Eatoncambridge

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVDE",
  null,
  "AVEM",
  null,
  "META",
  "IVW",
  null,
  null,
  null,
  "MSFT",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "UPS",
  null,
  null,
  null,
  "VIG",
  "AMZN",
  null,
  null,
  "VTEB",
  "BND",
  "BSV",
  "V",
  null,
  "BRK-B",
  null,
  "DFAC",
  "LLY",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 34
Total Value: 232807753
Accession Number: 0002011052-25-000004
Form Type: 13F-HR
CIK: eatoncambridge
Manager Name: Eatoncambridge

Data Enrichment

65% identified

22 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $232.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V302

Shares:22.2K

Value:$573.9K

% of Portfolio:0.2% ($573.9K/$232.8M)

ELI LILLY & Co

LLY|532457108

Shares:692

Value:$571.5K

% of Portfolio:0.2% ($571.5K/$232.8M)

464287150

ITOT|464287150

Shares:4.2K

Value:$508.5K

% of Portfolio:0.2% ($508.5K/$232.8M)

Meta Platforms, Inc.

META|30303M102

Shares:650

Value:$374.6K

% of Portfolio:0.2% ($374.6K/$232.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:676

Value:$360.0K

% of Portfolio:0.2% ($360.0K/$232.8M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:3.1K

Value:$337.9K

% of Portfolio:0.1% ($337.9K/$232.8M)

921908844

VIG|921908844

Shares:1.7K

Value:$336.0K

% of Portfolio:0.1% ($336.0K/$232.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$315.5K

% of Portfolio:0.1% ($315.5K/$232.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.9K

Value:$300.6K

% of Portfolio:0.1% ($300.6K/$232.8M)

464287200

IVV|464287200

Shares:514

Value:$288.8K

% of Portfolio:0.1% ($288.8K/$232.8M)

25434V872

Shares:6.8K

Value:$286.1K

% of Portfolio:0.1% ($286.1K/$232.8M)

25434V864

Shares:5.8K

Value:$277.1K

% of Portfolio:0.1% ($277.1K/$232.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:492

Value:$257.7K

% of Portfolio:0.1% ($257.7K/$232.8M)

VISA INC.

V|92826C839

Shares:590

Value:$206.8K

% of Portfolio:0.1% ($206.8K/$232.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V302)✕	22.2K	QoQ +0.01% (+4) YoY +3.90% (+834)	All Managers (Combined)	$573.9K	0.2% ($573.9K/$232.8M)	QoQ +2.06% (+$11.6K) YoY +8.82% (+$46.5K)
ELI LILLY & Co(LLYcusip532457108)	692	QoQ 0.00% (+0) YoY -0.57% (-4)	All Managers (Combined)	$571.5K	0.2% ($571.5K/$232.8M)	QoQ +6.98% (+$37.3K) YoY +5.55% (-$30.1K)
(ITOTcusip464287150)	4.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$508.5K	0.2% ($508.5K/$232.8M)	QoQ -5.13% (-$27.6K) YoY +5.81% (+$28.0K)
Meta Platforms, Inc.(METAcusip30303M102)	650	QoQ -8.45% (-60) YoY -1.21% (-8)	All Managers (Combined)	$374.6K	0.2% ($374.6K/$232.8M)	QoQ -9.88% (-$41.1K) YoY +17.25% (-$55.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	676	QoQ +21.14% (+118) YoY NEW(+676)	All Managers (Combined)	$360.0K	0.2% ($360.0K/$232.8M)	QoQ +42.34% (+$107.1K) YoY NEW(+$360.0K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	3.1K	QoQ -5.12% (-166) YoY -5.38% (-175)	All Managers (Combined)	$337.9K	0.1% ($337.9K/$232.8M)	QoQ -17.24% (-$70.4K) YoY -29.98% (-$144.7K)
(VIGcusip921908844)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$336.0K	0.1% ($336.0K/$232.8M)	QoQ NEW(+$336.0K) YoY NEW(+$336.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ -0.61% (-8) YoY -0.23% (-3)	All Managers (Combined)	$315.5K	0.1% ($315.5K/$232.8M)	QoQ +1.69% (-$5.3K) YoY +22.18% (-$57.3K)
Alphabet Inc.(GOOGLcusip02079K305)	1.9K	QoQ +1.99% (-38) YoY +35.65% (+511)	All Managers (Combined)	$300.6K	0.1% ($300.6K/$232.8M)	QoQ -16.68% (-$60.2K) YoY +38.99% (+$84.3K)
(IVVcusip464287200)	514	QoQ -0.96% (-5) YoY -9.18% (-52)	All Managers (Combined)	$288.8K	0.1% ($288.8K/$232.8M)	QoQ -5.46% (-$16.7K) YoY -2.93% (-$8.7K)
(cusip25434V872)✕	6.8K	QoQ +5.70% (+367) YoY -5.54% (-399)	All Managers (Combined)	$286.1K	0.1% ($286.1K/$232.8M)	QoQ +7.72% (+$20.5K) YoY -5.29% (-$16.0K)
(cusip25434V864)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$277.1K	0.1% ($277.1K/$232.8M)	QoQ NEW(+$277.1K) YoY NEW(+$277.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	492	QoQ -3.90% (-20) YoY +0.20% (+1)	All Managers (Combined)	$257.7K	0.1% ($257.7K/$232.8M)	QoQ -0.50% (-$1.3K) YoY +6.08% (+$14.8K)
VISA INC.(Vcusip92826C839)	590	QoQ NEW(+590) YoY NEW(+590)	All Managers (Combined)	$206.8K	0.1% ($206.8K/$232.8M)	QoQ NEW(+$206.8K) YoY NEW(+$206.8K)