$215 Million is the total value of Cambridge Advisors Inc.'s 130 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | Peabody Energy Corpsdcv 4.75% 12/1 | $0 | – | -25,000 | -100.0% | -0.00% | – | |
| GRMN | Exit | Garmin Ltd. | $0 | – | -5,959 | -100.0% | -0.13% | – |
| SU | Exit | Suncor Energy Inc. | $0 | – | -8,800 | -100.0% | -0.13% | – |
| COP | Exit | Conocophillips | $0 | – | -5,130 | -100.0% | -0.14% | – |
| IYY | Exit | iShares Trust Dow Jones Selectselect divid etf | $0 | – | -4,260 | -100.0% | -0.18% | – |
| Exit | NXP Semiconductors NV | $0 | – | -8,810 | -100.0% | -0.42% | – | |
| BRKA | Exit | Berkshire Hathaway 1/100 | $0 | – | -9 | -100.0% | -1.01% | – |
| BRKB | Exit | Berkshire Hathaway Class B | $0 | – | -24,964 | -100.0% | -1.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-25
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.