Cambridge Investment Research Advisors, Inc.

13F filer · CIK 0001419186

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$87.8BU.S. long equity reported on 13F

Positions2,147178 new · 117 closed

Net flow last quarter+$19.4BBuys minus sells

Top 10 positions weight14.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 20262,147 positions
AAPLApple Inc.	$2.52B	2.87%	0.06%	+98.9%	Q2 2013
NVDANvidia Corp	$2.28B	2.60%	0.05%	+100.8%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.86B	2.12%	Not reported	+98.4%	Q4 2022
AMZNAmazon Com Inc	$1.18B	1.35%	0.05%	+102.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.02B	1.16%	Not reported	+112.5%	Q2 2013
MSFTMicrosoft Corp	$963M	1.10%	0.03%	+101.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$744M	0.85%	Not reported	+100.4%	Q2 2013
GOOGLAlphabet Inc.	$710M	0.81%	0.02%	+97.7%	Q4 2015
GOOGAlphabet Inc.	$661M	0.75%	Not reported	+99.6%	Q4 2015
AVGOBroadcom Inc.	$543M	0.62%	0.03%	+108.2%	Q1 2016
MUMicron Technology Inc	$500M	0.57%	0.04%	+102.0%	Q2 2013
AMDAdvanced Micro Devices Inc	$455M	0.52%	0.05%	+79.1%	Q2 2013
CATCaterpillar Inc	$455M	0.52%	0.09%	+102.7%	Q2 2013
JPMJPMorgan Chase & Co	$450M	0.51%	0.05%	+100.4%	Q2 2013
LLYELI LILLY & Co	$436M	0.50%	0.04%	+109.6%	Q2 2013
GLDSPDR Gold Trust	$421M	0.48%	0.32%	+95.9%	Q2 2013
TSLATesla, Inc.	$421M	0.48%	0.03%	+102.2%	Q2 2013
METAMeta Platforms, Inc.	$386M	0.44%	Not reported	+102.3%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$351M	0.40%	Not reported	+104.0%	Q2 2013
XOMExxonMobil Holdings Corp	$314M	0.36%	0.06%	+102.6%	Q2 2013
WMTWalmart Inc.	$307M	0.35%	0.03%	+99.7%	Q2 2013
