Cambridge Investment Research Advisors, Inc.
โขCIK: 1419186โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other59.0%
Technology17.3%
ETF9.6%
Consumer4.9%
Financial2.7%
Healthcare2.4%
Industrial1.3%
Energy0.9%
๐ช Exited Positionssold since Q3 2025
+3511 more exited positions
Changes from Q3 2025
NEW2 new positions
โ132 increased
โ66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022