Cambridge Advisors Inc.

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CIK 1633695

13F portfolio (2026-Q1)

$515M

Positions

178

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

178

Top 5

40.8%

Top 10

51.3%

Effective N

18.9

HHI

0.053

This quarter

6 new · 0 exit →

By sector

Unclassified81.2%

Information Technology5.9%

Health Care3.5%

Industrials2.8%

Financials2.6%

Consumer Discretionary1.1%

Materials1.1%

Communication Services0.9%

Other0.9%

By market cap

Unknown81.5%

Mega (>$200B)13.4%

Large ($10–200B)5.1%

Mid ($2–10B)0.1%

By region

Other81.2%

North America18.5%

Europe0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	82.76%	118
Pharmaceuticals & Biotechnology	3.23%	7
Technology Hardware & Equipment	2.61%	6
Software	2.20%	2
Machinery	1.17%	3
Software & IT Services	1.02%	4
Specialty Retail	0.97%	4
Metals & Mining	0.92%	1
Semiconductors & Semiconductor Equipment	0.88%	3
Banks	0.62%	4
Road & Rail	0.59%	1
Commercial Services & Supplies	0.50%	2
Oil, Gas & Consumable Fuels	0.44%	2
Construction & Engineering	0.34%	1
Beverages	0.34%	2
Health Care Equipment & Supplies	0.31%	4
Aerospace & Defense	0.28%	3
Hotels, Restaurants & Leisure	0.17%	2
Chemicals	0.16%	1
Insurance	0.09%	1
Airlines	0.08%	1
Capital Markets	0.08%	1
Communications Equipment	0.07%	1
Equity Real Estate Investment Trusts (REITs)	0.06%	1
Tobacco	0.05%	1
Diversified Telecommunication Services	0.04%	1
Life Sciences Tools & Services	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	17.14%
2	BND	VANGUARD BD INDEX FDS	Unclassified	10.44%
3	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	6.52%
4	IJH	ISHARES TR	Unclassified	3.97%
5	BNDX	VANGUARD CHARLOTTE FDS	Unclassified	2.72%
6	VTI	VANGUARD INDEX FDS	Unclassified	2.26%
7	JEPQ	J P MORGAN EXCHANGE TRADED F	Unclassified	2.22%
8	BRK.A	BERKSHIRE HATHAWAY INC DEL	Unclassified	2.09%
9	JEPI	JPMorgan Equity Premium Income ETF	Unclassified	1.99%
10	MSFT	MICROSOFT CORP	Information Technology	1.99%

61/178 names classified · sector 18.8% of weight · industry 17.2% · mkt cap 18.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 46 quarters

Information TechnologyMSFT, AAPL, DHR, INTC, IBM · other

Health CareAMGN, JNJ, NVS, BDX, IMA · other

IndustrialsUNP, ACN, CAT, CHRW, FTEK · other

FinancialsBRK.B, WFC, UNH, JPM, V · other

Consumer DiscretionaryLOW, TGT, ORLY, SBUX, AMZN · other

MaterialsGLW, PG, NKE, KMB, CLX · other

Communication ServicesT, META, GOOGL, VZ, SIRI · other

EnergyCVX, SLB, XOM, SU, RIG · other

Consumer StaplesPEP, KO, CAG, CVS, MO

Real EstateWY, DX

UtilitiesEXC, ETR

UnclassifiedVOO, BND, VEA, IJH, BNDX · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 18.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 17% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (58 classified)Cambridge Advisors Inc. centroid (Large Core)

Information TechnologyHealth CareIndustrialsConsumer DiscretionaryMaterialsFinancialsCommunication ServicesEnergyConsumer StaplesReal Estate

Style box summary for Cambridge Advisors Inc.: centroid Large Core. Heaviest cells: Large Core 7.2%, Large Growth 5.5%, Large Value 3.4%.