ABBVAbbVie Inc.	$285M	0.32%	0.06%	+105.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$275M	0.31%	0.00%	+111.0%	Q4 2013
SMHMarket Vectors ETF Trust	$269M	0.31%	Not reported	+112.1%	Q4 2022
VVisa Inc.	$260M	0.30%	0.04%	+98.0%	Q2 2013
COSTCostco Wholesale Corp	$260M	0.30%	0.06%	+99.9%	Q2 2013
PLTRPalantir Technologies Inc.	$249M	0.28%	0.09%	+99.2%	Q4 2022
JNJJohnson & Johnson	$247M	0.28%	0.04%	+103.8%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$244M	0.28%	Not reported	+343.2%	Q2 2013
BSVNBank7 Corp.	$227M	0.26%	30.67%	+105.7%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$221M	0.25%	0.11%	+101.5%	Q4 2022
PGPROCTER & GAMBLE Co	$221M	0.25%	0.06%	+104.1%	Q2 2013
AMATApplied Materials Inc	$198M	0.23%	0.03%	+92.1%	Q2 2013
PHYSSprott Physical Gold Trust	$188M	0.21%	1.31%	+102.2%	Q4 2013
CVXChevron Corp	$182M	0.21%	0.06%	+101.6%	Q2 2013
IBMInternational Business Machines Corp	$181M	0.21%	0.07%	+98.3%	Q2 2013
GEVGE Vernova Inc.	$177M	0.20%	0.06%	+117.9%	Q2 2024
CSCOCisco Systems, Inc.	$177M	0.20%	0.04%	+94.7%	Q2 2013
INTCIntel Corp	$162M	0.18%	0.02%	+100.3%	Q2 2013
HDHome Depot, Inc.	$157M	0.18%	0.04%	+83.0%	Q2 2013
GEGeneral Electric Co	$147M	0.17%	0.04%	+104.7%	Q4 2022
LRCXLam Research Corp	$144M	0.16%	0.03%	+95.1%	Q3 2015
KOCoca Cola Co	$140M	0.16%	0.04%	+106.0%	Q2 2013
IAUIshares Gold Trust	$137M	0.16%	0.22%	+88.9%	Q2 2013
VZVerizon Communications Inc	$134M	0.15%	0.08%	+101.9%	Q2 2013
GLWCorning Inc	$134M	0.15%	0.06%	+74.1%	Q2 2013
MOAltria Group, Inc.	$127M	0.14%	0.11%	+130.3%	Q2 2013
PANWPalo Alto Networks Inc	$124M	0.14%	0.04%	+129.2%	Q3 2015
RTXRTX Corp	$122M	0.14%	0.05%	+108.7%	Q4 2022
BPREBluerock Private Real Estate Fund	$122M	0.14%	Not reported	+109.6%	Q4 2025

