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CIK: 0002011052
Total reported value
$355.8M
$355.8M
56 檔
68.6%
During the Q1 2026 filing period, Eaton-Cambridge Inc. (CIK: 0002011052) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $355.8M across 56 reported positions.
In Q1 2026, Eaton-Cambridge Inc. displayed an active expansion posture, initiating 11 new positions and adding to 31 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 | 31.56% | +0.93% | +1.62% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.16% | -0.50% | +1.16% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 13.59% | -1.27% | -11.42% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 10.02% | -0.90% | -14.36% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.09% | +0.21% | +0.78% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.34% | +0.26% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.96% | -0.39% | -5.36% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.80% | -0.07% | +4.62% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.09% | +19.43% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.08% | +21.27% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | -0.03% | +25.51% | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.75% | -0.03% | +17.68% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 0.67% | -0.02% | — | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 0.51% | -0.05% | +5.49% | |
| 15 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.49% | -0.05% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.07% | +40.58% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.47% | +0.23% | +8.26% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | — | +51.77% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.04% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.05% | +48.97% | |
| 21 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.31% | +0.01% | — | |
| 22 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.27% | -0.03% | -9.91% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.02% | +41.44% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.06% | +20.39% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.23% | +0.02% | — | |
| 26 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.21% | — | +7.83% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.19% | -0.02% | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | +0.02% | -0.02% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | +0.01% | +130.37% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.03% | +20.95% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | +0.02% | +17.85% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.03% | +53.25% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.02% | +36.74% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | — | +5.36% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | +0.01% | +17.59% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.12% | +0.01% | -0.24% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.12% | -0.02% | +2.20% | |
| 38 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.12% | -0.03% | +5.62% | |
| 39 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.10% | -0.01% | — | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.10% | -0.01% | +3.67% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.10% | -0.02% | — | |
| 42 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.10% | -0.01% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.09% | +0.14% | — | |
| 45 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.09% | -0.01% | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | +7.27% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | +0.02% | +18.79% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | +0.01% | +19.68% |
According to official SEC Form 13F filings, Eaton-Cambridge Inc. reported a total U.S. public equity portfolio value of $355.8M across 56 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, VCSH) accounted for 68.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFGX
市值: $17.1M
Top Position Liquidated / Trimmed
VCSH
前期市值: $49.3M
During Q1 2026, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (31.6%)、DFIC (14.2%)、VCSH (13.6%). The largest single position, DFAC, represented 31.6% of total portfolio value.
In Q1 2026, Eaton-Cambridge Inc. made 49 total portfolio adjustments, initiating 11 new buys, adding to 31 positions, trimming 7 holdings, and fully liquidating 0 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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