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
$0
$605,000 0.12% of portfolio
21,644
Q3 2025 Reduced 0.24%
$57B
$580,000 0.12% of portfolio
2,550
Q2 2025 Reduced 10.53%
$328B
$588,000 0.12% of portfolio
7,022
Q3 2025 Reduced 1.38%
$423B
$567,000 0.12% of portfolio
613
Q3 2025 Reduced 7.54%
$0
$525,000 0.11% of portfolio
11,201
Q4 2023 Added 0.01%
$0
$531,000 0.11% of portfolio
2,850
Q3 2023 Reduced 5.63%
$183B
$508,000 0.1% of portfolio
3,058
Q3 2025 Added 0.23%
$67.3B
$501,000 0.1% of portfolio
6,893
Q3 2025 Reduced 0.58%
$0
$480,000 0.1% of portfolio
17,367
Q3 2025 Reduced 0.57%
$0
$490,000 0.1% of portfolio
3,450
Q3 2025 Added 6.15%
$127B
$498,000 0.1% of portfolio
5,235
Q3 2025 Reduced 3.4%
$0
$436,000 0.09% of portfolio
9,737
Q2 2025 Reduced 5.15%
$252B
$419,000 0.09% of portfolio
1,485
Q3 2025 Reduced 2.3%
$0
$452,000 0.09% of portfolio
9,879
Q2 2025 Reduced 0.24%
$0
$465,000 0.09% of portfolio
3,571
Q2 2025 Reduced 36.31%
$0
$391,000 0.08% of portfolio
2,000
Q2 2023 New
$0
$386,000 0.08% of portfolio
3,073
Q2 2025 Reduced 38.27%
$0
$389,000 0.08% of portfolio
1,391
Q3 2025 Reduced 0.57%
$61.8B
$413,000 0.08% of portfolio
2,032
Q3 2025 Added 20.81%
$0
$385,000 0.08% of portfolio
9,610
Q4 2024 Reduced 71.81%
$0
$404,000 0.08% of portfolio
7,800
Q3 2025 Reduced 1.27%
$153B
$390,000 0.08% of portfolio
11,625
Q3 2025 Reduced 3.33%
$0
$396,000 0.08% of portfolio
16,558
Q3 2025 Added 0.04%
$69B
$348,000 0.07% of portfolio
7,216
Q3 2024 Reduced 2.96%
$47.8B
$357,000 0.07% of portfolio
1,450
Q1 2024 New
$0
$355,000 0.07% of portfolio
12,203
Q3 2025 Added 3.2%
$0
$329,000 0.07% of portfolio
10,406
Q3 2025 Added 36.08%
$0
$336,000 0.07% of portfolio
7,980
Q2 2025 Reduced 0.1%
$0
$335,000 0.07% of portfolio
10,400
Q3 2017 New
$128B
$307,000 0.06% of portfolio
1,425
Q3 2025 Reduced 5.0%
$61.4B
$291,000 0.06% of portfolio
1,235
Q3 2025 Reduced 7.49%
$0
$287,000 0.06% of portfolio
5,968
Q3 2025 New
$0
$313,000 0.06% of portfolio
9,554
Q1 2025 New
$0
$282,000 0.06% of portfolio
13,083
Q3 2025 Reduced 5.53%
$0
$280,000 0.06% of portfolio
18,498
Q3 2025 Reduced 0.31%
$592M
$282,000 0.06% of portfolio
22,975
Q3 2025 Added 9.4%
$0
$273,000 0.06% of portfolio
4,945
Q3 2025 Reduced 3.61%
$0
$281,000 0.06% of portfolio
6,380
Q3 2025 Reduced 7.33%
$84.8B
$241,000 0.05% of portfolio
1,555
Q4 2024 Reduced 3.48%
$0
$245,000 0.05% of portfolio
5,747
Q1 2025 New
$14.6B
$223,000 0.05% of portfolio
1,810
Q3 2025 Reduced 2.69%
$53.3B
$247,000 0.05% of portfolio
1,322
Q3 2025 Reduced 3.64%
$116B
$252,000 0.05% of portfolio
3,816
Q3 2025 Added 0.47%
$116B
$256,000 0.05% of portfolio
1,500
Q3 2024 New
$0
$239,000 0.05% of portfolio
7,600
Q4 2022 New
$225B
$260,000 0.05% of portfolio
858
Q2 2025 Reduced 5.51%
$0
$231,000 0.05% of portfolio
5,570
Q1 2025 New
$148B
$249,000 0.05% of portfolio
2,250
Q3 2025 Reduced 8.16%
$47.8B
$261,000 0.05% of portfolio
4,380
Q3 2025 Reduced 4.49%

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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