Eaton-Cambridge Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing was submitted on November 10, 2026, by Chief Compliance Officer Marc Giannone, representing the firm's portfolio activity for the specified reporting period.
The report lists a total of 73 individual equity securities held by the firm. The largest holding disclosed in the filing is NVIDIA Corporation, for which the firm holds 2,415,963 shares. Other significant positions include shares of Microsoft Corporation (4,616 shares) and Alphabet Inc. Class A (4,062 shares).
The portfolio is heavily diversified across various sectors, with a substantial allocation to exchange-traded funds (ETFs). Major ETF holdings include Dimensional ETF Trust International Core Equity (1,319,284 shares), Dimensional ETF Trust US Core Equity 2 ETF (2,573,585 shares), and Dimensional ETF Trust Emerging Markets Co (618,593 shares). The filing also lists significant positions in Mastercard Incorporated (504 shares), Visa Inc. Class A (1,237 shares), and Eli Lilly & Co. (972 shares).
Additionally, the filing details holdings in several other corporate entities, including Apple Inc., Berkshire Hathaway Inc., Broadcom Inc., and UnitedHealth Group Inc. The report indicates that all positions are held in a sole voting capacity.
