CA
Cambridge Advisors Inc. 13F Disclosure (Q3 2026) — Portfolio & Holdings
Cambridge Advisors Inc.CIK: 0001633695
Diversified strategyMomentum followerSector-focused
Total reported value
$581.0M
Reporting period: 2026-09-30 · Number of holdings: 182
Cambridge Advisors Inc. disclosed 182 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $581.0M and a quarterly turnover rate of 6.6%.
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Personality snowflake
- Concentration
- 23.09
- Portfolio Stability
- 6.59
- Momentum
- 100
- Sector conviction
- 83.53
- Diversification
- 100
- Sizing Uniformity
- 69.09
Cambridge Advisors Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.058 — mathematically equivalent to about 17 equally-sized positions, well below its 182 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.09), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 17% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim GLW
+0.0% -$3.5M
Add MSFT
-1.6% $3.4M
Add VOO
+0.5% $2.7M
Trim CAT
-0.7% -$1.6M
Add AMGN
+0.4% $1.5M
Trim BND
+2.0% -$1.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.73% | +0.48% | +0.46% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.92% | -0.25% | +1.99% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.80% | -0.02% | +0.51% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.88% | -0.25% | +0.66% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.59% | -0.06% | +1.02% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.27% | -0.01% | -1.59% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | +0.58% | -1.60% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.18% | +0.02% | +0.78% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.20% | -3.38% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | — | +0.53% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.99% | -0.07% | +1.36% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.93% | — | — | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.79% | +0.26% | +0.43% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.76% | — | +0.52% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.56% | -0.09% | +0.76% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.50% | +0.09% | -0.19% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.09% | +0.76% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.01% | -0.75% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.33% | -0.03% | -0.93% | |
| 20 | GLW | Corning Inc | Stock-Tech | 0.92% | -0.60% | +0.03% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.90% | +0.02% | -0.58% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | -0.28% | -0.73% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.10% | +0.53% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.74% | +0.16% | +28.79% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.74% | +0.22% | -0.96% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | +0.01% | -0.03% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.69% | +0.01% | +0.04% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.69% | +0.02% | +1.31% | |
| 29 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.63% | — | -3.55% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.01% | -1.23% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | — | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | +0.03% | +0.53% | |
| 33 | EIPI | Ft Energy Income ETF | ETF-Other | 0.51% | -0.02% | -3.03% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | +1.08% | |
| 35 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.48% | -0.05% | -11.27% | |
| 36 | SAMT | Strategas Macro Them Opps | ETF-Other | 0.45% | — | +14.97% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.44% | -0.01% | -0.50% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.44% | -0.03% | -0.26% | |
| 39 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.43% | +0.08% | +24.75% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | -0.04% | -3.87% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | -0.04% | +0.37% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.01% | +0.06% | |
