CAMBRIDGE CAPITAL MANAGEMENT, LLC

CIK: 0002078994SEC EDGAR →

Portfolio Value

$222.7B

Holdings

45

As of

Q4 2025

New Positions

45

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

176,221$33.7B
15.11%
2

VANGUARD INDEX FDS

67,467$32.9B
14.78%
3

ISHARES TR

175,340$21.1B
9.46%
4

VANGUARD TAX-MANAGED FDS

283,878$17.7B
7.96%
5

VANGUARD BD INDEX FDS

213,907$16.7B
7.48%
6

VANGUARD INDEX FDS

175,394$15.5B
6.97%
7

DIMENSIONAL ETF TRUST

388,541$13.4B
6.01%
8

VANGUARD INDEX FDS

16,744$10.5B
4.71%
9

DIMENSIONAL ETF TRUST

187,414$9.0B
4.03%
10

SCHWAB STRATEGIC TR

280,822$7.4B
3.34%

Quarterly Changes

Top Buys

VTVNEW
$33.7B
VUGNEW
$32.9B
IJRNEW
$21.1B
VEANEW
$17.7B
BIVNEW
$16.7B

Top Sells

No sells this quarter

New Positions (45)

$33.7B · 176K shares
$32.9B · 67K shares
$21.1B · 175K shares
$17.7B · 284K shares
$16.7B · 214K shares
$15.5B · 175K shares
$13.4B · 389K shares
$10.5B · 17K shares
$9.0B · 187K shares
$7.4B · 281K shares
$6.2B · 24K shares
$5.5B · 170K shares
$5.0B · 207K shares
$3.6B · 16K shares
$3.5B · 24K shares
$1.8B · 3K shares
$1.6B · 13K shares
$1.5B · 7K shares
$1.5B · 28K shares
$1.2B · 11K shares
$1.1B · 5K shares
$928.0M · 5K shares
$900.0M · 3K shares
$805.0M · 8K shares
$805.0M · 12K shares
$783.0M · 1K shares
$732.0M · 11K shares
$718.0M · 7K shares
$712.0M · 5K shares
$672.0M · 21K shares
$514.0M · 5K shares
$491.0M · 2K shares
$477.0M · 9K shares
$445.0M · 6K shares
$436.0M · 8K shares
$390.0M · 1K shares
$373.0M · 545 shares
$370.0M · 992 shares
$347.0M · 1K shares
$289.0M · 599 shares
$251.0M · 3K shares
$232.0M · 2K shares
$231.0M · 1K shares
$212.0M · 2K shares
$205.0M · 409 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services36$218.5B98.1%
Technology3$1.4B0.6%
Unknown3$1.2B0.5%
Utilities1$805.0M0.4%
Consumer Cyclical1$491.0M0.2%
Energy1$232.0M0.1%