Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

  • $441 Million
  • Q1 2025

Cambridge Advisors Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $441 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.1M, Vanguard Bd Index Fd Inc Total with a value of $48.8M, Vanguard Ftse Developed Market with a value of $31M, Ishares Core S&P Mid Cap ETF with a value of $15.6M, and Vanguard Total International B with a value of $12.3M.

Examining the 13F form we can see an increase of $8.48M in the current position value, from $433M to 441M.

Below you can find more details about Cambridge Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $441 Million
ETFs: $330 Million
Technology: $31.5 Million
Financial Services: $26.9 Million
Healthcare: $19.5 Million
Industrials: $12.7 Million
Consumer Cyclical: $6.05 Million
Consumer Defensive: $4.55 Million
Communication Services: $4.37 Million
Other: $2.05 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.1 Million 16.79% of portfolio
144,194
Q1 2025 Added 0.1%
$0
$48.8 Million 11.07% of portfolio
664,992
Q1 2025 Added 0.84%
$0
$31 Million 7.02% of portfolio
609,512
Q1 2025 Reduced 0.05%
$0
$15.6 Million 3.53% of portfolio
266,940
Q1 2025 Added 0.06%
$0
$12.3 Million 2.79% of portfolio
251,847
Q1 2025 Reduced 0.01%
$477B
$12 Million 2.71% of portfolio
15
Q1 2025 New
$2.92T
$10.9 Million 2.47% of portfolio
29,080
Q1 2025 Added 0.01%
$0
$10.3 Million 2.33% of portfolio
37,364
Q1 2025 Added 0.0%
$691B
$10.1 Million 2.28% of portfolio
18,873
Q1 2025 Reduced 0.24%
$0
$9.56 Million 2.17% of portfolio
167,317
Q1 2025 Added 6.03%
$0
$9.53 Million 2.16% of portfolio
184,019
Q1 2025 Added 3.69%
$0
$9.36 Million 2.12% of portfolio
114,519
Q1 2025 Reduced 0.03%
$3.36T
$9.03 Million 2.05% of portfolio
40,656
Q1 2025 Added 0.94%
$0
$9.02 Million 2.04% of portfolio
199,369
Q1 2025 Reduced 0.05%
$150B
$7.63 Million 1.73% of portfolio
24,487
Q1 2025 Added 0.01%
$0
$6.56 Million 1.49% of portfolio
36,009
Q1 2025 Reduced 1.62%
$0
$6.39 Million 1.45% of portfolio
70,543
Q1 2025 Reduced 0.01%
$0
$6.22 Million 1.41% of portfolio
28,036
Q4 2024 Reduced 10.14%
$0
$4.29 Million 0.97% of portfolio
153,602
Q1 2025 Added 0.05%
$0
$4.24 Million 0.96% of portfolio
142,945
Q1 2025 Added 2.29%
$131B
$3.29 Million 0.74% of portfolio
13,913
Q1 2025 Reduced 3.3%
$162B
$3.09 Million 0.7% of portfolio
9,364
Q4 2024 Reduced 0.64%
$0
$3.06 Million 0.69% of portfolio
129,506
Q1 2025 Reduced 2.18%
$0
$2.98 Million 0.68% of portfolio
138,603
Q1 2025 Added 0.24%
$0
$2.93 Million 0.66% of portfolio
90,657
Q1 2025 Reduced 0.33%
$185B
$2.78 Million 0.63% of portfolio
8,910
Q1 2025 Reduced 0.11%
$1.08B
$2.76 Million 0.62% of portfolio
89,256
Q1 2025 Added 0.73%
$137B
$2.72 Million 0.62% of portfolio
11,653
Q1 2025 Reduced 0.51%
$0
$2.5 Million 0.57% of portfolio
27,900
Q1 2025 Reduced 0.5%
$0
$2.33 Million 0.53% of portfolio
6,453
Q3 2024 Reduced 0.19%
$0
$2.29 Million 0.52% of portfolio
45,241
Q1 2025 Added 3.22%
$0
$2.29 Million 0.52% of portfolio
4,089
Q1 2025 Reduced 0.97%
$404B
$2.06 Million 0.47% of portfolio
12,404
Q1 2025 Added 0.09%
$0
$2.07 Million 0.47% of portfolio
3,874
Q3 2024 Reduced 0.13%
$144B
$2.02 Million 0.46% of portfolio
9,849
Q1 2025 Reduced 3.56%
$277B
$2.01 Million 0.45% of portfolio
18,507
Q1 2025 Added 0.09%
$1.23T
$1.93 Million 0.44% of portfolio
3,353
Q1 2025 Reduced 0.53%
$329B
$1.83 Million 0.41% of portfolio
8,720
Q1 2025 Reduced 1.79%
$0
$1.78 Million 0.4% of portfolio
90,018
Q1 2025 Reduced 0.29%
$0
$1.69 Million 0.38% of portfolio
45,208
Q1 2025 Added 5.16%
$548B
$1.69 Million 0.38% of portfolio
4,831
Q1 2025 Reduced 0.49%
$0
$1.61 Million 0.37% of portfolio
3,841
Q4 2024 Reduced 0.31%
$37.4B
$1.63 Million 0.37% of portfolio
35,653
Q1 2025 Added 0.15%
$967B
$1.63 Million 0.37% of portfolio
10,515
Q1 2025 Added 0.25%
$0
$1.52 Million 0.34% of portfolio
57,930
Q1 2025 Added 0.02%
$0
$1.47 Million 0.33% of portfolio
53,834
Q1 2025 Reduced 1.18%
$0
$1.41 Million 0.32% of portfolio
17,895
Q1 2025 Reduced 0.06%
$0
$1.43 Million 0.32% of portfolio
13,659
Q1 2025 Added 0.89%
$714B
$1.36 Million 0.31% of portfolio
5,526
Q4 2024 Added 0.36%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $441 Million
  • Prior Value $433 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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