$169 Million is the total value of Cambridge Advisors Inc.'s 129 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HPQ | Exit | Hewlett Packard Co. | $0 | – | -7,344 | -100.0% | -0.12% | – |
| EMCI | Exit | EMC Corp | $0 | – | -12,905 | -100.0% | -0.19% | – |
| Exit | International Paper | $0 | – | -7,213 | -100.0% | -0.19% | – | |
| BRCM | Exit | CDK Global Inc. | $0 | – | -9,118 | -100.0% | -0.27% | – |
| MDT | Exit | Medtronic Inc. | $0 | – | -12,787 | -100.0% | -0.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 39 | Q2 2024 | 20.0% |
| Vanguard Total Bond Market ETF | 39 | Q2 2024 | 15.1% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 7.4% |
| ISHARES TR | 39 | Q2 2024 | 4.5% |
| Vanguard Total International Bond ETF | 39 | Q2 2024 | 4.2% |
| Vanguard Total Stock Market ET | 39 | Q2 2024 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 2.3% |
| Monsanto | 39 | Q2 2024 | 3.1% |
| Vanguard Small Cap ETF | 39 | Q2 2024 | 1.9% |
| VANGUARD SPECIALIZED PORTFOL | 39 | Q2 2024 | 1.8% |
View Cambridge Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-20 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-17 |
View Cambridge Advisors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.