Cambridge Advisors Inc.

Q2 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$581,683
Net value change ($000)
+66,360 (12.9%)
New positions
7
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 17,840 20.2%
VEA 6,076 18.1%
BND 5,342 9.9%
GLW 4,139 87.6%
IJH 3,546 17.3%
CAT 2,088 44.8%
VCIT 1,857 18.3%
VTI 1,610 13.8%
VWO 1,502 14.9%
BNDX 1,383 9.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -720 -7.0%
ACN -646 -48.1%
AAAU -497 -12.0%
FBTC -419 -12.1%
LOW -251 -10.3%
XOM -243 -19.5%
CVX -233 -22.8%
XLE -217 -100.0%
VZ -210 -100.0%
EIPI -185 -5.6%
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