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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 VEA VANGUARD TAX-MANAGED FDS 282,735.0 $20.1M 7.66% -6K -2.2% $71.25 +3.5%
2 VIG VANGUARD SPECIALIZED FUNDS 15,855.0 $3.8M 1.43% -207.0 -1.3% $236.62 +2.3%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,595.0 $1.9M 0.74% -57.0 -2.1% $746.70 +3.1%
4 IWD ISHARES TR 7,236.0 $1.8M 0.67% -57.0 -0.8% $242.42 +6.3%
5 IVW ISHARES TR 12,212.0 $1.7M 0.64% -414.0 -3.3% $137.54 +2.2%
6 VWO VANGUARD INTL EQUITY INDEX F 27,931.0 $1.7M 0.63% -549.0 -1.9% $59.69 +2.9%
7 VBR VANGUARD INDEX FDS 5,309.0 $1.3M 0.49% -60.0 -1.1% $243.00 +1.7%
8 RSP INVESCO EXCHANGE TRADED FD T 4,093.0 $871K 0.33% -691.0 -14.4% $212.79 +2.9%
9 AEE AMEREN CORP Utilities 7,336.0 $829K 0.32% -88.0 -1.2% $113.04 -5.8%
10 MUB ISHARES TR 6,689.0 $720K 0.27% -4K -39.7% $107.62 -3.3%
11 IJS ISHARES TR 4,409.0 $603K 0.23% -116.0 -2.6% $136.69 +0.6%
12 BSV VANGUARD BD INDEX FDS 5,101.0 $397K 0.15% -168.0 -3.2% $77.90 -0.9%
13 MSFT MICROSOFT CORP Technology 573.0 $214K 0.08% -38.0 -6.2% $373.02 +34.0%

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%