Cambridge Capital Management

Latest statistics and disclosures from Cambridge Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, VTV, IJR, VEA, BIV, and represent 56.83% of Cambridge Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: DFIC (+$7.2M), VOO, BIV, IJR, VNQ, VTV, DFSD, SCHP, VB, CGNG.
  • Started 3 new stock positions in BRK.B, CGNG, DFIC.
  • Reduced shares in these 10 stocks: RSP, MUB, VEA, VUG, SCHG, IJH, SDY, VWO, AAPL, IVW.
  • Cambridge Capital Management was a net buyer of stock by $11M.
  • Cambridge Capital Management has $209M in assets under management (AUM), dropping by 11.91%.
  • Central Index Key (CIK): 0002078994

Tip: Access up to 7 years of quarterly data

Positions held by Cambridge Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cambridge Capital Management

Cambridge Capital Management holds 43 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.8 $33M 69k 479.61
 View chart
Vanguard Index Fds Value Etf (VTV) 15.4 $32M +2% 172k 186.49
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 9.8 $21M +4% 173k 118.83
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.1 $17M 284k 59.92
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 7.6 $16M +8% 202k 78.09
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 7.3 $15M +5% 167k 91.42
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $10M +21% 16k 612.37
 View chart
Dimensional Etf Trust Short Duration F (DFSD) 4.0 $8.3M +7% 172k 48.19
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 3.4 $7.2M NEW 219k 32.79
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 3.4 $7.0M +8% 261k 26.95
 View chart
Vanguard Index Fds Small Cp Etf (VB) 2.8 $5.8M +4% 23k 254.28
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $5.4M 168k 31.91
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $4.7M 202k 23.28
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $3.6M 17k 215.79
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $3.5M 25k 140.95
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.8M 2.6k 666.10
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.6M -2% 13k 120.72
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.5M -2% 28k 54.18
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.5M 7.3k 203.59
 View chart
Ishares Tr National Mun Etf (MUB) 0.6 $1.2M -26% 11k 106.49
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.1M 5.3k 208.71
 View chart
Spdr Series Trust S&p Divid Etf (SDY) 0.5 $944k -5% 6.7k 140.06
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $941k -63% 5.0k 189.72
 View chart
Apple (AAPL) 0.4 $844k -3% 3.3k 254.62
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $764k 1.3k 600.34
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $759k 11k 68.46
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $721k -9% 11k 65.26
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $667k +15% 6.5k 103.36
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $505k 4.6k 110.60
 View chart
Amazon (AMZN) 0.2 $467k 2.1k 219.57
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $440k -3% 5.6k 78.90
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $434k +4% 8.3k 52.28
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $380k 1.2k 328.24
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.2 $369k +2% 552.00 669.05
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $361k 989.00 365.36
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $351k +2% 1.2k 293.85
 View chart
Microsoft Corporation (MSFT) 0.1 $311k 599.00 518.30
 View chart
ESCO Technologies (ESE) 0.1 $251k 1.2k 211.11
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $248k -6% 3.1k 79.92
 View chart
Exxon Mobil Corporation (XOM) 0.1 $218k 1.9k 112.75
 View chart
Capital Group New Geography SHS (CGNG) 0.1 $217k NEW 7.0k 30.90
 View chart
Sensient Technologies Corporation (SXT) 0.1 $212k 2.3k 93.85
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $206k NEW 409.00 502.74
 View chart

Past Filings by Cambridge Capital Management

SEC 13F filings are viewable for Cambridge Capital Management going back to 2025