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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$1.46 Million 0.32% of portfolio
5,026
Q2 2025 Reduced 9.05%
$551B
$1.46 Million 0.32% of portfolio
4,116
Q2 2025 Reduced 14.8%
$0
$1.43 Million 0.31% of portfolio
17,949
Q2 2025 Added 0.3%
$0
$1.37 Million 0.3% of portfolio
54,295
Q2 2025 Reduced 2.02%
$0
$1.37 Million 0.3% of portfolio
19,867
Q2 2025 Added 1.84%
$0
$1.36 Million 0.29% of portfolio
15,186
Q2 2024 Added 4.11%
$0
$1.35 Million 0.29% of portfolio
6,237
Q2 2025 Reduced 0.61%
$30.2B
$1.35 Million 0.29% of portfolio
2,530
Q4 2024 Reduced 3.8%
$0
$1.19 Million 0.26% of portfolio
19,797
Q2 2025 Reduced 1.14%
$293B
$1.18 Million 0.26% of portfolio
17,056
Q2 2025 Reduced 5.28%
$124B
$1.15 Million 0.25% of portfolio
3,717
Q2 2025 Reduced 5.71%
$0
$1.14 Million 0.25% of portfolio
39,892
Q2 2025 Reduced 25.9%
$6.4B
$1.15 Million 0.25% of portfolio
12,750
Q2 2025 Added 1,223.99%
$257B
$1.09 Million 0.24% of portfolio
8,975
Q2 2025 Reduced 7.24%
$0
$1.08 Million 0.23% of portfolio
5,953
Q1 2025 Added 0.02%
$368B
$1.03 Million 0.22% of portfolio
6,441
Q2 2025 Reduced 0.39%
$0
$993,000 0.22% of portfolio
22,632
Q2 2025 Reduced 24.77%
$80B
$1.03 Million 0.22% of portfolio
4,153
Q1 2025 Reduced 0.6%
$0
$975,000 0.21% of portfolio
28,320
Q2 2025 Reduced 6.49%
$2.26T
$975,000 0.21% of portfolio
4,446
Q2 2025 Reduced 10.56%
$0
$936,000 0.2% of portfolio
38,304
Q2 2025 Reduced 5.1%
$229B
$933,000 0.2% of portfolio
6,867
Q2 2025 Added 0.32%
$0
$907,000 0.2% of portfolio
3,254
Q2 2025 Reduced 2.98%
$106B
$919,000 0.2% of portfolio
3,015
Q2 2025 Reduced 1.7%
$227B
$928,000 0.2% of portfolio
2,910
Q3 2024 Reduced 1.85%
$0
$888,000 0.19% of portfolio
48,288
Q2 2025 Reduced 3.83%
$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%
$0
$850,000 0.18% of portfolio
20,031
Q2 2024 Added 1.08%
$442B
$789,000 0.17% of portfolio
7,327
Q2 2025 Added 0.01%
$0
$798,000 0.17% of portfolio
32,757
Q2 2025 Reduced 0.25%
$0
$751,000 0.16% of portfolio
22,520
Q2 2025 Reduced 4.41%
$302B
$698,000 0.15% of portfolio
4,880
Q2 2025 Reduced 12.37%
$0
$698,000 0.15% of portfolio
5,146
Q3 2023 Reduced 19.34%
$229B
$673,000 0.15% of portfolio
4,614
Q2 2025 Reduced 9.78%
$108B
$676,000 0.15% of portfolio
7,385
Q2 2025 Added 0.01%
$0
$640,000 0.14% of portfolio
5,179
Q4 2023 Reduced 0.42%
$0
$653,000 0.14% of portfolio
24,506
Q4 2024 Added 97.6%
$306B
$656,000 0.14% of portfolio
9,284
Q2 2025 Added 0.39%
$0
$649,000 0.14% of portfolio
4,675
Q2 2025 Added 152.84%
$0
$644,000 0.14% of portfolio
19,554
Q2 2025 Reduced 9.14%
$0
$640,000 0.14% of portfolio
6,458
Q2 2024 Added 1.7%
$439B
$656,000 0.14% of portfolio
663
Q2 2025 Reduced 18.45%
$245B
$662,000 0.14% of portfolio
2,122
Q4 2024 Reduced 24.4%
$0
$638,000 0.14% of portfolio
6,671
Q4 2023 Reduced 2.91%
$203B
$637,000 0.14% of portfolio
8,056
Q2 2025 Reduced 5.68%
$0
$587,000 0.13% of portfolio
947
Q2 2025 Reduced 2.67%
$202B
$594,000 0.13% of portfolio
4,500
Q2 2025 Reduced 31.51%
$0
$580,000 0.13% of portfolio
21,697
Q2 2025 Added 10.32%

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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