Data as of Q4 2025 (Dec 31, 2025)

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

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

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 2023