Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

  • $441 Million
  • Q1 2025

Cambridge Advisors Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $441 Million distributed in 175 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 $74.1M, Vanguard Bd Index Fd Inc Total with a value of $48.8M, Vanguard Ftse Developed Market with a value of $31M, Ishares Core S&P Mid Cap ETF with a value of $15.6M, and Vanguard Total International B with a value of $12.3M.

Examining the 13F form we can see an increase of $8.48M in the current position value, from $433M to 441M.

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

Portfolio value $441 Million
ETFs: $330 Million
Technology: $31.5 Million
Financial Services: $26.9 Million
Healthcare: $19.5 Million
Industrials: $12.7 Million
Consumer Cyclical: $6.05 Million
Consumer Defensive: $4.55 Million
Communication Services: $4.37 Million
Other: $2.05 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.76B
$1.38 Million 0.31% of portfolio
963
Q3 2024 Reduced 0.41%
$0
$1.33 Million 0.3% of portfolio
32,785
Q3 2024 Added 3.88%
$0
$1.32 Million 0.3% of portfolio
30,085
Q1 2025 Reduced 0.63%
$0
$1.3 Million 0.29% of portfolio
55,417
Q1 2025 Reduced 0.18%
$479B
$1.27 Million 0.29% of portfolio
9,100
Q1 2025 Reduced 0.71%
$0
$1.24 Million 0.28% of portfolio
15,186
Q2 2024 Added 4.11%
$0
$1.25 Million 0.28% of portfolio
6,275
Q1 2025 Reduced 8.25%
$0
$1.23 Million 0.28% of portfolio
2,633
Q4 2024 Added 5.74%
$0
$1.2 Million 0.27% of portfolio
20,025
Q1 2025 Reduced 0.08%
$131B
$1.2 Million 0.27% of portfolio
3,942
Q1 2025 Reduced 4.83%
$0
$1.21 Million 0.27% of portfolio
19,509
Q1 2025 Added 15.38%
$0
$1.16 Million 0.26% of portfolio
10,710
Q1 2024 Reduced 0.93%
$268B
$1.11 Million 0.25% of portfolio
18,006
Q1 2025 Reduced 2.89%
$284B
$1.11 Million 0.25% of portfolio
2,122
Q4 2024 Reduced 24.4%
$386B
$1.1 Million 0.25% of portfolio
6,466
Q1 2025 Reduced 2.27%
$255B
$1.08 Million 0.24% of portfolio
9,675
Q1 2025 Reduced 3.97%
$0
$1.03 Million 0.23% of portfolio
5,953
Q1 2025 Added 0.02%
$60.7B
$955,000 0.22% of portfolio
1,620
Q4 2024 Reduced 5.54%
$182B
$985,000 0.22% of portfolio
6,570
Q1 2025 Reduced 3.17%
$22.6B
$935,000 0.21% of portfolio
2,530
Q4 2024 Reduced 3.8%
$235B
$907,000 0.21% of portfolio
6,845
Q4 2024 Reduced 3.52%
$2.22T
$945,000 0.21% of portfolio
4,971
Q1 2025 Added 0.4%
$0
$912,000 0.21% of portfolio
50,210
Q1 2025 Added 8.56%
$281B
$931,000 0.21% of portfolio
5,569
Q1 2025 Reduced 0.34%
$447B
$871,000 0.2% of portfolio
7,326
Q1 2025 Added 0.01%
$0
$884,000 0.2% of portfolio
30,286
Q1 2025 Added 1.25%
$0
$891,000 0.2% of portfolio
40,362
Q4 2024 Added 200.0%
$0
$886,000 0.2% of portfolio
20,031
Q2 2024 Added 1.08%
$106B
$883,000 0.2% of portfolio
3,067
Q1 2025 Reduced 1.92%
$224B
$782,000 0.18% of portfolio
2,910
Q3 2024 Reduced 1.85%
$0
$799,000 0.18% of portfolio
32,840
Q4 2024 Added 99.27%
$446B
$768,000 0.17% of portfolio
813
Q4 2024 Added 7.4%
$206B
$766,000 0.17% of portfolio
8,541
Q1 2025 Added 0.14%
$0
$740,000 0.17% of portfolio
23,560
Q4 2024 Reduced 18.82%
$187B
$751,000 0.17% of portfolio
1,518
Q4 2024 Added 2.71%
$0
$698,000 0.16% of portfolio
5,146
Q3 2023 Reduced 19.34%
$99.4B
$724,000 0.16% of portfolio
7,384
Q4 2024 Added 0.01%
$0
$709,000 0.16% of portfolio
3,354
Q1 2025 Added 12.93%
$0
$649,000 0.15% of portfolio
21,521
Q1 2025 Reduced 2.42%
$0
$645,000 0.15% of portfolio
4,978
Q1 2025 Reduced 10.76%
$204B
$677,000 0.15% of portfolio
5,114
Q1 2025 Reduced 0.49%
$313B
$662,000 0.15% of portfolio
9,248
Q1 2025 Reduced 7.96%
$0
$658,000 0.15% of portfolio
24,506
Q4 2024 Added 97.6%
$0
$620,000 0.14% of portfolio
5,179
Q4 2023 Reduced 0.42%
$0
$638,000 0.14% of portfolio
6,458
Q2 2024 Added 1.7%
$0
$617,000 0.14% of portfolio
5,607
Q1 2025 Reduced 7.96%
$0
$636,000 0.14% of portfolio
6,671
Q4 2023 Reduced 2.91%
$0
$582,000 0.13% of portfolio
19,667
Q1 2025 Reduced 4.61%
$0
$592,000 0.13% of portfolio
12,986
Q1 2025 Reduced 2.45%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $441 Million
  • Prior Value $433 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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