Q1 2026Reported Apr 30, 20262,084 positions
AAPLApple Inc.	$1.11B	2.87%	0.03%	+0.2%	Q2 2013
NVDANvidia Corp	$990M	2.55%	0.02%	+3.1%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$734M	1.89%	Not reported	-3.7%	Q4 2022
AMZNAmazon Com Inc	$509M	1.31%	0.02%	+0.8%	Q2 2013
MSFTMicrosoft Corp	$474M	1.22%	0.02%	+3.9%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$419M	1.08%	Not reported	-7.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$356M	0.92%	Not reported	-5.8%	Q2 2013
GOOGLAlphabet Inc.	$289M	0.74%	0.01%	+3.1%	Q4 2015
GOOGAlphabet Inc.	$269M	0.69%	Not reported	-2.5%	Q4 2015
GLDSPDR Gold Trust	$251M	0.65%	0.15%	-1.5%	Q2 2013
AVGOBroadcom Inc.	$214M	0.55%	0.01%	+2.5%	Q1 2016
JPMJPMorgan Chase & Co	$202M	0.52%	0.03%	+6.3%	Q2 2013
METAMeta Platforms, Inc.	$194M	0.50%	Not reported	-1.9%	Q2 2013
XOMExxonMobil Holdings Corp	$192M	0.50%	0.03%	-1.6%	Q2 2013
TSLATesla, Inc.	$184M	0.47%	0.01%	-0.6%	Q2 2013
WMTWalmart Inc.	$169M	0.43%	0.02%	+2.7%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$161M	0.42%	Not reported	0.0%	Q2 2013
LLYELI LILLY & Co	$160M	0.41%	0.02%	-0.3%	Q2 2013
PLTRPalantir Technologies Inc.	$157M	0.40%	0.04%	-8.8%	Q4 2022
CATCaterpillar Inc	$149M	0.38%	0.05%	-1.5%	Q2 2013
COSTCostco Wholesale Corp	$138M	0.36%	0.03%	+1.3%	Q2 2013
ABBVAbbVie Inc.	$120M	0.31%	0.03%	+1.3%	Q2 2013
JNJJohnson & Johnson	$117M	0.30%	0.02%	+1.3%	Q2 2013
VVisa Inc.	$116M	0.30%	0.02%	-1.3%	Q2 2013
CVXChevron Corp	$113M	0.29%	0.03%	+3.5%	Q2 2013
BSVNBank7 Corp.	$111M	0.29%	14.91%	+8.8%	Q2 2013
PHYSSprott Physical Gold Trust	$109M	0.28%	0.65%	+1.6%	Q4 2013
PGPROCTER & GAMBLE Co	$107M	0.28%	0.03%	+0.7%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$92.1M	0.24%	0.00%	+2.3%	Q4 2013
AMDAdvanced Micro Devices Inc	$89M	0.23%	0.03%	+5.6%	Q2 2013
IAUIshares Gold Trust	$84.7M	0.22%	0.11%	-5.2%	Q2 2013
NFLXNetflix Inc	$80.4M	0.21%	0.02%	-2.0%	Q3 2013
HDHome Depot, Inc.	$79.9M	0.21%	0.02%	-2.4%	Q2 2013
TAt&T Inc.	$79.6M	0.21%	0.04%	+8.8%	Q2 2013
VZVerizon Communications Inc	$78.6M	0.20%	0.04%	+4.2%	Q2 2013
IBMInternational Business Machines Corp	$78.5M	0.20%	0.03%	-0.1%	Q2 2013
SMHMarket Vectors ETF Trust	$74.3M	0.19%	Not reported	-7.7%	Q4 2022
BPREBluerock Private Real Estate Fund	$74.2M	0.19%	Not reported	+1.9%	Q4 2025
MUMicron Technology Inc	$72.5M	0.19%	0.02%	+8.8%	Q2 2013
MCDMcdonalds Corp	$65.6M	0.17%	0.03%	+5.1%	Q2 2013
KOCoca Cola Co	$63.4M	0.16%	0.02%	+1.6%	Q2 2013
MAMastercard Inc	$61.7M	0.16%	0.01%	-4.2%	Q2 2013
GEVGE Vernova Inc.	$60.5M	0.16%	0.03%	+14.0%	Q2 2024
CSCOCisco Systems, Inc.	$59.9M	0.15%	0.02%	+2.0%	Q2 2013
RTXRTX Corp	$59.4M	0.15%	0.02%	+6.3%	Q4 2022
NEENextera Energy Inc	$57.5M	0.15%	0.03%	-0.2%	Q2 2013
SLViShares Silver Trust	$57.2M	0.15%	0.14%	+3.0%	Q2 2013
FVDFirst Trust Value Line Dividend Fund	$56.7M	0.15%	Not reported	-13.2%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$56.2M	0.14%	0.06%	+1.0%	Q4 2022
GEGeneral Electric Co	$54.5M	0.14%	0.02%	+5.0%	Q4 2022

