$416K869
Vanguard Charlotte FdsBNDXShares$397K8K
Vanguard Specialized FundsVIGShares$370K2K
Vanguard Instl Index FdVBILShares$368K5K
Dimensional Etf TrustDUSBShares$329K6K
Vanguard Scottsdale FdsVCITShares$321K4K
Spdr Gold TrGLDShares$315K733
Dimensional Etf TrustDFSIShares$313K7K
Walmart IncWMTShares$302K2K
Micron Technology IncMUShares$292K864
Vanguard World FdVCEBShares$284K5K
Ishares TrIVVShares$280K428
Johnson & JohnsonJNJShares$263K1K
Home Depot IncHDShares$259K789
Visa IncVShares$231K765
Vanguard Index FdsVUGShares$231K529
Netflix Inc.NFLXShares$225K2K
Dimensional Etf TrustDFCFShares$221K5K
Abbvie IncABBVShares$221K1K
United Parcel Svcs IncUPSShares$216K2K
Mastercard IncorporatedMAShares$207K415
Huntington Bancshares IncHBANShares$160K10K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.