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Filers›Holding Co.›Cambridge Investment Research Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research's holding co. based in Omaha, NE — $39M in tracked AUM across 3,924 positions as of Q1 2026.

CI
Cambridge Investment Research·Omaha, NE·Holding Co.
CIK 0001419186 · last filed Mar 31, 2026
Total AUM
$39M
▲ 9.3%
vs prior
Holdings
3,924
—
positions
Whale Score
33
33
tracked
Activity
—
no data
changes this Q
Top sector
Financials
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Cambridge Investment Research Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$1M1.9M3.0%
02
AAPL
APPLE
$1M4.4M2.9%
03
NVDA
NVIDIA CORPORATION
$989,7115.7M2.6%
04
IVV
ISHARES
$785,7701.2M2.0%
05
QQQ
INVESCO
$734,2941.3M1.9%
06
VTI
VANGUARD INDEX FDS
$683,9222.1M1.8%
07
AMZN
AMAZON
$509,3442.4M1.3%
08
VXUS
VANGUARD STAR FDS VG TL
$476,5806.2M1.2%
09
MSFT
MICROSOFT
$474,4801.3M1.2%
10
SPY
STATE
$418,639644K1.1%

Filing history

Filing history loading…
AI Agent · grounded in Cambridge
haiku-4-5 · 3,924 positions indexed
Sector mix
  • Financials42%
  • Cons. Disc.6%
  • Communications20%
  • Industrials13%
  • Energy19%
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