Cambridge Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
178
Total value ($000)
$515,323
Net value change ($000)
-10,003 (-1.9%)
New positions
6
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLW 1,688 55.6%
CAT 588 14.4%
AMGN 529 6.5%
RDVY 439 NEW
JNJ 437 17.9%
SETM 423 NEW
SCHD 409 11.4%
AIRR 407 27.3%
EIPI 398 13.8%
XOM 363 41.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,467 -25.3%
VOO -2,237 -2.5%
SCHG -968 -11.7%
FBTC -861 -19.9%
BRK-B -726 -8.3%
AAPL -689 -6.7%
VEA -682 -2.0%
JEPQ -673 -5.6%
BRK-B -550 -4.9%
VTI -524 -4.3%
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