Latest Cambridge Advisors Inc. Stock Portfolio

Cambridge Advisors Inc. Performance:

2025 Q4: 1.17%YTD: 9.45%2024: -5.45%

Performance for 2025 Q4 is 1.17%, and YTD is 9.45%, and 2024 is -5.45%.

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

In it's latest 13F Holdings report, Cambridge Advisors Inc. reported an equity portfolio of $525.3 Millions as of 31 Dec, 2025.

The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 17.2% of it's portfolio in VANGUARD INDEX FDS and 10.3% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off CARRIER GLOBAL CORPORATION (CARR), GLOBAL X FDS (BITS) and CLOROX CO DEL (CLX) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), DANAHER CORPORATION (DHR) and ACCENTURE PLC IRELAND (ACN). Cambridge Advisors Inc. opened new stock positions in BITWISE 10 CRYPTO INDEX ETF (BITW), FIRST TR EXCHNG TRADED FD VI (BUFD) and VANGUARD WHITEHALL FDS (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), FIRST TR EXCHANGE TRADED FD (AIRR) and ADVISORS INNER CIRCLE FD III (RAYD).

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

Our best estimate is that Cambridge Advisors Inc. made a return of 1.17% in the last quarter. In trailing 12 months, it's portfolio return was 9.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bitwise 10 crypto index etf	1,597,040
first tr exchng traded fd vi	306,289
vanguard whitehall fds	304,836
j p morgan exchange traded f	287,332
j p morgan exchange traded f	266,457
charles riv labs intl inc	239,376
ark etf tr	239,350
j p morgan exchange traded f	225,398

New stocks bought by Cambridge Advisors Inc.

Additions

Ticker	% Inc.
simplify exchange traded fun	118
first tr exchange traded fd	64.57
simplify exchange traded fun	55.98
advisors inner circle fd iii	55.26
simplify exchange traded fun	46.37
first tr exchange traded fd	40.08
j p morgan exchange traded f	33.25
simplify exchange traded fun	23.51

Additions to existing portfolio by Cambridge Advisors Inc.

Reductions

Ticker	% Reduced
costco whsl corp new	-32.63
danaher corporation	-15.67
accenture plc ireland	-15.01
spdr series trust	-13.85
mcdonalds corp	-12.82
invesco exchange traded fd t	-12.57
spdr dow jones indl average	-12.28
procter and gamble co	-11.57

Cambridge Advisors Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
carrier global corporation	-261,486
global x fds	-256,232
clorox co del	-223,173

Cambridge Advisors Inc. got rid off the above stocks

Sector Distribution

Cambridge Advisors Inc. has about 82.7% of it's holdings in Others sector.

Sector	%
Others	82.7
Technology	7.4
Healthcare	3.6
Industrials	2.3
Consumer Cyclical	1.1

Market Cap. Distribution

Cambridge Advisors Inc. has about 17.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.7
MEGA-CAP	9.6
LARGE-CAP	7.6

Stocks belong to which Index?

About 17% of the stocks held by Cambridge Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83
S&P 500	17

Top 5 Winners (%)		%
GOOG	alphabet inc	28.9 %
GOOG	alphabet inc	28.5 %
ISRG	intuitive surgical inc	26.6 %
MRK	merck & co inc	25.0 %
FDX	fedex corp	21.7 %

Top 5 Winners ($)		$
VB	vanguard index fds	2.1 M
VEA	vanguard tax-managed fds	1.4 M
AMGN	amgen inc	1.1 M
CAT	caterpillar inc	0.7 M
AAPL	apple inc	0.7 M

Top 5 Losers (%)		%
AGGH	simplify exchange traded fun	-44.3 %
ORCL	oracle corp	-30.7 %
	fidelity wise origin bitcoin	-23.2 %
GRMN	garmin ltd	-17.6 %
ORLY	oreilly automotive inc	-15.4 %

Top 5 Losers ($)		$
	fidelity wise origin bitcoin	-1.3 M
MSFT	microsoft corp	-1.0 M
ORCL	oracle corp	-0.7 M
AGGH	simplify exchange traded fun	-0.4 M
BNDX	vanguard charlotte fds	-0.3 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 176 stocks in it's portfolio. About 52% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Cambridge Advisors Inc. last quarter.

Last Reported on: 21 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.72	89,568	3,811,120	reduced	-0.02

AAPL	apple inc	1.95	37,679	10,243,300	reduced	-0.41

AAXJ	ishares tr	0.07	3,800	365,940	unchanged	0.00

ABBV	abbvie inc	0.37	8,605	1,966,230	reduced	-0.17

ABT	abbott labs	0.16	6,745	845,081	unchanged	0.00

ACES	alps etf tr	0.08	9,737	425,896	unchanged	0.00

ACN	accenture plc ireland	0.35	6,825	1,831,150	reduced	-15.01

ACWF	ishares tr	0.05	6,078	276,237	reduced	-4.73

ACWV	ishares inc	0.04	5,570	236,725	unchanged	0.00

ADP	automatic data processing in	0.17	3,517	904,678	reduced	-5.38

AFK	vaneck etf trust	0.23	3,332	1,200,070	added	2.05

AFLG	first tr exchng traded fd vi	0.92	141,022	4,831,410	reduced	-1.17

AFLG	first tr exchng traded fd vi	0.55	145,665	2,894,360	added	2.97

AFLG	first tr exchng traded fd vi	0.19	22,510	997,647	reduced	-0.69

AFLG	first tr exchng traded fd vi	0.08	7,500	397,125	reduced	-3.85

AFLG	first tr exchng traded fd vi	0.06	7,280	300,613	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.04	6,379	203,104	new

AGGH	simplify exchange traded fun	0.22	49,326	1,169,260	added	55.98

AGGH	simplify exchange traded fun	0.20	32,539	1,042,890	added	3.09

AGGH	simplify exchange traded fun	0.18	19,143	964,974	added	14.86