Cambridge Advisors Inc.

CIK

1633695

Location

OMAHA, NE

Portfolio Value

Small $124,595,269

Diversification

Diversified

Filing Date

Global Rank

#5,473 / 8,517 ▼ 987

Top Industry

Drug Manufacturers - General 15.7%

3Y Alpha vs SPY

+4.6%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+96.4%

SPY

+75.3%

Annualised alpha

+4.7%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.5%

−8.9 pts

Top 5

36.9%

−7.8 pts

Top 10

53.6%

−8.5 pts

HHI

392

Diversified−214

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$42,346,079	15
Healthcare	16.7%	$20,796,424	13
Unclassified	14.8%	$18,483,379	9
Industrials	12.2%	$15,148,360	9
Financial Services	10.6%	$13,175,037	7
Consumer Cyclical	4.2%	$5,219,346	5
Communication Services	3.2%	$4,012,827	2
Consumer Defensive	2.7%	$3,303,457	6
Energy	1.4%	$1,791,643	2
Real Estate	0.3%	$318,717	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAAU	Goldman Sachs Physical Gold ETF	+2,429	92,025	$3,641,429
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
NVDA	Nvidia Corp	+327	20,597	$4,121,253
INTC	Intel Corp	+155	11,780	$1,644,841
AMGN	Amgen Inc	+141	24,621	$8,915,756
MRK	Merck & Co., Inc.	+56	7,852	$1,008,982
SBUX	Starbucks Corp	+51	7,354	$751,505
PANW	Palo Alto Networks Inc	+45	2,005	$683,745
GLD	Spdr Gold Trust	+39	2,740	$1,009,361
KO	Coca Cola Co	+37	9,433	$766,619
PEP	Pepsico Inc	+35	6,637	$898,649
ITW	Illinois Tool Works Inc	+25	3,978	$1,075,929
FDX	Fedex Corp	+22	1,167	$365,422
MCD	Mcdonalds Corp	+22	770	$208,138
JNJ	Johnson & Johnson	+18	11,786	$2,993,290
COST	Costco Wholesale Corp /New	+7	420	$392,897
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,465	7,252	$2,591,647
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
BRK-B	Berkshire Hathaway Inc	−654	16,206	$8,109,320
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
CSCO	Cisco Systems, Inc.	−100	16,506	$1,938,794
SPY	Spdr S&P 500 ETF Trust	−62	3,786	$2,827,271
GLW	Corning Inc /Ny	−50	34,706	$8,864,953
META	Meta Platforms, Inc.	−43	2,523	$1,421,180
ABBV	AbbVie Inc.	−40	8,520	$2,143,972
DIA	Spdr Dow Jones Industrial Average ETF Trust	−28	3,308	$1,728,066
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
TGT	Target Corp	1,535	$200,486
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	524,375	$33,601,950
BNDX	Vanguard Total International Bond ETF	291,918	$14,026,659
VB	Vanguard Morningstar Small-Cap ETF	31,646	$8,288,720
VIG	Vanguard Dividend Appreciation ETF	33,847	$7,279,135
VXUS	Vanguard Total International Stock ETF	21,438	$1,653,084
FNDA	Schwab Fundamental U.S. Small Company ETF	40,470	$1,312,442
SETM	Sprott Funds Trust Sprott Critical Materials ETF	12,778	$422,696
VZ	Verizon Communications Inc	4,183	$209,986
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $124,595,269 total · as of Jun 30, 2026

