Eaton-Cambridge Inc. holds a concentrated book of 70 stocks worth $355.8M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional US Core Equity 2 at 32% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Eaton-Cambridge Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 75 / 70 | $600.2B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 70 | $97.1B |
| LPL Financial LLC | 75 / 70 | $86.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 70 | $19.9B |
| MML INVESTORS SERVICES, LLC | 75 / 70 | $13.5B |
| Savant Capital, LLC | 75 / 70 | $11.9B |
| Farther Finance Advisors, LLC | 75 / 70 | $3.1B |
| RAYMOND JAMES FINANCIAL INC | 74 / 70 | $102.9B |
Ranked by how many of Eaton-Cambridge Inc.'s top 70 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $115.6M | 2.61M | 32.5% | ▲+0.4% Added · +10K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $48.6M | 1.30M | 13.7% | ▲+2.4% Added · +31K sh | |
| 3 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $43.8M | 554.8K | 12.3% | ▲+1.3% Added · +7K sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $32.4M | 441.8K | 9.1% | ▲+1.6% Added · +7K sh | |
| 5 | Dimensional ETF Trust EMERGING MKTS CO | $26.0M | 638.7K | 7.3% | ▼−2.6% Reduced · −17K sh | |
| 6 | Dimensional ETF Trust INTL COR FIX ETF | $19.9M | 372.1K | 5.6% | ▲+14% Added · +47K sh | |
| 7 | Vanguard BD Index FDS SHORT TRM BOND | $12.7M | 163.0K | 3.6% | ▲+1.0% Added · +2K sh | |
| 8 | American Centy ETF TR US EQT ETF | $6.1M | 47.9K | 1.7% | ▼−7.4% Reduced · −4K sh | |
| 9 | Nvidia Corporation COM | $4.6M | 22.9K | 1.3% | ▲+3.8% Added · +842 sh | |
| 10 | Apple Inc COM | $4.2M | 14.6K | 1.2% | ▲+4.7% Added · +662 sh | |
| 11 | Vanguard Mun BD FDS TAX EXEMPT BD | $3.3M | 66.1K | 0.9% | ▲+6.2% Added · +4K sh | |
| 12 | Vanguard Wellington FD SHORT TRM TAX EX | $2.6M | 25.4K | 0.7% | ▲+7.2% Added · +2K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $2.5M | 25.8K | 0.7% | ▲+38% Added · +7K sh | |
| 14 | Dimensional ETF Trust INTL CORE EQT MK | $2.3M | 55.9K | 0.6% | ▲+2.4% Added · +1K sh | |
| 15 | Amazon Com Inc COM | $2.0M | 8.2K | 0.6% | ▲+11% Added · +797 sh | |
| 16 | American Centy ETF TR INTL EQT ETF | $1.6M | 18.3K | 0.5% | ▼−5.2% Reduced · −1K sh | |
| 17 | American Centy ETF TR AVANTIS SHFXDINC | $1.6M | 33.7K | 0.4% | —Held | |
| 18 | Microsoft Corp COM | $1.4M | 3.7K | 0.4% | ▲+10% Added · +346 sh | |
| 19 | Alphabet Inc CAP STK CL A | $1.4M | 3.8K | 0.4% | ▲+5.4% Added · +195 sh | |
| 20 | Ishares TR S&P 500 GRWT ETF | $1.3M | 9.7K | 0.4% | —Held | |
| 21 | Dimensional ETF Trust US SUSTAINABILTY | $1.1M | 24.4K | 0.3% | ▲+0.9% Added · +222 sh | |
| 22 | Eli Lilly & Co COM | $1.1M | 927 | 0.3% | ▲+6.1% Added · +53 sh | |
| 23 | Dimensional ETF Trust EMGR CRE EQT MNG | $891K | 22.2K | 0.3% | —Held | |
| 24 | SPDR Series Trust ST STR P500ETF | $883K | 10.0K | 0.2% | ▲New New position | |
| 25 | American Centy ETF TR AVANTIS CORE FI | $867K | 20.9K | 0.2% | ▼−0.1% Reduced · −26 sh | |
| 26 | Meta Platforms Inc CL A | $855K | 1.5K | 0.2% | ▲+5.6% Added · +81 sh | |
| 27 | Micron Technology Inc COM | $802K | 695 | 0.2% | ▼−20% Reduced · −169 sh | |
| 28 | Ishares TR CORE S&P TTL STK | $750K | 4.6K | 0.2% | ▲+9.6% Added · +398 sh | |
| 29 | American Centy ETF TR AVANTIS ALL EQT | $734K | 7.4K | 0.2% | ▼−3.7% Reduced · −285 sh | |
| 30 | Alphabet Inc CAP STK CL C | $685K | 1.9K | 0.2% | ▲+8.3% Added · +148 sh | |
| 31 | Dimensional ETF Trust SHOR DUR FIX ETF | $611K | 12.8K | 0.2% | ▲+0.6% Added · +76 sh | |
| 32 | JPMorgan Chase & Co COM | $592K | 1.8K | 0.2% | ▲+9.2% Added · +153 sh | |
| 33 | Vanguard Index FDS LARGE CAP ETF | $590K | 1.7K | 0.2% | ▼−2.5% Reduced · −45 sh | |
| 34 | Broadcom Inc COM | $576K | 1.5K | 0.2% | ▲+6.3% Added · +91 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $499K | 668 | 0.1% | —Held | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $498K | 996 | 0.1% | ▲+15% Added · +127 sh | |
| 37 | Vanguard Charlotte FDS TOTAL INT BD ETF | $472K | 9.7K | 0.1% | ▲+18% Added · +1K sh | |
| 38 | Exxon Mobil Corp COM | $403K | 2.9K | 0.1% | ▲+8.8% Added · +238 sh | |
| 39 | Intel Corp COM | $374K | 2.7K | 0.1% | ▲New New position | |
| 40 | Vanguard Specialized Funds DIV APP ETF | $371K | 1.6K | 0.1% | ▼−8.9% Reduced · −153 sh | |
| 41 | Goldman Sachs Group Inc COM | $353K | 349 | 0.1% | ▲New New position | |
| 42 | Dimensional ETF Trust INTERNATIONAL | $333K | 7.4K | 0.1% | —Held | |
| 43 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $331K | 4.4K | 0.1% | ▼−10% Reduced · −500 sh | |
| 44 | Dimensional ETF Trust ULTR FIX INC ETF | $330K | 6.5K | 0.1% | —Held | |
| 45 | Vanguard Scottsdale FDS INT-TERM CORP | $322K | 3.9K | 0.1% | ▲+0.7% Added · +26 sh | |
| 46 | Ishares TR CORE S&P500 ETF | $321K | 428 | 0.1% | —Held | |
| 47 | Caterpillar Inc COM | $307K | 288 | 0.1% | ▲New New position | |
| 48 | Visa Inc COM CL A | $303K | 882 | 0.1% | ▲+15% Added · +117 sh | |
| 49 | Walmart Inc COM | $286K | 2.5K | 0.1% | ▲+4.0% Added · +98 sh | |
| 50 | Vanguard World FD ESG US CORP BD | $286K | 4.6K | 0.1% | ▲+0.7% Added · +31 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011052/holdings"
Use Arkolith to show Eaton-Cambridge Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 70 | $355.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 56 | $319.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 45 | $304.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 42 | $287.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 38 | $265.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 34 | $232.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 35 | $224.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 30 | $210.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.