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Samuel Lyman

Eaton-cambridge Inc.

Assets Managed
$319.559M
Holdings
56
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
4.85%(2Q avg: 5.44%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Eaton-cambridge Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Eaton-cambridge Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 319.559M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 5.44%. The portfolio is managed by Samuel Lyman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.62%
31.57%
$100.868M
2.596M shares@ $38.86 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.16%
14.16%
$45.238M
1.273M shares@ $35.54 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -11.41%
13.6%
$43.434M
547,927 shares@ $79.28 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -14.35%
10.03%
$32.023M
434,861 shares@ $73.64 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.79%
7.09%
$22.652M
655,618 shares@ $34.55 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
New Position
5.34%
$17.06M
325,258 shares@ $52.46 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -5.36%
3.96%
$12.651M
161,346 shares@ $78.42 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 4.63%
1.81%
$5.753M
51,742 shares@ $111.19 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 19.43%
1.21%
$3.842M
22,028 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 21.28%
1.11%
$3.545M
13,968 shares@ $253.8 avg price

1-10 of 56