Cambridge Investment Research Advisors, Inc.
Sector Allocation
- Other60.0%$26.8B
- Technology15.6%$7.0B
- Financials9.4%$4.2B
- Industrials2.9%$1.3B
- Consumer Discretionary2.9%$1.3B
- Healthcare2.5%$1.1B
- Consumer Staples1.9%$853.5M
- Energy1.4%$636.7M
- Utilities1.0%$447.4M
- Materials0.9%$415.9M
AUM History
13fpro.ai/research/fund/cambridge-investment-research-advisors-inc-1419186
Conviction and streaks
Stable · top 10 = 19.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$1.4B
AAPL
$1.3BNVDA
$1.1BQQQ
$929.2M- ISHARES$867.7M
- VANGUARD$803.6M
AMZN
$591.0M- VANGUARD$537.3M
SPY
$510.9MMSFT
$481.6M- CAPITAL$386.4M
BRK.B
$372.0MGOOGL
$355.0MGOOG
$330.5M- SPDR$325.3M
- VANGUARD$319.1M
- VANGUARD$286.0M
- FIRST$280.0M
AVGO
$271.6MMU
$250.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cambridge-investment-research-advisors-inc-1419186
Cambridge Investment Research Advisors, Inc. 13F holdings — Q2 2026
$44.6B portfolio (+14.9% QoQ) · 4,046 holdings · Q2 2026 13F · top 10 are 19% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$1.4B
3.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $1.3B
2.8% of stocks
-0.5%This quarter+3.0%Since filed10+ qtrsHeld$1.1B
2.6% of stocks
+0.4%This quarter+10.9%Since filed10+ qtrsHeld$929.2M
2.1% of stocks
-0.8%This quarter+5.7%Since filed2 qtrsHeld- 5
ISHARES - TR CORE S&P500 ETF
$867.7M
1.9% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - TOTAL STK MKT
$803.6M
1.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $591.0M
1.3% of stocks
+1%This quarter+9.4%Since filed10+ qtrsHeld- 8
VANGUARD STAR FDS VG TL - INTL STK F
$537.3M
1.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $510.9M
1.1% of stocks
+6%This quarter+4.1%Since filed10+ qtrsHeld$481.6M
1.1% of stocks
+0.7%This quarter+36.5%Since filed10+ qtrsHeld
All holdings — Cambridge Investment Research Advisors, Inc. (Q2 2026)
4,046 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | CAPITAL - GROUP DIVIDEND VALUE SHS CREAT UNITlp unit | — | $386.4M | 0.9% | 7.84M | +3% | — | — | 13F |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $372.0M | 0.8% | 743K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $355.0M | 0.8% | 993K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $330.5M | 0.7% | 936K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $325.3M | 0.7% | 3.70M | +66% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $319.1M | 0.7% | 3.70M | +588% | — | — | 13F |
| 17 | — | VANGUARD TAX-MANAGED FDS VAN - FTSE DEV MKTetf/fund | — | $286.0M | 0.6% | 4.01M | +16% | — | — | 13F |
| 18 | — | FIRST TR EXCHANGE TRADED FD RISNG - DIVD ACHIV | — | $280.0M | 0.6% | 3.45M | +7% | — | — | 13F |
| 19 | Broadcom Inc. | Technology | $271.6M | 0.6% | 719K | +4% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MICRON TECHNOLOGY INC | Technology | $250.2M | 0.6% | 217K | +1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | CAPITAL - GROUP GROWTH ETF SHS CREAT UNITetf/fund | — | $240.6M | 0.5% | 5.10M | +12% | — | — | 13F |
| 22 | CATERPILLAR INC | Industrials | $228.0M | 0.5% | 214K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ADVANCED MICRO DEVICES INC | Technology | $227.5M | 0.5% | 392K | -10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $227.5M | 0.5% | 1.04M | +1% | — | — | 13F |
