Cambridge Advisors Inc.

CIK

1633695

Location

OMAHA, NE

Portfolio Value

Small $581,126,768

Diversification

Diversified

Filing Date

Global Rank

#3,501 / 8,794 ▼ 112 · as of Jun 2026

Top Industry

Insurance - Diversified 16.3%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

105 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.3%

−0.3 pts

Top 5

51.5%

−0.8 pts

Top 10

67.8%

+0.6 pts

HHI

811

Diversified−18

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.6%	$462,810,471	44
Technology	7.3%	$42,346,079	15
Financial Services	4.2%	$24,407,787	7
Healthcare	3.6%	$20,796,424	13
Industrials	2.6%	$15,148,360	9
Consumer Cyclical	0.9%	$5,219,346	5
Communication Services	0.9%	$4,984,484	2
Consumer Defensive	0.6%	$3,303,457	6
Energy	0.3%	$1,791,643	2
Real Estate	0.1%	$318,717	1
Basic Materials	0.0%	$0	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+75,062	805,700	$59,146,437
VEA	Vanguard FTSE Developed Markets ETF	+32,503	556,878	$39,677,557
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+31,322	426,544	$39,253,052
BNDX	Vanguard Total International Bond ETF	+26,271	318,189	$15,409,893
BNDW	Vanguard Total World Bond ETF	+22,678	173,415	$13,870,046
AGGH	Simplify Aggregate Bond ETF	+19,888	258,167	$6,756,454
CAAA	First Trust AAA CMBS ETF	+16,776	199,118	$6,717,894
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+12,031	486,138	$29,146,846
SETM	Sprott Funds Trust Sprott Critical Materials ETF	+10,408	23,186	$722,475
VEU	Vanguard FTSE All-World Ex-US ETF	+7,601	229,953	$13,185,198
VB	Vanguard Morningstar Small-Cap ETF	+6,293	224,863	$129,612,892
—		+5,916	16,993	$1,112,961
VIG	Vanguard Dividend Appreciation ETF	+5,006	123,582	$16,614,358
BAFE	Brown Advisory Flexible Equity ETF	+3,198	73,711	$3,288,117
AAAU	Goldman Sachs Physical Gold ETF	+2,429	92,025	$3,641,429
BKF	iShares MSCI BIC ETF	+2,220	9,790	$945,583
AIRR	First Trust RBA American Industrial Renaissance ETF	+2,076	25,618	$3,042,683
FBTC	Fidelity Wise Origin Bitcoin Fund	+943	59,471	$3,035,994
DX	Dynex Capital Inc	+910	24,311	$318,717
BITW	Bitwise 10 Crypto Index ETF	+658	27,815	$1,045,287
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+486	10,785	$2,068,023
NVDA	Nvidia Corp	+327	20,597	$4,121,253
CTA-PB	EIDP, Inc.	+283	21,437	$0
INTC	Intel Corp	+155	11,780	$1,644,841
AMGN	Amgen Inc	+141	24,621	$8,915,756
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−22,389	1,001,548	$31,694,598
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−9,570	107,119	$4,116,037
AFGR	First Trust Active Factor Large Cap Growth ETF	−2,657	374,338	$11,903,184
BAPR	Innovator U.S. Equity Buffer ETF - April	−2,544	40,164	$2,281,838
MSFT	Microsoft Corp	−2,144	25,493	$9,509,398
ACN	Accenture plc	−1,175	5,600	$696,864
AAPL	Apple Inc.	−1,115	36,530	$10,570,320
MDT	Medtronic plc	−1,075	4,160	$325,436
AMZN	Amazon Com Inc	−828	3,822	$910,935
MO	Altria Group, Inc.	−805	2,892	$208,079
GOOGL	Alphabet Inc.	−715	10,002	$3,563,304
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−700	19,436	$1,327,412
BRK-B	Berkshire Hathaway Inc	−639	16,221	$19,342,070
AFK	VanEck Africa Index ETF	−578	2,754	$1,806,321
NVS	Novartis AG	−500	8,475	$1,328,202
V	Visa Inc.	−482	3,591	$1,232,036
LOW	Lowes Companies Inc	−399	9,894	$2,181,528
RTX	RTX Corp	−351	3,908	$741,464
WFC	Wells Fargo & Company/Mn	−295	6,728	$556,001
UNP	Union Pacific Corp	−285	12,186	$3,314,592
ABT	Abbott Laboratories	−250	6,470	$587,087
CAT	Caterpillar Inc	−240	6,337	$6,748,271
CVX	Chevron Corp	−178	4,762	$789,349
JPM	Jpmorgan Chase & Co	−135	4,641	$1,519,138
ROP	Roper Technologies Inc	−115	1,281	$433,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BDBT	Bluemonte Core Bond ETF	2,821	$241,646
AGNG	Global X Funds Global X Aging Population ETF	3,011	$225,373
TGT	Target Corp	1,535	$200,486
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	3,536	$216,615
VZ	Verizon Communications Inc	4,183	$209,986
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 tracked positions · $581,126,768 total · filing declares 183 positions · $581,682,783 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	224,863	+6,293	$129,612,892	+19.1%	22.30%
