Cambridge Advisors Inc.
•CIK: 1633695•Filing: Q4 2025
**Cambridge Advisors Inc.** manages $525M across a diversified portfolio of 176 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $90.5M and VTI at $12.2M. Core defensive positioning is evident with substantial allocations to fixed income, including BND ($54.1M) and BNDX ($14.0M). Further diversification is maintained through international exposure (VEA at $34.3M) and technology/income strategies (MSFT at $13.7M, JEPQ at $12.1M).
Total AUM
$525.3M
QoQ Performance
+2.6%
Positions
98
Top 10 Concentration
52.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
BND
VEA
VOO17.2%
BND10.3%
VEA6.5%
IJH3.9%
BNDX2.7%
MSFT2.6%
VTI2.3%
JEPQ2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.0%
ETF17.9%
Technology7.5%
Healthcare3.3%
Industrial1.7%
Financial1.0%
Consumer1.0%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑52 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022