Data as of Q4 2025 (Dec 31, 2025)

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

BND
VANGUARD BD INDEX FDS
+5.2%
10.3% of portfolio
BITW
BITWISE 10 CRYPTO INDEX ETF
NEW
0.3% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+8.9%
2.7% of portfolio
IJH
ISHARES TR
+4.5%
3.9% of portfolio
VNQ
VANGUARD INDEX FDS
+10.7%
1.4% of portfolio

📉 Biggest Sells

VOO
VANGUARD INDEX FDS
-1.6%
17.2% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-4.1%
6.5% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-3.8%
1.7% of portfolio
DHR
DANAHER CORPORATION
-15.7%
0.3% of portfolio
ACN
ACCENTURE PLC IRELAND
-15.0%
0.3% of portfolio

Sector Breakdown

Other63.4%
ETF17.9%
Technology7.5%
Financial4.8%
Healthcare3.3%
Industrial1.7%
Consumer0.9%
Consumer Staples0.3%

🚪 Exited Positionssold since Q3 2025

CARR
CARRIER GLOBAL CORPORATION
SOLD
$261.5K
BKCH
GLOBAL X FDS
SOLD
$256.2K
CLX
CLOROX CO DEL
SOLD
$223.2K

Changes from Q3 2025

NEW10 new positions
↑52 increased
↓64 decreased

Historical Filings

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

📌 Top Holdings

VOO17.2%
VANGUARD INDEX FDS
$90.5M
BND10.3%
VANGUARD BD INDEX FDS
$54.1M
VEA6.5%
VANGUARD TAX-MANAGED FDS
$34.3M
IJH3.9%
ISHARES TR
$20.4M
BNDX2.7%
VANGUARD CHARLOTTE FDS
$14.0M

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