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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
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD INDEX FDS 5,309.0 $1.3M 0.49% -60.0 -1.1% $243.00 +1.7%
22 AAPL APPLE INC Technology 3,820.0 $1.1M 0.42% $289.39 +10.6%
23 DFAS DIMENSIONAL ETF TRUST 11,627.0 $957K 0.36% $82.34 -0.2%
24 IVV ISHARES TR 1,190.0 $891K 0.34% +25.0 +2.1% $749.12 +3.3%
25 QQQ INVESCO QQQ TR Financial Services 1,186.0 $873K 0.33% $736.39 -2.4%
26 RSP INVESCO EXCHANGE TRADED FD T 4,093.0 $871K 0.33% -691.0 -14.4% $212.79 +2.9%
27 IJH ISHARES TR 11,127.0 $858K 0.33% $77.11 -1.6%
28 STIP ISHARES TR 8,143.0 $832K 0.32% +532.0 +7.0% $102.16 -1.3%
29 AEE AMEREN CORP Utilities 7,336.0 $829K 0.32% -88.0 -1.2% $113.04 -5.8%
30 SDY SPDR SERIES TRUST 5,067.0 $771K 0.29% +31.0 +0.6% $152.18 +2.4%
31 MUB ISHARES TR 6,689.0 $720K 0.27% -4K -39.7% $107.62 -3.3%
32 CGMU CAPITAL GRP FIXED INCM ETF T 22,891.0 $629K 0.24% NEW $27.47 -2.5%
33 IJS ISHARES TR 4,409.0 $603K 0.23% -116.0 -2.6% $136.69 +0.6%
34 AMZN AMAZON COM INC Consumer Cyclical 2,128.0 $507K 0.19% $238.34 +8.5%
35 SMMU PIMCO ETF TR 9,610.0 $485K 0.18% $50.50 -0.8%
36 MUNI PIMCO ETF TR 8,516.0 $448K 0.17% +150.0 +1.8% $52.60 -2.8%
37 VTI VANGUARD INDEX FDS 1,171.0 $433K 0.17% $369.92 +2.7%
38 ESE ESCO TECHNOLOGIES INC Technology 1,187.0 $415K 0.16% $350.04 -21.7%
39 IWB ISHARES TR 992.0 $406K 0.15% $409.52 +2.9%
40 BSV VANGUARD BD INDEX FDS 5,101.0 $397K 0.15% -168.0 -3.2% $77.90 -0.9%
Page 2 of 3  ·  47 positions

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%