Data as of Q4 2025 (Dec 31, 2025)
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Showing Q1 2024 data
CAMBRIDGE TRUST CO's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

CAMBRIDGE TRUST CO

โ€ขCIK: 1074272โ€ขFiling: Q1 2024

**CAMBRIDGE TRUST CO** manages $2.6B across a diverse portfolio of 655 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding $166.4M in MSFT and $127.3M in AAPL. Further allocations include substantial positions in GOOGL ($72.5M), NVDA ($71.3M), and AMZN ($68.1M). This structure suggests a core focus on established growth leaders and market infrastructure plays.

Total AUM
$2.6B
QoQ Performance
+10.2%
Positions
534
Top 10 Concentration
30.9%
Latest Filing
Q1 2024

Top Holdings Allocation

MSFT
MSFT6.3%
AAPL4.8%
GOOGL2.7%
NVDA2.7%
AMZN2.6%
IEF2.5%
JPM2.4%
V2.2%

๐Ÿ“ˆ Biggest Buys

NVDA
NVIDIA Corp
+135.5%
2.7% of portfolio
EFG
iShares ETFs/USA
+58046.8%
1.5% of portfolio
WMT
Walmart Inc
+283.9%
1.7% of portfolio
EMXC
iShares ETFs/USA
+34755.3%
1.3% of portfolio
VIGI
Vanguard ETF/USA
+61821.4%
0.7% of portfolio

๐Ÿ“‰ Biggest Sells

PYPL
PayPal Holdings Inc
-95.7%
0.0% of portfolio
JEPI
JP Morgan ETFs/USA
-27.1%
1.3% of portfolio
BMY
BRISTOL-MYRS SQUIB
-63.3%
0.3% of portfolio
BDX
BECTON DICKINSON
-65.1%
0.2% of portfolio
ADBE
Adobe Inc
-29.1%
0.9% of portfolio

Sector Breakdown

Other36.9%
Technology23.7%
Financial9.7%
Consumer8.1%
Healthcare7.7%
Materials2.7%
ETF2.5%
Energy2.2%

๐Ÿšช Exited Positionssold since Q4 2023

CHTR
Charter Communications Inc
SOLD
$7.2M
TPL
Texas Pacific Land Corp
SOLD
$2.0M
BSV
VANGUARD GROUP
SOLD
$1.0M
CMCSA
Comcast Corp
SOLD
$573.4K
IWD
ISHARES TRUST
SOLD
$519.9K
+484 more exited positions

Changes from Q4 2023

NEW2 new positions
โ†‘62 increased
โ†“120 decreased

Historical Filings

Q1 2024Q4 2023