1y return+15.2%S&P 500 +20.9%
3y return+41.1%S&P 500 +68.5%
5y return+35.1%S&P 500 +74.5%
10y return+119.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $220 against $357 in the S&P 500.2
Cambridge Advisors Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $106.1M | 18.2% | +4.6% |
| BNDVanguard Bd Index Fds | $59.1M | 10.2% | +10.3% |
| VEAVanguard Tax-managed Fds | $39.7M | 6.8% | +6.2% |
| IJHIshares Tr | $24.0M | 4.1% | +2.7% |
| BNDXVanguard Charlotte Fds | $15.4M | 2.6% | +9.0% |
| VTIVanguard Index Fds | $13.3M | 2.3% | −1.3% |
| JEPQJ P Morgan Exchange Traded F | $12.6M | 2.2% | |
| VCITVanguard Scottsdale Fds | $12.0M | 2.1% | +18.4% |
| VWOVanguard Intl Equity Index F | $11.6M | 2.0% | +4.1% |
| BRK/ABerkshire Hathaway Inc Del | $11.2M | 1.9% | |
| AAPLApple Inc | $10.6M | 1.8% | −3.0% |
| JEPIJ P Morgan Exchange Traded F | $10.2M | 1.8% | |
| VBVanguard Index Fds | $9.6M | 1.6% | |
| MSFTMicrosoft Corp | $9.5M | 1.6% | −7.8% |
| AMGNAmgen Inc | $8.9M | 1.5% | |
| GLWCorning Inc | $8.9M | 1.5% | |
| VNQVanguard Index Fds | $8.7M | 1.5% | +6.3% |
| SCHGSchwab Strategic Tr | $8.2M | 1.4% | −3.6% |
| BRK/BBerkshire Hathaway Inc Del | $8.1M | 1.4% | −3.8% |
| VIGVanguard Specialized Funds | $7.9M | 1.4% | −1.0% |
| CATCaterpillar Inc | $6.7M | 1.2% | −3.6% |
| BUFRFirst Tr Exchng Traded Fd Vi | $5.1M | 0.9% | |
| NVDANvidia Corporation | $4.1M | 0.7% | +1.6% |
| SCHDSchwab Strategic Tr | $4.0M | 0.7% | −1.9% |
| FNDXSchwab Strategic Tr | $4.0M | 0.7% | −3.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $4.1M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $8.9M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $6.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.6M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $8.1M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $8.2M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $3.2M |
| FNDXSchwab Strategic Tr | June 30, 2020 | +153.3% | $4.0M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $106.1M |
Sold off last quarter
- XLESelect Sector Spdr Tr was $217K
- VZVerizon Communications Inc was $210K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +5.8% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −12.9% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cambridge Advisors Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633695&type=13F-HR&dateb=&owner=include&count=40CIK 1633695
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633695/000121465926008644/Filed July 16, 2026 · accession 0001214659-26-008644