Latest imported 13F data

Cambridge Investment Research Advisors, Inc.

โ€ขCIK: 1419186โ€ขFiling: Q4 2025

Cambridge Investment Research Advisors, Inc., managed by the experienced team of John C. Taylor and John C. Taylor Jr., maintains a diversified portfolio with a focus on large-cap growth stocks, as evidenced by top holdings like VOO, AAPL, and NVDA. Recently, the fund has made notable moves by adding CGHM and FLCG, which have surged by 843% and 725% respectively, while exiting positions in SHV and BSCP.

Total AUM
$37.8B
QoQ Performance
+3.9%
Positions
2,556
Top 10 Concentration
31.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO3.2%
AAPL3.1%
NVDA2.7%
NDQ2.1%
VTI1.8%
IVV1.8%
MSFT1.6%
AMZN1.5%

๐Ÿ“ˆ Biggest Buys

XLK
SELECT SECTOR SPDR TR STATE STREET
+100.5%
0.5% of portfolio
NFLX
NETFLIX
+923.1%
0.2% of portfolio
AKRE
PROFESIONALLY MANAGED PORTFO AKRE
NEW
0.2% of portfolio
GSY
INVESCO ACTIVELY MANAGED EXC
+673.5%
0.2% of portfolio
BPRE
BLUEROCK PVT REAL ESTATE
NEW
0.2% of portfolio

๐Ÿ“‰ Biggest Sells

QQQM
INVESCO EXCH TRADED FD TR II
-46.7%
0.3% of portfolio
SPYM
SPDR SERIES TRUST STATE STREET
-29.9%
0.5% of portfolio
COWZ
PACER FDS TR US CASH COWS
-15.2%
0.5% of portfolio
DON
SPDR DOW JONES INDL AVERAGE
-38.0%
0.1% of portfolio
VOO
VANGUARD INDEX FDS
-2.6%
3.2% of portfolio

Sector Breakdown

Other59.0%
Technology17.3%
ETF9.6%
Consumer4.9%
Financial2.7%
Healthcare2.4%
Industrial1.3%
Energy0.9%

๐Ÿšช Exited Positionssold since Q3 2025

IBIT
ISHARES BITCOIN TRUST
SOLD
$47.8M
TIP
ISHARES
SOLD
$45.0M
GLDM
WORLD GOLD TR SPDR
SOLD
$42.5M
COWG
PACER FDS
SOLD
$41.6M
IWP
ISHARES TR RUS
SOLD
$39.8M
+3511 more exited positions

Changes from Q3 2025

NEW2 new positions
โ†‘132 increased
โ†“66 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022