| 25 | JPMORGAN CHASE & CO | Financials | $224.9M | 0.5% | 687K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LLY | ELI LILLY & Co | Healthcare | $218.1M | 0.5% | 182K | +5% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $217.1M | 0.5% | 1.34M | +26% | |||
| 28 | — | SELECT - SECTOR SPDR TR ST STR TECHN ETF | — | $212.1M | 0.5% | 1.11M | -5% | |||
| 29 | — | SCHWAB STRATEGIC - TR US DIVIDEND EQ | — | $210.9M | 0.5% | 6.65M | +2% | |||
| 30 | $GLD | SPDR GOLD TRUST | Financials | $210.7M | 0.5% | 572K | -2% | |||
| 31 | $TSLA | Tesla, Inc. | Consumer Discretionary | $210.4M | 0.5% | 500K | +1% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $208.2M | 0.5% | 687K | +55% | |||
| 33 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $206.6M | 0.5% | 873K | +2% | |||
| 34 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $201.1M | 0.5% | 2.74M | +1% | |||
| 35 | — | PACER FDS TR US CASH COWS - 100 | — | $194.9M | 0.4% | 3.13M | -0.7% | |||
| 36 | $META | Meta Platforms, Inc. | Technology | $192.8M | 0.4% | 342K | +1% | |||
| 37 | — | SPDR SERIES TRUST ST STR BLO - 1 ETF | — | $179.5M | 0.4% | 1.96M | -26% | |||
| 38 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $175.7M | 0.4% | 1.11M | +2% | |||
| 39 | — | VANGUARD - WORLD FD INF TECH ETF | — | $164.8M | 0.4% | 1.38M | +724% | |||
| 40 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $157.1M | 0.3% | 1.15M | +1% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $154.2M | 0.3% | 725K | -4% | |||
| 42 | — | ISHARES - TR S&P 500 GRWT ETF | — | $154.2M | 0.3% | 1.12M | -2% | |||
| 43 | — | FIRST TR EXCHANGE TRADED FD RBA - INDL ETF | — | $153.9M | 0.3% | 1.15M | +5% | |||
| 44 | $WMT | Walmart Inc. | Consumer Staples | $153.4M | 0.3% | 1.35M | -0.2% | |||
| 45 | — | ISHARES TR CORE US AGGBD - ET | — | $153.4M | 0.3% | 1.55M | +6% | |||
| 46 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $152.1M | 0.3% | 3.14M | +4% | |||
| 47 | — | CAPITAL - GROUP GBL GROWTH EQT SHS CREAT UNIT | — | $149.6M | 0.3% | 3.53M | +5% | |||
| 48 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $147.5M | 0.3% | 2.90M | +56% | |||
| 49 | — | CAPITAL - GROUP CORE EQUITY ET SHS CREAT UNIT | — | $144.9M | 0.3% | 3.26M | +4% | |||
| 50 | $ABBV | AbbVie Inc. | Healthcare | $142.5M | 0.3% | 566K | +3% | |||
| 51 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $137.3M | 0.3% | 287K | +6% | |||
| 52 | — | VANECK ETF TRUST SEMICONDUCTR - ETF | — | $134.7M | 0.3% | 205K | +6% | |||
| 53 | — | ISHARES - TR CORE MSCI EAFE | — | $132.5M | 0.3% | 1.37M | -12% | |||
| 54 | $V | VISA INC. | Financials | $130.2M | 0.3% | 380K | -1.0% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $129.8M | 0.3% | 139K | -0.0% | |||
| 56 | — | FIRST TR EXCHNG TRADED FD VI FT LADD - BUFF ETF | — | $128.9M | 0.3% | 3.53M | +7% | |||
| 57 | — | ISHARES - TR CORE S&P SCP ETF | — | $127.9M | 0.3% | 863K | +1% | |||
| 58 | $PLTR | Palantir Technologies Inc. | Technology | $124.5M | 0.3% | 1.07M | -0.4% | |||
| 59 | $JNJ | JOHNSON & JOHNSON | Healthcare | $123.6M | 0.3% | 487K | +2% | |||
| 60 | — | STATE - STR SPDR DOW JONES IND UT SER 1 | — | $121.8M | 0.3% | 233K | +122% | |||
| 61 | — | ISHARES - TR S&P 500 VAL ETF | — | $121.6M | 0.3% | 536K | -0.8% | |||
| 62 | — | ISHARES - TR CORE S&P MCP ETF | — | $119.9M | 0.3% | 1.55M | +9% | |||
| 63 | $META | Meta Platforms, Inc. | Technology | $113.7M | 0.3% | 1.46M | +3% | |||
| 64 | — | ISHARES - TR ISHARES SEMICDTR | — | $113.3M | 0.3% | 177K | +2% | |||