Classified: 16.9% of book weight (58/178 names) · unclassified 83.1%: VOO, BND, VEA, IJH, BNDX, VTI, JEPQ, BRK.A, JEPI, VCIT +110 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 178 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	147,776	$88M	17.1%	ADD 2%
2	BNDVANGUARD BD INDEX FDS	730,638	$54M	10.4%	HOLD
3	VEAVANGUARD TAX-MANAGED FDS	524,375	$34M	6.5%	TRIM −4%
4	IJHISHARES TR	303,170	$20M	4.0%	HOLD
5	BNDXVANGUARD CHARLOTTE FDS	291,918	$14M	2.7%	HOLD
6	VTIVANGUARD INDEX FDS	36,298	$12M	2.3%	HOLD
7	JEPQJ P MORGAN EXCHANGE TRADED F	206,159	$11M	2.2%	HOLD
8	BRK.ABERKSHIRE HATHAWAY INC DEL	15	$11M	2.1%	HOLD
9	JEPIJPMorgan Equity Premium Income ETF	180,980	$10M	2.0%	HOLD
10	MSFTMICROSOFT CORP	27,637	$10M	2.0%	TRIM −2%
11	VCITVANGUARD SCOTTSDALE FDS	122,672	$10M	2.0%	HOLD
12	VWOVANGUARD INTL EQUITY INDEX F	185,917	$10M	2.0%	TRIM −2%
13	AAPLAPPLE INC	37,645	$10M	1.9%	HOLD
14	AMGNAMGEN INC	24,480	$9M	1.7%	HOLD
15	VBVANGUARD INDEX FDS	31,646	$8M	1.6%	TRIM −2%
16	BRK.BBERKSHIRE HATHAWAY INC DEL	16,845	$8M	1.6%	TRIM −4%
17	VNQVANGUARD INDEX FDS	84,729	$8M	1.5%	HOLD
18	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	251,530	$7M	1.4%	HOLD
19	VIGVANGUARD SPECIALIZED FUNDS	33,847	$7M	1.4%	HOLD
20	GLWCORNING INC	34,756	$5M	0.9%	HOLD
21	BUFRFIRST TR EXCHNG TRADED FD VI	139,502	$5M	0.9%	HOLD
22	CATCATERPILLAR INC	6,577	$5M	0.9%	TRIM −7%
23	AAAUGOLDMAN SACHS PHYSICAL GOLD	89,596	$4M	0.8%	HOLD
24	SCHDSCHWAB STRATEGIC TR	130,216	$4M	0.8%	HOLD
25	FNDXSCHWAB STRATEGIC TR	131,337	$4M	0.7%	HOLD
26	NVDANVIDIA CORPORATION	20,270	$4M	0.7%	HOLD
27	FBTCFIDELITY WISE ORIGIN BITCOIN	58,528	$3M	0.7%	ADD 3%
28	SCHBSCHWAB STRATEGIC TR	135,029	$3M	0.7%	HOLD
29	EIPIFIRST TR EXCHNG TRADED FD VI	146,390	$3M	0.6%	HOLD
30	BSTPINNOVATOR BUFFER STEP-UP STRATEGY ETF	86,065	$3M	0.6%	HOLD
31	UNPUNION PAC CORP	12,471	$3M	0.6%	HOLD
32	JNJJOHNSON & JOHNSON	11,768	$3M	0.6%	HOLD
33	IWFISHARES TR	6,509	$3M	0.5%	HOLD
34	JPSTJ P MORGAN EXCHANGE TRADED F	52,697	$3M	0.5%	HOLD
35	SPYSTATE STR SPDR S&P 500 ETF T	3,848	$3M	0.5%	HOLD
36	LOWLOWES COS INC	10,293	$2M	0.5%	HOLD
37	MDYSPDR S&P MIDCAP 400 ETF TR	3,894	$2M	0.5%	HOLD
38	SCHFSCHWAB STRATEGIC TR	94,752	$2M	0.5%	HOLD
39	GOOGLALPHABET INC	7,892	$2M	0.4%	HOLD
40	EMLPFirst TR. Ex. Tr. FD N. American Energy	48,047	$2M	0.4%	HOLD
41	SAMTADVISORS INNER CIRCLE FD III	51,274	$2M	0.4%	ADD 17%
42	AIRRFirst Trust RBA Amern Indl Renaissance ETF	17,116	$2M	0.4%	ADD 13%
43	IJRISHARES TR	15,248	$2M	0.4%	HOLD
44	ABBVABBVIE INC	8,560	$2M	0.4%	HOLD
45	JGROJPMorgan Active Growth ETF	21,597	$2M	0.4%	TRIM −13%
46	SCHMSCHWAB STRATEGIC TR	58,850	$2M	0.4%	HOLD
47	LQDISHARES TR	16,390	$2M	0.3%	HOLD
48	EMEEMCOR GROUP INC	2,404	$2M	0.3%	TRIM −3%
49	GRIDFIRST TR EXCHANGE TRADED FD	10,299	$2M	0.3%	ADD 11%
50	VXUSVANGUARD STAR FDS	21,438	$2M	0.3%	HOLD
51	VNQIVANGUARD INTL EQUITY INDEX F	36,435	$2M	0.3%	HOLD
52	NAPRINNOVATOR ETFS TRUST	29,053	$2M	0.3%	HOLD
53	SCHASCHWAB STRATEGIC TR	54,089	$2M	0.3%	HOLD
54	DIASPDR DOW JONES INDL AVERAGE	3,336	$2M	0.3%	HOLD
55	IWMISHARES TR	6,217	$2M	0.3%	HOLD
56	QQQINVESCO QQQ TR	2,633	$2M	0.3%	HOLD
57	EFAISHARES TR	15,182	$1M	0.3%	HOLD
58	METAMETA PLATFORMS INC	2,566	$1M	0.3%	TRIM −3%
59	DHRDANAHER CORP DEL	7,631	$1M	0.3%	HOLD
60	JPMJPMORGAN CHASE & CO	4,776	$1M	0.3%	TRIM −3%
61	NVSNOVARTIS AG	8,975	$1M	0.3%	HOLD
62	SDVDFIRST TR EXCH TRADED FD III	62,897	$1M	0.3%	ADD 7%
63	ACNACCENTURE PLC IRELAND	6,775	$1M	0.3%	HOLD
64	VCSHVANGUARD SCOTTSDALE FDS	16,864	$1M	0.3%	TRIM −2%
65	FNDASCHWAB STRATEGIC TR	40,470	$1M	0.3%	HOLD
66	CSCOCISCO SYS INC	16,606	$1M	0.3%	HOLD
67	FTCSFIRST TR EXCHANGE-TRADED FD	13,818	$1M	0.2%	TRIM −15%
68	SMHVANECK ETF TRUST	3,332	$1M	0.2%	HOLD
69	XOMEXXON MOBIL CORP	7,335	$1M	0.2%	HOLD
70	FTSMFIRST TR EXCHANGE-TRADED FD	20,804	$1M	0.2%	HOLD
71	VVISA INC	4,073	$1M	0.2%	HOLD
72	BITWBITWISE 10 CRYPTO INDEX ETF	27,157	$1M	0.2%	HOLD
73	SCHXSCHWAB U.S. LARGE-CAP ETF	47,019	$1M	0.2%	ADD 2%
74	BUCKSIMPLIFY EXCHANGE TRADED FUN	51,120	$1M	0.2%	ADD 4%
75	WCMIFIRST TR EXCHANGE-TRADED FD	70,509	$1M	0.2%	ADD 3%
76	ORLYOREILLY AUTOMOTIVE INC	12,700	$1M	0.2%	HOLD
77	GLDSPDR GOLD TR	2,701	$1M	0.2%	TRIM −6%
78	ORCLORACLE CORP	7,568	$1M	0.2%	TRIM −10%
79	DOGGFIRST TR EXCHANGE-TRADED FD	50,594	$1M	0.2%	TRIM −2%
80	PINKSIMPLIFY EXCHANGE TRADED FUN	31,553	$1M	0.2%	ADD 39%
81	ITWILLINOIS TOOL WKS INC	3,953	$1M	0.2%	HOLD
82	PEPPEPSICO INC	6,602	$1M	0.2%	HOLD
83	HEQTSIMPLIFY EXCHANGE TRADED FUN	32,539	$1M	0.2%	HOLD
84	CVXCHEVRON CORP NEW	4,940	$1M	0.2%	ADD 3%
85	RSPINVESCO EXCHANGE TRADED FD T	5,274	$1M	0.2%	HOLD
86	AMZNAMAZON COM INC	4,650	$968,456	0.2%	ADD 3%
87	MTBASIMPLIFY EXCHANGE TRADED FUN	19,506	$964,765	0.2%	HOLD
88	FIXDFIRST TR EXCHNG TRADED FD VI	21,729	$947,154	0.2%	TRIM −3%
89	MRKMERCK & CO INC	7,796	$937,769	0.2%	HOLD
90	AXPAMERICAN EXPRESS CO	2,910	$880,217	0.2%	HOLD
91	PGPROCTER AND GAMBLE CO	5,707	$824,348	0.2%	HOLD
92	RTXRTX CORPORATION	4,259	$821,470	0.2%	TRIM −3%
93	GOOGALPHABET INC	2,825	$810,303	0.2%	HOLD
94	SCHOSCHWAB SHORT-TERM US TREASURY ETF	32,757	$795,012	0.2%	HOLD
95	SPYDSPDR SERIES TRUST	17,256	$785,493	0.2%	HOLD
96	SVOLSIMPLIFY EXCHANGE TRADED FUN	49,492	$759,204	0.1%	ADD 3%
97	SDYSPDR SER TR	4,966	$724,738	0.1%	HOLD
98	KOCOCA COLA CO	9,396	$714,581	0.1%	HOLD
99	PSTPINNOVATOR ETFS TRUST	20,620	$710,771	0.1%	TRIM −8%
100	ADPAUTOMATIC DATA PROCESSING IN	3,491	$709,301	0.1%	HOLD
101	ISRGINTUITIVE SURGICAL INC	1,503	$692,868	0.1%	HOLD
102	ABTABBOTT LABS	6,720	$689,942	0.1%	HOLD
103	IJJISHARES TR	5,127	$679,328	0.1%	HOLD
104	SAGPADVISORS INNER CIRCLE FD III	19,239	$660,151	0.1%	HOLD
105	SBUXSTARBUCKS CORP	7,303	$654,317	0.1%	HOLD
106	AGGISHARES TR	6,458	$641,086	0.1%	HOLD
107	CTASIMPLIFY EXCHANGE TRADED FUN	21,154	$639,270	0.1%	TRIM −11%
108	IEFISHARES TR	6,571	$627,136	0.1%	HOLD
109	IVVISHARES TR	947	$618,590	0.1%	HOLD
110	SCHPSCHWAB STRATEGIC TR	23,241	$618,443	0.1%	HOLD
111	IAUISHARES GOLD TR	6,883	$606,805	0.1%	HOLD
112	YGLDSIMPLIFY EXCHANGE TRADED FUN	15,155	$605,138	0.1%	ADD 30%
113	VTVVANGUARD INDEX FDS	2,850	$559,170	0.1%	HOLD
114	WFCWELLS FARGO CO NEW	7,023	$559,127	0.1%	HOLD
115	DVYISHARES TR	3,525	$533,720	0.1%	ADD 2%
116	VDEVANGUARD WORLD FD	3,073	$531,752	0.1%	HOLD
117	VMBSVANGUARD SCOTTSDALE FDS	11,201	$525,887	0.1%	HOLD
118	INTCINTEL CORP	11,625	$513,011	0.1%	HOLD
119	NXPINXP SEMICONDUCTORS N V	2,550	$501,993	0.1%	HOLD
120	ROPROPER TECHNOLOGIES INC	1,396	$493,989	0.1%	TRIM −3%
121	BUFDFIRST TR EXCHNG TRADED FD VI	16,917	$473,676	0.1%	TRIM −3%
122	PJANINNOVATOR ETFS TRUST	9,874	$455,488	0.1%	HOLD
123	MDTMEDTRONIC PLC	5,235	$453,613	0.1%	HOLD
124	UNHUNITEDHEALTH GROUP INC	1,655	$447,826	0.1%	TRIM −22%
125	IGLDFIRST TR EXCHANGE-TRADED FD	17,349	$442,929	0.1%	ADD 2%
126	RDVYFIRST TR EXCHANGE TRADED FD	6,426	$438,767	0.1%	NEW
127	OUSMALPS ETF TR	9,737	$425,896	0.1%	HOLD
128	SETMSPROTT FDS TR	12,778	$422,696	0.1%	NEW
129	COSTCOSTCO WHSL CORP NEW	413	$411,607	0.1%	HOLD
130	FDXFEDEX CORP	1,145	$407,826	0.1%	HOLD
131	GSLCGOLDMAN SACHS ETF TR	3,141	$393,033	0.1%	TRIM −5%
132	XDECFIRST TR EXCHNG TRADED FD VI	9,735	$392,433	0.1%	HOLD
133	BLKBLACKROCK INC	406	$390,454	0.1%	HOLD
134	QCOMQUALCOMM INC	2,996	$385,785	0.1%	HOLD
135	SCHVSCHWAB STRATEGIC TR	12,394	$378,014	0.1%	HOLD
136	FAUGFIRST TR EXCHNG TRADED FD VI	7,200	$372,838	0.1%	TRIM −4%
137	IYWISHARES TR	2,000	$362,840	0.1%	HOLD
138	ITBISHARES TR	3,800	$344,090	0.1%	HOLD
139	XJUNFIRST TR EXCHNG TRADED FD VI	7,980	$342,840	0.1%	HOLD
140	GRMNGARMIN LTD	1,450	$336,415	0.1%	HOLD
141	BALTINNOVATOR ETFS TRUST	10,004	$334,784	0.1%	ADD 5%
142	VYMVANGUARD WHITEHALL FDS	2,241	$331,892	0.1%	ADD 6%
143	USBUS BANCORP	6,355	$330,524	0.1%	TRIM −7%
144	IBMINTERNATIONAL BUSINESS MACHS	1,360	$329,650	0.1%	TRIM −8%
145	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	7,600	$327,788	0.1%	HOLD
146	IBNDSPDR SER TR	10,400	$323,232	0.1%	HOLD
147	DEDEERE & CO	566	$318,749	0.1%	HOLD
148	PANWPALO ALTO NETWORKS INC	1,960	$314,227	0.1%	TRIM −5%
149	GILDGILEAD SCIENCES INC	2,250	$313,583	0.1%	HOLD
150	JBNDJ P MORGAN EXCHANGE TRADED F	5,823	$313,103	0.1%	ADD 18%
151	MAXISIMPLIFY EXCHANGE TRADED FUN	32,732	$311,966	0.1%	ADD 4%
152	FTRIFIRST TR EXCHANGE TRADED FD	17,082	$304,913	0.1%	HOLD
153	BUFZFIRST TR EXCHNG TRADED FD VI	11,545	$303,287	0.1%	HOLD
154	GMAYFIRST TR EXCHNG TRADED FD V	7,280	$298,918	0.1%	HOLD
155	DXDYNEX CAP INC	23,401	$298,595	0.1%	HOLD
156	DHDGFIRST TR EXCHNG TRADED FD VI	8,717	$293,151	0.1%	HOLD
157	PFIXSIMPLIFY EXCHANGE TRADED FUN	6,182	$285,813	0.1%	HOLD
158	BABOEING CO	1,425	$283,618	0.1%	HOLD
159	IQLTISHARES TR	6,078	$280,977	0.1%	HOLD
160	JTEKJ P MORGAN EXCHANGE TRADED F	3,441	$273,697	0.1%	ADD 8%
161	SPYVSPDR SERIES TRUST	4,770	$269,887	0.1%	TRIM −4%
162	SCHHSCHWAB STRATEGIC TR	12,253	$263,312	0.1%	HOLD
163	SPDWSPDR INDEX SHS FDS	5,747	$262,351	0.1%	HOLD
164	ARKGARK ETF TR	9,293	$245,521	0.0%	ADD 12%
165	FDNFIRST TR EXCHANGE-TRADED FD	1,046	$244,795	0.0%	TRIM −21%
166	MOALTRIA GROUP INC	3,697	$243,955	0.0%	HOLD
167	MCDMCDONALDS CORP	748	$232,500	0.0%	HOLD
168	MMM3M CO	1,555	$225,833	0.0%	HOLD
169	EWGISHARES INC MSCI GERMANY ETF	5,570	$220,962	0.0%	HOLD
170	FIWFIRST TR EXCHANGE-TRADED FD	2,120	$218,621	0.0%	HOLD
171	HELOJPMorgan Hedged Equity Laddered Overly ETF	3,410	$217,915	0.0%	HOLD
172	XLESELECT SECTOR SPDR TR	3,536	$216,644	0.0%	NEW
173	VZVERIZON COMMUNICATIONS INC	4,183	$209,987	0.0%	NEW
174	BDXBECTON DICKINSON & CO	1,322	$207,858	0.0%	HOLD
175	CRLCHARLES RIV LABS INTL INC	1,200	$207,000	0.0%	HOLD
176	GEMGOLDMAN SACHS ETF TR	4,700	$203,040	0.0%	NEW
177	NJANINNOVATOR ETFS TRUST	3,781	$201,792	0.0%	HOLD
178	ARKQARK ETF TR	1,784	$200,639	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

