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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 Chg Shares Chg % Period Price ① Since Period ①
1 CGMU CAPITAL GRP FIXED INCM ETF T 22,891.0 $629K 0.24% NEW $27.47 -2.5%
2 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,262.0 $279K 0.11% NEW $123.29 +9.4%
3 CAT CATERPILLAR INC Industrials 260.0 $277K 0.10% NEW $1064.83 -23.6%
4 IJT ISHARES TR 1,230.0 $220K 0.08% NEW $178.60 -4.6%

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
Financial Services 41.9%
Technology 25.9%
Utilities 12.4%
Consumer Cyclical 7.6%
Basic Materials 4.2%
Industrials 4.1%
Energy 3.9%