Filed: 2/5/2026ACC: 0001419186-26-000001
📋 What this filing means
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 3812 equity positions with a total reported market value of $37.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3812
Positions
$37.84M
Total AUM (reported)
520.92M
Total Shares
Allocation by class
INC COM$3.99M10.5%
COM$1.86M4.9%
CORP COM$1.41M3.7%
S&P 500 ETF SHS$1.19M3.2%
SPD$913.4K2.4%
QQQ TR UNIT SER 1$811.3K2.1%
ETF$746.9K2.0%
Portfolio Concentration
Top 3$3.41M9.0%
4–10$4.30M11.4%
11–25$3.67M9.7%
Rest$26.46M69.9%
Top 3 weight
9.0%
Top 10 weight
20.4%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3812
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3812
Rows:
VANGUARD INDEX FDS
SOLEShares1.90M
TypeSH
Market value$1.19M
3.16%
Sole
0.00
Shared
0.00
None
0.00
APPLE
SOLEShares4.38M
TypeSH
Market value$1.19M
3.15%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.51M
TypeSH
Market value$1.03M
2.71%
Sole
0.00
Shared
0.00
None
0.00
INVESCO
SOLEShares1.32M
TypeSH
Market value$811.3K
2.14%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.08M
TypeSH
Market value$697.3K
1.84%
Sole
0.00
Shared
0.00
None
0.00
ISHARES
SOLEShares997.62K
TypeSH
Market value$683.3K
1.81%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.23M
TypeSH
Market value$596.8K
1.58%
Sole
0.00
Shared
0.00
None
0.00
AMAZON
SOLEShares2.43M
TypeSH
Market value$559.9K
1.48%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS VG TL
SOLEShares6.36M
TypeSH
Market value$479.8K
1.27%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares695.84K
TypeSH
Market value$474.5K
1.25%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares787.46K
TypeSH
Market value$395.8K
1.05%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP
SOLEShares7.05M
TypeSH
Market value$307.8K
0.81%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares974.44K
TypeSH
Market value$305.0K
0.81%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares960.47K
TypeSH
Market value$301.4K
0.80%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares512.84K
TypeSH
Market value$250.2K
0.66%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares592.60K
TypeSH
Market value$234.9K
0.62%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM
SOLEShares673.81K
TypeSH
Market value$233.2K
0.62%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares345.07K
TypeSH
Market value$227.8K
0.60%
Sole
0.00
Shared
0.00
None
0.00
TESLA
SOLEShares497.72K
TypeSH
Market value$223.8K
0.59%
Sole
0.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES
SOLEShares1.17M
TypeSH
Market value$208.7K
0.55%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares644.59K
TypeSH
Market value$207.7K
0.55%
Sole
0.00
Shared
0.00
None
0.00
PACER FDS TR US CASH COWS
SOLEShares3.26M
TypeSH
Market value$196.1K
0.52%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS VAN
SOLEShares3.13M
TypeSH
Market value$195.4K
0.52%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP
SOLEShares4.36M
TypeSH
Market value$194.1K
0.51%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares860.34K
TypeSH
Market value$189.1K
0.50%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.90M | SH | $1.19M 3.16% | 0.00 | 0.00 | 0.00 |
APPLESOLE | INC COM | 4.38M | SH | $1.19M 3.15% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.51M | SH | $1.03M 2.71% | 0.00 | 0.00 | 0.00 |
INVESCOSOLE | QQQ TR UNIT SER 1 | 1.32M | SH | $811.3K 2.14% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.08M | SH | $697.3K 1.84% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 997.62K | SH | $683.3K 1.81% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.23M | SH | $596.8K 1.58% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.43M | SH | $559.9K 1.48% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VG TLSOLE | INTL STK F | 6.36M | SH | $479.8K 1.27% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | S&P 500 ETF TR TR UNIT | 695.84K | SH | $474.5K 1.25% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 787.46K | SH | $395.8K 1.05% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUPSOLE | DIVIDEND VALUE SHS CREATION UNI | 7.05M | SH | $307.8K 0.81% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 974.44K | SH | $305.0K 0.81% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL C | 960.47K | SH | $301.4K 0.80% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 512.84K | SH | $250.2K 0.66% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | GOLD TR GOLD SHS | 592.60K | SH | $234.9K 0.62% | 0.00 | 0.00 | 0.00 |
BROADCOMSOLE | INC COM | 673.81K | SH | $233.2K 0.62% | 0.00 | 0.00 | 0.00 |
META PLATFORMSSOLE | INC CL A | 345.07K | SH | $227.8K 0.60% | 0.00 | 0.00 | 0.00 |
TESLASOLE | INC COM | 497.72K | SH | $223.8K 0.59% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIESSOLE | INC CL A | 1.17M | SH | $208.7K 0.55% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 644.59K | SH | $207.7K 0.55% | 0.00 | 0.00 | 0.00 |
PACER FDS TR US CASH COWSSOLE | 100 | 3.26M | SH | $196.1K 0.52% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDS VANSOLE | FTSE DEV MKT | 3.13M | SH | $195.4K 0.52% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUPSOLE | GROWTH ETF SHS CREATION UNI | 4.36M | SH | $194.1K 0.51% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 860.34K | SH | $189.1K 0.50% | 0.00 | 0.00 | 0.00 |
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