StockDriftsStockDriftsTop 50 Cambridge Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.73% | 155.3K | $108.8M | +0.46%(+705) | $235.47(+199.23%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 9.92% | 821.8K | $57.6M | +1.99%(+16.05K) | $79.55(-11.25%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.8% | 559.7K | $39.5M | +0.51%(+2.87K) | $41.98(+65.21%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.88% | 313.6K | $22.6M | +0.66%(+2.07K) | $38.55(+87.77%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.59% | 321.4K | $15.1M | +1.02%(+3.24K) | $52.87(-11.05%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.27% | 35.3K | $13.2M | -1.59%(-568) | $135.73(+176.68%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.21% | 25.1K | $12.9M | -1.60%(-407) | $47.68(+1019.06%) | 2026-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.18% | 206.4K | $12.6M | +0.78%(+1.59K) | $50.30(+18.30%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.02% | 35.3K | $11.8M | -3.38%(-1.24K) | $38.46(+791.64%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.99% | 194.6K | $11.5M | +0.53%(+1.03K) | $48.19(+20.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.91% | +5.86% | +32.94% |
| Top 20 Holdings Unweighted | +12.89% | +43.86% | +6.63% | +37.82% |
Cambridge Advisors INC reports $580.96M in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are VOO (18.7%), BND (9.9%) and VEA (6.8%). The top 20 holdings account for 68.15% of reported assets. Its disclosed equity book has returned +42.91% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cambridge Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633695). View Cambridge Advisors INC’s 13F filings on SEC