Cambridge Capital Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 46 total positions held by the firm.
The largest holding in the portfolio is the Dimensional ETF Trust Short Duration Fixed Income ETF, which accounts for 206,409 shares. Other significant positions include the iShares Core S&P Small-Cap ETF (183,221 shares) and the iShares Core U.S. Real Estate ETF (127,094 shares). The portfolio also includes substantial allocations to several Vanguard ETFs, such as the Morningstar Large Growth ETF (405,258 shares) and the Morningstar Value ETF (182,325 shares).
Individual equities held in the portfolio include Amazon.com Inc., Capital Group New Geography Shares, ExxonMobil Holdings Corp., and Microsoft Corp. The filing indicates that all positions are managed on a sole basis.
