Cambridge Advisors Inc.
Long book
$515.3M
Q1 2026
Positions
178
Top-10 weight
51%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
5%
of book per quarter
Strategy in plain words
auto-generated from filingsCambridge Advisors Inc. is a wealth-management firm allocating client money, running a $515.3M US long book across 178 positions.
The portfolio is concentrated: the top 10 names carry 51% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD TOTAL BOND MARKET, VANGUARD FTSE DEVELOPED ETF, ISHARES CORE S&P MIDCAP ETF, VANGUARD TOTAL INTL BOND ETF.
Over the last 9 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+6.5%
Q3 2024
-0.8%
Q4 2024
-0.9%
Q1 2025
+6.4%
Q2 2025
+6.5%
Q3 2025
+2.1%
Q4 2025
-1.3%
Q1 2026
+9.9%
Sector allocation
Technology 33%
Financials 22%
Healthcare 16%
Industrials 16%
Consumer discretionary 6%
Services media 2%
Energy 2%
Consumer staples 2%
Long book by quarter
What does Cambridge Advisors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 15 | $10.8M | 2.1% | Held |
| MSFT MICROSOFT CORP | Technology | 27.6K | $10.2M | 2.0% | -2.4% |
| AAPL APPLE INC | Technology | 37.6K | $9.6M | 1.9% | -0.1% |
| AMGN AMGEN INC | Healthcare | 24.5K | $8.6M | 1.7% | -0.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 16.8K | $8.1M | 1.6% | -3.8% |
| GLW CORNING INC | Industrials | 34.8K | $4.7M | 0.9% | +0.2% |
| CAT CATERPILLAR INC | Industrials | 6.6K | $4.7M | 0.9% | -7.5% |
| NVDA NVIDIA CORP | Technology | 20.3K | $3.5M | 0.7% | +0.3% |
| UNP UNION PACIFIC CORP | Industrials | 12.5K | $3.0M | 0.6% | -0.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.8K | $2.9M | 0.6% | -0.2% |
| LOW LOWE'S COS INC | Consumer discretionary | 10.3K | $2.4M | 0.5% | -1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 7.9K | $2.3M | 0.4% | -0.6% |
| ABBV ABBVIE INC | Healthcare | 8.6K | $1.9M | 0.4% | -0.5% |
| EME EMCOR GROUP INC | Industrials | 2.4K | $1.8M | 0.3% | -2.8% |
| META META PLATFORMS INC-CLASS A | Technology | 2.6K | $1.5M | 0.3% | -2.9% |
| DHR DANAHER CORP | Technology | 7.6K | $1.4M | 0.3% | -0.5% |
| JPM JPMORGAN CHASE & CO | Financials | 4.8K | $1.4M | 0.3% | -3.2% |
| ACN ACCENTURE PLC-CL A | Services media | 6.8K | $1.3M | 0.3% | -0.7% |
| CSCO CISCO SYSTEMS INC | Technology | 16.6K | $1.3M | 0.3% | -0.6% |
| XOM EXXON MOBIL CORP | Energy | 7.3K | $1.2M | 0.2% | +0.1% |
| V VISA INC-CLASS A SHARES | Services media | 4.1K | $1.2M | 0.2% | -0.6% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 12.7K | $1.2M | 0.2% | -0.4% |
| ORCL ORACLE CORP | Technology | 7.6K | $1.1M | 0.2% | -9.6% |
| ITW ILLINOIS TOOL WORKS | Industrials | 4.0K | $1.0M | 0.2% | Held |
| PEP PEPSICO INC | Consumer staples | 6.6K | $1.0M | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 4.9K | $1.0M | 0.2% | +3.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.7K | $968K | 0.2% | +2.9% |
| MRK MERCK & CO. INC. | Healthcare | 7.8K | $938K | 0.2% | +0.2% |
| AXP AMERICAN EXPRESS CO | Financials | 2.9K | $880K | 0.2% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 5.7K | $824K | 0.2% | +0.2% |
| RTX RTX CORP | Industrials | 4.3K | $821K | 0.2% | -3.4% |
| GOOG ALPHABET INC-CL C | Technology | 2.8K | $810K | 0.2% | 0.0% |
| KO COCA-COLA CO/THE | Consumer staples | 9.4K | $715K | 0.1% | Held |
| ADP AUTOMATIC DATA PROCESSING | Technology | 3.5K | $709K | 0.1% | -0.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 178 | $515.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 176 | $525.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 169 | $511.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 168 | $478.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 175 | $456.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 168 | $448.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 170 | $457.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 167 | $430.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 167 | $424.1M | canonical | SEC ↗ |