BIV	Vanguard Intermediate-Term Bond ETF	Added	805,700	+75,062	$59,146,437	+9.9%	10.18%
VEA	Vanguard FTSE Developed Markets ETF	Added	556,878	+32,503	$39,677,557	+18.1%	6.83%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	426,544	+31,322	$39,253,052	—	6.75%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,001,548	-22,389	$31,694,598	+10.5%	5.45%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	486,138	+12,031	$29,146,846	+7.9%	5.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	16,221	-639	$19,342,070	+2.6%	3.33%
VIG	Vanguard Dividend Appreciation ETF	Added	123,582	+5,006	$16,614,358	+12.3%	2.86%
BNDX	Vanguard Total International Bond ETF	Added	318,189	+26,271	$15,409,893	+9.9%	2.65%
BNDW	Vanguard Total World Bond ETF	Added	173,415	+22,678	$13,870,046	+15.5%	2.39%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	229,953	+7,601	$13,185,198	+13.0%	2.27%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	374,338	-2,657	$11,903,184	+4.2%	2.05%
AAPL	Apple Inc. Technology	Reduced	36,530	-1,115	$10,570,320	+10.6%	1.82%
MSFT	Microsoft Corp Technology	Reduced	25,493	-2,144	$9,509,398	−7.0%	1.64%
AMGN	Amgen Inc Healthcare	Added	24,621	+141	$8,915,756	+3.5%	1.53%
GLW	Corning Inc /Ny Technology	Reduced	34,706	-50	$8,864,953	+87.6%	1.53%
AGGH	Simplify Aggregate Bond ETF	Added	258,167	+19,888	$6,756,454	+8.7%	1.16%
CAT	Caterpillar Inc Industrials	Reduced	6,337	-240	$6,748,271	+44.8%	1.16%
CAAA	First Trust AAA CMBS ETF	Added	199,118	+16,776	$6,717,894	+15.7%	1.16%
NVDA	Nvidia Corp Technology	Added	20,597	+327	$4,121,253	+16.6%	0.71%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	107,119	-9,570	$4,116,037	−0.7%	0.71%
AAAU	Goldman Sachs Physical Gold ETF	Added	92,025	+2,429	$3,641,429	−12.0%	0.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,002	-715	$3,563,304	+15.7%	0.61%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	104,852	+10	$3,509,355	+4.1%	0.60%
UNP	Union Pacific Corp Industrials	Reduced	12,186	-285	$3,314,592	+9.5%	0.57%
BAFE	Brown Advisory Flexible Equity ETF	Added	73,711	+3,198	$3,288,117	+23.0%	0.57%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	25,618	+2,076	$3,042,683	+30.3%	0.52%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	59,471	+943	$3,035,994	−12.1%	0.52%
JNJ	Johnson & Johnson Healthcare	Added	11,786	+18	$2,993,290	+4.1%	0.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,786	-62	$2,827,271	+13.0%	0.49%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	3,894	0	$2,738,805	+14.0%	0.47%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	40,164	-2,544	$2,281,838	+1.7%	0.39%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	9,894	-399	$2,181,528	−10.3%	0.38%
ABBV	AbbVie Inc. Healthcare	Reduced	8,520	-40	$2,143,972	+15.2%	0.37%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	10,785	+486	$2,068,023	+22.8%	0.36%
EME	EMCOR Group, Inc. Industrials	Reduced	2,390	-14	$1,983,413	+11.7%	0.34%
QQQ	Invesco Qqq Trust, Series 1	Held	2,633	0	$1,938,941	+27.6%	0.33%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,506	-100	$1,938,794	+50.5%	0.33%
VXUS	Vanguard Total International Stock ETF	Reduced	21,408	-30	$1,830,169	+10.7%	0.31%
AFK	VanEck Africa Index ETF	Reduced	2,754	-578	$1,806,321	+41.4%	0.31%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,308	-28	$1,728,066	+11.8%	0.30%
INTC	Intel Corp Technology	Added	11,780	+155	$1,644,841	+220.6%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,641	-135	$1,519,138	+8.1%	0.26%
DHR	Danaher Corp /De/ Healthcare	Reduced	7,621	-10	$1,451,648	+0.3%	0.25%
META	Meta Platforms, Inc. Communication Services	Reduced	2,523	-43	$1,421,180	−3.2%	0.24%
NVS	Novartis AG Healthcare	Reduced	8,475	-500	$1,328,202	−3.1%	0.23%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	19,436	-700	$1,327,412	+0.7%	0.23%
V	Visa Inc. Financial Services	Reduced	3,591	-482	$1,232,036	+0.1%	0.21%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	12,675	-25	$1,167,240	−0.4%	0.20%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	5,275	+1	$1,122,361	+10.9%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.