Portfolio (Quarterly)
Guide ↗
Cambridge Advisors Inc.
· CIK 0001633695| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | — | 32,539.0 | $1.0M | 0.20% | NEW | — | $32.05 | +3.5% |
| 82 | RSP | INVESCO EXCHANGE TRADED FD T | — | 5,264.0 | $1.0M | 0.19% | NEW | — | $191.54 | +5.3% |
| 83 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 22,510.0 | $998K | 0.19% | NEW | — | $44.32 | -2.9% |
| 84 | ITW | ILLINOIS TOOL WKS INC | Industrials | 3,953.0 | $974K | 0.18% | NEW | — | $246.30 | +1.3% |
| 85 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 19,143.0 | $965K | 0.18% | NEW | — | $50.41 | -3.4% |
| 86 | PEP | PEPSICO INC | Consumer Defensive | 6,602.0 | $948K | 0.18% | NEW | — | $143.52 | +3.9% |
| 87 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 3,517.0 | $905K | 0.17% | NEW | — | $257.23 | -14.3% |
| 88 | GOOG | ALPHABET INC | Communication Services | 2,824.0 | $886K | 0.17% | NEW | — | $313.77 | +25.3% |
| 89 | XOM | EXXON MOBIL CORP | Energy | 7,330.0 | $882K | 0.17% | NEW | — | $120.33 | +33.4% |
| 90 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,518.0 | $860K | 0.16% | NEW | — | $566.36 | -22.3% |
| 91 | ABT | ABBOTT LABS | Healthcare | 6,745.0 | $845K | 0.16% | NEW | — | $125.29 | -29.1% |
| 92 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 47,854.0 | $840K | 0.16% | NEW | — | $17.56 | -9.0% |
| 93 | PINK | SIMPLIFY EXCHANGE TRADED FUN | — | 22,686.0 | $830K | 0.16% | NEW | — | $36.60 | -0.7% |
| 94 | MRK | MERCK & CO INC | Healthcare | 7,784.0 | $819K | 0.16% | NEW | — | $105.26 | +6.9% |
| 95 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 5,696.0 | $816K | 0.15% | NEW | — | $143.31 | -0.6% |
| 96 | RTX | RTX CORPORATION | Industrials | 4,408.0 | $809K | 0.15% | NEW | — | $183.42 | -4.1% |
| 97 | SCHO | SCHWAB STRATEGIC TR | — | 32,757.0 | $798K | 0.15% | NEW | — | $24.37 | -1.1% |
| 98 | PSTP | INNOVATOR ETFS TRUST | — | 22,320.0 | $789K | 0.15% | NEW | — | $35.35 | +3.0% |
| 99 | SPYD | SPDR SERIES TRUST | — | 17,256.0 | $746K | 0.14% | NEW | — | $43.25 | +8.4% |
| 100 | CVX | CHEVRON CORP NEW | Energy | 4,783.0 | $729K | 0.14% | NEW | — | $152.41 | +28.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.9%
Financial Services
22.6%
Healthcare
17.8%
Industrials
11.5%
Consumer Cyclical
5.0%
Communication Services
4.6%
Consumer Defensive
2.9%
Energy
1.4%
Real Estate
0.3%