1y return+18.6%S&P 500 +20.9%
3y return+52.5%S&P 500 +68.5%
5y return+43.5%S&P 500 +74.5%
10y return+127.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $228 against $357 in the S&P 500.2
Cambridge Investment Research Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $2.8M | 3.2% | +112.2% |
| AAPLApple | $2.5M | 2.9% | +98.9% |
| NVDANvidia Corporation | $2.3M | 2.6% | +100.8% |
| QQQInvesco | $1.9M | 2.1% | +98.4% |
| IVVIshares | $1.7M | 2.0% | +92.6% |
| VTIVanguard Index Fds | $1.6M | 1.8% | +103.7% |
| AMZNAmazon | $1.2M | 1.3% | +102.8% |
| VXUSVanguard Star Fds Vg Tl | $1.1M | 1.2% | +103.4% |
| SPYState | $1.0M | 1.2% | +112.5% |
| MSFTMicrosoft | $963K | 1.1% | +101.4% |
| CGDVCapital | $773K | 0.9% | +105.4% |
| BRK/BBerkshire Hathaway Inc Del | $744K | 0.8% | +100.4% |
| GOOGLAlphabet | $710K | 0.8% | +97.7% |
| GOOGAlphabet | $661K | 0.8% | +99.6% |
| SPYMSpdr Series Trust | $650K | 0.7% | +232.1% |
| VUGVanguard Index Fds | $638K | 0.7% | +129.3% |
| VEAVanguard Tax-managed Fds Van | $572K | 0.7% | +131.9% |
| RDVYFirst Tr Exchange Traded Fd Risng | $560K | 0.6% | +113.9% |
| AVGOBroadcom | $543K | 0.6% | +108.2% |
| MUMicron | $500K | 0.6% | +102.0% |
| CGGRCapital | $481K | 0.5% | +123.7% |
| AMDAdvanced Micro Devices | $455K | 0.5% | +79.1% |
| VTVVanguard Index Fds | $455K | 0.5% | +102.9% |
| CATCaterpillar | $455K | 0.5% | +102.6% |
| JPMJpmorgan Chase & | $450K | 0.5% | +100.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $2.3M |
| AVGOBroadcom | June 30, 2020 | +1096.9% | $543K |
| AMDAdvanced Micro Devices | June 30, 2020 | +1004.1% | $455K |
| CATCaterpillar | June 30, 2020 | +741.8% | $455K |
| LLYEli Lilly & | June 30, 2020 | +630.6% | $436K |
| GOOGLAlphabet | June 30, 2020 | +404.0% | $710K |
| GOOGAlphabet | June 30, 2020 | +399.9% | $661K |
| SPMOInvesco Exch Traded Fd Tr II | June 30, 2020 | +269.9% | $434K |
| XLKSelect | June 30, 2020 | +264.7% | $424K |
| JPMJpmorgan Chase & | June 30, 2020 | +248.0% | $450K |
Sold off last quarter
- HoneywellCUSIP 438516106 was $30K
- CarnivalCUSIP 143658300 was $5,595
- Dupont De NemoursCUSIP 26614N102 was $3,570
- SDSProshares was $3,261
- STBFTrust For Professional Manag Performance was $2,771
- PBHPrestige Consmr was $2,700
- PSIXPower Solutions was $2,695
- CTRACoterra was $2,600
- MZTIMarzetti Company was $2,475
- Two RdsCUSIP 90214Q766 was $2,464
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +6.4% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cambridge Investment Research Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1419186&type=13F-HR&dateb=&owner=include&count=40CIK 1419186
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1419186/000141918626000005/Filed July 27, 2026 · accession 0001419186-26-000005