Cambridge Advisors Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 175Value: $456.6MLatest: 2025Q1

Cambridge Advisors Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 175 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 9

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922908363

VOO|922908363

Shares:144.2K

Value:$74.1M

% of Portfolio:16.2% ($74.1M/$456.6M)

921937835

BND|921937835

Shares:665.0K

Value:$48.8M

% of Portfolio:10.7% ($48.8M/$456.6M)

921943858

VEA|921943858

Shares:609.5K

Value:$31.0M

% of Portfolio:6.8% ($31.0M/$456.6M)

464287507

IJH|464287507

Shares:266.9K

Value:$15.6M

% of Portfolio:3.4% ($15.6M/$456.6M)

92203J407

BNDX|92203J407

Shares:251.8K

Value:$12.3M

% of Portfolio:2.7% ($12.3M/$456.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:15

Value:$12.0M

% of Portfolio:2.6% ($12.0M/$456.6M)

MICROSOFT CORP

MSFT|594918104

Shares:29.1K

Value:$10.9M

% of Portfolio:2.4% ($10.9M/$456.6M)

922908769

VTI|922908769

Shares:37.4K

Value:$10.3M

% of Portfolio:2.2% ($10.3M/$456.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.9K

Value:$10.1M

% of Portfolio:2.2% ($10.1M/$456.6M)

46641Q332

Shares:167.3K

Value:$9.6M

% of Portfolio:2.1% ($9.6M/$456.6M)

46654Q203

Shares:184.0K

Value:$9.5M

% of Portfolio:2.1% ($9.5M/$456.6M)

92206C870

VCIT|92206C870

Shares:114.5K

Value:$9.4M

% of Portfolio:2.1% ($9.4M/$456.6M)

Apple Inc.

AAPL|037833100

Shares:40.7K

Value:$9.0M

% of Portfolio:2.0% ($9.0M/$456.6M)

922042858

VWO|922042858

Shares:199.4K

Value:$9.0M

% of Portfolio:2.0% ($9.0M/$456.6M)

AMGEN INC

AMGN|031162100

Shares:24.5K

Value:$7.6M

% of Portfolio:1.7% ($7.6M/$456.6M)

921908844

VIG|921908844

Shares:36.0K

Value:$7.0M

% of Portfolio:1.5% ($7.0M/$456.6M)

922908553

VNQ|922908553

Shares:70.5K

Value:$6.4M

% of Portfolio:1.4% ($6.4M/$456.6M)

808524300

SCHG|808524300

Shares:254.7K

Value:$6.4M

% of Portfolio:1.4% ($6.4M/$456.6M)

922908751

VB|922908751

Shares:28.0K

Value:$6.2M

% of Portfolio:1.4% ($6.2M/$456.6M)

