Eaton-Cambridge Inc. Portfolio
Invests via Eaton-Cambridge Inc. | Managed by Brian Hagan
Invests via Eaton-Cambridge Inc.
Managed by Brian Hagan
Automatically Tracked
Company Profile
Privately positioned investment manager focused on real assets and alternative credit, Eaton-Cambridge Inc. deploys capital across middle-market private equity, real estate and structured credit opportunities. The firm emphasizes cash-yielding assets, portfolio company operational improvement and disciplined underwriting. Relevant to investors seeking diversified private-market exposure and access to opportunistic credit strategies.
Privately positioned investment manager focused on real assets and alternative credit, Eaton-Cambridge Inc. deploys capital across middle-market private equity, real estate and structured credit opportunities. The firm emphasizes cash-yielding assets, portfolio company operational improvement and disciplined underwriting. Relevant to investors seeking diversified private-market exposure and access to opportunistic credit strategies.
Investment Philosophy & Strategy
Eaton-Cambridge deploys a private-markets, real-assets and alternative-credit orientation, prioritizing cash-yielding investments and middle‑market deal flow. The firm favors asset-backed, income-generating positions and structured credit with focused downside protection, combining disciplined underwriting, conservative leverage and active operational improvement at portfolio companies. Capital allocation balances defensive yield and opportunistic value creation across real estate, private equity and credit, targeting multi-year horizons, diversified risk layering and repeatable, fee-aligned sponsor relationships.
Eaton-Cambridge deploys a private-markets, real-assets and alternative-credit orientation, prioritizing cash-yielding investments and middle‑market deal flow. The firm favors asset-backed, income-generating positions and structured credit with focused downside protection, combining disciplined underwriting, conservative leverage and active operational improvement at portfolio companies. Capital allocation balances defensive yield and opportunistic value creation across real estate, private equity and credit, targeting multi-year horizons, diversified risk layering and repeatable, fee-aligned sponsor relationships.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.39%
Gain
Monthly
0.01%
Yearly
0.15%
Drawdown
31.36%
$345.05M
Equity
Holdings
$345.05M
Investment
$272.23M
$73.47M
Profit -$883,437.36
Realized
$650,609.14
Unrealized
$72.82M
Dividends
$14.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$883,437.36
Win %
78%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$854,090.05
Win %
78%
This Month
Compared to last month
Gain
0.08%
Profit
$286,233.17
Win %
78%
This Year
Compared to last year
Gain
7.98%
Profit
$25.49M
Win %
78%
UPS United Parcel Service, Inc.
+3.52%
+$8,756 
ABBV AbbVie Inc.
+3.03%
+$7,516.07 
WMT Walmart Inc.
+2.39%
+$6,536.7 
MA Mastercard Incorporated
+2.34%
+$5,195.79 
HBAN Huntington Bancshares Incorporated
+2.31%
+$4,259.29 
MSFT Microsoft Corp.
+2.09%
+$27,687.99 
V Visa Inc. Class A
+1.84%
+$5,003.1 
AAPL Apple Inc.
+1.65%
+$75,427.2 
HD The Home Depot, Inc.
+1.52%
+$4,083.07 
LLY Eli Lilly and Company
+1.24%
+$12,576.86 
XOM Exxon Mobil Corporation
+0.73%
+$2,873.66 
JNJ Johnson & Johnson
+0.73%
+$1,938.6 
AMZN Amazon.com Inc
+0.61%
+$11,488.19 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$2,339.2 
NFLX Netflix, Inc.
+0.53%
+$911.82 
GOOG Alphabet Inc
+0.29%
+$1,932.66 
GOOGL Alphabet Inc
+0.27%
+$3,614.76 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$660.87 
DFSU Dimensional US Sustainability Core 1 ETF
+0.1%
+$1,211 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$24.36 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
-$1.27 
MU Micron Technology, Inc.
-5.6%
-$43,774.57 
AVGO Broadcom Inc.
-4.1%
-$23,185.94 
NVDA NVIDIA Corporation
-2.41%
-$112,783.36 
DFAE Dimensional Emerging Core Equity Market ETF
-1.77%
-$15,181.66 
GLD SPDR Gold Shares
-1.76%
-$4,815.81 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.7%
-$435,985.97 
META Meta Platforms Inc Class A
-1.7%
-$16,626.1 
AVEM Avantis Emerging Markets Equity ETF
-1.65%
-$28,437.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.04%
-$14,024.16 
AVDE Avantis International Equity ETF
-0.83%
-$14,569.24 
VUG Vanguard Growth ETF
-0.75%
-$2,094.84 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$273,747.89 
DFSI Dimensional International Sustainability Core 1 ETF
-0.55%
-$1,846 
DFAI Dimensional International Core Equity Market ETF
-0.54%
-$12,296.02 
JPM JPMorgan Chase & Co.
-0.46%
-$2,667.75 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.33%
-$2,024 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.28%
-$1,916.82 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$1,389.44 
IVV iShares Core S&P 500 ETF
-0.27%
-$888.96 
AVGE FRCL 3 2022Q3 Hb Float
-0.2%
-$1,500.53 
BNDX Vanguard Total International Bond ETF
-0.17%
-$661.6 
AVUS Avantis U.S. Equity ETF
-0.11%
-$7,502.59 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,115.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$290.55 
AVIG Avantis Core Fixed Income ETF
-0.09%
-$733.67 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.08%
-$226.25 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.07%
-$13,010.32 
AVSF Avantis Short-Term Fixed Income ETF
-0.07%
-$1,012.26 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.06%
-$1,537.84 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$130.72 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$15,220.14 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$5,647.11 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.03%
-$97.42 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$8,218.91 Events
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Dividends
Dividend Analysis
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| Trades 323 | Longs Won 242/323 74% | Profit Factor 79.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.92M |
| Average Win $307,433.47 | Best Trade (Jul 16) $32.71M | Sharpe Ratio -12.67 |
| Average Loss -$11,489.4 | Worst Trade (Jul 13) -$159,854.25 | Z-Score 12.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $227,455.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.16% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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Returns
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