Q4 2025Reported Feb 5, 20262,051 positions
AAPLApple Inc.	$1.19B	3.15%	0.03%	-0.4%	Q2 2013
NVDANvidia Corp	$1.03B	2.71%	0.02%	-0.5%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$811M	2.14%	Not reported	-1.5%	Q4 2022
MSFTMicrosoft Corp	$597M	1.58%	0.02%	+1.5%	Q2 2013
AMZNAmazon Com Inc	$560M	1.48%	0.02%	+1.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$475M	1.25%	Not reported	+5.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$396M	1.05%	Not reported	+4.4%	Q2 2013
GOOGLAlphabet Inc.	$305M	0.81%	0.01%	0.0%	Q4 2015
GOOGAlphabet Inc.	$301M	0.80%	Not reported	+0.8%	Q4 2015
GLDSPDR Gold Trust	$235M	0.62%	0.16%	-2.2%	Q2 2013
AVGOBroadcom Inc.	$233M	0.62%	0.01%	+1.4%	Q1 2016
METAMeta Platforms, Inc.	$228M	0.60%	Not reported	+3.5%	Q2 2013
TSLATesla, Inc.	$224M	0.59%	0.01%	-2.2%	Q2 2013
PLTRPalantir Technologies Inc.	$209M	0.55%	0.05%	-1.5%	Q4 2022
JPMJPMorgan Chase & Co	$208M	0.55%	0.02%	+0.8%	Q2 2013
LLYELI LILLY & Co	$187M	0.49%	0.02%	-1.6%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$156M	0.41%	Not reported	+8.3%	Q2 2013
WMTWalmart Inc.	$147M	0.39%	0.02%	+2.9%	Q2 2013
XOMExxonMobil Holdings Corp	$139M	0.37%	0.03%	+0.7%	Q2 2013
VVisa Inc.	$136M	0.36%	0.02%	-0.7%	Q2 2013
ABBVAbbVie Inc.	$125M	0.33%	0.03%	+1.8%	Q2 2013
CATCaterpillar Inc	$123M	0.32%	0.05%	+2.9%	Q2 2013
COSTCostco Wholesale Corp	$118M	0.31%	0.03%	0.0%	Q2 2013
PGPROCTER & GAMBLE Co	$105M	0.28%	0.03%	+4.8%	Q2 2013
BSVNBank7 Corp.	$103M	0.27%	13.79%	-0.8%	Q2 2013
PHYSSprott Physical Gold Trust	$100M	0.26%	0.64%	+15.5%	Q4 2013
JNJJohnson & Johnson	$97.6M	0.26%	0.02%	+0.2%	Q2 2013
IBMInternational Business Machines Corp	$96M	0.25%	0.03%	+6.2%	Q2 2013
AMDAdvanced Micro Devices Inc	$88.7M	0.23%	0.03%	+0.6%	Q2 2013
HDHome Depot, Inc.	$85.7M	0.23%	0.03%	+0.7%	Q2 2013
IAUIshares Gold Trust	$82.2M	0.22%	0.12%	+1.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$81M	0.21%	0.00%	+4.4%	Q4 2013
CVXChevron Corp	$80.3M	0.21%	0.03%	+0.5%	Q2 2013
NFLXNetflix Inc	$80M	0.21%	0.02%	+2.3%	Q3 2013
SMHMarket Vectors ETF Trust	$75.6M	0.20%	Not reported	0.0%	Q4 2022
MAMastercard Inc	$73.6M	0.19%	0.01%	-1.0%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$66.9M	0.18%	0.06%	+1.2%	Q4 2022
BPREBluerock Private Real Estate Fund	$65.7M	0.17%	Not reported	New	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$64M	0.17%	Not reported	-9.4%	Q2 2013
TAt&T Inc.	$62.7M	0.17%	0.04%	-0.2%	Q2 2013
MCDMcdonalds Corp	$61.3M	0.16%	0.03%	+1.4%	Q2 2013
VZVerizon Communications Inc	$61.2M	0.16%	0.04%	+3.2%	Q2 2013
CSCOCisco Systems, Inc.	$58.3M	0.15%	0.02%	0.0%	Q2 2013
KOCoca Cola Co	$57.4M	0.15%	0.02%	-3.2%	Q2 2013
GEGeneral Electric Co	$56.3M	0.15%	0.02%	+2.0%	Q4 2022
MUMicron Technology Inc	$56.3M	0.15%	0.02%	+7.4%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$55.1M	0.15%	Not reported	-38.0%	Q2 2013
RTXRTX Corp	$53.1M	0.14%	0.02%	+0.1%	Q4 2022
SLViShares Silver Trust	$52.5M	0.14%	0.15%	-11.0%	Q2 2013
CGCPCardiogenesis Corp	$51.7M	0.14%	Not reported	+15.0%	Q4 2022

