Cambridge Advisors Inc.
CIK 1633695 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $581.7M
- Posisi
- 183
- Per tanggal
- 30 Juni 2026
#3.446 dari 9.443 berdasarkan nilai 13F · top 36.5%
Nilai portofolio QoQ: +12.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 52,44%
- Bobot 25 kepemilikan teratas
- 72,15%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 17,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,12% Perkiraan pembelian $25.185.871 · penjualan $6.159.239
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 91,0% masih dipegang
- Posisi baru
- 7
- Meningkat
- 61
- Menurun
- 66
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
82,7%
Portofolio lengkap 183 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $106.144.149 | 18,25% | 154.547 | $17.840.601 | Naik ×2 | ||
| BND Vanguard Total Bond Market ETF | $59.146.410 | 10,17% | 805.700 | $5.342.243 | Naik ×4 | ||
| VEA | $39.677.583 | 6,82% | 556.878 | $6.075.626 | Naik ×1 | ||
| IJH | $24.018.754 | 4,13% | 311.487 | $3.545.653 | Naik ×1 | ||
| BNDX Vanguard Total International Bond ETF | $15.409.904 | 2,65% | 318.189 | $1.383.262 | Naik ×4 | ||
| VTI | $13.254.682 | 2,28% | 35.820 | $1.609.959 | Turun ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $12.588.655 | 2,16% | 204.827 | $1.142.681 | Turun ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12.008.368 | 2,06% | 145.292 | $1.857.283 | Naik ×5 | ||
| VWO | $11.551.063 | 1,99% | 193.518 | $1.502.229 | Naik ×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 | Turun ×5 | ||
| JEPI | $10.247.319 | 1,76% | 181.433 | $-10.620 | Naik ×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 | Turun ×5 | ||
| AMGN Amgen Inc. - Common Stock | $8.915.807 | 1,53% | 24.621 | $302.451 | Naik ×1 | ||
| GLW Corning Incorporated Common Stock | $8.864.954 | 1,52% | 34.706 | $4.139.171 | Turun ×1 | ||
| VNQ | $8.685.960 | 1,49% | 90.075 | $1.170.534 | Naik ×5 | ||
| SCHG | $8.201.229 | 1,41% | 242.353 | $874.146 | Turun ×3 | ||
| BRKB | $8.109.320 | 1,39% | 16.206 | $37.196 | Turun ×6 | ||
| VIG | $7.928.426 | 1,36% | 33.507 | $649.290 | Turun ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $6.748.271 | 1,16% | 6.337 | $2.088.730 | Turun ×5 | ||
| BUFR | $5.136.702 | 0,88% | 140.616 | $425.719 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.121.254 | 0,71% | 20.597 | $586.166 | Naik ×2 | ||
| SCHD | $4.048.932 | 0,70% | 127.686 | $53.919 | Turun ×3 | ||
| FNDX | $3.957.270 | 0,68% | 127.243 | $299.535 | Turun ×1 | ||
| SCHB | $3.893.384 | 0,67% | 134.440 | $504.158 | Turun ×5 | ||
| AAAU | $3.641.429 | 0,63% | 92.025 | $-497.010 | Naik ×2 | ||
| JPST | $3.359.003 | 0,58% | 66.423 | $692.003 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $3.314.592 | 0,57% | 12.186 | $288.878 | Turun ×6 | ||
| IWF | $3.232.890 | 0,56% | 26.036 | $457.452 | Naik ×3 | ||
| EIPI | $3.106.913 | 0,53% | 142.258 | $-185.408 | Turun ×1 | ||
| BSTP | $3.103.562 | 0,53% | 78.910 | $4.490 | Turun ×6 | ||
| FBTC | $3.035.995 | 0,52% | 59.471 | $-418.913 | Naik ×6 | ||
| JNJ Johnson & Johnson Common Stock | $2.993.325 | 0,51% | 11.786 | $116.737 | Naik ×1 | ||
| SPY SPY | $2.827.181 | 0,49% | 3.786 | $324.849 | Turun ×1 | ||
| MDY | $2.738.806 | 0,47% | 3.894 | $337.143 | |||
