Cambridge Advisors Inc.

Q4 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$525,326
Net value change ($000)
+13,585 (2.7%)
New positions
9
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 2,448 4.7%
BITW 1,597 NEW
AMGN 1,151 16.6%
IJH 1,095 5.7%
BNDX 839 6.4%
VOO 672 0.7%
CAT 641 18.7%
SAMT 636 60.5%
AAPL 610 6.3%
AIRR 599 67.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,186 -8.0%
FBTC -1,044 -19.5%
ORCL -722 -30.7%
BRK-B -347 -3.8%
META -265 -13.2%
JEPI -264 -2.5%
CARR -261 -100.0%
BKCH -256 -100.0%
CLX -223 -100.0%
ORLY -212 -15.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type