Q3 2025Reported Nov 12, 20252,013 positions
AAPLApple Inc.	$1.12B	3.07%	0.03%	+1.9%	Q2 2013
NVDANvidia Corp	$1.03B	2.84%	0.02%	0.0%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$805M	2.21%	Not reported	+1.4%	Q4 2022
MSFTMicrosoft Corp	$630M	1.73%	0.02%	+3.1%	Q2 2013
AMZNAmazon Com Inc	$526M	1.45%	0.02%	+1.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$441M	1.21%	Not reported	-2.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$379M	1.04%	Not reported	-1.6%	Q2 2013
METAMeta Platforms, Inc.	$245M	0.67%	Not reported	+5.4%	Q2 2013
GOOGLAlphabet Inc.	$237M	0.65%	0.01%	-0.3%	Q4 2015
GOOGAlphabet Inc.	$232M	0.64%	Not reported	+1.9%	Q4 2015
TSLATesla, Inc.	$226M	0.62%	0.02%	-1.1%	Q2 2013
AVGOBroadcom Inc.	$219M	0.60%	0.01%	-2.7%	Q1 2016
PLTRPalantir Technologies Inc.	$217M	0.60%	0.05%	-0.9%	Q4 2022
GLDSPDR Gold Trust	$215M	0.59%	0.18%	+11.2%	Q2 2013
JPMJPMorgan Chase & Co	$202M	0.55%	0.02%	+3.9%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$142M	0.39%	Not reported	+6.1%	Q2 2013
LLYELI LILLY & Co	$135M	0.37%	0.02%	+4.2%	Q2 2013
VVisa Inc.	$133M	0.37%	0.02%	+3.8%	Q2 2013
WMTWalmart Inc.	$132M	0.36%	0.02%	-1.0%	Q2 2013
XOMExxonMobil Holdings Corp	$129M	0.35%	0.03%	+3.3%	Q2 2013
COSTCostco Wholesale Corp	$127M	0.35%	0.03%	+5.7%	Q2 2013
ABBVAbbVie Inc.	$124M	0.34%	0.03%	+2.6%	Q2 2013
PGPROCTER & GAMBLE Co	$108M	0.30%	0.03%	+7.1%	Q2 2013
BSVNBank7 Corp.	$104M	0.28%	13.91%	+0.1%	Q2 2013
HDHome Depot, Inc.	$100M	0.28%	0.02%	+5.8%	Q2 2013
NFLXNetflix Inc	$100M	0.27%	0.02%	-0.3%	Q3 2013
CATCaterpillar Inc	$99.2M	0.27%	0.04%	+4.8%	Q2 2013
JNJJohnson & Johnson	$87.2M	0.24%	0.02%	+2.7%	Q2 2013
IBMInternational Business Machines Corp	$86.1M	0.24%	0.03%	+12.3%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$85.7M	0.24%	Not reported	-2.0%	Q2 2013
CVXChevron Corp	$81.4M	0.22%	0.03%	+6.9%	Q2 2013
PHYSSprott Physical Gold Trust	$77.8M	0.21%	0.63%	+4.9%	Q4 2013
MAMastercard Inc	$74.1M	0.20%	0.01%	+2.5%	Q2 2013
ORCLOracle Corp	$73.8M	0.20%	0.01%	+8.2%	Q2 2013
IAUIshares Gold Trust	$72.8M	0.20%	0.13%	+9.1%	Q2 2013
TAt&T Inc.	$71.4M	0.20%	0.04%	+3.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$71.3M	0.20%	0.00%	+2.5%	Q4 2013
FVDFirst Trust Value Line Dividend Fund	$70.9M	0.19%	Not reported	-15.9%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$69.1M	0.19%	0.06%	-2.0%	Q4 2022
SMHMarket Vectors ETF Trust	$68.5M	0.19%	Not reported	+9.7%	Q4 2022
AMDAdvanced Micro Devices Inc	$66.6M	0.18%	0.03%	+0.3%	Q2 2013
VZVerizon Communications Inc	$64M	0.18%	0.03%	+4.9%	Q2 2013
MCDMcdonalds Corp	$60.2M	0.17%	0.03%	+3.2%	Q2 2013
KOCoca Cola Co	$56.3M	0.15%	0.02%	+5.8%	Q2 2013
GEGeneral Electric Co	$53.9M	0.15%	0.02%	+6.4%	Q4 2022
CSCOCisco Systems, Inc.	$51.8M	0.14%	0.02%	+1.4%	Q2 2013
NOBLNoble International, Ltd.	$48.6M	0.13%	Not reported	-3.3%	Q3 2014
RTXRTX Corp	$48.4M	0.13%	0.02%	+3.3%	Q4 2022
IBITiShares Bitcoin Trust ETF	$47.8M	0.13%	0.06%	+18.8%	Q1 2024
BRK.ABerkshire Hathaway Inc	$47.5M	0.13%	Not reported	-1.6%	Q2 2013

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