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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$897B
$1.55 Million 0.32% of portfolio
4,926
Q3 2025 Reduced 1.99%
$0
$1.58 Million 0.32% of portfolio
2,633
Q4 2024 Added 5.74%
$0
$1.52 Million 0.31% of portfolio
54,429
Q3 2025 Added 0.25%
$0
$1.5 Million 0.31% of portfolio
6,217
Q3 2025 Reduced 0.32%
$0
$1.46 Million 0.3% of portfolio
19,867
Q2 2025 Added 1.84%
$0
$1.42 Million 0.29% of portfolio
15,186
Q2 2024 Added 4.11%
$0
$1.38 Million 0.28% of portfolio
17,204
Q3 2025 Reduced 4.15%
$6.41B
$1.37 Million 0.28% of portfolio
12,750
Q2 2025 Added 1,223.99%
$565B
$1.4 Million 0.28% of portfolio
4,097
Q3 2025 Reduced 0.46%
$0
$1.24 Million 0.25% of portfolio
39,716
Q3 2025 Reduced 0.44%
$0
$1.14 Million 0.23% of portfolio
6,021
Q3 2025 Added 1.14%
$285B
$1.14 Million 0.23% of portfolio
16,706
Q3 2025 Reduced 2.05%
$280B
$1.15 Million 0.23% of portfolio
8,975
Q2 2025 Reduced 7.24%
$0
$1.12 Million 0.23% of portfolio
18,696
Q3 2025 Reduced 5.56%
$76.1B
$1.08 Million 0.22% of portfolio
4,153
Q1 2025 Reduced 0.6%
$118B
$1.09 Million 0.22% of portfolio
3,717
Q2 2025 Reduced 5.71%
$134B
$1.02 Million 0.21% of portfolio
2,877
Q3 2025 Reduced 4.58%
$0
$1.05 Million 0.21% of portfolio
28,237
Q3 2025 Reduced 0.29%
$0
$1.01 Million 0.21% of portfolio
38,404
Q3 2025 Added 0.26%
$2.2T
$987,000 0.2% of portfolio
4,496
Q3 2025 Added 1.12%
$247B
$966,000 0.2% of portfolio
2,910
Q3 2024 Reduced 1.85%
$0
$1.01 Million 0.2% of portfolio
22,666
Q3 2025 Added 0.15%
$0
$1 Million 0.2% of portfolio
6,642
Q3 2025 Added 42.07%
$349B
$989,000 0.2% of portfolio
6,441
Q2 2025 Reduced 0.39%
$0
$986,000 0.2% of portfolio
31,565
Q3 2025 Reduced 5.08%
$208B
$944,000 0.19% of portfolio
6,722
Q3 2025 Added 49.38%
$0
$889,000 0.18% of portfolio
9,205
Q3 2025 Added 32.18%
$0
$881,000 0.18% of portfolio
20,031
Q2 2024 Added 1.08%
$227B
$903,000 0.18% of portfolio
6,745
Q3 2025 Reduced 1.78%
$0
$854,000 0.17% of portfolio
47,494
Q3 2025 Reduced 1.64%
$465B
$826,000 0.17% of portfolio
7,328
Q3 2025 Added 0.01%
$0
$779,000 0.16% of portfolio
22,420
Q3 2025 Reduced 0.44%
$0
$799,000 0.16% of portfolio
32,757
Q2 2025 Reduced 0.25%
$53B
$782,000 0.16% of portfolio
1,570
Q2 2025 Reduced 3.09%
$298B
$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%
$338B
$732,000 0.15% of portfolio
2,122
Q4 2024 Reduced 24.4%
$0
$720,000 0.15% of portfolio
5,146
Q3 2023 Reduced 19.34%
$154B
$678,000 0.14% of portfolio
1,518
Q4 2024 Added 2.71%
$0
$673,000 0.14% of portfolio
19,561
Q3 2025 Added 0.04%
$0
$667,000 0.14% of portfolio
5,147
Q3 2025 Reduced 0.62%
$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%
$0
$634,000 0.13% of portfolio
23,531
Q3 2025 Reduced 3.98%
$95.1B
$626,000 0.13% of portfolio
7,408
Q3 2025 Added 0.31%
$290B
$618,000 0.13% of portfolio
9,320
Q3 2025 Added 0.39%
$0
$633,000 0.13% of portfolio
6,571
Q3 2025 Reduced 1.5%
$0
$633,000 0.13% of portfolio
947
Q2 2025 Reduced 2.67%
$0
$647,000 0.13% of portfolio
6,458
Q2 2024 Added 1.7%

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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