Cambridge-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "FNDA", null, "ACN", null, "MMM", "ABT", "ABBV", "ADBE", "GOOGL", "VDE", "AXP", "SCHH", "BLK", "CAT", "LOW", null, null, null, null, null, null, null, "GILD", null, null, null, null, null, null, null, null, null, "MCD", null, null, null, "UNP", "QCOM", null, null, null, "ISRG", "ITW", "GSIE", null, null, "META", null, null, "IJH", null, null, null, null, null, null, "MDT", "MSFT", "DX", null, "FTV", "NVS", null, "ORLY", "BX", "IJR", "ORCL", null, null, null, "IWF", "PANW", "PEP", "IVV", "UNH", "AAPL", "SPY", "NVDA", "INTC", "PFE", "PG", "MRK", "AMGN", "FNDX", null, null, "SCHX", "ROP", "RTX", "SPDW", "GLD", null, "IBM", "SBUX", "TGT", "VNQ", "VWO", null, null, "VCIT", "EME", "VIG", null, "IEF", null, "SDY", "GSLC", "AMZN", "SCHB", null, null, null, null, null, null, "USB", "VEA", "VNQI", null, "VXUS", "BNDX", "BND", "VB", "VOO", "VTV", "V", "WFC", null, "GRMN", "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "NXPI", "DIA", null, null, null, "SPYV", null, "FDX", null, "KMB", "ADP", "BRK-A", "BRK-B", "BDX", "BA", "CARR", "CVX", "CSCO", "CLX", "KO", "COST", "GLW", "DHR", "DE", "RSP", "IJJ", "EFA", "QQQ", "IWM", "MDY", "GOOG", "XOM", "JNJ", "MO", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 175
- Total Value
- 456550728
- Accession Number
- 0001214659-25-006340
- Form Type
- 13F-HR
- Manager Name
- Cambridge-Advisors
Data Enrichment
64% identified112 identified63 unidentified
Holdings
175 positions • $456.6M total value
Manager:
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Page 3 of 9
33738D101
Shares:45.2K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$456.6M)
Shares:3.8K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$456.6M)
45782C334
Shares:31.8K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$456.6M)
808524508
Shares:57.9K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$456.6M)
92206C409
Shares:17.9K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$456.6M)
33740F805
Shares:30.1K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$456.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AbbVie Inc.(ABBVcusip00287Y109) | 8.7K | QoQ -1.79% (-159)YoY -0.62% (-55) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$456.6M) | |
| 90.0K | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$456.6M) | |||
(cusip33738D101)✕ | 45.2K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$456.6M) | ||
| 4.8K | QoQ -0.49% (-24)YoY +2.98% (+140) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$456.6M) | ||
CORNING INC /NY(GLWcusip219350105) | 35.7K | QoQ +0.15% (-55)YoY +0.15% (+55) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$456.6M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 10.5K | QoQ +0.24% (-26)YoY +1.90% (+197) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$456.6M) | |
| 3.8K | QoQ 0.00% (-0)YoY -6.54% (-269) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$456.6M) | ||
(cusip45782C334)✕ | 31.8K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$456.6M) | ||
(cusip808524508)✕ | 57.9K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$456.6M) | ||
| 53.8K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$456.6M) | |||
| 13.7K | QoQ +0.89% (-121)YoY -6.44% (-941) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$456.6M) | ||
(cusip92206C409)✕ | 17.9K | QoQ -0.06% (-11) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$456.6M) | |
| 963 | QoQ 0.00% (+0)YoY -0.41% (-4) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$456.6M) | ||
| 5.5K | QoQ 0.00% (+0)YoY +1.13% (+62) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$456.6M) | ||
| 32.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$456.6M) | ||
(cusip33740F805)✕ | 30.1K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$456.6M) | ||
| 55.4K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$456.6M) | |||
ORACLE CORP(ORCLcusip68389X105) | 9.1K | QoQ -0.70% (-65)YoY -0.54% (-50) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$456.6M) | |
| 6.3K | QoQ -8.24% (-564)YoY -7.88% (-537) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$456.6M) | ||
| 15.2K | QoQ 0.00% (+0)YoY +4.11% (+600) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$456.6M) |