808524797

SCHD|808524797

Shares:153.6K

Value:$4.3M

% of Portfolio:0.9% ($4.3M/$456.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	144.2K	QoQ +0.09% (-140) YoY -7.40% (-11.5K)	All Managers (Combined)	$74.1M	16.2% ($74.1M/$456.6M)	QoQ -4.52% (-$3.5M) YoY -1.00% (-$752.4K)
(BNDcusip921937835)	665.0K	QoQ +0.83% (+5.5K) YoY +10.38% (+62.6K)	All Managers (Combined)	$48.8M	10.7% ($48.8M/$456.6M)	QoQ +2.99% (+$1.4M) YoY +11.62% (+$5.1M)
(VEAcusip921943858)	609.5K	QoQ -0.05% (-318) YoY +7.79% (+44.1K)	All Managers (Combined)	$31.0M	6.8% ($31.0M/$456.6M)	QoQ +6.23% (-$1.8M) YoY +9.20% (+$2.6M)
(IJHcusip464287507)	266.9K	QoQ +0.05% (-154) YoY -6.24% (-17.8K)	All Managers (Combined)	$15.6M	3.4% ($15.6M/$456.6M)	QoQ -6.30% (-$1.0M) YoY -9.93% (-$1.7M)
(BNDXcusip92203J407)	251.8K	QoQ 0.00% (-18) YoY +7.42% (+17.4K)	All Managers (Combined)	$12.3M	2.7% ($12.3M/$456.6M)	QoQ -0.47% (-$58.8K) YoY +6.61% (+$762.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$12.0M	2.6% ($12.0M/$456.6M)	QoQ NEW(+$12.0M) YoY NEW(+$12.0M)
MICROSOFT CORP(MSFTcusip594918104)	29.1K	QoQ +0.01% (-3) YoY -3.24% (-976)	All Managers (Combined)	$10.9M	2.4% ($10.9M/$456.6M)	QoQ -10.92% (-$1.3M) YoY -13.66% (-$1.7M)
(VTIcusip922908769)	37.4K	QoQ 0.00% (-1) YoY -3.76% (-1.5K)	All Managers (Combined)	$10.3M	2.2% ($10.3M/$456.6M)	QoQ -5.16% (-$559.1K) YoY +1.76% (-$178.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.9K	QoQ -0.23% (-45) YoY +2.49% (+460)	All Managers (Combined)	$10.1M	2.2% ($10.1M/$456.6M)	QoQ +17.21% (-$1.5M) YoY +29.81% (+$2.3M)
(cusip46641Q332)✕	167.3K	QoQ +6.03% (+9.5K) YoY +32.98% (+41.5K)	All Managers (Combined)	$9.6M	2.1% ($9.6M/$456.6M)	QoQ +5.31% (+$482.5K) YoY +31.32% (+$2.3M)
(cusip46654Q203)✕	184.0K	QoQ +3.69% (-6.6K) YoY +32.14% (+44.8K)	All Managers (Combined)	$9.5M	2.1% ($9.5M/$456.6M)	QoQ -4.76% (-$477.0K) YoY +26.15% (+$2.0M)
(VCITcusip92206C870)	114.5K	QoQ -0.03% (-40) YoY +6.61% (+7.1K)	All Managers (Combined)	$9.4M	2.1% ($9.4M/$456.6M)	QoQ +1.81% (-$167.3K) YoY +8.27% (+$715.2K)
Apple Inc.(AAPLcusip037833100)	40.7K	QoQ +0.94% (-380) YoY +5.46% (+2.1K)	All Managers (Combined)	$9.0M	2.0% ($9.0M/$456.6M)	QoQ -10.46% (-$1.1M) YoY +36.61% (+$2.4M)
(VWOcusip922042858)	199.4K	QoQ -0.05% (-105) YoY -0.32% (-656)	All Managers (Combined)	$9.0M	2.0% ($9.0M/$456.6M)	QoQ +2.71% (-$238.6K) YoY +7.99% (-$668.4K)
AMGEN INC(AMGNcusip031162100)	24.5K	QoQ 0.00% (+2) YoY -2.89% (-731)	All Managers (Combined)	$7.6M	1.7% ($7.6M/$456.6M)	QoQ +19.54% (+$1.2M) YoY +6.39% (-$458.8K)
(VIGcusip921908844)	36.0K	QoQ -1.62% (-594) YoY -3.03% (-1.1K)	All Managers (Combined)	$7.0M	1.5% ($7.0M/$456.6M)	QoQ -2.54% (-$182.6K) YoY +3.01% (-$204.2K)
(VNQcusip922908553)	70.5K	QoQ -0.01% (-10) YoY -1.42% (-1.0K)	All Managers (Combined)	$6.4M	1.4% ($6.4M/$456.6M)	QoQ +1.62% (-$102.1K) YoY +3.19% (-$197.9K)
(SCHGcusip808524300)	254.7K	QoQ +0.78% (-2.0K) YoY +298.92% (+190.9K)	All Managers (Combined)	$6.4M	1.4% ($6.4M/$456.6M)	QoQ -9.44% (-$665.5K) YoY +7.73% (+$457.9K)
(VBcusip922908751)	28.0K	QoQ 0.00% (-0) YoY -6.42% (-1.9K)	All Managers (Combined)	$6.2M	1.4% ($6.2M/$456.6M)	QoQ -7.71% (-$519.5K) YoY -9.22% (-$631.6K)
(SCHDcusip808524797)	153.6K	QoQ +0.04% (+74) YoY +194.25% (+101.4K)	All Managers (Combined)	$4.3M	0.9% ($4.3M/$456.6M)	QoQ +2.39% (+$100.3K) YoY +2.03% (+$85.8K)