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Latest Cambridge Advisors Inc. Stock Portfolio

$580Million | No. of Holdings #182

Cambridge Advisors Inc. Performance

2026 Q3-0.44%
YTD+5.91%
2025+11.59%

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

On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Advisors Inc. reported an equity portfolio of $581 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 18.7% of it's portfolio in VANGUARD INDEX FDS and 9.9% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), VANGUARD INDEX FDS (VB) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), MEDTRONIC PLC (MDT) and ISHARES TR (ACWF). Cambridge Advisors Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, VERIZON COMMUNICATIONS INC (VZ) and SPROTT ASSET MANAGEMENT LP (PSLV). The fund showed a lot of confidence in some stocks as they added substantially to EXCHANGE TRADED CONCEPTS TRU (BITQ), J P MORGAN EXCHANGE TRADED F (BBAX) and FIRST TR EXCHANGE-TRADED FD (ECLN).
Cambridge Advisors Inc. Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$580Million
  as of Oct 19, 2026

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

Our best estimate is that Cambridge Advisors Inc. made a return of -0.44% in the last quarter. In trailing 12 months, it's portfolio return was 7.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,177,040
verizon communications inc204,488
sprott asset management lp198,484
New stocks bought by Cambridge Advisors Inc.

Additions

Ticker% Inc.
exchange traded concepts tru40.41
j p morgan exchange traded f28.79
first tr exchange-traded fd27.79
first tr exchange-traded fd24.75
ark etf tr20.74
advisors inner circle fd iii14.97
j p morgan exchange traded f7.81
simplify exchange traded fun7.37
Additions to existing portfolio by Cambridge Advisors Inc.

Reductions

Ticker% Reduced
first tr exchng traded fd vi-50.44
medtronic plc-17.55
ishares tr-17.14
simplify exchange traded fun-15.62
ishares tr-11.9
innovator etfs trust-11.27
vanguard star fds-10.93
rtx corporation-9.01
Cambridge Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-1,002,340
altria group inc-208,102
vanguard index fds-621,101
mcdonalds corp-208,164
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
Technology7.4
Healthcare3.7
Industrials2.4

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-CAP12.2
LARGE-CAP4.4

Stocks belong to which Index?

About 16.4% 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 50016.4
Top 5 Winners (%)%
AGGH
simplify exchange traded fun
81.0 %
ACN
accenture plc ireland
47.3 %
BITW
bitwise 10 crypto index etf
46.0 %
AGGH
simplify exchange traded fun
44.4 %
fidelity wise origin bitcoin
42.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
3.5 M
VB
vanguard index fds
2.2 M
AAPL
apple inc
1.6 M
AMGN
amgen inc
1.5 M
fidelity wise origin bitcoin
1.3 M
Top 5 Losers (%)%
GLW
corning inc
-39.8 %
CAT
caterpillar inc
-23.8 %
AIRR
first tr exchange traded fd
-21.9 %
IBM
international business machs
-21.8 %
AAXJ
ishares tr
-16.7 %
Top 5 Losers ($)$
GLW
corning inc
-3.5 M
BIV
vanguard bd index fds
-2.7 M
IJR
ishares tr
-1.6 M
CAT
caterpillar inc
-1.6 M
BNDW
vanguard scottsdale fds
-0.6 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 182 stocks in it's portfolio. About 52.6% of the portfolio is in top 10 stocks. GLW proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Cambridge Advisors Inc. last quarter.

$580.96MTotal Value
186Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Cambridge Advisors Inc., last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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%88,762
$3.64M
0.63%
decreased 3.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cambridge Advisors Inc.'s holding in Ishares Tr over time
0.06%3,800
$330.7K
0.06%
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
$447.2K
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cambridge Advisors Inc.'s holding in Ishares Tr over time
0.04%4,805
$237.7K
0.04%
decreased 17.14 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Cambridge Advisors Inc.'s holding in Ishares Inc over time
0.04%5,500
$227.2K
0.04%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Cambridge Advisors Inc.'s holding in Vaneck Etf Trust over time
0.29%2,754
$1.68M
0.29%
unchanged 0 percentunchanged
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
0.9%139,794
$5.24M
0.9%
decreased 0.58 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
0.51%137,948
$2.94M
0.51%
decreased 3.03 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
0.08%10,782
$445.0K
0.08%
decreased 50.44 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
0.06%6,585
$379.4K
0.06%
decreased 5.66 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
0.06%7,280
$319.7K
0.06%
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
0.23%34,400
$1.33M
0.23%
increased 6.24 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cambridge Advisors Inc.'s holding in Simplify Exchange Traded Fun over time
0.23%57,407
$1.32M
0.23%
increased 6.6 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cambridge Advisors Inc.'s holding in Simplify Exchange Traded Fun over time
0.2%33,308
$1.14M
0.2%
increased 3.45 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cambridge Advisors Inc.'s holding in Simplify Exchange Traded Fun over time
0.18%22,498
$1.05M
0.18%
increased 7.37 percentadded