| 65 | — | ISHARES - TR CORE S&P TTL STK | — | $111.2M | 0.3% | 677K | +3% | |||
| 66 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $110.8M | 0.3% | 145K | +0.8% | |||
| 67 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $110.7M | 0.3% | 755K | +2% | |||
| 68 | — | ISHARES - TR RUSSELL 2000 ETF | — | $110.2M | 0.3% | 367K | -12% | |||
| 69 | — | JANUS DETROIT STR TR HENDRSON AAA - CL | — | $109.6M | 0.3% | 2.17M | +3% | |||
| 70 | — | VANGUARD INDEX FDS EXTEND - MKT ETF | — | $109.5M | 0.3% | 445K | +4% | |||
| 71 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $109.2M | 0.2% | 1.36M | +314% | |||
| 72 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $107.9M | 0.2% | 356K | -10% | |||
| 73 | — | FIRST TR EXCHANGE TRADED FD SMID RISNG - ETF | — | $106.9M | 0.2% | 2.48M | -5% | |||
| 74 | — | J P MORGAN EXCHANGE TRADED - F EQUITY PREMIUM | — | $106.6M | 0.2% | 1.89M | +6% | |||
| 75 | — | ISHARES TR MSCI USA MIN - ETF | — | $105.5M | 0.2% | 1.09M | -18% | |||
| 76 | — | ISHARES TR RUS TP200 - GR ETF | — | $102.3M | 0.2% | 352K | -2% | |||
| 77 | — | J P MORGAN EXCHANGE TRADED - F ULTRA SHRT ETF | — | $101.4M | 0.2% | 2.01M | -42% | |||
| 78 | — | SCHWAB STRATEGIC TR US LCAP - GR ETF | — | $100.8M | 0.2% | 2.98M | +3% | |||
| 79 | — | ISHARES TR RUS - 1000 GRW ETF | — | $100.8M | 0.2% | 812K | +298% | |||
| 80 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $99.0M | 0.2% | 137K | -4% | |||
| 81 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $98.5M | 0.2% | 2.59M | +13% | |||
| 82 | — | ISHARES - INC CORE MSCI EMKT | — | $97.6M | 0.2% | 1.18M | -13% | |||
| 83 | — | ISHARES TR CORE UNIVRSL - USD | — | $94.8M | 0.2% | 2.05M | +27% | |||
| 84 | $PHYS | Sprott Physical Gold Trust | Financials | $94.0M | 0.2% | 3.12M | +1% | |||
| 85 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $92.9M | 0.2% | 1.37M | +3% | |||
| 86 | $CVX | CHEVRON CORP | Energy | $91.1M | 0.2% | 550K | +0.8% | |||
| 87 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $90.3M | 0.2% | 321K | -0.8% | |||
| 88 | $GEV | GE Vernova Inc. | Industrials | $88.7M | 0.2% | 76K | +9% | |||
| 89 | $CSCO | CISCO SYSTEMS, INC. | Technology | $88.3M | 0.2% | 752K | -3% | |||
| 90 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $88.3M | 0.2% | 2.15M | +5% | |||
| 91 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $88.2M | 0.2% | 741K | -31% | |||
| 92 | — | ISHARES - TR CORE MSCI TOTAL | — | $86.3M | 0.2% | 904K | +1% | |||
| 93 | — | ISHARES - TR CORE DIV GRWTH | — | $85.3M | 0.2% | 1.13M | +2% | |||
| 94 | — | VANGUARD BD INDEX FDS INTERMED - TERM | — | $84.8M | 0.2% | 1.11M | +5% | |||
| 95 | — | FIRST TR EXCHANGE-TRADED - FD CAP STRENGTH ETF | — | $83.7M | 0.2% | 891K | -0.1% | |||
| 96 | — | SCHWAB STRATEGIC - TR US LRG CAP ETF | — | $83.5M | 0.2% | 2.84M | +0.4% | |||
| 97 | — | FIDELITY MERRIMACK - STR TR TOTAL BD ETF | — | $82.4M | 0.2% | 1.81M | +4% | |||
| 98 | $INTC | INTEL CORP | Technology | $81.0M | 0.2% | 580K | +0.1% | |||
| 99 | — | ISHARES TR MSCI USA QLT - FCT | — | $78.7M | 0.2% | 358K | -22% | |||
| 100 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $78.4M | 0.2% | 222K | -8% | |||
| 101 | — | J P MORGAN EXCHANGE TRADED F BETABUILDRS - US | — | $77.6M | 0.2% | 576K | +11% | |||
| 102 | — | ISHARES TR 7-10 - YR TRSY BD | — | $76.9M | 0.2% | 813K | -19% | |||
| 103 | — | SPDR - INDEX SHS FDS ST STR PO EX ETF | — | $76.5M | 0.2% | 1.52M | +9% | |||
