Latest Cambridge Advisors Inc. Stock Portfolio
Cambridge Advisors Inc. Performance:
2025 Q1: -0.89%YTD: -0.89%2024: 0.4%
Performance for 2025 Q1 is -0.89%, and YTD is -0.89%, and 2024 is 0.4%.
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 $456.6 Millions as of 31 Mar, 2025.
The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 16.2% of it's portfolio in VANGUARD INDEX FDS and 10.7% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FCVT), CHARLES RIV LABS INTL INC (CRL) and INVESCO ACTIVELY MANAGED EXC (GSY) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), FIRST TR EXCHNG TRADED FD VI (BUFD) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). Cambridge Advisors Inc. opened new stock positions in BERKSHIRE HATHAWAY INC DEL, SIMPLIFY EXCHANGE TRADED FUN (AGGH) and FIRST TR EXCH TRADED FD III (ECLN). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), VANGUARD STAR FDS (VXUS) and VANECK ETF TRUST (AFK).
The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 16.2% of it's portfolio in VANGUARD INDEX FDS and 10.7% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FCVT), CHARLES RIV LABS INTL INC (CRL) and INVESCO ACTIVELY MANAGED EXC (GSY) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), FIRST TR EXCHNG TRADED FD VI (BUFD) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). Cambridge Advisors Inc. opened new stock positions in BERKSHIRE HATHAWAY INC DEL, SIMPLIFY EXCHANGE TRADED FUN (AGGH) and FIRST TR EXCH TRADED FD III (ECLN). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), VANGUARD STAR FDS (VXUS) and VANECK ETF TRUST (AFK).
Cambridge Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cambridge Advisors Inc. made a return of -0.89% in the last quarter. In trailing 12 months, it's portfolio return was 0.68%.
New Buys
| Ticker | $ Bought |
|---|---|
| berkshire hathaway inc del | 11,976,600 |
| simplify exchange traded fun | 548,897 |
| first tr exch traded fd iii | 421,926 |
| innovator etfs trust | 299,805 |
| altria group inc | 220,029 |
| spdr index shs fds | 209,248 |
| simplify exchange traded fun | 207,761 |
| ishares inc | 206,536 |
New stocks bought by Cambridge Advisors Inc.
Additions
| Ticker | % Inc. |
|---|---|
| simplify exchange traded fun | 29.99 |
| simplify exchange traded fun | 28.31 |
| vanguard star fds | 15.38 |
| vaneck etf trust | 12.93 |
| simplify exchange traded fun | 8.56 |
| fidelity wise origin bitcoin | 6.19 |
| j p morgan exchange traded f | 6.03 |
| first tr exchange traded fd | 5.72 |
Additions to existing portfolio by Cambridge Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| first tr exchng traded fd vi | -17.35 |
| first tr exchng traded fd vi | -13.9 |
| simplify exchange traded fun | -13.04 |
| innovator etfs trust | -12.11 |
| vanguard world fd | -10.76 |
| ishares tr | -10.68 |
| ishares tr | -8.25 |
| first tr exchng traded fd vi | -7.98 |
Cambridge Advisors Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first tr exchange-traded fd | -244,484 |
| invesco actively managed exc | -201,317 |
| charles riv labs intl inc | -221,520 |
Cambridge Advisors Inc. got rid off the above stocks
Sector Distribution
Cambridge Advisors Inc. has about 81.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 81.6 |
| Technology | 7.1 |
| Healthcare | 4 |
| Industrials | 2.6 |
| Consumer Cyclical | 1.3 |
| Financial Services | 1.1 |
Market Cap. Distribution
Cambridge Advisors Inc. has about 18.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 81.6 |
| MEGA-CAP | 9.9 |
| LARGE-CAP | 8.4 |
Stocks belong to which Index?
About 18.2% of the stocks held by Cambridge Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 81.8 |
| S&P 500 | 18.2 |
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 175 stocks in it's portfolio. About 51.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AMGN was the most profitable stock for Cambridge Advisors Inc. last quarter.
Last Reported on: 24 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.60 | 89,256 | 2,756,220 | added | 0.73 | ||
| AAPL | apple inc | 1.98 | 40,656 | 9,030,820 | added | 0.94 | ||
| AAXJ | ishares tr | 0.08 | 3,800 | 361,798 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.40 | 8,720 | 1,827,010 | reduced | -1.79 | ||
| ABT | abbott labs | 0.20 | 6,845 | 907,989 | unchanged | 0.00 | ||
| ACES | alps etf tr | 0.09 | 10,266 | 431,373 | reduced | -1.24 | ||
| ACN | accenture plc ireland | 0.61 | 8,910 | 2,780,280 | reduced | -0.11 | ||
| ACWF | ishares tr | 0.06 | 6,888 | 273,368 | reduced | -10.68 | ||
| ACWV | ishares inc | 0.04 | 5,570 | 206,536 | new | |||
| ADBE | adobe inc | 0.05 | 557 | 213,626 | added | 4.9 | ||
| ADP | automatic data processing in | 0.26 | 3,942 | 1,204,400 | reduced | -4.83 | ||
| AFK | vaneck etf trust | 0.16 | 3,354 | 709,349 | added | 12.93 | ||
| AFLG | first tr exchng traded fd vi | 0.93 | 142,945 | 4,244,040 | added | 2.29 | ||
| AFLG | first tr exchng traded fd vi | 0.62 | 138,629 | 2,812,790 | reduced | -0.71 | ||
| AFLG | first tr exchng traded fd vi | 0.29 | 30,085 | 1,318,920 | reduced | -0.63 | ||
| AFLG | first tr exchng traded fd vi | 0.10 | 11,525 | 456,380 | reduced | -7.98 | ||
| AFLG | first tr exchng traded fd vi | 0.08 | 8,100 | 368,443 | reduced | -17.35 | ||
| AFLG | first tr exchng traded fd vi | 0.06 | 7,855 | 284,783 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.06 | 9,655 | 255,375 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.05 | 5,548 | 226,917 | unchanged | 0.00 | ||