AI Portfolio Summary
In 2025 Q4, Cambridge Advisors Inc. maintained a portfolio of 179 distinct positions. They heavily accumulated shares in VANGUARD BD INDEX FD, increasing their position by 5.2%. Conversely, Cambridge Advisors Inc. completely exited their position in CARRIER GLOBAL CORPO.
Total Positions
179
Quarter
2025 Q4
Top Holding
VOO (17.2%)
Top 10 Concentration
52.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 179
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 17.24% | 17.56% |
#1
Prev: #1
|
6.9 | -2,380 | -1.6% |
P
S
|
144,374 | $90,541,100 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 10.30% | 10.10% |
#2
Prev: #2
|
6.1 | 35,860 | 5.2% |
P
S
|
730,593 | $54,115,007 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.53% | 6.70% |
#3
Prev: #3
|
2.6 | -23,497 | -4.1% |
P
S
|
548,815 | $34,284,458 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 3.88% | 3.76% |
#4
Prev: #4
|
3.6 | 13,279 | 4.5% |
P
S
|
308,465 | $20,358,701 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.67% | 2.57% |
#5
1
Prev: #6
|
3.1 | 23,632 | 8.9% |
P
S
|
289,978 | $14,011,743 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.61% | 2.91% |
#6
1
Prev: #5
|
1.0 | -413 | -1.4% |
P
S
|
28,322 | $13,696,974 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.32% | 2.38% |
#7
Prev: #7
|
0.9 | -762 | -2.1% |
P
S
|
36,297 | $12,169,326 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 2.31% | 2.33% |
#8
Prev: #8
|
2.9 | 1,570 | 0.8% |
P
S
|
208,509 | $12,118,523 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.16% | 2.21% |
#9
Prev: #9
|
0.9 | no change | no change |
P
S
|
15 | $11,322,000 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 1.99% | 2.09% |
#10
Prev: #10
|
0.8 | -5,072 | -2.7% |
P
S
|
182,429 | $10,442,241 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.95% | 1.95% |
#11
1
Prev: #12
|
2.8 | 4,194 | 3.5% |
P
S
|
122,600 | $10,267,732 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.95% | 1.88% |
#12
1
Prev: #13
|
0.8 | -154 | -0.4% |
P
S
|
37,679 | $10,243,292 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.95% | 2.03% |
#13
2
Prev: #11
|
0.8 | -1,410 | -0.7% |
P
S
|
190,317 | $10,231,462 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.67% | 1.79% |
#14
Prev: #14
|
0.7 | -686 | -3.8% |
P
S
|
17,504 | $8,798,386 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.59% | 1.58% |
#15
1
Prev: #16
|
2.6 | 450 | 1.4% |
P
S
|
32,346 | $8,343,651 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.58% | 1.59% |
#16
1
Prev: #15
|
0.6 | -691 | -0.3% |
P
S
|
254,295 | $8,295,094 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.54% | 1.35% |
#17
2
Prev: #19
|
2.6 | 128 | 0.5% |
P
S
|
24,697 | $8,083,577 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.44% | 1.47% |
#18
1
Prev: #17
|
0.6 | -487 | -1.4% |
P
S
|
34,328 | $7,544,608 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.43% | 1.37% |
#19
1
Prev: #18
|
2.6 | 8,213 | 10.7% |
P
S
|
84,718 | $7,496,671 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.92% | 0.93% |
#20
1
Prev: #21
|
0.4 | -1,663 | -1.2% |
P
S
|
141,022 | $4,831,414 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.82% | 1.05% |
#21
1
Prev: #20
|
2.3 | 2,915 | 5.4% |
P
S
|
56,621 | $4,316,219 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.78% | 0.67% |
#22
3
Prev: #25
|
0.3 | -83 | -1.2% |
P
S
|
7,108 | $4,071,960 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAAU
GOLDMAN SACHS P...
|
ETF | 0.73% | 0.67% |
#23
4
Prev: #27
|
0.3 | -14 | -0.0% |
P
S
|
89,568 | $3,811,118 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.72% | 0.74% |
#24
2
Prev: #22
|
0.3 | -7 | -0.0% |
P
S
|
20,210 | $3,769,165 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.68% | 0.71% |
#25
2
Prev: #23
|
0.3 | -2,282 | -1.7% |
P
S
|
130,726 | $3,585,801 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CARR
CARRIER GLOBAL ...
|
Industrials | 0.00% | 0.05% |
Sold All 😨
(Was: #156) |
0.3 | -4,380 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BKCH
GLOBAL X FDS
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #160) |
0.3 | -2,970 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLX
CLOROX CO DEL
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #167) |
0.3 | -1,810 | -100.0% |
CLOSED
|
— | $— | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 179 holdings