Latest Cambridge Advisors Inc. Stock Portfolio

Cambridge Advisors Inc. Performance:

2026 Q1: -1.73%YTD: -1.73%2025: 11.59%

Performance for 2026 Q1 is -1.73%, and YTD is -1.73%, and 2025 is 11.59%.

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

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Advisors Inc. reported an equity portfolio of $515.3 Millions as of 31 Mar, 2026.

The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 17.1% of it's portfolio in VANGUARD INDEX FDS and 10.4% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off TARGET CORP (TGT), BLACKSTONE INC (BX) and FIRST TR EXCHNG TRADED FD VI (AFLG) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), FIRST TR EXCHANGE-TRADED FD (BGLD) and J P MORGAN EXCHANGE TRADED F. Cambridge Advisors Inc. opened new stock positions in FIRST TR EXCHANGE TRADED FD (AIRR), SPROTT FDS TR and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), J P MORGAN EXCHANGE TRADED F 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 -1.73% in the last quarter. In trailing 12 months, it's portfolio return was 11.11%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange traded fd	438,767
sprott fds tr	422,696
select sector spdr tr	216,644
verizon communications inc	209,987
goldman sachs etf tr	203,040
ark etf tr	200,639

New stocks bought by Cambridge Advisors Inc.

Additions

Ticker	% Inc.
simplify exchange traded fun	39.09
simplify exchange traded fun	30.2
j p morgan exchange traded f	18.16
advisors inner circle fd iii	16.95
first tr exchange traded fd	12.98
ark etf tr	12.48
first tr exchange-traded fd	10.69
j p morgan exchange traded f	7.87

Additions to existing portfolio by Cambridge Advisors Inc.

Reductions

Ticker	% Reduced
unitedhealth group inc	-22.01
first tr exchange-traded fd	-21.41
first tr exchange-traded fd	-15.05
j p morgan exchange traded f	-12.96
simplify exchange traded fun	-11.2
oracle corp	-9.56
international business machs	-8.42
innovator etfs trust	-7.62

Cambridge Advisors Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-203,104
first tr exchng traded fd vi	-202,387
target corp	-286,896
blackstone inc	-231,210

Cambridge Advisors Inc. got rid off the above stocks

Sector Distribution

Cambridge Advisors Inc. has about 83.1% of it's holdings in Others sector.

Sector	%
Others	83.1
Technology	6.7
Healthcare	3.6
Industrials	2.6
Consumer Cyclical	1.1

Market Cap. Distribution

Cambridge Advisors Inc. has about 16.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.1
MEGA-CAP	10.4
LARGE-CAP	6.4

Stocks belong to which Index?

About 16.5% of the stocks held by Cambridge Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.4
S&P 500	16.5

Top 5 Winners (%)		%
GLW	corning inc	55.2 %
XOM	exxon mobil corp	41.0 %
VAW	vanguard world fd	37.4 %
CVX	chevron corporation	35.0 %
FDX	fedex corp	23.3 %

Top 5 Winners ($)		$
GLW	corning inc	1.7 M
CAT	caterpillar inc	0.9 M
VEA	vanguard tax-managed fds	0.9 M
AMGN	amgen inc	0.6 M
IJR	ishares tr	0.5 M

Top 5 Losers (%)		%
AGGH	simplify exchange traded fun	-32.9 %
ACN	accenture plc ireland	-26.0 %
QCOM	qualcomm inc	-24.6 %
BITW	bitwise 10 crypto index etf	-24.1 %
ORCL	oracle corp	-23.4 %

Top 5 Losers ($)		$
VB	vanguard index fds	-4.3 M
MSFT	microsoft corp	-3.2 M
	fidelity wise origin bitcoin	-1.0 M
FNDA	schwab strategic tr	-0.9 M
AAPL	apple inc	-0.7 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 178 stocks in it's portfolio. About 51.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for Cambridge Advisors Inc. last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.80	89,596	4,138,440	added	0.03

AAPL	apple inc	1.85	37,645	9,553,850	reduced	-0.09

AAXJ	ishares tr	0.07	3,800	344,090	unchanged	0.00

ABBV	abbvie inc	0.36	8,560	1,861,710	reduced	-0.52

ABT	abbott laboratories	0.13	6,720	689,942	reduced	-0.37

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

ACN	accenture plc ireland	0.26	6,775	1,343,420	reduced	-0.73

ACWF	ishares tr	0.06	6,078	280,977	unchanged	0.00

ACWV	ishares inc	0.04	5,570	220,962	unchanged	0.00

ADP	automatic data processing in	0.14	3,491	709,301	reduced	-0.74

AFK	vaneck etf trust	0.25	3,332	1,277,620	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.91	139,502	4,710,980	reduced	-1.08

AFLG	first tr exchng traded fd vi	0.64	146,390	3,292,320	added	0.5

AFLG	first tr exchng traded fd vi	0.18	21,729	947,154	reduced	-3.47

AFLG	first tr exchng traded fd vi	0.07	7,200	372,838	reduced	-4.00

AFLG	first tr exchng traded fd vi	0.06	7,280	298,918	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AGGH	simplify exchange traded fun	0.23	51,120	1,201,580	added	3.64

AGGH	simplify exchange traded fun	0.21	31,553	1,062,090	added	39.09

AGGH	simplify exchange traded fun	0.20	32,539	1,024,980	unchanged	0.00