Cambridge Advisors Inc.

CIK

1633695

Location

OMAHA, NE

Portfolio Value

Small $114,644,317

Diversification

Diversified

Filing Date

Global Rank

#5,042 / 8,232 ▲ 217

Top Industry

Drug Manufacturers - General 16.6%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.3%

SPY

+76.3%

Annualised alpha

-4.5%

Max drawdown

−15.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

69 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

−2.5 pts

Top 5

35.9%

−1.6 pts

Top 10

52.3%

+0.2 pts

HHI

385

Diversified−30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$35,374,782	15
Healthcare	17.5%	$20,119,806	13
Unclassified	16.2%	$18,542,842	9
Financial Services	11.2%	$12,868,349	7
Industrials	10.9%	$12,546,741	9
Consumer Cyclical	4.8%	$5,459,567	5
Communication Services	3.4%	$3,947,494	3
Consumer Defensive	2.8%	$3,219,598	5
Energy	2.0%	$2,266,542	2
Real Estate	0.3%	$298,596	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,907	58,528	$3,454,907
DX	Dynex Capital Inc	+400	23,401	$298,596
CVX	Chevron Corp	+157	4,940	$1,022,086
AMZN	Amazon Com Inc	+129	4,650	$968,455
NVDA	Nvidia Corp	+60	20,270	$3,535,088
GLW	Corning Inc /Ny	+55	34,756	$4,725,773
AAAU	Goldman Sachs Physical Gold ETF	+28	89,596	$4,138,439
MRK	Merck & Co., Inc.	+12	7,796	$937,780
PG	PROCTER & GAMBLE Co	+11	5,707	$824,319
MO	Altria Group, Inc.	+9	3,697	$243,965
XOM	Exxon Mobil Corp	+5	7,335	$1,244,456
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−800	7,568	$1,113,328
MSFT	Microsoft Corp	−685	27,637	$10,230,388
BRK-B	Berkshire Hathaway Inc	−659	16,845	$8,072,124
CAT	Caterpillar Inc	−531	6,577	$4,659,541
UNH	Unitedhealth Group Inc	−467	1,655	$447,826
USB	US Bancorp De	−460	6,355	$330,523
AMGN	Amgen Inc	−217	24,480	$8,613,288
GLD	Spdr Gold Trust	−177	2,701	$1,162,213
JPM	Jpmorgan Chase & Co	−160	4,776	$1,404,908
RTX	RTX Corp	−149	4,259	$821,561
SBUX	Starbucks Corp	−139	7,303	$654,275
IBM	International Business Machines Corp	−125	1,360	$329,650
LOW	Lowes Companies Inc	−105	10,293	$2,432,030
CSCO	Cisco Systems, Inc.	−100	16,606	$1,288,459
PANW	Palo Alto Networks Inc	−95	1,960	$314,227
META	Meta Platforms, Inc.	−77	2,566	$1,468,085
UNP	Union Pacific Corp	−72	12,471	$3,025,714
EME	EMCOR Group, Inc.	−70	2,404	$1,774,897
ORLY	O Reilly Automotive Inc	−50	12,700	$1,172,337
ACN	Accenture plc	−50	6,775	$1,343,414
GOOGL	Alphabet Inc.	−50	7,892	$2,269,423
ABBV	AbbVie Inc.	−45	8,560	$1,861,714
DHR	Danaher Corp /De/	−40	7,631	$1,446,837
ROP	Roper Technologies Inc	−37	1,396	$493,988
QCOM	Qualcomm Inc/De	−35	2,996	$385,824
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VZ	Verizon Communications Inc	4,183	$209,986
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TGT	Target Corp	2,935	$286,896
BX	Blackstone Inc.	1,500	$231,210
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 positions · $114,644,317 total · as of Mar 31, 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
MSFT	Microsoft Corp Technology	Reduced	27,637	-685	$10,230,388	−25.3%	8.92%
AAPL	Apple Inc. Technology	Reduced	37,645	-34	$9,553,924	−6.7%	8.33%
AMGN	Amgen Inc Healthcare	Reduced	24,480	-217	$8,613,288	+6.6%	7.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	16,845	-659	$8,072,124	−8.3%	7.04%
GLW	Corning Inc /Ny Technology	Added	34,756	+55	$4,725,773	+55.5%	4.12%
CAT	Caterpillar Inc Industrials	Reduced	6,577	-531	$4,659,541	+14.4%	4.06%
