Institutional Fund
Cambridge Advisors Inc.
Omaha, NECIK 16336955 filings on record
Portfolio Value
$515.32M
Q1 2026
Holdings
178
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-1.9%
from $525.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.1%
- Vanguard Bd Index Fds10.4%
- Vanguard Tax-Managed Fds6.5%
- Ishares Tr4.0%
- Vanguard Charlotte Fds2.7%
- Vanguard Index Fds2.3%
- Other56.9%
Portfolio Holdings
178 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 147.8K | $88.30M | 17.1% | +3.4K | Added |
| 2 | Vanguard Bd Index Fds | 730.6K | $53.80M | 10.4% | +45 | Added |
| 3 | Vanguard Tax-Managed Fds | 524.4K | $33.60M | 6.5% | −24.4K | Reduced |
| 4 | Ishares Tr | 303.2K | $20.47M | 4.0% | −5.3K | Reduced |
| 5 | Vanguard Charlotte Fds | 291.9K | $14.03M | 2.7% | +1.9K | Added |
| 6 | Vanguard Index Fds | 36.3K | $11.64M | 2.3% | +1 | Added |
| 7 | J P Morgan Exchange Traded F | 206.2K | $11.45M | 2.2% | −2.4K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 15 | $10.77M | 2.1% | 0 | Held |
| 9 | J P Morgan Exchange Traded F | 181.0K | $10.26M | 2.0% | −1.4K | Reduced |
| 10 | Microsoft Corp | 27.6K | $10.23M | 2.0% | −685 | Reduced |
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