Portfolio (Quarterly) Guide ↗

CAMBRIDGE CAPITAL MANAGEMENT, LLC

· CIK 0002078994

13F Portfolio $263M AUM 47 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 15 Added 13 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VCSH	VANGUARD SCOTTSDALE FDS	—	3,171	$251K	0.11%	SOLD

Sector Allocation

Financial Services 41.9%

Technology 25.9%

Utilities 12.4%

Consumer Cyclical 7.6%

Basic Materials 4.2%

Industrials 4.1%

Energy 3.9%