Cambridge Advisors Inc. reported 67 positions worth $129.27M for the quarter ended Sep 30, 2026, up 2.0% on the prior quarter. It opened 2 new positions, added to 12, trimmed 32 and exited 2. Its largest holding is Microsoft Corp at 10% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VZ Verizon Communications Inc | +4,458 | – | $204.49K | 0.158% |
| PSLV Sprott Physical Silver Trust | +10.2K | – | $198.48K | 0.154% |
| AMGN Amgen Inc | +107 | +0.4% | $45.10K | 8.06% |
| NVDA Nvidia Corp | +109 | +0.5% | $24.89K | 3.66% |
| AMZN Amazon Com Inc | +80 | +2.1% | $19.93K | 0.752% |
| JNJ Johnson & Johnson | +63 | +0.5% | $16.68K | 2.43% |
| INTC Intel Corp | +95 | +0.8% | $11.42K | 1.1% |
| DX Dynex Capital Inc | +1,000 | +4.1% | $11.14K | 0.218% |
| BA Boeing Co | +45 | +3.2% | $8.37K | 0.212% |
| MRK Merck & Co., Inc. | +50 | +0.6% | $7.27K | 0.888% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,235 | -3.4% | $411.28K | 9.09% |
| MSFT Microsoft Corp | -407 | -1.6% | $208.75K | 9.95% |
| MCD Mcdonalds Corp | -770 | -100.0% | $208.16K | Exited |
| MO Altria Group, Inc. | -2,892 | -100.0% | $208.10K | Exited |
| AAAU Goldman Sachs Physical Gold ETF | -3,263 | -3.5% | $133.65K | 2.81% |
| LOW Lowes Companies Inc | -567 | -5.7% | $104.49K | 1.33% |
| V Visa Inc. | -270 | -7.5% | $97.02K | 0.923% |
| GOOGL Alphabet Inc. | -281 | -3.9% | $96.69K | 1.86% |
| META Meta Platforms, Inc. | -105 | -4.2% | $76.14K | 1.36% |
| RTX RTX Corp | -352 | -9.0% | $65.36K | 0.511% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 25.1K | $12.87M | 9.95% | -407 | -1.6% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 35.3K | $11.75M | 9.09% | -1,235 | -3.4% | Reduced | 0% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 15 | $11.21M | 8.67% | 0 | 0.0% | Unchanged | 0% |
| 4 | AMGN Amgen Inc | Healthcare | 24.7K | $10.42M | 8.06% | +107 | +0.4% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 16.1K | $8.01M | 6.2% | -122 | -0.8% | Reduced | 0% |
| 6 | GLW Corning Inc | Basic Materials | 34.7K | $5.34M | 4.13% | +10 | +0.0% | Added | 0% |
| 7 | CAT Caterpillar Inc | Industrials | 6,291 | $5.10M | 3.95% | -46 | -0.7% | Reduced | 0% |
| 8 | NVDA Nvidia Corp | Technology | 20.7K | $4.73M | 3.66% | +109 | +0.5% | Added | 0% |
| 9 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 58.9K | $4.28M | 3.31% | -571 | -1.0% | Reduced | 0.03% |
| 10 | AAAU Goldman Sachs Physical Gold ETF | Others | 88.8K | $3.64M | 2.81% | -3,263 | -3.5% | Reduced | 0.14% |
| 11 | UNP Union Pacific Corp | Industrials | 12.0K | $3.28M | 2.53% | -150 | -1.2% | Reduced | 0% |
| 12 | JNJ Johnson & Johnson | Healthcare | 11.8K | $3.14M | 2.43% | +63 | +0.5% | Added | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 6,971 | $2.40M | 1.86% | -281 | -3.9% | Reduced | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 8,525 | $2.23M | 1.73% | +5 | +0.1% | Added | 0% |
| 15 | EME EMCOR Group, Inc. | Industrials | 2,370 | $1.79M | 1.38% | -20 | -0.8% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Cambridge Advisors.
As of its Q3 2026 13F filing, Cambridge Advisors Inc.’s five largest positions were Microsoft Corp (MSFT) at 10.0%, Apple Inc. (AAPL) at 9.1%, Berkshire Hathaway Inc (BRK-A) at 8.7%, Amgen Inc (AMGN) at 8.1%, Berkshire Hathaway Inc (BRK-B) at 6.2% of the reported portfolio.
Cambridge Advisors Inc. reported a 13F portfolio worth $129.27M across 67 positions for Q3 2026. That is up 2.0% from the previous quarter.
Its largest purchases by value were Verizon Communications Inc ($204.49K), Sprott Physical Silver Trust ($198.48K), Amgen Inc ($45.10K). It opened 2 new positions.
Its largest sales by value were Apple Inc. ($411.28K), Microsoft Corp ($208.75K), Mcdonalds Corp ($208.16K). It exited 2 positions entirely.
From the Form 13F-HR reports Cambridge Advisors Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.