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Latest Eaton-Cambridge Inc. Stock Portfolio

$319Million– No. of Holdings #56

Eaton-Cambridge Inc. Performance:
2026 Q1: -0.45%YTD: -0.45%2025: 13.24%
Performance for 2026 Q1 is -0.45%, and YTD is -0.45%, and 2025 is 13.24%.

About Eaton-Cambridge Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Eaton-Cambridge Inc. reported an equity portfolio of $319.6 Millions as of 31 Mar, 2026.

The top stock holdings of Eaton-Cambridge Inc. are DFAC, DFAC, BNDW. The fund has invested 31.6% of it's portfolio in DIMENSIONAL ETF TRUST and 14.2% of portfolio in DIMENSIONAL ETF TRUST.

They significantly reduced their stock positions in UNITED PARCEL SVCS INC (UPS), VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW). Eaton-Cambridge Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), WALMART INC (WMT) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), EXXON MOBIL CORP (XOM) and MICROSOFT CORP (MSFT).
Eaton-Cambridge Inc. Equity Portfolio Value
Last Reported on: 07 May, 2026

Eaton-Cambridge Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Eaton-Cambridge Inc. made a return of -0.45% in the last quarter. In trailing 12 months, it's portfolio return was 13.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust17,059,900
dimensional etf trust995,200
dimensional etf trust313,082
walmart inc302,000
micron technology inc291,894
vanguard world fd284,306
johnson & johnson263,262
home depot inc259,494
New stocks bought by Eaton-Cambridge Inc.

Additions

Ticker% Inc.
vanguard index fds130
exxon mobil corp53.25
microsoft corp51.77
alphabet inc48.97
meta platforms inc41.44
amazon com inc40.58
broadcom inc36.74
vanguard mun bd fds25.51
Additions to existing portfolio by Eaton-Cambridge Inc.

Reductions

Ticker% Reduced
united parcel svcs inc-31.99
vanguard bd index fds-14.36
vanguard scottsdale fds-11.42
american centy etf tr-9.91
vanguard bd index fds-5.36
vanguard charlotte fds-0.24
ishares tr-0.02
Eaton-Cambridge Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Eaton-Cambridge Inc.

Sector Distribution

Eaton-Cambridge Inc. has about 94.6% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others94.6
Technology2.9

Market Cap. Distribution

Eaton-Cambridge Inc. has about 5.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED94.6
MEGA-CAP5.2

Stocks belong to which Index?

About 5.4% of the stocks held by Eaton-Cambridge Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.6
S&P 5005.4
Top 5 Winners (%)%
XOM
exxon mobil corp
31.6 %
GLD
spdr gold tr
8.6 %
AEMB
american centy etf tr
4.4 %
DFAC
dimensional etf trust
4.4 %
DFAC
dimensional etf trust
4.0 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.4 M
DFAC
dimensional etf trust
1.0 M
XOM
exxon mobil corp
0.1 M
AEMB
american centy etf tr
0.1 M
AEMB
american centy etf tr
0.0 M
Top 5 Losers (%)%
MSFT
microsoft corp
-20.3 %
LLY
eli lilly & co
-13.4 %
V
visa inc
-12.9 %
META
meta platforms inc
-11.6 %
VB
vanguard index fds
-9.7 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-1.9 M
MSFT
microsoft corp
-0.3 M
BNDW
vanguard scottsdale fds
-0.3 M
NVDA
nvidia corporation
-0.2 M
AAPL
apple inc
-0.2 M

Eaton-Cambridge Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Eaton-Cambridge Inc.

Eaton-Cambridge Inc. has 56 stocks in it's portfolio. About 89.8% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Eaton-Cambridge Inc. last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions