Cambridge Advisors Inc.

CIK 0001633695 · Q2 2026

13F Equity AUM

$581.7M

+12.9% QoQ

Positions

183

+5 QoQ

AUM Rank

#3,357

Top 39%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #4,029 · Top 49%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 42.0%Top 10: 52.4%Top 20: 68.0%

VOO18.3%

BND10.2%

VEA6.8%

IJH4.1%

BNDX2.6%

VTI2.3%

JEPQ2.2%

VCIT2.1%

VWO2.0%

BRK/A1.9%

Others (173)47.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.3%

Technology7.1%

Healthcare3.6%

Industrials2.8%

Financials2.0%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 183Median: 0.14%Avg: 0.55%

0–0.5%

149(22.8%)

0.5–1%

13(8.1%)

1–3%

17(29.8%)

3–5%

1(4.1%)

5%+

3(35.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 183vs 20 funds

0%Low

183

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased61Decreased66Exited2

New Positions

IVW0.0%

+1K

EWJ0.0%

+2K

CDX0.0%

+11K

ROBO0.0%

+3K

BKCH0.0%

+3K

XSEP0.0%

+5K

DYH0.0%

+2K

Increased

BND10.2%

+75K(+10%)

VEA6.8%

+33K(+6%)

BNDX2.6%

+26K(+9%)

VCIT2.1%

+23K(+18%)

IWF0.6%

+20K(+300%)

JPST0.6%

+14K(+26%)

FTSM0.3%

+13K(+63%)

SETM0.1%

+10K(+81%)

IJH4.1%

+8K(+3%)

VWO2.0%

+8K(+4%)

Decreased

SCHG1.4%

-9,177(-4%)

BSTP0.5%

-7,155(-8%)

BUFD0.1%

-4,285(-25%)

EIPI0.5%

-4,132(-3%)

FNDX0.7%

-4,094(-3%)

SCHD0.7%

-2,530(-2%)

NAPR0.3%

-2,424(-8%)

PSTP0.1%

-2,415(-12%)

MSFT1.6%

-2,144(-8%)

SCHM0.4%

-1,761(-3%)

Exited

XLE

-3,536

BAC

-4,183

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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