Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

  • $460 Million
  • Q2 2025

Cambridge Advisors Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $460 Million distributed in 168 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 $84.2M, Vanguard Bd Index Fd Inc Total with a value of $47.7M, Vanguard Ftse Developed Market with a value of $32.9M, Ishares Core S&P Mid Cap ETF with a value of $18.6M, and Microsoft Corp with a value of $14.4M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $441M to 460M.

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

Portfolio value $460 Million
ETFs: $352 Million
Technology: $35.2 Million
Financial Services: $24.9 Million
Healthcare: $17.3 Million
Industrials: $12.5 Million
Consumer Cyclical: $5.45 Million
Communication Services: $4.45 Million
Consumer Defensive: $3.87 Million
Other: $1.74 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$14.4 Million 3.13% of portfolio
28,932
Q2 2025 Reduced 0.51%
$429B
$10.9 Million 2.37% of portfolio
15
Q1 2025 New
$622B
$8.97 Million 1.95% of portfolio
18,474
Q2 2025 Reduced 2.11%
$3.45T
$7.78 Million 1.69% of portfolio
37,940
Q2 2025 Reduced 6.68%
$164B
$6.82 Million 1.48% of portfolio
24,424
Q2 2025 Reduced 0.26%
$416B
$3.19 Million 0.69% of portfolio
20,192
Q2 2025 Added 9.1%
$220B
$2.98 Million 0.65% of portfolio
7,684
Q2 2025 Reduced 17.94%
$141B
$2.92 Million 0.63% of portfolio
12,688
Q2 2025 Reduced 8.8%
$141B
$2.4 Million 0.52% of portfolio
10,797
Q2 2025 Reduced 7.35%
$181B
$2.4 Million 0.52% of portfolio
8,030
Q2 2025 Reduced 9.88%
$1.58T
$2.02 Million 0.44% of portfolio
2,731
Q2 2025 Reduced 18.55%
$642B
$1.99 Million 0.43% of portfolio
9,115
Q2 2025 Added 0.16%
$45.7B
$1.87 Million 0.41% of portfolio
35,598
Q2 2025 Reduced 0.15%
$138B
$1.86 Million 0.4% of portfolio
9,434
Q2 2025 Reduced 4.21%
$439B
$1.85 Million 0.4% of portfolio
12,117
Q2 2025 Reduced 2.31%
$331B
$1.62 Million 0.35% of portfolio
8,702
Q2 2025 Reduced 0.21%
$855B
$1.46 Million 0.32% of portfolio
5,026
Q2 2025 Reduced 9.05%
$575B
$1.46 Million 0.32% of portfolio
4,116
Q2 2025 Reduced 14.8%
$26.6B
$1.35 Million 0.29% of portfolio
2,530
Q4 2024 Reduced 3.8%
$280B
$1.18 Million 0.26% of portfolio
17,056
Q2 2025 Reduced 5.28%
$126B
$1.15 Million 0.25% of portfolio
3,717
Q2 2025 Reduced 5.71%
$5.99B
$1.15 Million 0.25% of portfolio
12,750
Q2 2025 Added 1,223.99%
$251B
$1.09 Million 0.24% of portfolio
8,975
Q2 2025 Reduced 7.24%
$375B
$1.03 Million 0.22% of portfolio
6,441
Q2 2025 Reduced 0.39%
$79.9B
$1.03 Million 0.22% of portfolio
4,153
Q1 2025 Reduced 0.6%
$2.32T
$975,000 0.21% of portfolio
4,446
Q2 2025 Reduced 10.56%
$220B
$933,000 0.2% of portfolio
6,867
Q2 2025 Added 0.32%
$227B
$928,000 0.2% of portfolio
2,910
Q3 2024 Reduced 1.85%
$59.8B
$889,000 0.19% of portfolio
1,570
Q2 2025 Reduced 3.09%
$181B
$824,000 0.18% of portfolio
1,518
Q4 2024 Added 2.71%
$452B
$789,000 0.17% of portfolio
7,327
Q2 2025 Added 0.01%
$294B
$698,000 0.15% of portfolio
4,880
Q2 2025 Reduced 12.37%
$219B
$673,000 0.15% of portfolio
4,614
Q2 2025 Reduced 9.78%
$111B
$676,000 0.15% of portfolio
7,385
Q2 2025 Added 0.01%
$301B
$656,000 0.14% of portfolio
9,284
Q2 2025 Added 0.39%
$417B
$656,000 0.14% of portfolio
663
Q2 2025 Reduced 18.45%
$267B
$662,000 0.14% of portfolio
2,122
Q4 2024 Reduced 24.4%
$207B
$637,000 0.14% of portfolio
8,056
Q2 2025 Reduced 5.68%
$201B
$594,000 0.13% of portfolio
4,500
Q2 2025 Reduced 31.51%
$313B
$570,000 0.12% of portfolio
7,120
Q2 2025 Reduced 1.37%
$59.9B
$557,000 0.12% of portfolio
2,550
Q2 2025 Reduced 10.53%
$177B
$485,000 0.11% of portfolio
3,051
Q2 2025 Added 1.84%
$1.17T
$527,000 0.11% of portfolio
2,974
Q2 2025 Reduced 1.62%
$122B
$472,000 0.1% of portfolio
5,419
Q1 2025 Reduced 1.45%
$253B
$448,000 0.1% of portfolio
1,520
Q2 2025 Added 2.36%
$68.6B
$326,000 0.07% of portfolio
7,216
Q3 2024 Reduced 2.96%
$63.9B
$335,000 0.07% of portfolio
4,586
Q2 2025 Reduced 9.83%
$43.6B
$302,000 0.07% of portfolio
1,450
Q1 2024 New
$58.9B
$344,000 0.07% of portfolio
1,682
Q2 2025 Added 1.82%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $460 Million
  • Prior Value $441 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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