Cambridge Advisors Inc. Portfolio Holdings
Q3 2025•166 long positions•$510.0M portfolio value
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Holding169 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $89.9M 17.62% | -$894.7K Sold | — 146.8K shares | 148.2K → 146.8K −$894.7K | -0.99% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $51.7M 10.13% | +$3.5M Bought | — 694.7K shares | 648.1K → 694.7K +$3.5M | +7.19% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $34.3M 6.72% | -$334.1K Sold | — 572.3K shares | 577.9K → 572.3K −$334.1K | -0.96% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $19.3M 3.78% | -$344.6K Sold | — 295.2K shares | 300.5K → 295.2K −$344.6K | -1.76% | — — | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $14.9M 2.92% | -$102.0K Sold | 0.0% 28.7K shares | 28.9K → 28.7K −$102.0K | -0.68% | $3.85T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $13.2M 2.58% | +$874.0K Bought | — 266.3K shares | 248.7K → 266.3K +$874.0K | +7.11% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $12.2M 2.38% | -$679.0K Sold | — 37.1K shares | 39.1K → 37.1K −$679.0K | -5.29% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $11.9M 2.33% | +$1.5M Bought | — 206.9K shares | 181.6K → 206.9K +$1.5M | +13.94% | — — | Q2 2022 Held for 3y 5m | |
Insurance - Diversified Financial Services | $11.3M 2.22% | — | 0.001% 15.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $10.7M 2.1% | +$867.6K Bought | — 187.5K shares | 172.3K → 187.5K +$867.6K | +8.82% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $10.4M 2.04% | -$181.3K Sold | — 191.7K shares | 195.1K → 191.7K −$181.3K | -1.72% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $10.0M 1.95% | +$256.5K Bought | — 118.4K shares | 115.4K → 118.4K +$256.5K | +2.64% | — — | Q1 2016 Held for 9y 8m | |
Consumer Electronics Technology | $9.6M 1.89% | -$27.2K Sold | 0.0% 37.8K shares | 37.9K → 37.8K −$27.2K | -0.28% | $3.78T Mega Cap | Q4 2014 Held for 10y 11m | |
Insurance - Diversified Financial Services | $9.1M 1.79% | -$142.8K Sold | 0.001% 18.2K shares | 18.5K → 18.2K −$142.8K | -1.54% | $1.08T Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $8.1M 1.6% | +$42.0K Bought | — 255.0K shares | 253.7K → 255.0K +$42.0K | +0.52% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $8.1M 1.59% | -$289.9K Sold | — 31.9K shares | 33.0K → 31.9K −$289.9K | -3.45% | — — | Q4 2014 Held for 10y 11m | |
Unknown Unknown | $7.5M 1.47% | -$150.0K Sold | — 34.8K shares | 35.5K → 34.8K −$150.0K | -1.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.0M 1.37% | +$320.8K Bought | — 76.5K shares | 73.0K → 76.5K +$320.8K | +4.81% | — — | Q4 2014 Held for 10y 11m | |
Drug Manufacturers - General Healthcare | $6.9M 1.36% | +$40.9K Bought | 0.005% 24.6K shares | 24.4K → 24.6K +$40.9K | +0.59% | $151.93B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $5.4M 1.05% | +$29.4K Bought | — 53.7K shares | 53.4K → 53.7K +$29.4K | +0.55% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.8M 0.935% | -$131.4K Sold | — 142.7K shares | 146.6K → 142.7K −$131.4K | -2.68% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $3.8M 0.74% | +$4.7K Bought | 0.0% 20.2K shares | 20.2K → 20.2K +$4.7K | +0.12% | $4.54T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.6M 0.712% | +$75.5K Bought | — 133.0K shares | 130.2K → 133.0K +$75.5K | +2.12% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.5M 0.689% | -$9.0K Sold | — 136.7K shares | 137.0K → 136.7K −$9.0K | -0.26% | — — | Q4 2014 Held for 10y 11m | |