| 104 | — | FIRST TR EXCHANGE-TRADED FD NASDQ CLN - EDGE | — | $75.4M | 0.2% | 393K | +16% | |||
| 105 | $IVZ | Invesco Ltd. | Financials | $74.1M | 0.2% | 436K | +45% | |||
| 106 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $73.6M | 0.2% | 258K | -0.3% | |||
| 107 | $GE | GENERAL ELECTRIC CO | Industrials | $73.4M | 0.2% | 197K | +2% | |||
| 108 | $LRCX | LAM RESEARCH CORP | Technology | $72.1M | 0.2% | 166K | -2% | |||
| 109 | — | ISHARES - TR MSCI USA MMENTM | — | $71.8M | 0.2% | 210K | -7% | |||
| 110 | — | ISHARES TR 0-3 MTH - TREASURY | — | $71.4M | 0.2% | 709K | +2% | |||
| 111 | — | FIRST TR EXCHANGE-TRADED FD NASDAQ CYB - ETF | — | $71.0M | 0.2% | 790K | +2% | |||
| 112 | — | SCHWAB STRATEGIC TR FUNDAMENTAL - US L | — | $70.9M | 0.2% | 2.28M | +5% | |||
| 113 | — | AMERICAN CENTY - ETF TR INTL EQT ETF | — | $70.1M | 0.2% | 786K | +35% | |||
| 114 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $70.0M | 0.2% | 1.19M | +38% | |||
| 115 | $KO | COCA COLA CO | Consumer Staples | $69.8M | 0.2% | 859K | +3% | |||
| 116 | $IAU | ISHARES GOLD TRUST | Financials | $68.5M | 0.1% | 907K | -6% | |||
| 117 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $68.4M | 0.1% | 753K | +0.4% | |||
| 118 | — | VANGUARD INTL EQUITY INDEX F FTSE EMR - MKT ETF | — | $67.3M | 0.1% | 1.13M | +5% | |||
| 119 | — | ISHARES TR RUS - 1000 ETF | — | $67.0M | 0.1% | 164K | -3% | |||
| 120 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $66.9M | 0.1% | 1.58M | +1.0% | |||
| 121 | $GLW | CORNING INC /NY | Materials | $66.9M | 0.1% | 262K | -13% | |||
| 122 | — | EA SERIES TRUST ALPHA ARC - 1-3 | — | $66.9M | 0.1% | 571K | +24% | |||
| 123 | — | VANGUARD - WORLD FD MEGA CAP VAL ETF | — | $63.5M | 0.1% | 389K | +0.7% | |||
| 124 | — | VANGUARD SCOTTSDALE FDS MTG-BKD - SECS ETF | — | $63.4M | 0.1% | 1.35M | +4% | |||
| 125 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $63.4M | 0.1% | 881K | +15% | |||
| 126 | — | ISHARES - TR MSCI EAFE ETF | — | $62.6M | 0.1% | 603K | +7% | |||
| 127 | $NFLX | NETFLIX INC | Communication Services | $62.4M | 0.1% | 873K | +4% | |||
| 128 | — | FIRST TR EXCHANGE-TRADED - FD SHS | — | $62.4M | 0.1% | 1.28M | +3% | |||
| 129 | $PANW | Palo Alto Networks Inc | Technology | $62.1M | 0.1% | 182K | +15% | |||
| 130 | — | VANECK ETF TRUST MRNGSTR WDE - MOAT | — | $62.0M | 0.1% | 597K | -9% | |||
| 131 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | — | $62.0M | 0.1% | 1.65M | +4% | |||
| 132 | — | J P MORGAN EXCHANGE TRADED - F US QUALTY FCTR | — | $61.8M | 0.1% | 855K | -4% | |||
| 133 | — | SELECT SECTOR SPDR TR ST STR ENERG - ETF | — | $61.3M | 0.1% | 1.16M | -9% | |||
| 134 | $RTX | RTX Corp | Industrials | $60.9M | 0.1% | 321K | +4% | |||
| 135 | $BPRE | Bluerock Private Real Estate Fund | Other | $60.9M | 0.1% | 4.68M | +5% | |||
| 136 | $MA | Mastercard Inc | Financials | $60.6M | 0.1% | 118K | -5% | |||
| 137 | — | VANGUARD SCOTTSDALE FDS INT-TERM - CORP | — | $60.4M | 0.1% | 731K | -27% | |||
| 138 | $MRK | Merck & Co., Inc. | Healthcare | $60.3M | 0.1% | 469K | +14% | |||
| 139 | — | ISHARES - TR GLOBAL TECH ETF | — | $59.7M | 0.1% | 413K | -1% | |||
| 140 | — | CAPITAL GRP FIXED INCM ETF T MUN INM - ETF | — | $59.4M | 0.1% | 2.16M | +3% | |||
| 141 | $ASML | ASML HOLDING NV | Technology | $58.6M | 0.1% | 29K | +12% | |||