| SAMT | $2.619.301 | 0,45% | 54.872 | $605.782 | Naik ×3 | ||
| SCHF | $2.594.573 | 0,45% | 93.667 | $249.453 | Turun ×2 | ||
| IJR | $2.593.449 | 0,45% | 17.487 | $697.953 | Naik ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.591.655 | 0,45% | 7.252 | $322.124 | Turun ×5 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $2.466.632 | 0,42% | 18.511 | $570.487 | Naik ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2.181.444 | 0,38% | 9.894 | $-250.676 | Turun ×3 | ||
| ABBV AbbVie Inc. Common Stock | $2.143.973 | 0,37% | 8.520 | $282.259 | Turun ×6 | ||
| SCHM | $2.104.856 | 0,36% | 57.089 | $282.860 | Turun ×1 | ||
| EMLP | $2.074.530 | 0,36% | 47.690 | $-23.187 | Turun ×1 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2.068.031 | 0,36% | 10.785 | $383.321 | Naik ×6 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $2.020.506 | 0,35% | 33.827 | $776.826 | Naik ×1 | ||
| JGRO | $1.987.932 | 0,34% | 20.164 | $162.585 | Turun ×2 | ||
| EME EMCOR Group, Inc. Common Stock | $1.983.413 | 0,34% | 2.390 | $208.516 | Turun ×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 | Turun ×2 | ||
| SCHA | $1.913.409 | 0,33% | 52.959 | $340.501 | Turun ×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 | Turun ×1 | ||
| SMH SMH | $1.806.465 | 0,31% | 2.754 | $528.848 | Turun ×1 | ||
| LQD | $1.787.657 | 0,31% | 16.390 | $1.311 | |||
| DIA | $1.728.066 | 0,30% | 3.308 | $182.864 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $1.644.841 | 0,28% | 11.780 | $1.131.830 | Naik ×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 | Turun ×1 | ||
| SDVD | $1.522.050 | 0,26% | 65.918 | $157.190 | Naik ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.519.139 | 0,26% | 4.641 | $114.231 | Turun ×2 | ||
| FNDA | $1.478.112 | 0,25% | 38.836 | $165.657 | Turun ×1 | ||
| DHR Danaher Corporation Common Stock | $1.451.648 | 0,25% | 7.621 | $4.810 | Turun ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.421.102 | 0,24% | 2.523 | $-46.850 | Turun ×3 | ||
| SCHX | $1.383.769 | 0,24% | 47.019 | $178.202 | |||
| WCMI | $1.380.520 | 0,24% | 70.543 | $198.079 | Naik ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1.337.335 | 0,23% | 16.922 | $497 | Naik ×1 | ||
| NVS Novartis AG Common Stock | $1.328.202 | 0,23% | 8.475 | $-42.729 | Turun ×1 | ||
| PINK | $1.267.665 | 0,22% | 32.380 | $205.577 | Naik ×5 | ||
| BUCK | $1.261.265 | 0,22% | 53.854 | $59.684 | Naik ×6 | ||
| FTCS First Trust Capital Strength ETF | $1.242.332 | 0,21% | 13.228 | $-39.431 | Turun ×6 | ||
| V Visa Inc. | $1.232.036 | 0,21% | 3.591 | $1.085 | Turun ×2 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $1.167.241 | 0,20% | 12.675 | $-5.096 | Turun ×2 | ||
| RSP | $1.122.298 | 0,19% | 5.275 | $110.080 | Naik ×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 | Naik ×1 | ||
| HEQT | $1.079.854 | 0,19% | 32.196 | $54.875 | Turun ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $1.075.930 | 0,18% | 3.978 | $47.004 | Naik ×1 | ||
| BITW | $1.045.288 | 0,18% | 27.815 | $-166.104 | Naik ×1 | ||
| MTBA | $1.028.175 | 0,18% | 20.953 | $63.410 | Naik ×5 | ||
