Cambridge Capital Management

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

  • Top 5 stock holdings are VTV, VUG, IJR, VEA, DFIC, and represent 53.34% of Cambridge Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: DFIC, CGNG, VTV, VOO, VNQ, SCHG, VB, SCHP, BIV, IJR.
  • Reduced shares in these 10 stocks: , VYM, AEE, QQQ, VIG, SCHF, BSV, IVW, MUB, SDY.
  • Sold out of its position in SXT.
  • Cambridge Capital Management was a net buyer of stock by $11M.
  • Cambridge Capital Management has $232M in assets under management (AUM), dropping by 4.22%.
  • Central Index Key (CIK): 0002078994

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Portfolio Holdings for Cambridge Capital Management

Cambridge Capital Management holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 15.3 $36M +2% 182k 196.20
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Vanguard Index Fds Growth Etf (VUG) 12.8 $30M 68k 436.79
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Ishares Tr Core S&p Scp Etf (IJR) 9.6 $22M 179k 124.31
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $19M 289k 64.08
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Dimensional Etf Trust Intl Core Equity (DFIC) 7.6 $18M +28% 499k 35.53
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Vanguard Bd Index Fds Intermed Term (BIV) 7.3 $17M +2% 220k 77.18
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Vanguard Index Fds Real Estate Etf (VNQ) 7.1 $16M +5% 185k 88.70
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $11M +9% 18k 597.56
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Dimensional Etf Trust Short Duration F (DFSD) 3.9 $9.1M 190k 47.88
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Schwab Strategic Tr Us Tips Etf (SCHP) 3.4 $7.9M +6% 298k 26.61
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Vanguard Index Fds Small Cp Etf (VB) 3.0 $6.9M +9% 26k 261.92
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $5.6M +12% 191k 29.13
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $5.1M 205k 24.75
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Vanguard Specialized Funds Div App Etf (VIG) 1.5 $3.5M 16k 215.06
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Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $3.4M -4% 23k 148.10
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Capital Group New Geography SHS (CGNG) 0.9 $2.0M +196% 63k 31.57
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.7M 2.7k 650.28
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Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.6M 7.3k 213.66
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.5M 29k 54.05
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.4M 13k 113.11
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Ishares Tr National Mun Etf (MUB) 0.5 $1.2M 11k 106.15
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.2M 5.4k 217.25
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Apple (AAPL) 0.4 $971k +15% 3.8k 253.79
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $918k 4.8k 191.94
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $825k 12k 71.13
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Ameren Corporation (AEE) 0.4 $816k -7% 7.4k 109.92
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $787k +8% 7.6k 103.43
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $761k +113% 1.2k 653.32
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $751k 11k 67.53
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Spdr Series Trust State Street Spd (SDY) 0.3 $735k 5.0k 145.93
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $685k -6% 1.2k 577.17
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $536k 4.5k 118.44
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $485k 9.6k 50.45
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Amazon (AMZN) 0.2 $443k 2.1k 208.27
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $437k 8.4k 52.19
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $413k -6% 5.3k 78.41
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $375k 1.2k 320.90
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $353k 990.00 356.56
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $343k 1.2k 287.14
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ESCO Technologies (ESE) 0.1 $334k 1.2k 281.37
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Exxon Mobil Corporation (XOM) 0.1 $327k 1.9k 169.66
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $251k 3.2k 79.28
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $249k +26% 519.00 479.20
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Microsoft Corporation (MSFT) 0.1 $226k +2% 611.00 369.90
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Past Filings by Cambridge Capital Management

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