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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$6.82 Million 1.48% of portfolio
24,424
Q2 2025 Reduced 0.26%
$135B
$2.92 Million 0.63% of portfolio
12,688
Q2 2025 Reduced 8.8%
$152B
$2.4 Million 0.52% of portfolio
10,797
Q2 2025 Reduced 7.35%
$150B
$2.4 Million 0.52% of portfolio
8,030
Q2 2025 Reduced 9.88%
$55.6B
$1.87 Million 0.41% of portfolio
35,598
Q2 2025 Reduced 0.15%
$150B
$1.86 Million 0.4% of portfolio
9,434
Q2 2025 Reduced 4.21%
$30.2B
$1.35 Million 0.29% of portfolio
2,530
Q4 2024 Reduced 3.8%
$124B
$1.15 Million 0.25% of portfolio
3,717
Q2 2025 Reduced 5.71%
$80B
$1.03 Million 0.22% of portfolio
4,153
Q1 2025 Reduced 0.6%
$55.1B
$889,000 0.19% of portfolio
1,570
Q2 2025 Reduced 3.09%
$169B
$824,000 0.18% of portfolio
1,518
Q4 2024 Added 2.71%
$108B
$676,000 0.15% of portfolio
7,385
Q2 2025 Added 0.01%
$57.8B
$557,000 0.12% of portfolio
2,550
Q2 2025 Reduced 10.53%
$173B
$485,000 0.11% of portfolio
3,051
Q2 2025 Added 1.84%
$122B
$472,000 0.1% of portfolio
5,419
Q1 2025 Reduced 1.45%
$68B
$326,000 0.07% of portfolio
7,216
Q3 2024 Reduced 2.96%
$44.6B
$302,000 0.07% of portfolio
1,450
Q1 2024 New
$52.5B
$344,000 0.07% of portfolio
1,682
Q2 2025 Added 1.82%
$139B
$314,000 0.07% of portfolio
1,500
Q1 2025 Reduced 2.28%
$60B
$303,000 0.07% of portfolio
1,335
Q2 2025 Reduced 21.93%
$153B
$287,000 0.06% of portfolio
566
Q4 2024 Reduced 49.28%
$89.6B
$269,000 0.06% of portfolio
12,025
Q2 2025 Reduced 14.26%
$48.9B
$296,000 0.06% of portfolio
3,010
Q2 2025 Reduced 0.99%
$150B
$271,000 0.06% of portfolio
2,450
Q4 2024 Reduced 7.55%
$118B
$222,000 0.05% of portfolio
3,798
Q2 2025 Added 3.6%
$123B
$224,000 0.05% of portfolio
1,500
Q3 2024 New
$55.6B
$236,000 0.05% of portfolio
1,372
Q1 2025 Reduced 6.79%
$15.2B
$223,000 0.05% of portfolio
1,860
Q4 2020 Reduced 0.53%
$87.3B
$236,000 0.05% of portfolio
1,555
Q4 2024 Reduced 3.48%
$45.1B
$201,000 0.04% of portfolio
1,560
Q2 2024 Reduced 38.46%

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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