Cambridge Advisors Inc.
Annual return '25
-0.3%
SPY '25
+17.7%
Alpha
-18.0ptsvs SPY
Invested
$515.3M
Holdings
174
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +17.5% (23.0k → 27.1k shares)
17.2%
02
$BND
VANGUARD BD INDEX FDS
Q1 2026: Increased +2.4% (100.3k → 102.7k shares)
10.5%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +2.0% (50.0k → 51.0k shares)
6.6%
04
$IJH
ISHARES TR
Q1 2026: Sold 5.1% (52.4k → 49.7k shares)
4.0%
05
$BNDX
VANGUARD CHARLOTTE FDS
Q1 2026: Increased +5.5% (43.8k → 46.2k shares)
2.7%
06
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +15.9% (20.4k → 23.7k shares)
2.3%
07
$JEPQ
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +19.6% (25.2k → 30.2k shares)
2.2%
08
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q1 2025: New position (15 shares)
2.1%
09
$JEPI
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +14.4% (70.6k → 80.8k shares)
2.0%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +3.3% (144.7k → 149.6k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:48 UTC.