| 43 | AIRR | First Trust Rba American Ind | ETF-Other | 0.35% | -0.07% | +7.24% | |
| 44 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.35% | +0.01% | +4.86% | |
| 45 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.34% | -0.02% | +2.94% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | -0.03% | -0.33% | |
| 47 | EMLP | First Trust North American E | ETF-Other | 0.33% | -0.03% | -3.08% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | -0.01% | -3.53% | |
| 49 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.31% | +0.05% | +27.79% | |
| 50 | EME | Emcor Group Inc | Stock-Industrials | 0.31% | -0.03% | -0.84% |
1–50 of 182
Portfolio Performance
Performance for Q4 2026
+1.3%
Performance Last 4 Quarters
+10.7%
- Stdev
- +9.6%
- Beta
- +0.74
- Alpha
- 0%
- Max Drawdown
- -5%
- Annualized Perf
- +17.2%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.54
- Stutzer
- +0.5
- Treynor
- +0.22
- Sterling
- +1.19
- Calmar
- +3.46
- Information Ratio
- -1.31
- Tracking Error
- +4.5%
- Stdev Down
- +4.6%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +25.9%
- Worst 12 Months
- +5.7%
- Efficiency Ratio
- +0.68
- Sharpe
- +1.72
- Stdev Sectors
- +13.8%
- Skewness
- -0.12
- Kurtosis
- +0.12
- Upside Potential
- +4.98
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 182 | $581.0M | 7 | ||
| 2026 Q2 | 183 | $581.7M | 14 | ||
| 2026 Q1 | 178 | $515.3M | 6 | ||
| 2025 Q4 | 176 | $525.3M | 6 | ||
| 2025 Q3 | 169 | $511.7M | 16 | ||
| 2025 Q2 | 168 | $478.4M | 0 | ||
| 2025 Q1 | 175 | $456.6M | 100 | ||
| 2024 Q4 | 168 | $448.0M | 0 | ||
| 2024 Q3 | 170 | $457.7M | 0 | ||
| 2024 Q2 | 167 | $430.4M | 0 | ||
| 2024 Q1 | 167 | $424.1M | 0 | ||
| 2023 Q4 | 165 | $398.0M | 0 | ||
| 2023 Q3 | 164 | $372.4M | 0 | ||
| 2023 Q2 | 166 | $390.8M | 0 | ||
| 2023 Q1 | 181 | $390.7M | 0 | ||
| 2022 Q4 | 181 | $372.6M | 0 | ||
| 2022 Q3 | 174 | $349.0M | 0 | ||
| 2022 Q2 | 177 | $365.9M | 0 | ||
| 2022 Q1 | 179 | $419.6M | 0 | ||
| 2021 Q4 | 184 | $442.7M | 0 | ||
| 2021 Q3 | 178 | $410.5M | 0 | ||
| 2021 Q2 | 172 | $413.5M | 97 | ||
| 2021 Q1 | 164 | $391.3M | 8 | ||
| 2020 Q4 | 159 | $371.5M | 10 | ||
| 2020 Q3 | 149 | $339.5M | 11 | ||
| 2020 Q2 | 142 | $319.3M | 17 | ||
| 2020 Q1 | 137 | $274.5M | 20 | ||
| 2019 Q4 | 147 | $327.8M | 20 | ||
| 2019 Q3 | 140 | $303.2M | 16 | ||
| 2019 Q2 | 137 | $303.0M | 8 | ||
| 2019 Q1 | 136 | $293.7M | 10 | ||
| 2018 Q4 | 134 | $268.8M | 12 | ||
| 2018 Q3 | 142 | $296.1M | 8 | ||
| 2018 Q2 | 144 | $282.9M | 7 | ||
| 2018 Q1 | 148 | $278.9M | 5 | ||
| 2017 Q4 | 142 | $277.1M | 8 | ||
| 2017 Q3 | 138 | $260.1M | 7 | ||
| 2017 Q2 | 134 | $247.4M | 8 | ||
| 2017 Q1 | 131 | $242.5M | 11 | ||
| 2016 Q4 | 131 | $226.3M | 7 | ||
| 2016 Q3 | 132 | $226.0M | 7 | ||
| 2016 Q2 | 130 | $218.8M | 5 | ||
| 2016 Q1 | 130 | $215.5M | 31 | ||
| 2015 Q4 | 126 | $176.4M | 8 | ||
| 2015 Q3 | 129 | $169.3M | 12 | ||
| 2015 Q2 | 123 | $177.5M | 32 | ||
| 2015 Q1 | 121 | $172.2M | 35 | ||
| 2014 Q4 | 122 | $163.5M | 0 |
Holding changes this quarter
Cambridge Advisors Inc.'s most significant position changes for 2026-09-30: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Vanguard Value ETF (VTV); Sold out: Mcdonald's CORP (MCD); Sold out: Altria Group Inc (MO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | -1.60% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +0.46% | Add |
| 3 | AMGN | Amgen Inc | +0.3% | +0.43% | Add |
| 4 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | -0.96% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -3.38% | Trim |
| 6 | ✓ | +0.2% | NEW | New buy | |
| 7 | JPST | Jpmorgan Ultra-short Income | +0.2% | +28.79% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +0.53% | Add |
| 9 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.19% | Trim |
| 10 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +24.75% | Add |
| 11 | BITW | Bitwise 10 Crypto Index ETF | +0.1% | +0.19% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -4.16% | Trim |
