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Latest Cambridge Advisors Inc. Stock Portfolio

$581Million | No. of Holdings #183

Cambridge Advisors Inc. Performance

2026 Q2+8.25%
YTD+6.38%
2025+11.59%

About Cambridge Advisors Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Advisors Inc. reported an equity portfolio of $581.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 18.2% of it's portfolio in VANGUARD INDEX FDS and 10.2% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), ALTRIA GROUP INC (MO) and MEDTRONIC PLC (MDT). Cambridge Advisors Inc. opened new stock positions in EXCHANGE TRADED CONCEPTS TRU (BITQ), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and GLOBAL X FDS (BITS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ARK ETF TR (ARKF) and SPROTT FDS TR.
Cambridge Advisors Inc. Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$581Million
  as of Jul 16, 2026

Cambridge Advisors Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Cambridge Advisors Inc. made a return of 8.25% in the last quarter. In trailing 12 months, it's portfolio return was 13.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exchange traded concepts tru241,660
simplify exchange traded fun238,415
global x fds225,356
ishares inc213,588
first tr exchng traded fd vi212,034
ishares tr206,157
target corp200,486
New stocks bought by Cambridge Advisors Inc.

Additions

Ticker% Inc.
ishares tr300
ark etf tr147
sprott fds tr81.45
first tr exchange-traded fd62.6
ark etf tr35.33
j p morgan exchange traded f26.05
vanguard scottsdale fds18.44
ishares tr14.68
Additions to existing portfolio by Cambridge Advisors Inc.

Reductions

Ticker% Reduced
first tr exchng traded fd vi-25.33
altria group inc-21.77
medtronic plc-20.53
amazon com inc-17.81
vaneck etf trust-17.35
accenture plc ireland-17.34
spdr series trust-14.68
visa inc-11.83
Cambridge Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
verizon communications inc-209,987
select sector spdr tr-216,644
Cambridge Advisors Inc. got rid off the above stocks

Sector Distribution

Cambridge Advisors Inc. has about 83.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
Sector%
Others83.3
Technology7.1
Healthcare3.3
Industrials2.7

Market Cap. Distribution

Cambridge Advisors Inc. has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.3
MEGA-CAP10.1
LARGE-CAP6.5

Stocks belong to which Index?

About 16.3% of the stocks held by Cambridge Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.6
S&P 50016.3
Top 5 Winners (%)%
INTC
intel corp
212.0 %
PANW
palo alto networks inc
110.1 %
GLW
corning inc
87.8 %
AFK
vaneck etf trust
64.9 %
UNH
unitedhealth group inc
53.6 %
Top 5 Winners ($)$
VB
vanguard index fds
13.5 M
GLW
corning inc
4.1 M
VEA
vanguard tax-managed fds
3.9 M
IJR
ishares tr
2.9 M
CAT
caterpillar inc
2.3 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
ACN
accenture plc ireland
-34.0 %
AGGH
simplify exchange traded fun
-20.7 %
CVX
chevron corporation
-19.5 %
XOM
exxon mobil corp
-19.4 %
Top 5 Losers ($)$
IJR
ishares tr
-4.9 M
AAAU
goldman sachs physical gold
-0.6 M
fidelity wise origin bitcoin
-0.5 M
ACN
accenture plc ireland
-0.5 M
XOM
exxon mobil corp
-0.2 M

Cambridge Advisors Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cambridge Advisors Inc.

Cambridge Advisors Inc. has 183 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Cambridge Advisors Inc. last quarter.

$581.68MTotal Value
185Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cambridge Advisors Inc., last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
Cambridge Advisors Inc.'s holding in Goldman Sachs Physical Gold over time
0.63%92,025
$3.64M
0.63%
increased 2.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cambridge Advisors Inc.'s holding in Ishares Tr over time
0.07%3,800
$397.0K
0.07%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cambridge Advisors Inc.'s holding in Alps Etf Tr over time
0.08%9,737
$462.7K
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cambridge Advisors Inc.'s holding in Ishares Tr over time
0.05%5,799
$287.4K
0.05%
decreased 4.59 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Cambridge Advisors Inc.'s holding in Ishares Inc over time
0.04%5,500
$227.5K
0.04%
decreased 1.26 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Cambridge Advisors Inc.'s holding in Vaneck Etf Trust over time
0.31%2,754
$1.81M
0.31%
decreased 17.35 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Cambridge Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.88%140,616
$5.14M
0.88%
increased 0.8 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Cambridge Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.53%142,258
$3.11M
0.53%
decreased 2.82 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Cambridge Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.16%21,755
$948.7K
0.16%
increased 0.12 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Cambridge Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.07%6,980
$394.4K
0.07%
decreased 3.06 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Cambridge Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.05%7,280
$313.3K
0.05%
unchanged 0 percentunchanged
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cambridge Advisors Inc.'s holding in Simplify Exchange Traded Fun over time
0.22%32,380
$1.27M
0.22%
increased 2.62 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cambridge Advisors Inc.'s holding in Simplify Exchange Traded Fun over time
0.22%53,854
$1.26M
0.22%
increased 5.35 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cambridge Advisors Inc.'s holding in Simplify Exchange Traded Fun over time
0.19%32,196
$1.08M
0.19%
decreased 1.05 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cambridge Advisors Inc.'s holding in Simplify Exchange Traded Fun over time
0.18%20,953
$1.03M
0.18%
increased 7.42 percentadded