Cambridge Advisors Inc.
CIK 1633695 · View on SEC EDGAR ↗
- Portfolio value
- $581.7M
- Positions
- 183
- As of
- June 30, 2026
#3,446 of 9,443 by 13F value · top 36.5%
Portfolio value QoQ: +12.9% 13F does not disclose cash
- Top 10 holdings weight
- 52.44%
- Top 25 holdings weight
- 72.15%
- Positions above 1%
- 21
- Effective number of positions
- 17.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.12% Est. buys $25,185,871 · sells $6,159,239
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 91.0% still held
- New positions
- 7
- Increased
- 61
- Decreased
- 66
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
5.2%
Industrials
4.2%
Healthcare
3.6%
Communication Services
0.9%
Retail
0.8%
Consumer Discretionary
0.5%
Financials
0.4%
Financial Services
0.4%
Communications
0.3%
Energy
0.3%
Consumer Staples
0.3%
Consumer products
0.2%
Logistics & Transportation
0.1%
Real Estate
0.1%
Other/Unmapped
82.7%
Full portfolio 183 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $106,144,149 | 18.25% | 154,547 | $17,840,601 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $59,146,410 | 10.17% | 805,700 | $5,342,243 | Up ×4 | ||
| VEA | $39,677,583 | 6.82% | 556,878 | $6,075,626 | Up ×1 | ||
| IJH | $24,018,754 | 4.13% | 311,487 | $3,545,653 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $15,409,904 | 2.65% | 318,189 | $1,383,262 | Up ×4 | ||
| VTI | $13,254,682 | 2.28% | 35,820 | $1,609,959 | Down ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $12,588,655 | 2.16% | 204,827 | $1,142,681 | Down ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12,008,368 | 2.06% | 145,292 | $1,857,283 | Up ×5 | ||
| VWO | $11,551,063 | 1.99% | 193,518 | $1,502,229 | Up ×1 | ||
| BRKA | $11,232,750 | 1.93% | 15 | $460,650 | |||
| AAPL Apple Inc. - Common Stock | $10,570,391 | 1.82% | 36,530 | $1,016,537 | Down ×5 | ||
| JEPI | $10,247,319 | 1.76% | 181,433 | $-10,620 | Up ×1 | ||
| VB | $9,592,536 | 1.65% | 31,646 | $1,303,816 | |||
| MSFT Microsoft Corporation - Common Stock | $9,509,556 | 1.63% | 25,493 | $-720,700 | Down ×5 | ||
| AMGN Amgen Inc. - Common Stock | $8,915,807 | 1.53% | 24,621 | $302,451 | Up ×1 | ||
| GLW Corning Incorporated Common Stock | $8,864,954 | 1.52% | 34,706 | $4,139,171 | Down ×1 | ||
| VNQ | $8,685,960 | 1.49% | 90,075 | $1,170,534 | Up ×5 | ||
| SCHG | $8,201,229 | 1.41% | 242,353 | $874,146 | Down ×3 | ||
| BRKB | $8,109,320 | 1.39% | 16,206 | $37,196 | Down ×6 | ||
| VIG | $7,928,426 | 1.36% | 33,507 | $649,290 | Down ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $6,748,271 | 1.16% | 6,337 | $2,088,730 | Down ×5 | ||
| BUFR | $5,136,702 | 0.88% | 140,616 | $425,719 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,121,254 | 0.71% | 20,597 | $586,166 | Up ×2 | ||
| SCHD | $4,048,932 | 0.70% | 127,686 | $53,919 | Down ×3 | ||
| FNDX | $3,957,270 | 0.68% | 127,243 | $299,535 | Down ×1 | ||
| SCHB | $3,893,384 | 0.67% | 134,440 | $504,158 | Down ×5 | ||
| AAAU | $3,641,429 | 0.63% | 92,025 | $-497,010 | Up ×2 | ||
| JPST | $3,359,003 | 0.58% | 66,423 | $692,003 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $3,314,592 | 0.57% | 12,186 | $288,878 | Down ×6 | ||
| IWF | $3,232,890 | 0.56% | 26,036 | $457,452 | Up ×3 | ||
| EIPI | $3,106,913 | 0.53% | 142,258 | $-185,408 | Down ×1 | ||
| BSTP | $3,103,562 | 0.53% | 78,910 | $4,490 | Down ×6 | ||
| FBTC | $3,035,995 | 0.52% | 59,471 | $-418,913 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $2,993,325 | 0.51% | 11,786 | $116,737 | Up ×1 | ||
