Cambridge Advisors Inc. has recently filed its 13F-HR report for the quarter ending September 30, 2026. This filing is crucial as it provides insights into the firm’s investment decisions and portfolio adjustments. The report indicates a total value of approximately $580.96 million in holdings, reflecting a strategic approach to asset management.
Cambridge Advisors Inc., based in Omaha, Nebraska, specializes in investment management. The firm is registered under the Central Index Key (CIK) number 0001633695. As an entity categorized as 'other,' it operates without a specific Standard Industrial Classification (SIC) code. The latest filing, accessible under accession number 0001214659-26-013036, was submitted on October 19, 2026.
The filing reveals that the firm holds a diverse range of assets, including significant investments in major companies such as Amazon, Berkshire Hathaway, and Microsoft. These holdings reflect the firm's strategy of investing in established companies with strong market positions. The report details a total of 182 entries, showcasing a well-rounded investment approach.
In the filing, President Lori L. Liffring signed off on the report, confirming the accuracy of the submitted data. The report also highlights that the firm has exercised sole investment discretion over its holdings, indicating a focused management strategy.
This update may have implications for the investment management industry as competitors analyze Cambridge Advisors Inc.'s portfolio changes. Firms may need to reassess their strategies to remain competitive in a rapidly evolving market. The filing does not specify the next steps for Cambridge Advisors, leaving stakeholders to speculate on future moves.