| 13 | ACN | Accenture plc | +0.1% | -0.36% | Trim |
| 14 | SDVD | Ft Vest Smid Rising Dividend | +0.1% | +27.79% | Add |
| 15 | MAXI | Simplify Bitcoin Strt Etf-ui | 0% | +0.21% | Add |
| 16 | VZ | Verizon Communications Inc | 0% | NEW | New buy |
| 17 | DHR | Danaher CORP | 0% | -1.96% | Trim |
| 18 | PSLV | Sprott Physical Silver Trust | 0% | NEW | New buy |
| 19 | ARKG | Ark Genomic Revolution ETF | 0% | +3.54% | Add |
| 20 | CVX | Chevron CORP | 0% | -1.05% | Trim |
| 21 | JNJ | Johnson & Johnson | 0% | +0.53% | Add |
| 22 | MRK | Merck & Co. Inc. | 0% | +0.64% | Add |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | -0.58% | Trim |
| 24 | SCHB | Schwab US Broad Market ETF | 0% | +1.31% | Add |
| 25 | ADP | Automatic Data Processing | 0% | -4.04% | Trim |
| 26 | JEPQ | JPM Nasdaq Equity Premium | 0% | +0.78% | Add |
| 27 | PFIX | Simplify Interest Rate Hedge | 0% | -2.85% | Trim |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.03% | Trim |
| 29 | PANW | Palo Alto Networks Inc | 0% | -2.24% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.08% | Add |
| 31 | ABBV | Abbvie Inc | 0% | +0.06% | Add |
| 32 | CRL | Charles River Laboratories | 0% | — | Unchanged |
| 33 | ROBO | Robo Global Robotics And Aut | 0% | +40.41% | Add |
| 34 | GRMN | Garmin Ltd. | 0% | — | Unchanged |
| 35 | VDE | Vanguard Energy ETF | 0% | — | Unchanged |
| 36 | BUCK | Simplify Treasury Option Inc | 0% | +6.60% | Add |
| 37 | HEQT | Simplify Hedged Equity ETF | 0% | +3.45% | Add |
| 38 | ARKQ | Ark Autonomous Tech & Robot | 0% | +20.74% | Add |
| 39 | AMZN | Amazon.com Inc | 0% | +2.09% | Add |
| 40 | PINK | Simplify Health Care ETF | 0% | +6.24% | Add |
| 41 | JGRO | Jpmorgan Active Growth ETF | 0% | +4.86% | Add |
| 42 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 43 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +0.04% | Add |
| 45 | TGT | Target CORP | 0% | — | Unchanged |
| 46 | BDX | Becton Dickinson And Co | 0% | — | Unchanged |
| 47 | KO | Coca-cola Co/the | 0% | -1.36% | Trim |
| 48 | SVOL | Simplify Volatility Premium | 0% | +1.85% | Add |
| 49 | GLD | Spdr Gold Shares | 0% | -0.73% | Trim |
| 50 | DE | Deere & Co | 0% | — | Unchanged |
1–50 of 186
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Cambridge Advisors Inc. and what type of investor is it?
Cambridge Advisors Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $581.0M, spread across 182 disclosed positions.
What are Cambridge Advisors Inc.'s largest equity positions?
Based on the latest 13F filing, Cambridge Advisors Inc.'s top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $108.8M (18.7%)
2. Vanguard Total Bond Market (BND) — $57.6M (9.9%)
3. Vanguard Ftse Developed ETF (VEA) — $39.5M (6.8%)
4. Ishares Core S&p Midcap ETF (IJH) — $22.6M (3.9%)
5. Vanguard Total Intl Bond ETF (BNDX) — $15.1M (2.6%)
What changes did Cambridge Advisors Inc. make in its most recent portfolio filing?
In the latest reported quarter, Cambridge Advisors Inc. made 135 notable position adjustments: 3 new positions were initiated, 66 existing holdings were added to, 62 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Vanguard Value ETF (VTV); Sold out: Mcdonald's CORP (MCD); Sold out: Altria Group Inc (MO)
What sectors does Cambridge Advisors Inc. focus on?
Cambridge Advisors Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 44.5%
• Health Care: 23.2%
• Industrials: 13.3%
• Communication Services: 5.4%
• Financials: 5.0%
• Consumer Discretionary: 4.8%
Investment Profile
Cambridge Advisors Inc. returned an annualized 17.2% over the trailing 36 months — underperforming the S&P 500 by 0.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.74 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 44.5% of the portfolio concentrated in Information Technology.
It has added to its VOO position over the past two quarters (+$20.5M, now $108.8M), while trimming LOW over the same stretch (-$713.3K, still holding $1.7M).
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Developer Access
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