Cambridge Capital Management, LLC Top Holdings and 13F Report (2025) About Cambridge Capital Management, LLCInvestment ActivityCambridge Capital Management, LLC has $186.38 million in total holdings as of March 31, 2025.Cambridge Capital Management, LLC owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.10% of the portfolio was purchased this quarter.About 0.88% of the portfolio was sold this quarter.This quarter, Cambridge Capital Management, LLC has purchased 37 new stocks and bought additional shares in 20 stocks.Cambridge Capital Management, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $30,470,273Vanguard Value ETF $29,801,416iShares Core S&P Small-Cap ETF $18,157,276Vanguard FTSE Developed Markets ETF $16,454,250Vanguard Intermediate-Term Bond ETF $14,430,336 Largest New Holdings this Quarter 25434V500 - Dimensional U.S. Small Cap ETF $700,906 Holding72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $407,388 Holding296315104 - ESCO Technologies $227,750 Holding81725T100 - Sensient Technologies $222,852 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 82,185 shares (about $6.36M)Dimensional Short-Duration Fixed Income ETF 128,365 shares (about $6.16M)Vanguard S&P 500 ETF 2,035 shares (about $1.16M)Vanguard Value ETF 5,540 shares (about $979.14K)iShares Core S&P Small-Cap ETF 7,198 shares (about $786.67K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 6,382 shares (about $502.23K)iShares National Muni Bond ETF 4,746 shares (about $495.85K)iShares S&P Small-Cap 600 Value ETF 1,946 shares (about $193.59K)SPDR S&P Dividend ETF 923 shares (about $125.28K)Schwab U.S. Large-Cap Growth ETF 1,314 shares (about $38.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCambridge Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$30,470,273$477,420 ▲1.6%69,50316.3%ETFVTVVanguard Value ETF$29,801,416$979,141 ▲3.4%168,61716.0%ETFIJRiShares Core S&P Small-Cap ETF$18,157,276$786,672 ▲4.5%166,1389.7%ETFVEAVanguard FTSE Developed Markets ETF$16,454,250$13,682 ▼-0.1%288,6208.8%ETFBIVVanguard Intermediate-Term Bond ETF$14,430,336$6,356,191 ▲78.7%186,5837.7%ETFVNQVanguard Real Estate ETF$14,180,921$364,077 ▲2.6%159,2297.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,692,644$6,162,805 ▲402.8%160,2304.1%ETFVOOVanguard S&P 500 ETF$7,679,248$1,155,949 ▲17.7%13,5194.1%ETFSCHPSchwab U.S. TIPS ETF$6,430,538$495,927 ▲8.4%241,0253.5%ETFVBVanguard Small-Cap ETF$5,163,373$159,489 ▲3.2%21,7882.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,977,861$38,382 ▼-0.8%170,4162.7%ETFSCHFSchwab International Equity ETF$4,462,271$43,073 ▲1.0%201,9132.4%ETFVIGVanguard Dividend Appreciation ETF$3,448,667$2,047 ▼-0.1%16,8501.9%ETFVYMVanguard High Dividend Yield ETF$3,291,987$11,865 ▲0.4%24,6941.8%ETFRSPInvesco S&P 500 Equal Weight ETF$2,445,382$30,351 ▼-1.2%13,4551.3%ETFSPYSPDR S&P 500 ETF Trust$1,629,520$4,944 ▲0.3%2,6370.9%FinanceMUBiShares National Muni Bond ETF$1,576,973$495,847 ▼-23.9%15,0940.8%ETFIVWiShares S&P 500 Growth ETF$1,444,673$1,541 ▲0.1%13,1210.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,429,459$1,088 ▲0.1%28,9010.8%ETFIWDiShares Russell 1000 Value ETF$1,413,643$3,496 ▲0.2%7,2780.8%ETFVBRVanguard Small-Cap Value ETF$1,043,318$192,868 ▲22.7%5,3500.6%ETFSDYSPDR S&P Dividend ETF$971,874$125,285 ▼-11.4%7,1600.5%ETFIJHiShares Core S&P Mid-Cap ETF$754,099$2,357 ▲0.3%12,1590.4%ETFAAPLApple$707,611$11,079 ▼-1.5%3,4490.4%Computer and TechnologyQQQInvesco QQQ$701,0100.0%1,2710.4%FinanceDFASDimensional U.S. Small Cap ETF$700,906$700,906 ▲New Holding11,0020.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$572,775$69,050 ▲13.7%5,5660.3%ETFAMZNAmazon.com$466,8620.0%2,1280.3%Retail/WholesaleBSVVanguard Short-Term Bond ETF$455,246$502,226 ▼-52.5%5,7850.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$450,950$193,591 ▼-30.0%4,5330.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$407,388$407,388 ▲New Holding7,9320.2%ETFVTIVanguard Total Stock Market ETF$350,665$2,431 ▼-0.7%1,1540.2%ETFIVViShares Core S&P 500 ETF$336,016$6,832 ▼-2.0%5410.2%ETFIWBiShares Russell 1000 ETF$334,844$679 ▲0.2%9860.2%ETFVOVanguard Mid-Cap ETF$325,4660.0%1,1630.2%ETFMSFTMicrosoft$298,1190.0%5990.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$263,712$2,783 ▲1.1%3,3170.1%ETFESEESCO Technologies$227,750$227,750 ▲New Holding1,1870.1%IndustrialsSXTSensient Technologies$222,852$222,852 ▲New Holding2,2620.1%Basic MaterialsXOMExxon Mobil$208,0540.0%1,9300.1%EnergyBRK.BBerkshire Hathaway$0$217,825 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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