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Portfolio (Quarterly) Guide ↗

CAMBRIDGE CAPITAL MANAGEMENT, LLC

· CIK 0002078994
13F Portfolio $232M AUM 44 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 Added 10 Reduced 1 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 181,469.0 $35.6M 15.34% +5K +3.0% $196.20 +8.1%
2 VUG VANGUARD INDEX FDS 68,077.0 $29.7M 12.81% +610.0 +0.9% $436.79 -79.6%
3 IJR ISHARES TR 178,661.0 $22.2M 9.57% +3K +1.9% $124.31 +12.4%
4 VEA VANGUARD TAX-MANAGED FDS 289,181.0 $18.5M 7.98% +5K +1.9% $64.08 +11.9%
5 DFIC DIMENSIONAL ETF TRUST 498,850.0 $17.7M 7.64% +110K +28.4% $35.53 +7.5%
6 BIV VANGUARD BD INDEX FDS 219,460.0 $16.9M 7.30% +6K +2.6% $77.18 -0.5%
7 VNQ VANGUARD INDEX FDS 185,254.0 $16.4M 7.08% +10K +5.6% $88.70 +9.5%
8 VOO VANGUARD INDEX FDS 18,332.0 $11.0M 4.72% +2K +9.5% $597.56 +16.1%
9 DFSD DIMENSIONAL ETF TRUST 189,473.0 $9.1M 3.91% +2K +1.1% $47.88 -0.1%
10 SCHP SCHWAB STRATEGIC TR 297,813.0 $7.9M 3.41% +17K +6.0% $26.61 +0.8%
11 VB VANGUARD INDEX FDS 26,320.0 $6.9M 2.97% +2K +10.0% $261.92 +12.4%
12 SCHG SCHWAB STRATEGIC TR 191,069.0 $5.6M 2.40% +22K +12.7% $29.13 +19.8%
13 CGNG CAPITAL GROUP NEW GEOGRAPHY 62,497.0 $2.0M 0.85% +41K +196.6% $31.57 +17.2%
14 VWO VANGUARD INTL EQUITY INDEX F 28,480.0 $1.5M 0.66% +227.0 +0.8% $54.05 +11.1%
15 AAPL APPLE INC Technology 3,827.0 $971K 0.42% +514.0 +15.5% $253.79 +22.3%
16 STIP ISHARES TR 7,611.0 $787K 0.34% +596.0 +8.5% $103.43 +0.2%
17 IVV ISHARES TR 1,165.0 $761K 0.33% +620.0 +113.8% $653.32 +16.0%
18 SMMU PIMCO ETF TR 9,610.0 $485K 0.21% +137.0 +1.4% $50.45 -0.0%
19 VCSH VANGUARD SCOTTSDALE FDS 3,171.0 $251K 0.11% +22.0 +0.7% $79.28 -0.2%
20 BERKSHIRE HATHAWAY INC DEL 519.0 $249K 0.11% +110.0 +26.9% $479.20
Page 1 of 2  ·  21 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 43.6%
Technology 27.7%
Utilities 14.8%
Consumer Cyclical 8.0%
Energy 5.9%