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CIK: 0002078994
Total reported value
$264.6M
$264.6M
37 檔
37.4%
According to the latest 13F quarterly dataset, Cambridge Capital Management, LLC managed an equity portfolio of $264.6M at the end of Q1 2025, spanning 37 distinct U.S. exchange-listed positions.
During Q1 2025, Cambridge Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 17.82% | -0.19% | +4.43% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 16.04% | +0.53% | -0.66% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.51% | -0.72% | +4.60% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.29% | -0.22% | +2.58% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 8.88% | -3.29% | +2.02% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.06% | -0.06% | +15.15% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.78% | -0.08% | +2.54% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.73% | +0.19% | +18.34% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.96% | -0.20% | +15.02% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.72% | +0.15% | +0.37% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.50% | -0.03% | +8.27% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.07% | -0.04% | -1.78% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.01% | -0.03% | +0.64% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.49% | -0.01% | -2.56% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.32% | -0.03% | -2.19% | |
| 16 | DFSD | Dimensional Short Duration | ETF-Other | 0.96% | +0.06% | +6.75% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.02% | -0.04% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.86% | +0.01% | -1.00% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.83% | -0.01% | -0.20% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.02% | -6.43% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.69% | -0.03% | -4.96% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.60% | — | -4.89% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | -0.03% | +0.62% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.04% | -1.52% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.03% | -0.66% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.40% | -0.02% | +0.36% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | — | — | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.32% | +0.10% | +7.99% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.01% | +0.35% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.19% | +0.01% | +0.31% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | -0.01% | +0.43% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.16% | — | +11.52% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.10% | EXIT | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | +0.03% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Cambridge Capital Management, LLC reported a total U.S. public equity portfolio value of $264.6M across 37 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, IJR) accounted for 37.4% of total reported equity market value during Q1 2025.
During Q1 2025, Cambridge Capital Management, LLC's top holdings by market value included VTV (17.8%)、VUG (16.0%)、IJR (10.5%). The largest single position, VTV, represented 17.8% of total portfolio value.
In Q1 2025, Cambridge Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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