Cambridge Advisors Inc.
Filing Date
Global Rank
#5,146
/ 8,336
▲ 189
Top Industry
Drug Manufacturers - General
16.6%
3Y Alpha vs SPY
-4.5%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.8%
SPY
+74.2%
Annualised alpha
-4.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 30.9% | $35,374,782 |
| Healthcare | 17.5% | $20,119,806 |
| Unclassified | 16.2% | $18,542,842 |
| Financial Services | 11.2% | $12,868,349 |
| Industrials | 10.9% | $12,546,741 |
| Consumer Cyclical | 4.8% | $5,459,567 |
| Communication Services | 3.4% | $3,947,494 |
| Consumer Defensive | 2.8% | $3,219,598 |
| Energy | 2.0% | $2,266,542 |
| Real Estate | 0.3% | $298,596 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | ||||
13 positions ·
$20,119,806 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 24,480 | $8,613,288 | 42.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 11,768 | $2,876,569 | 14.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 8,560 | $1,861,714 | 9.25% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 7,631 | $1,446,837 | 7.19% | |
| NVS |
Novartis AG
Healthcare
|
Held | 8,975 | $1,370,931 | 6.81% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 7,796 | $937,780 | 4.66% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 1,503 | $692,867 | 3.44% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 6,720 | $689,942 | 3.43% | |
| MDT |
Medtronic plc
Healthcare
|
Held | 5,235 | $453,612 | 2.25% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,655 | $447,826 | 2.23% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 2,250 | $313,582 | 1.56% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Held | 1,322 | $207,858 | 1.03% | |
| CRL |
Charles River Laboratories International, Inc.
Healthcare
|
Held | 1,200 | $207,000 | 1.03% |