Agricultural - Machinery Industrials | $3.4M 0.673% | -$235.2K Sold | 0.002% 7.2K shares | 7.7K → 7.2K −$235.2K | -6.42% | $223.53B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.4M 0.672% | -$3.0K Sold | — 130.3K shares | 130.4K → 130.3K −$3.0K | -0.09% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $3.4M 0.67% | +$4.6K Bought | — 89.6K shares | 89.5K → 89.6K +$4.6K | +0.13% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.2M 0.624% | -$9.7K Sold | — 87.5K shares | 87.8K → 87.5K −$9.7K | -0.3% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.0M 0.584% | -$4.2K Sold | — 6.4K shares | 6.4K → 6.4K −$4.2K | -0.14% | — — | Q4 2014 Held for 10y 11m | |
Railroads Industrials | $3.0M 0.582% | -$29.5K Sold | 0.002% 12.6K shares | 12.7K → 12.6K −$29.5K | -0.99% | $140.18B Large Cap | Q4 2014 Held for 10y 11m | |
Hardware, Equipment & Parts Technology | $2.8M 0.558% | -$75.6K Sold | 0.004% 34.7K shares | 35.6K → 34.7K −$75.6K | -2.59% | $70.3B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.8M 0.55% | -$8.2K Sold | — 141.5K shares | 141.9K → 141.5K −$8.2K | -0.29% | — — | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $2.7M 0.532% | +$251.3 Bought | 0.002% 10.8K shares | 10.8K → 10.8K +$251.3 | +0.01% | $140.94B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.7M 0.532% | +$666.2 Bought | — 4.1K shares | 4.1K → 4.1K +$666.2 | +0.02% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.5M 0.492% | +$233.7K Bought | — 49.5K shares | 44.9K → 49.5K +$233.7K | +10.27% | — — | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $2.4M 0.461% | -$210.1K Sold | 0.0% 8.4K shares | 9.1K → 8.4K −$210.1K | -8.2% | $801.76B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.3M 0.455% | — | — 3.9K shares | — | — | — — | Q4 2014 Held for 10y 11m | |
Drug Manufacturers - General Healthcare | $2.2M 0.437% | -$16.5K Sold | 0.0% 12.0K shares | 12.1K → 12.0K −$16.5K | -0.73% | $446.55B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.2M 0.432% | +$99.5K Bought | — 94.6K shares | 90.3K → 94.6K +$99.5K | +4.74% | — — | Q4 2014 Held for 10y 11m | |
Internet Content & Information Communication Services | $2.0M 0.394% | +$3.7K Bought | 0.0% 2.7K shares | 2.7K → 2.7K +$3.7K | +0.18% | $1.84T Mega Cap | Q2 2015 Held for 10y 5m | |
Drug Manufacturers - General Healthcare | $2.0M 0.391% | -$19.0K Sold | 0.0% 8.6K shares | 8.7K → 8.6K −$19.0K | -0.94% | $409.03B Mega Cap | Q4 2014 Held for 10y 11m | |
Information Technology Services Technology | $2.0M 0.388% | — | 0.001% 8.0K shares | — | — | $153.39B Large Cap | Q4 2014 Held for 10y 11m | |
Internet Content & Information Communication Services | $2.0M 0.386% | -$171.4K Sold | 0.0% 8.1K shares | 8.8K → 8.1K −$171.4K | -8.01% | $2.95T Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $1.8M 0.358% | +$109.2K Bought | — 16.4K shares | 15.4K → 16.4K +$109.2K | +6.36% | — — | Q4 2014 Held for 10y 11m | |
Medical - Diagnostics & Research Healthcare | $1.8M 0.354% | -$67.0K Sold | 0.001% 9.1K shares | 9.4K → 9.1K −$67.0K | -3.58% | $141.96B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $1.8M 0.353% | -$497.8 Sold | — 47.1K shares | 47.1K → 47.1K −$497.8 | -0.03% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $1.8M 0.346% | -$7.0K Sold | — 3.8K shares | 3.8K → 3.8K −$7.0K | -0.39% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $1.7M 0.342% | +$294.7K Bought | — 18.6K shares | 15.5K → 18.6K +$294.7K | +20.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.335% | -$6.3K Sold | — 57.7K shares | 57.9K → 57.7K −$6.3K | -0.37% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $1.6M 0.322% | -$206.3K Sold | — 17.6K shares | 19.8K → 17.6K −$206.3K | -11.15% | — — | Q2 2020 Held for 5y 5m |