AAAU	Goldman Sachs Physical Gold ETF	Added	89,596	+28	$4,138,439	+8.6%	3.61%
NVDA	Nvidia Corp Technology	Added	20,270	+60	$3,535,088	−6.2%	3.08%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	58,528	+1,907	$3,454,907	−20.0%	3.01%
UNP	Union Pacific Corp Industrials	Reduced	12,471	-72	$3,025,714	+4.3%	2.64%
JNJ	Johnson & Johnson Healthcare	Reduced	11,768	-20	$2,876,569	+17.9%	2.51%
SPY	Spdr S&P 500 ETF Trust	Held	3,848	0	$2,502,508	−4.6%	2.18%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	10,293	-105	$2,432,030	−3.0%	2.12%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	3,894	0	$2,401,663	+2.2%	2.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,892	-50	$2,269,423	−8.7%	1.98%
ABBV	AbbVie Inc. Healthcare	Reduced	8,560	-45	$1,861,714	−5.3%	1.62%
EME	EMCOR Group, Inc. Industrials	Reduced	2,404	-70	$1,774,897	+17.3%	1.55%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	3,336	0	$1,545,201	−3.6%	1.35%
QQQ	Invesco Qqq Trust, Series 1	Held	2,633	0	$1,519,714	−6.0%	1.33%
META	Meta Platforms, Inc. Communication Services	Reduced	2,566	-77	$1,468,085	−15.9%	1.28%
DHR	Danaher Corp /De/ Healthcare	Reduced	7,631	-40	$1,446,837	−17.6%	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,776	-160	$1,404,908	−11.7%	1.23%
NVS	Novartis AG Healthcare	Held	8,975	0	$1,370,931	+10.8%	1.20%
ACN	Accenture plc Technology	Reduced	6,775	-50	$1,343,414	−26.6%	1.17%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,606	-100	$1,288,459	+0.1%	1.12%
XOM	Exxon Mobil Corp Energy	Added	7,335	+5	$1,244,456	+41.1%	1.09%
V	Visa Inc. Financial Services	Reduced	4,073	-25	$1,231,023	−14.3%	1.07%
BITW	Bitwise 10 Crypto Index ETF	Reduced	27,157	-22	$1,211,392	−24.1%	1.06%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	12,700	-50	$1,172,337	+0.8%	1.02%
GLD	Spdr Gold Trust	Reduced	2,701	-177	$1,162,213	+1.9%	1.01%
ORCL	Oracle Corp Technology	Reduced	7,568	-800	$1,113,328	−31.7%	0.97%
ITW	Illinois Tool Works Inc Industrials	Held	3,953	0	$1,028,926	+5.7%	0.90%
PEP	Pepsico Inc Consumer Defensive	Held	6,602	0	$1,025,224	+8.2%	0.89%
CVX	Chevron Corp Energy	Added	4,940	+157	$1,022,086	+40.2%	0.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,650	+129	$968,455	−7.2%	0.84%
MRK	Merck & Co., Inc. Healthcare	Added	7,796	+12	$937,780	+14.5%	0.82%
AXP	American Express Co Financial Services	Held	2,910	0	$880,216	−18.2%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,707	+11	$824,319	+1.0%	0.72%
RTX	RTX Corp Industrials	Reduced	4,259	-149	$821,561	+1.6%	0.72%
KO	Coca Cola Co Consumer Defensive	Held	9,396	0	$714,565	+8.8%	0.62%
ADP	Automatic Data Processing Inc Technology	Reduced	3,491	-26	$709,301	−21.6%	0.62%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,503	-15	$692,867	−19.4%	0.60%
ABT	Abbott Laboratories Healthcare	Reduced	6,720	-25	$689,942	−18.4%	0.60%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	7,303	-139	$654,275	+4.4%	0.57%
IAU	Ishares Gold Trust	Held	6,883	0	$606,805	+8.6%	0.53%
WFC	Wells Fargo & Company/Mn Financial Services	Held	7,023	0	$559,101	−14.6%	0.49%
INTC	Intel Corp Technology	Held	11,625	0	$513,011	+19.6%	0.45%
NXPI	NXP Semiconductors N.V. Technology	Held	2,550	0	$501,993	−9.3%	0.44%
ROP	Roper Technologies Inc Technology	Reduced	1,396	-37	$493,988	−22.6%	0.43%
MDT	Medtronic plc Healthcare	Held	5,235	0	$453,612	−9.8%	0.40%