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
Other57.7%
Technology17.3%
ETF9.6%
Consumer4.9%
Financial4.5%
Healthcare2.4%
Industrial1.3%
Consumer Staples0.6%
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 2023