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CIK: 0002011052
Total reported value
$355.8M
$355.8M
42 檔
66.8%
In Q3 2025, Eaton-Cambridge Inc.'s U.S. equity holdings reached a combined market value of $355.8M, distributed across 42 disclosed stock positions.
In Q3 2025, Eaton-Cambridge Inc. displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 33.76% | +0.93% | -0.01% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 15.94% | -1.27% | +5.54% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 13.93% | -0.50% | +0.23% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 12.02% | -0.90% | +8.86% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.05% | +0.21% | +1.78% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.66% | -0.39% | -1.64% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.89% | -0.07% | -1.90% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.09% | -3.31% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.08% | +0.52% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 0.74% | -0.02% | — | |
| 11 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.62% | -0.05% | -0.19% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 0.52% | -0.05% | -2.66% | |
| 13 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.48% | -0.03% | +135.21% | |
| 14 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.47% | -0.03% | -3.21% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.47% | +0.23% | -2.06% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.46% | -0.03% | +20.50% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 0.45% | -0.02% | +356.41% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.04% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.07% | +0.70% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | — | — | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.35% | -0.01% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.02% | +1.14% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.24% | +0.02% | — | |
| 24 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.23% | — | -8.49% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | +0.02% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.05% | +2.34% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.06% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | +0.02% | +0.37% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.13% | -0.02% | -1.44% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | +0.01% | +3.30% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.03% | +3.72% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | +0.02% | +1.13% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | -20.62% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | -0.02% | — | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.09% | -0.07% | EXIT | |
| 37 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.09% | -0.01% | -7.19% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.09% | +0.01% | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | -0.07% | EXIT | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | +0.18% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.08% | +0.01% | -1.74% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | +0.02% | -1.26% |
According to official SEC Form 13F filings, Eaton-Cambridge Inc. reported a total U.S. public equity portfolio value of $355.8M across 42 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCSH, DFIC) accounted for 66.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
DUSB
市值: $1.0M
Top Position Liquidated / Trimmed
UNH
前期市值: $257.7K
During Q3 2025, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (33.8%)、VCSH (15.9%)、DFIC (13.9%). The largest single position, DFAC, represented 33.8% of total portfolio value.
In Q3 2025, Eaton-Cambridge Inc. made 41 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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