Latest Cambridge Advisors Inc. Stock Portfolio
Cambridge Advisors Inc. Performance:
2025 Q3: 2.13%YTD: 2.58%2024: 0.28%
Performance for 2025 Q3 is 2.13%, and YTD is 2.58%, and 2024 is 0.28%.
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 $511.7 Millions as of 30 Sep, 2025.
The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 17.6% of it's portfolio in VANGUARD INDEX FDS and 10.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off SIMPLIFY EXCHANGE TRADED FUN (AGGH), INNOVATOR ETFS TRUST (BALT) and KIMBERLY-CLARK CORP (KMB) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), ORACLE CORP (ORCL) and GILEAD SCIENCES INC (GILD). Cambridge Advisors Inc. opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), 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 FIRST TR EXCH TRADED FD III (ECLN), PEPSICO INC (PEP) and FIRST TR EXCHANGE TRADED FD (GRID).
The top stock holdings of Cambridge Advisors Inc. are VB, BIV, VEA. The fund has invested 17.6% of it's portfolio in VANGUARD INDEX FDS and 10.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off SIMPLIFY EXCHANGE TRADED FUN (AGGH), INNOVATOR ETFS TRUST (BALT) and KIMBERLY-CLARK CORP (KMB) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), ORACLE CORP (ORCL) and GILEAD SCIENCES INC (GILD). Cambridge Advisors Inc. opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), 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 FIRST TR EXCH TRADED FD III (ECLN), PEPSICO INC (PEP) and FIRST TR EXCHANGE TRADED FD (GRID).
Cambridge Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cambridge Advisors Inc. made a return of 2.13% in the last quarter. In trailing 12 months, it's portfolio return was 1.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchange-traded fd | 1,066,600 |
| simplify exchange traded fun | 287,457 |
| global x fds | 256,232 |
| innovator etfs trust | 201,115 |
New stocks bought by Cambridge Advisors Inc.
Additions
| Ticker | % Inc. |
|---|---|
| first tr exch traded fd iii | 58.23 |
| pepsico inc | 49.38 |
| first tr exchange traded fd | 42.07 |
| simplify exchange traded fun | 36.08 |
| first tr exchange traded fd | 32.18 |
| palo alto networks inc | 20.81 |
| j p morgan exchange traded f | 20.31 |
| j p morgan exchange traded f | 13.94 |
Additions to existing portfolio by Cambridge Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| first tr exchange-traded fd | -11.15 |
| oracle corp | -8.2 |
| gilead sciences inc | -8.16 |
| first tr exchange-traded fd | -8.1 |
| alphabet inc | -8.01 |
| costco whsl corp new | -7.54 |
| fedex corp | -7.49 |
| ishares tr | -7.33 |
Cambridge Advisors Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| simplify exchange traded fun | -673,647 |
| innovator etfs trust | -454,491 |
| kimberly-clark corp | -201,115 |
Cambridge Advisors Inc. got rid off the above stocks
Sector Distribution
Cambridge Advisors Inc. has about 82.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 82.3 |
| Technology | 7.8 |
| Healthcare | 3.3 |
| Industrials | 2.4 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
Cambridge Advisors Inc. has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 82.3 |
| MEGA-CAP | 10.1 |
| LARGE-CAP | 7.6 |
Stocks belong to which Index?
About 17.4% of the stocks held by Cambridge Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 82.6 |
| S&P 500 | 17.4 |
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 169 stocks in it's portfolio. About 52.6% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cambridge Advisors Inc. last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.67 | 89,582 | 3,414,870 | added | 0.13 | ||
| AAPL | apple inc | 1.88 | 37,833 | 9,633,290 | reduced | -0.28 | ||
| AAXJ | ishares tr | 0.08 | 3,800 | 407,550 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.39 | 8,620 | 1,995,880 | reduced | -0.94 | ||
| ABT | abbott labs | 0.18 | 6,745 | 903,425 | reduced | -1.78 | ||
| ACES | alps etf tr | 0.09 | 9,737 | 436,218 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.39 | 8,030 | 1,980,200 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.06 | 6,380 | 281,924 | reduced | -7.33 | ||
| ACWV | ishares inc | 0.04 | 5,570 | 231,768 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.21 | 3,717 | 1,090,940 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.21 | 3,265 | 1,065,630 | added | 0.34 | ||
| AFLG | first tr exchng traded fd vi | 0.93 | 142,685 | 4,768,530 | reduced | -2.68 | ||
| AFLG | first tr exchng traded fd vi | 0.55 | 141,458 | 2,803,690 | reduced | -0.29 | ||
| AFLG | first tr exchng traded fd vi | 0.20 | 22,666 | 1,006,800 | added | 0.15 | ||
| AFLG | first tr exchng traded fd vi | 0.08 | 7,800 | 404,898 | reduced | -1.27 | ||
| AFLG | first tr exchng traded fd vi | 0.06 | 7,280 | 294,622 | reduced | -7.32 | ||
| AGGH | simplify exchange traded fun | 0.19 | 31,565 | 985,993 | reduced | -5.08 | ||
| AGGH | simplify exchange traded fun | 0.17 | 47,494 | 854,896 | reduced | -1.64 | ||
| AGGH | simplify exchange traded fun | 0.16 | 16,667 | 839,166 | added | 1.57 | ||
| AGGH | simplify exchange traded fun | 0.15 | 31,623 | 754,204 | added | 4.31 | ||