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

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	36,530	-1,115	$10,570,320	+10.6%	8.48%
MSFT	Microsoft Corp Technology	Reduced	25,493	-2,144	$9,509,398	−7.0%	7.63%
AMGN	Amgen Inc Healthcare	Added	24,621	+141	$8,915,756	+3.5%	7.16%
GLW	Corning Inc /Ny Technology	Reduced	34,706	-50	$8,864,953	+87.6%	7.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	16,206	-654	$8,109,320	−57.0%	6.51%
CAT	Caterpillar Inc Industrials	Reduced	6,337	-240	$6,748,271	+44.8%	5.42%
NVDA	Nvidia Corp Technology	Added	20,597	+327	$4,121,253	+16.6%	3.31%
AAAU	Goldman Sachs Physical Gold ETF	Added	92,025	+2,429	$3,641,429	−12.0%	2.92%
UNP	Union Pacific Corp Industrials	Reduced	12,186	-285	$3,314,592	+9.5%	2.66%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	59,471	+943	$3,035,994	−12.1%	2.44%
JNJ	Johnson & Johnson Healthcare	Added	11,786	+18	$2,993,290	+4.1%	2.40%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,786	-62	$2,827,271	+13.0%	2.27%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	3,894	0	$2,738,805	+14.0%	2.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,252	-3,465	$2,591,647	−15.9%	2.08%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	9,894	-399	$2,181,528	−10.3%	1.75%
ABBV	AbbVie Inc. Healthcare	Reduced	8,520	-40	$2,143,972	+15.2%	1.72%
EME	EMCOR Group, Inc. Industrials	Reduced	2,390	-14	$1,983,413	+11.7%	1.59%
QQQ	Invesco Qqq Trust, Series 1	Held	2,633	0	$1,938,941	+27.6%	1.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,506	-100	$1,938,794	+50.5%	1.56%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,308	-28	$1,728,066	+11.8%	1.39%
INTC	Intel Corp Technology	Added	11,780	+155	$1,644,841	+220.6%	1.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,641	-135	$1,519,138	+8.1%	1.22%
DHR	Danaher Corp /De/ Healthcare	Reduced	7,621	-10	$1,451,648	+0.3%	1.17%
META	Meta Platforms, Inc. Communication Services	Reduced	2,523	-43	$1,421,180	−3.2%	1.14%
NVS	Novartis AG Healthcare	Reduced	8,475	-500	$1,328,202	−3.1%	1.07%
V	Visa Inc. Financial Services	Reduced	3,591	-482	$1,232,036	+0.1%	0.99%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	12,675	-25	$1,167,240	−0.4%	0.94%
ORCL	Oracle Corp Technology	Held	7,568	0	$1,109,090	−0.4%	0.89%
ITW	Illinois Tool Works Inc Industrials	Added	3,978	+25	$1,075,929	+4.6%	0.86%
BITW	Bitwise 10 Crypto Index ETF	Added	27,815	+658	$1,045,287	−13.7%	0.84%
GLD	Spdr Gold Trust	Added	2,740	+39	$1,009,361	−13.2%	0.81%
MRK	Merck & Co., Inc. Healthcare	Added	7,852	+56	$1,008,982	+7.6%	0.81%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,331	-4	$1,002,294	−19.5%	0.80%
AXP	American Express Co Financial Services	Held	2,910	0	$984,307	+11.8%	0.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,822	-828	$910,935	−5.9%	0.73%
PEP	Pepsico Inc Consumer Defensive	Added	6,637	+35	$898,649	−12.3%	0.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,706	-1	$836,727	+1.5%	0.67%
CVX	Chevron Corp Energy	Reduced	4,762	-178	$789,349	−22.8%	0.63%
ADP	Automatic Data Processing Inc Technology	Reduced	3,466	-25	$776,210	+9.4%	0.62%
KO	Coca Cola Co Consumer Defensive	Added	9,433	+37	$766,619	+7.3%	0.62%
SBUX	Starbucks Corp Consumer Cyclical	Added	7,354	+51	$751,505	+14.9%	0.60%
RTX	RTX Corp Industrials	Reduced	3,908	-351	$741,464	−9.7%	0.60%
NXPI	NXP Semiconductors N.V. Technology	Held	2,550	0	$716,626	+42.8%	0.58%
ACN	Accenture plc Technology	Reduced	5,600	-1,175	$696,864	−48.1%	0.56%
UNH	Unitedhealth Group Inc Healthcare	Held	1,655	0	$687,867	+53.6%	0.55%
PANW	Palo Alto Networks Inc Technology	Added	2,005	+45	$683,745	+117.6%	0.55%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,503	0	$597,713	−13.7%	0.48%
ABT	Abbott Laboratories Healthcare	Reduced	6,470	-250	$587,087	−14.9%	0.47%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,728	-295	$556,001	−0.6%	0.45%
QCOM	Qualcomm Inc/De Technology	Held	2,996	0	$553,630	+43.5%	0.44%

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.