| SPY SPY | $2,827,181 | 0.49% | 3,786 | $324,849 | Down ×1 | ||
| MDY | $2,738,806 | 0.47% | 3,894 | $337,143 | |||
| SAMT | $2,619,301 | 0.45% | 54,872 | $605,782 | Up ×3 | ||
| SCHF | $2,594,573 | 0.45% | 93,667 | $249,453 | Down ×2 | ||
| IJR | $2,593,449 | 0.45% | 17,487 | $697,953 | Up ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,591,655 | 0.45% | 7,252 | $322,124 | Down ×5 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $2,466,632 | 0.42% | 18,511 | $570,487 | Up ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2,181,444 | 0.38% | 9,894 | $-250,676 | Down ×3 | ||
| ABBV AbbVie Inc. Common Stock | $2,143,973 | 0.37% | 8,520 | $282,259 | Down ×6 | ||
| SCHM | $2,104,856 | 0.36% | 57,089 | $282,860 | Down ×1 | ||
| EMLP | $2,074,530 | 0.36% | 47,690 | $-23,187 | Down ×1 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2,068,031 | 0.36% | 10,785 | $383,321 | Up ×6 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $2,020,506 | 0.35% | 33,827 | $776,826 | Up ×1 | ||
| JGRO | $1,987,932 | 0.34% | 20,164 | $162,585 | Down ×2 | ||
| EME EMCOR Group, Inc. Common Stock | $1,983,413 | 0.34% | 2,390 | $208,516 | Down ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,938,941 | 0.33% | 2,633 | $419,226 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $1,938,795 | 0.33% | 16,506 | $650,335 | Down ×2 | ||
| SCHA | $1,913,409 | 0.33% | 52,959 | $340,501 | Down ×3 | ||
| IWM | $1,868,021 | 0.32% | 6,217 | $326,134 | |||
| VXUS Vanguard Total International Stock ETF | $1,830,170 | 0.31% | 21,408 | $177,086 | Down ×1 | ||
| SMH SMH | $1,806,465 | 0.31% | 2,754 | $528,848 | Down ×1 | ||
| LQD | $1,787,657 | 0.31% | 16,390 | $1,311 | |||
| DIA | $1,728,066 | 0.30% | 3,308 | $182,864 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $1,644,841 | 0.28% | 11,780 | $1,131,830 | Up ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,634,110 | 0.28% | 36,435 | $14,574 | |||
| EFA | $1,577,106 | 0.27% | 15,182 | $102,478 | |||
| NAPR | $1,576,437 | 0.27% | 26,629 | $-10,438 | Down ×1 | ||
| SDVD | $1,522,050 | 0.26% | 65,918 | $157,190 | Up ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,519,139 | 0.26% | 4,641 | $114,231 | Down ×2 | ||
| FNDA | $1,478,112 | 0.25% | 38,836 | $165,657 | Down ×1 | ||
| DHR Danaher Corporation Common Stock | $1,451,648 | 0.25% | 7,621 | $4,810 | Down ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,421,102 | 0.24% | 2,523 | $-46,850 | Down ×3 | ||
| SCHX | $1,383,769 | 0.24% | 47,019 | $178,202 | |||
| WCMI | $1,380,520 | 0.24% | 70,543 | $198,079 | Up ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1,337,335 | 0.23% | 16,922 | $497 | Up ×1 | ||
| NVS Novartis AG Common Stock | $1,328,202 | 0.23% | 8,475 | $-42,729 | Down ×1 | ||
| PINK | $1,267,665 | 0.22% | 32,380 | $205,577 | Up ×5 | ||
| BUCK | $1,261,265 | 0.22% | 53,854 | $59,684 | Up ×6 | ||
| FTCS First Trust Capital Strength ETF | $1,242,332 | 0.21% | 13,228 | $-39,431 | Down ×6 | ||
| V Visa Inc. | $1,232,036 | 0.21% | 3,591 | $1,085 | Down ×2 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $1,167,241 | 0.20% | 12,675 | $-5,096 | Down ×2 | ||
| RSP | $1,122,298 | 0.19% | 5,275 | $110,080 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $1,109,090 | 0.19% | 7,568 | $-4,238 | |||
| DOGG | $1,100,850 | 0.19% | 51,683 | $2,464 | Up ×1 | ||
| HEQT | $1,079,854 | 0.19% | 32,196 | $54,875 | Down ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $1,075,930 | 0.18% | 3,978 | $47,004 | Up ×1 | ||
