Institutional Fund
Cambridge Investment Research Advisors, Inc.
Fairfield, IACIK 14191865 filings on record
Portfolio Value
$38.80M
Q1 2026
Holdings
3,924
Reported positions
New Buys
317
Opened this quarter
QoQ Change
+2.5%
from $37.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds3.0%
- Apple Inc2.9%
- Nvidia Corporation2.6%
- Ishares Tr2.0%
- Invesco Qqq Tr1.9%
- Vanguard Index Fds1.8%
- Other85.9%
Portfolio Holdings
3,924 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.94M | $1.16M | 3.0% | +31.3K | Added |
| 2 | Apple Inc | 4.39M | $1.11M | 2.9% | +7.3K | Added |
| 3 | Nvidia Corporation | 5.67M | $989.7K | 2.6% | +168.4K | Added |
| 4 | Ishares Tr | 1.20M | $785.8K | 2.0% | +205.3K | Added |
| 5 | Invesco Qqq Tr | 1.27M | $734.3K | 1.9% | −48.4K | Reduced |
| 6 | Vanguard Index Fds | 2.13M | $683.9K | 1.8% | +52.0K | Added |
| 7 | Amazon Com Inc | 2.45M | $509.3K | 1.3% | +20.0K | Added |
| 8 | Vanguard Star Fds | 6.18M | $476.6K | 1.2% | −178.9K | Reduced |
| 9 | Microsoft Corp | 1.28M | $474.5K | 1.2% | +47.8K | Added |
| 10 | Spdr S&P 500 ETF Tr | 643.7K | $418.6K | 1.1% | −52.1K | Reduced |
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