| GLD | $1.009.361 | 0,17% | 2.740 | $-152.852 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.008.972 | 0,17% | 7.852 | $71.203 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.002.341 | 0,17% | 7.331 | $-242.192 | Turun ×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 | Turun ×1 | ||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $948.718 | 0,16% | 21.755 | $1.564 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $910.935 | 0,16% | 3.822 | $-57.521 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $898.650 | 0,15% | 6.637 | $-126.575 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $836.728 | 0,14% | 5.706 | $12.380 | Turun ×1 | ||
| SVOL | $827.806 | 0,14% | 51.609 | $68.602 | Naik ×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 | Turun ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $776.211 | 0,13% | 3.466 | $66.910 | Turun ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $766.590 | 0,13% | 9.433 | $52.009 | Naik ×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 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BND | $59.146.410 | 10,17% | naik ×4 |
| BNDX | $15.409.904 | 2,65% | naik ×4 |
| VCIT | $12.008.368 | 2,06% | naik ×5 |
| VNQ | $8.685.960 | 1,49% | naik ×5 |
| IWF | $3.232.890 | 0,56% | naik ×3 |
| FBTC | $3.035.995 | 0,52% | naik ×6 |
| SAMT | $2.619.301 | 0,45% | naik ×3 |
| IJR | $2.593.449 | 0,45% | naik ×3 |
| AIRR | $2.466.632 | 0,42% | naik ×4 |
| GRID | $2.068.031 | 0,36% | naik ×6 |
| SDVD | $1.522.050 | 0,26% | naik ×5 |
| WCMI | $1.380.520 | 0,24% | naik ×3 |
| PINK | $1.267.665 | 0,22% | naik ×5 |
| BUCK | $1.261.265 | 0,22% | naik ×6 |
| MTBA | $1.028.175 | 0,18% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Beli lebih banyak | +7K | +$17.8M |
| VEA | Beli lebih banyak | +33K | +$6.1M |
| BND | Beli lebih banyak | +75K | +$5.3M |
| GLW | Dipangkas | -50 | +$4.1M |
| IJH | Beli lebih banyak | +8K | +$3.5M |
| CAT | Dipangkas | -240 | +$2.1M |
| VCIT | Beli lebih banyak | +23K | +$1.9M |
| VTI | Dipangkas | -478 | +$1.6M |
| VWO | Beli lebih banyak | +8K | +$1.5M |
| BNDX | Beli lebih banyak | +26K | +$1.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TUA | 30 Sep. 2025 | 30.579 | $673.647 | Tidak lagi dilacak |
| FTSL | 30 Juni 2025 | 12.986 | $592.818 | |
| DMAY | 30 Juni 2025 | 11.525 | $456.380 | Tidak lagi dilacak |
| EALT | 30 Sep. 2025 | 13.950 | $454.491 | Tidak lagi dilacak |
| TGT | 31 Maret 2026 | 2.935 | $286.896 | 32,2% |
| CARR | 31 Des. 2025 | 4.380 | $261.486 | 14,7% |
| QUAL | 30 Juni 2025 | 1.506 | $257.389 | Tidak lagi dilacak |
| BKCH | 31 Des. 2025 | 2.970 | $256.232 | |
| QJUN | 30 Juni 2025 | 9.655 | $255.375 | Tidak lagi dilacak |
| LMBS | 31 Maret 2025 | 5.023 | $244.484 | |
| PFE | 30 Juni 2025 | 9.293 | $235.495 | 14,8% |
| BX | 31 Maret 2026 | 1.500 | $231.210 | 24,5% |
| DJUL | 30 Juni 2025 | 5.548 | $226.917 | Tidak lagi dilacak |
| CLX | 31 Des. 2025 | 1.810 | $223.173 | 7,4% |
| CRL | 31 Maret 2025 | 1.200 | $221.520 | 93,3% |
| XLE | 30 Juni 2026 | 3.536 | $216.644 | Tidak lagi dilacak |
| FTV | 30 Juni 2025 | 2.922 | $213.832 | 13,3% |
| ADBE | 30 Juni 2025 | 557 | $213.626 | -29,2% |
| VZ | 30 Juni 2026 | 4.183 | $209.987 | 16,7% |
| QJUN | 31 Maret 2026 | 6.379 | $203.104 | Tidak lagi dilacak |
| XSEP | 31 Maret 2026 | 4.775 | $202.387 | Tidak lagi dilacak |
| PSR | 31 Maret 2025 | 2.230 | $201.317 | Tidak lagi dilacak |
| KMB | 30 Sep. 2025 | 1.560 | $201.115 | -12,2% |