Cambridge Investment Research Advisors, Inc.
Top Portfolio Positions
1,937 positions ·
$15,103,837,071 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,385,052 | $1,112,882,347 | 7.37% | |
| NVDA |
Nvidia Corp
Technology
|
5,674,949 | $989,711,105 | 6.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,272,210 | $734,294,167 | 4.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,445,594 | $509,343,862 | 3.37% | |
| MSFT |
Microsoft Corp
Technology
|
1,281,790 | $474,480,204 | 3.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
643,723 | $418,638,815 | 2.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
741,877 | $355,507,458 | 2.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,004,911 | $288,972,207 | 1.91% | |
| GLD |
Spdr Gold Trust
|
584,011 | $251,294,093 | 1.66% | |
| AVGO |
Broadcom Inc.
Technology
|
690,788 | $213,805,793 | 1.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $898,528 | 17,200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $517,629 | 10,686 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $505,258 | 10,557 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $574,432 | 11,015 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $631,763 | 10,951 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $905,027 | 16,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,007,445 | 16,630 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $887,887 | 17,144 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $797,971 | 15,243 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $801,009 | 15,237 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $646,245 | 15,131 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $818,459 | 16,140 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $827,992 | 14,516 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $773,789 | 15,066 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $669,390 | 14,411 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $629,302 | 10,717 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $642,953 | 12,890 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $570,230 | 12,399 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $525,423 | 12,282 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $645,757 | 12,191 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $553,351 | 12,111 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $553,684 | 12,507 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $479,213 | 12,402 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $562,132 | 12,542 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $644,634 | 12,321 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||