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

SEC FilingSEC DataHachi Filing

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
CIK: cambridge-advisors
Manager Name: Cambridge-Advisors

Data Enrichment

64% identified

112 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

175 positions • $456.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 9 of 9

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33734X838

Shares:18.5K

Value:$245.0K

% of Portfolio:0.1% ($245.0K/$456.6M)

PFIZER INC

PFE|717081103

Shares:9.3K

Value:$235.5K

% of Portfolio:0.1% ($235.5K/$456.6M)

3M CO

MMM|88579Y101

Shares:1.6K

Value:$228.4K

% of Portfolio:0.1% ($228.4K/$456.6M)

33740F698

Shares:5.5K

Value:$226.9K

% of Portfolio:0.0% ($226.9K/$456.6M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.6K

Value:$221.9K

% of Portfolio:0.0% ($221.9K/$456.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.7K

Value:$220.0K

% of Portfolio:0.0% ($220.0K/$456.6M)

Fortive Corp

FTV|34959J108

Shares:2.9K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$456.6M)

ADOBE INC.

ADBE|00724F101

Shares:557

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$456.6M)

Blackstone Inc.

BX|09260D107

Shares:1.5K

Value:$209.7K

% of Portfolio:0.0% ($209.7K/$456.6M)

78463X889

SPDW|78463X889

Shares:5.7K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$456.6M)

33737A108

Shares:1.8K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$456.6M)

82889N426

Shares:7.2K

Value:$207.8K

% of Portfolio:0.0% ($207.8K/$456.6M)

464286806

Shares:5.6K

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$456.6M)

82889N772

Shares:7.0K

Value:$206.3K

% of Portfolio:0.0% ($206.3K/$456.6M)

33733B100

Shares:2.0K

Value:$205.1K

% of Portfolio:0.0% ($205.1K/$456.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X838)✕	18.5K	QoQ -1.40% (-263) YoY -25.51% (-6.3K)	All Managers (Combined)	$245.0K	0.1% ($245.0K/$456.6M)	QoQ +8.55% (-$19.3K) YoY -25.70% (-$84.8K)
PFIZER INC(PFEcusip717081103)	9.3K	QoQ -2.10% (-200) YoY +16.26% (+1.3K)	All Managers (Combined)	$235.5K	0.1% ($235.5K/$456.6M)	QoQ -6.49% (-$16.4K) YoY +6.16% (+$13.7K)
3M CO(MMMcusip88579Y101)	1.6K	QoQ 0.00% (+0) YoY -19.26% (-371)	All Managers (Combined)	$228.4K	0.1% ($228.4K/$456.6M)	QoQ +13.76% (+$27.6K) YoY +11.78% (-$24.1K)
(cusip33740F698)✕	5.5K	QoQ 0.00% (-0) YoY -49.09% (-5.3K)	All Managers (Combined)	$226.9K	0.0% ($226.9K/$456.6M)	QoQ -2.57% (-$6.0K) YoY -46.16% (-$194.6K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.6K	QoQ 0.00% (+0) YoY -38.46% (-975)	All Managers (Combined)	$221.9K	0.0% ($221.9K/$456.6M)	QoQ +8.53% (+$17.4K) YoY -32.33% (-$106.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$220.0K	0.0% ($220.0K/$456.6M)	QoQ NEW(+$220.0K) YoY NEW(+$220.0K)
Fortive Corp(FTVcusip34959J108)	2.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$456.6M)	QoQ -2.42% (-$5.3K) YoY -14.92% (-$37.5K)
ADOBE INC.(ADBEcusip00724F101)	557	QoQ +4.89% (-26) YoY +39.25% (+157)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$456.6M)	QoQ -9.52% (-$22.5K) YoY +5.83% (+$11.8K)
Blackstone Inc.(BXcusip09260D107)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$209.7K	0.0% ($209.7K/$456.6M)	QoQ -18.93% (-$49.0K) YoY NEW(+$209.7K)
(SPDWcusip78463X889)	5.7K	QoQ NEW(+5.7K) YoY 0.00% (+0)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$456.6M)	QoQ NEW(+$209.2K) YoY +1.59% (+$3.3K)
(cusip33737A108)✕	1.8K	QoQ +5.71% (+100) YoY NEW(+1.8K)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$456.6M)	QoQ +0.21% (+$451) YoY NEW(+$209.2K)
(cusip82889N426)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$207.8K	0.0% ($207.8K/$456.6M)	QoQ NEW(+$207.8K) YoY NEW(+$207.8K)
(cusip464286806)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$456.6M)	QoQ NEW(+$206.5K) YoY NEW(+$206.5K)
(cusip82889N772)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$206.3K	0.0% ($206.3K/$456.6M)	QoQ NEW(+$206.3K) YoY NEW(+$206.3K)
(cusip33733B100)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$205.1K	0.0% ($205.1K/$456.6M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)