| BITW | $1,045,288 | 0.18% | 27,815 | $-166,104 | Up ×1 | ||
| MTBA | $1,028,175 | 0.18% | 20,953 | $63,410 | Up ×5 | ||
| GLD | $1,009,361 | 0.17% | 2,740 | $-152,852 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,008,972 | 0.17% | 7,852 | $71,203 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,002,341 | 0.17% | 7,331 | $-242,192 | Down ×1 | ||
| AXP American Express Company Common Stock | $984,308 | 0.17% | 2,910 | $104,091 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $971,658 | 0.17% | 2,750 | $161,355 | Down ×1 | ||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $948,718 | 0.16% | 21,755 | $1,564 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $910,935 | 0.16% | 3,822 | $-57,521 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $898,650 | 0.15% | 6,637 | $-126,575 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $836,728 | 0.14% | 5,706 | $12,380 | Down ×1 | ||
| SVOL | $827,806 | 0.14% | 51,609 | $68,602 | Up ×3 | ||
| SPYD | $823,284 | 0.14% | 17,256 | $37,791 | |||
| SCHO | $790,754 | 0.14% | 32,757 | $-4,258 | |||
| CVX Chevron Corporation Common Stock | $789,349 | 0.14% | 4,762 | $-232,742 | Down ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $776,211 | 0.13% | 3,466 | $66,910 | Down ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $766,590 | 0.13% | 9,433 | $52,009 | Up ×1 | ||
| IJJ | $757,412 | 0.13% | 5,127 | $78,084 | |||
| SDY | $755,726 | 0.13% | 4,966 | $30,988 | |||
| SBUX Starbucks Corporation - Common Stock | $751,486 | 0.13% | 7,354 | $97,169 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BND | $59,146,410 | 10.17% | up ×4 |
| BNDX | $15,409,904 | 2.65% | up ×4 |
| VCIT | $12,008,368 | 2.06% | up ×5 |
| VNQ | $8,685,960 | 1.49% | up ×5 |
| IWF | $3,232,890 | 0.56% | up ×3 |
| FBTC | $3,035,995 | 0.52% | up ×6 |
| SAMT | $2,619,301 | 0.45% | up ×3 |
| IJR | $2,593,449 | 0.45% | up ×3 |
| AIRR | $2,466,632 | 0.42% | up ×4 |
| GRID | $2,068,031 | 0.36% | up ×6 |
| SDVD | $1,522,050 | 0.26% | up ×5 |
| WCMI | $1,380,520 | 0.24% | up ×3 |
| PINK | $1,267,665 | 0.22% | up ×5 |
| BUCK | $1,261,265 | 0.22% | up ×6 |
| MTBA | $1,028,175 | 0.18% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TUA | Sept. 30, 2025 | 30,579 | $673,647 | No longer tracked |
| FTSL | June 30, 2025 | 12,986 | $592,818 | |
| DMAY | June 30, 2025 | 11,525 | $456,380 | No longer tracked |
| EALT | Sept. 30, 2025 | 13,950 | $454,491 | No longer tracked |
| TGT | March 31, 2026 | 2,935 | $286,896 | 32.2% |
| CARR | Dec. 31, 2025 | 4,380 | $261,486 | 14.7% |
| QUAL | June 30, 2025 | 1,506 | $257,389 | No longer tracked |
| BKCH | Dec. 31, 2025 | 2,970 | $256,232 | |
| QJUN | June 30, 2025 | 9,655 | $255,375 | No longer tracked |
| LMBS | March 31, 2025 | 5,023 | $244,484 | |
| PFE | June 30, 2025 | 9,293 | $235,495 | 14.8% |
| BX | March 31, 2026 | 1,500 | $231,210 | 24.5% |
| DJUL | June 30, 2025 | 5,548 | $226,917 | No longer tracked |
| CLX | Dec. 31, 2025 | 1,810 | $223,173 | 7.4% |
| CRL | March 31, 2025 | 1,200 | $221,520 | 93.3% |
| XLE | June 30, 2026 | 3,536 | $216,644 | No longer tracked |
| FTV | June 30, 2025 | 2,922 | $213,832 | 13.3% |
| ADBE | June 30, 2025 | 557 | $213,626 | -29.2% |
| VZ | June 30, 2026 | 4,183 | $209,987 | 16.7% |
| QJUN | March 31, 2026 | 6,379 | $203,104 | No longer tracked |
| XSEP | March 31, 2026 | 4,775 | $202,387 | No longer tracked |
| PSR | March 31, 2025 | 2,230 | $201,317 | No longer tracked |
| KMB | Sept. 30, 2025 | 1,560 | $201,115 | -12.2% |