144K

148K

147K

144K

148K

$88M

BNDVANGUARD BD INDEX FDS

659K

665K

648K

695K

731K

$54M

VEAVANGUARD TAX-MANAGED FDS

610K

578K

572K

549K

524K

$34M

IJHISHARES TR

267K

300K

295K

308K

303K

$20M

BNDXVANGUARD CHARLOTTE FDS

252K

249K

266K

290K

292K

$14M

VTIVANGUARD INDEX FDS

37K

39K

37K

36K

$12M

JEPQJ P MORGAN EXCHANGE TRADED F

177K

184K

182K

207K

209K

206K

$11M

BRK/ABERKSHIRE HATHAWAY INC DEL

—

$11M

JEPIJPMorgan Equity Premium Income ETF

158K

167K

172K

188K

182K

181K

$10M

MSFTMICROSOFT CORP

29K

28K

$10M

VCITVANGUARD SCOTTSDALE FDS

115K

118K

123K

$10M

VWOVANGUARD INTL EQUITY INDEX F

199K

195K

192K

190K

186K

$10M

AAPLAPPLE INC

40K

41K

38K

$10M

AMGNAMGEN INC

24K

25K

24K

$9M

VBVANGUARD INDEX FDS

28K

33K

32K

$8M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Cambridge Advisors Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 178 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Cambridge Advisors Inc.