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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 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 11,098.0 $1.2M 0.51% -121.0 -1.1% $106.15 +0.7%
22 VBR VANGUARD INDEX FDS 5,369.0 $1.2M 0.50% $217.25 +7.6%
23 AAPL APPLE INC Technology 3,827.0 $971K 0.42% +514.0 +15.5% $253.79 +22.6%
24 RSP INVESCO EXCHANGE TRADED FD T 4,784.0 $918K 0.40% -61.0 -1.3% $191.94 +7.9%
25 DFAS DIMENSIONAL ETF TRUST 11,593.0 $825K 0.35% $71.13 +10.0%
26 AEE AMEREN CORP Utilities 7,424.0 $816K 0.35% -645.0 -8.0% $109.92 +0.9%
27 STIP ISHARES TR 7,611.0 $787K 0.34% +596.0 +8.5% $103.43 +0.1%
28 IVV ISHARES TR 1,165.0 $761K 0.33% +620.0 +113.8% $653.32 +15.4%
29 IJH ISHARES TR 11,123.0 $751K 0.32% $67.53 +9.3%
30 SDY SPDR SERIES TRUST 5,036.0 $735K 0.32% -82.0 -1.6% $145.93 +2.6%
31 QQQ INVESCO QQQ TR Financial Services 1,186.0 $685K 0.29% -89.0 -7.0% $577.17 +26.2%
32 IJS ISHARES TR 4,525.0 $536K 0.23% $118.44 +10.3%
33 SMMU PIMCO ETF TR 9,610.0 $485K 0.21% +137.0 +1.4% $50.45 -0.1%
34 AMZN AMAZON COM INC Consumer Cyclical 2,128.0 $443K 0.19% $208.27 +29.1%
35 MUNI PIMCO ETF TR 8,366.0 $437K 0.19% $52.19 +0.2%
36 BSV VANGUARD BD INDEX FDS 5,269.0 $413K 0.18% -378.0 -6.7% $78.41 -0.5%
37 VTI VANGUARD INDEX FDS 1,167.0 $374K 0.16% $320.90 +15.1%
38 IWB ISHARES TR 990.0 $353K 0.15% $356.56 +14.7%
39 VO VANGUARD INDEX FDS 1,193.0 $343K 0.15% $287.14 -72.7%
40 ESE ESCO TECHNOLOGIES INC Technology 1,187.0 $334K 0.14% $281.37 +7.3%
Page 2 of 3  ·  44 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%