| 142 | $MCD | MCDONALDS CORP | Consumer Discretionary | $57.7M | 0.1% | 213K | +1% | |||
| 143 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $56.4M | 0.1% | 164K | +0.2% | |||
| 144 | $KLAC | KLA CORP | Technology | $56.1M | 0.1% | 186K | +869% | |||
| 145 | — | FIRST TR EXCHANGE-TRADED - FD SHS | — | $55.9M | 0.1% | 1.16M | -4% | |||
| 146 | — | SELECT - SECTOR SPDR TR ST STR FINL ETF | — | $55.8M | 0.1% | 1.04M | -5% | |||
| 147 | $NEE | NEXTERA ENERGY INC | Utilities | $55.8M | 0.1% | 636K | +3% | |||
| 148 | $T | AT&T INC. | Communication Services | $55.7M | 0.1% | 2.69M | -2% | |||
| 149 | — | PIMCO - ETF TR MULTISECTOR BD | — | $55.6M | 0.1% | 2.10M | +10% | |||
| 150 | — | CAPITAL GRP FIXED INCM ETF - US MULTI-SECTOR | — | $55.5M | 0.1% | 2.03M | +17% |
What changed in Q2 2026
Against the previous quarter's 13F: 298 new, 2,056 added to, 1,598 trimmed, 185 sold out. Share-count changes; largest moves by dollar size first.
New positions (298)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$44.5Mfirst bought this quarter
- EA SERIES TRUST SOPHUS - CAPITAL$26.3M
first bought this quarter
- J P MORGAN EXCHANGE TRADED - F US RESEARCH ENHN$25.7M
first bought this quarter
- EA SERIES TRUST SOPHUS - CAPITAL$18.4M
first bought this quarter
- GLOBAL X FDS 1 3 MO T BI - ET$15.2M
first bought this quarter
$HONAHoneywell Aerospace Inc.$14.9M
first bought this quarter
+292 more in the Excel export
Added to (2,056)
- VANGUARD INDEX FDS - GROWTH ETF+588%
now $319.1M
- VANGUARD - WORLD FD INF TECH ETF+724%
now $164.8M
- SPDR SERIES TRUST - ST STR P500ETF+66%
now $325.3M
- VANGUARD INDEX FDS - MID CAP ETF+314%
now $109.2M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+6%
now $1.4B
- ISHARES TR RUS - 1000 GRW ETF+298%
now $100.8M
+2,050 more in the Excel export
Trimmed (1,598)
- J P MORGAN EXCHANGE TRADED - F ULTRA SHRT ETF-42%
now $101.4M
- SPDR SERIES TRUST ST STR BLO - 1 ETF-26%
now $179.5M
- ISHARES - TR 20 YR TR BD ETF-67%
now $27.3M
- PIMCO - ETF TR ENHAN SHRT MA AC-58%
now $38.4M
- SPDR SERIES TRUST - ST STR P500GRW-31%
now $88.2M
$WTWisdomTree, Inc.-51%
now $35.4M · held 10+ qtrs
+1,592 more in the Excel export
Holdings by quarter
Every 13F Cambridge Investment Research Advisors, Inc. has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cambridge Investment Research Advisors?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Cambridge Investment Research Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+5.2%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 16% over the last 4
Top 10 weight
19%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cambridge Investment Research Advisors, Inc. disclosed 4,046 positions worth $44.6B in its Form 13F-HR for Q2 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 298 new positions and exited 185 — including a new stake in $SPCX. The portfolio is most concentrated in Other (60.0% of disclosed assets). All figures are sourced directly from Cambridge Investment Research Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1419186.
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AI-Powered Hedge Fund Analysis: Cambridge Investment Research Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Cambridge Investment Research Advisors, Inc. (SEC CIK: 1419186), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cambridge Investment Research Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.