Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

  • $491 Million
  • Q3 2025

Cambridge Advisors Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $491 Million distributed in 169 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 $89.9M, Vanguard Bd Index Fd Inc Total with a value of $51.7M, Vanguard Ftse Developed Market with a value of $34.3M, Ishares Core S&P Mid Cap ETF with a value of $19.3M, and Microsoft Corp with a value of $14.9M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $460M to 491M.

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

Portfolio value $491 Million
ETFs: $376 Million
Technology: $39.3 Million
Financial Services: $25.6 Million
Healthcare: $18.1 Million
Industrials: $13.1 Million
Consumer Cyclical: $5.96 Million
Communication Services: $5.06 Million
Consumer Defensive: $3.86 Million
Other: $1.87 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$14.9 Million 3.03% of portfolio
28,735
Q3 2025 Reduced 0.68%
$440B
$11.3 Million 2.3% of portfolio
15
Q1 2025 New
$3.98T
$9.63 Million 1.96% of portfolio
37,833
Q3 2025 Reduced 0.28%
$646B
$9.14 Million 1.86% of portfolio
18,190
Q3 2025 Reduced 1.54%
$158B
$6.93 Million 1.41% of portfolio
24,569
Q3 2025 Added 0.59%
$453B
$3.77 Million 0.77% of portfolio
20,217
Q3 2025 Added 0.12%
$286B
$3.43 Million 0.7% of portfolio
7,191
Q3 2025 Reduced 6.42%
$138B
$2.97 Million 0.6% of portfolio
12,563
Q3 2025 Reduced 0.99%
$73.3B
$2.84 Million 0.58% of portfolio
34,676
Q3 2025 Reduced 2.59%
$151B
$2.71 Million 0.55% of portfolio
10,798
Q3 2025 Added 0.01%
$844B
$2.35 Million 0.48% of portfolio
8,368
Q3 2025 Reduced 8.2%
$502B
$2.23 Million 0.45% of portfolio
12,028
Q3 2025 Reduced 0.73%
$401B
$2 Million 0.41% of portfolio
8,620
Q3 2025 Reduced 0.94%
$1.61T
$2.01 Million 0.41% of portfolio
2,736
Q3 2025 Added 0.18%
$147B
$1.98 Million 0.4% of portfolio
8,030
Q2 2025 Reduced 9.88%
$1.5T
$1.97 Million 0.4% of portfolio
8,097
Q3 2025 Reduced 8.01%
$32.9B
$1.63 Million 0.33% of portfolio
2,514
Q3 2025 Reduced 0.63%
$876B
$1.55 Million 0.32% of portfolio
4,926
Q3 2025 Reduced 1.99%
$6.35B
$1.37 Million 0.28% of portfolio
12,750
Q2 2025 Added 1,223.99%
$548B
$1.4 Million 0.28% of portfolio
4,097
Q3 2025 Reduced 0.46%
$284B
$1.14 Million 0.23% of portfolio
16,706
Q3 2025 Reduced 2.05%
$281B
$1.15 Million 0.23% of portfolio
8,975
Q2 2025 Reduced 7.24%
$75.9B
$1.08 Million 0.22% of portfolio
4,153
Q1 2025 Reduced 0.6%
$116B
$1.09 Million 0.22% of portfolio
3,717
Q2 2025 Reduced 5.71%
$2.18T
$987,000 0.2% of portfolio
4,496
Q3 2025 Added 1.12%
$241B
$966,000 0.2% of portfolio
2,910
Q3 2024 Reduced 1.85%
$355B
$989,000 0.2% of portfolio
6,441
Q2 2025 Reduced 0.39%
$210B
$944,000 0.19% of portfolio
6,722
Q3 2025 Added 49.38%
$224B
$903,000 0.18% of portfolio
6,745
Q3 2025 Reduced 1.78%
$461B
$826,000 0.17% of portfolio
7,328
Q3 2025 Added 0.01%
$53B
$782,000 0.16% of portfolio
1,570
Q2 2025 Reduced 3.09%
$297B
$758,000 0.15% of portfolio
4,882
Q3 2025 Added 0.04%
$231B
$745,000 0.15% of portfolio
4,458
Q3 2025 Reduced 3.38%
$334B
$732,000 0.15% of portfolio
2,122
Q4 2024 Reduced 24.4%
$154B
$678,000 0.14% of portfolio
1,518
Q4 2024 Added 2.71%
$213B
$677,000 0.14% of portfolio
8,070
Q3 2025 Added 0.17%
$1.53T
$687,000 0.14% of portfolio
2,824
Q3 2025 Reduced 5.04%
$95.1B
$626,000 0.13% of portfolio
7,408
Q3 2025 Added 0.31%
$292B
$618,000 0.13% of portfolio
9,320
Q3 2025 Added 0.39%
$57.1B
$580,000 0.12% of portfolio
2,550
Q2 2025 Reduced 10.53%
$319B
$588,000 0.12% of portfolio
7,022
Q3 2025 Reduced 1.38%
$410B
$567,000 0.12% of portfolio
613
Q3 2025 Reduced 7.54%
$184B
$508,000 0.1% of portfolio
3,058
Q3 2025 Added 0.23%
$126B
$498,000 0.1% of portfolio
5,235
Q3 2025 Reduced 3.4%
$247B
$419,000 0.09% of portfolio
1,485
Q3 2025 Reduced 2.3%
$61.5B
$413,000 0.08% of portfolio
2,032
Q3 2025 Added 20.81%
$151B
$390,000 0.08% of portfolio
11,625
Q3 2025 Reduced 3.33%
$67.8B
$348,000 0.07% of portfolio
7,216
Q3 2024 Reduced 2.96%
$47.3B
$357,000 0.07% of portfolio
1,450
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $491 Million
  • Prior Value $460 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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