CA
Cambridge Advisors Inc. 13F Disclosure (Q2 2026) — Portfolio & Holdings
Cambridge Advisors Inc.CIK: 0001633695
Diversified strategyMomentum followerSector-focused
Total reported value
$581.7M
Reporting period: 2026-06-30 · Number of holdings: 183
Cambridge Advisors Inc. disclosed 183 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $581.7M and a quarterly turnover rate of 14.1%.
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Personality snowflake
- Concentration
- 22.61
- Portfolio Stability
- 14.14
- Momentum
- 100
- Sector conviction
- 78.53
- Diversification
- 100
- Sizing Uniformity
- 69.35
Cambridge Advisors Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, well below its 183 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 3.07), 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.govAdd VOO
+4.6% $17.8M
Add GLW
-0.1% $4.1M
Trim MSFT
-7.8% -$720.7K
Add VEA
+6.2% $6.1M
Trim BND
+10.3% $5.3M
Add CAT
-3.6% $2.1M
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 | 18.25% | +1.11% | +4.58% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.17% | -0.27% | +10.27% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.82% | +0.30% | +6.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.13% | +0.16% | +2.74% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.65% | -0.07% | +9.00% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.28% | +0.02% | -1.32% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.16% | -0.06% | -0.65% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.06% | +0.09% | +18.44% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | +0.04% | +4.09% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.93% | -0.16% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.03% | -2.96% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.76% | -0.23% | +0.25% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | +0.04% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | -0.36% | -7.76% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.53% | -0.14% | +0.58% | |
| 16 | GLW | Corning Inc | Stock-Tech | 1.52% | +0.60% | -0.14% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.49% | +0.03% | +6.31% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.41% | -0.01% | -3.65% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.18% | -3.79% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.36% | -0.05% | -1.00% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.16% | +0.26% | -3.65% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.88% | -0.03% | +0.80% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.02% | +1.61% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | -0.08% | -1.94% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.68% | -0.03% | -3.12% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | +0.01% | -0.44% | |
| 27 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.63% | -0.17% | +2.71% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | +0.06% | +26.05% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | -0.02% | -2.29% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.02% | +300.00% | |
| 31 | EIPI | Ft Energy Income ETF | ETF-Other | 0.53% | -0.11% | -2.82% | |
| 32 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.53% | -0.07% | -8.31% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.52% | -0.15% | +1.61% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.05% | +0.15% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | -1.61% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | — | — | |
| 37 | SAMT | Strategas Macro Them Opps | ETF-Other | 0.45% | +0.06% | +7.02% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | -0.01% | -1.15% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.08% | +14.68% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.01% | -8.11% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.42% | +0.05% | +8.15% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.09% | -3.88% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.01% | -0.47% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | +0.01% | -2.99% | |
| 45 | EMLP | First Trust North American E | ETF-Other | 0.36% | -0.05% | -0.74% | |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.36% | +0.03% | +4.72% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.35% | +0.11% | +62.60% | |
| 48 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.34% | -0.01% | -6.64% | |
| 49 | EME | Emcor Group Inc | Stock-Industrials | 0.34% | — | -0.58% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.04% | — |
1–50 of 183
Portfolio Performance
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+17.3%
- Stdev
- +10.2%
- Beta
- +0.75
- Alpha
- -0.4%
- Max Drawdown
- -5%
- Annualized Perf
- +15.1%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.72
- Stutzer
- +0.41
- Treynor
- +0.19
- Sterling
- +1.04
- Calmar
- +3.03
- Information Ratio
- -1.19
- Tracking Error
- +4.5%
- Stdev Down
- +5.4%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +25.9%
- Worst 12 Months
- +5.7%
- Efficiency Ratio
- +0.55
- Sharpe
- +1.43
- Stdev Sectors
- +13.1%
- Skewness
- -0.19
- Kurtosis
- -0.23
- Upside Potential
- +4.29
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: Robo Global Robotics And Aut (ROBO); New buy: Simplify High Yield ETF (CDX); New buy: Global X Blockchain ETF (BKCH); Sold out: Ss Energy Select Sector (XLE); New buy: Ishares Msci Japan ETF (EWJ).
1–50 of 185
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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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $581.7M, spread across 183 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) — $106.1M (18.3%)
2. Vanguard Total Bond Market (BND) — $59.1M (10.2%)
3. Vanguard Ftse Developed ETF (VEA) — $39.7M (6.8%)
4. Ishares Core S&p Midcap ETF (IJH) — $24.0M (4.1%)
5. Vanguard Total Intl Bond ETF (BNDX) — $15.4M (2.6%)
What changes did Cambridge Advisors Inc. make in its most recent portfolio filing?
In the latest reported quarter, Cambridge Advisors Inc. made 136 notable position adjustments: 7 new positions were initiated, 61 existing holdings were added to, 66 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Robo Global Robotics And Aut (ROBO); New buy: Simplify High Yield ETF (CDX); New buy: Global X Blockchain ETF (BKCH); Sold out: Ss Energy Select Sector (XLE); New buy: Ishares Msci Japan ETF (EWJ)
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: 42.9%
• Health Care: 21.1%
• Industrials: 15.3%
• Consumer Discretionary: 5.5%
• Financials: 5.1%
• Communication Services: 5.0%
Investment Profile
Cambridge Advisors Inc. returned an annualized 15.1% over the trailing 36 months — underperforming the S&P 500 by 0.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 42.9% of the portfolio concentrated in Information Technology.
It has added to its GLW position over the past two quarters (+$5.8M, now $8.9M), while trimming MSFT over the same stretch (-$4.2M, still holding $9.5M).
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Developer Access
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REST API
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