Advertisement
Screener

Cambridge Investment Research Advisors, Inc. Historic Quarter Change: USA Stocks, New

Cambridge Investment Research Advisors, Inc. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Cambridge Investment Research Advisors, Inc. opened 4,289 positions, added to 9,112, reduced 7,297 and sold out of 3,649.

  • Q2 2026: Stock NVDA; Country of operation United States; Class CORPORATION COM; Shares before 0.
  • Q2 2026: Stock BRKB; Country of operation —; Class INC DEL CL B NEW; Shares before 0.
  • Q2 2026: Stock MU; Country of operation United States; Class TECHNOLOGY INC; Shares before 0.
  • Q2 2026: Stock AMD; Country of operation United States; Class INC; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1419186), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-20); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-29); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-04); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-05); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-29); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-24); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NVDA
NVIDIA
United StatesCORPORATION COM05,697,894+5,697,894$0$1,140,092+$1,140,0922026-07-27
Q2 2026BRKB
BERKSHIRE HATHAWAY
INC DEL CL B NEW0743,469+743,469$0$372,024+$372,0242026-07-27
Q2 2026MU
MICRON
United StatesTECHNOLOGY INC0216,740+216,740$0$250,181+$250,1812026-07-27
Q2 2026AMD
ADVANCED MICRO DEVICES
United StatesINC0391,706+391,706$0$227,546+$227,5462026-07-27
Q2 2026JPM
JPMORGAN CHASE &
United StatesCO0686,343+686,343$0$224,661+$224,6612026-07-27
Q2 2026LLY
ELI LILLY &
United StatesCO0181,813+181,813$0$218,071+$218,0712026-07-27
Q2 2026XOMXXXX
EXXON MOBIL
CORP01,148,663+1,148,663$0$157,045+$157,0452026-07-27
Q2 2026COST
COSTCO WHOLESALE
United StatesCORPORATION COM0138,717+138,717$0$129,766+$129,7662026-07-27
Q2 2026PLTR
PALANTIR
United StatesTECHNOLOGIES INC CL A01,066,521+1,066,521$0$124,431+$124,4312026-07-27
Q2 2026JNJ
JOHNSON &
United StatesJOHNSON0486,640+486,640$0$123,592+$123,5922026-07-27
Q2 2026PG
PROCTER & GAMBLE
United StatesCO0755,177+755,177$0$110,739+$110,7392026-07-27
Q2 2026PHYS
SPROTT ASSET MANAGEMENT
CanadaLP03,116,362+3,116,362$0$94,021+$94,0212026-07-27
Q2 2026CVX
CHEVRON
United StatesCORPORATION COM0549,342+549,342$0$91,059+$91,0592026-07-27
Q2 2026CSCO
CISCO SYS
United StatesINC0751,531+751,531$0$88,275+$88,2752026-07-27
Q2 2026VZ
VERIZON COMMUNICATIONS
United StatesINC01,581,062+1,581,062$0$66,942+$66,9422026-07-27
Q2 2026MO
ALTRIA
United StatesGROUP INC0881,440+881,440$0$63,420+$63,4202026-07-27
Q2 2026RTX
RTX
United StatesCORPORATION COM0321,233+321,233$0$60,948+$60,9482026-07-27
Q2 2026ASML
ASML HLDG
NV029,468+29,468$0$58,625+$58,6252026-07-27
Q2 2026UNH
UNITEDHEALTH
United StatesGROUP INC COM0127,861+127,861$0$53,143+$53,1432026-07-27
Q2 2026DELL
DELL
United StatesTECHNOLOGIES INC CL C0119,083+119,083$0$51,379+$51,3792026-07-27
Q2 2026BAC
BANK
United StatesOF AMER CORP0898,090+898,090$0$51,173+$51,1732026-07-27
Q2 2026GS
GOLDMAN SACHS
United StatesGROUP INC COM046,937+46,937$0$47,471+$47,4712026-07-27
Q2 2026VRT
VERTIV HOLDINGS
United StatesCO0127,207+127,207$0$42,591+$42,5912026-07-27
Q2 2026MS
MORGAN
United StatesSTANLEY0173,556+173,556$0$36,280+$36,2802026-07-27
Q2 2026WM
WASTE MGMT
United StatesINC DEL COM0156,985+156,985$0$34,989+$34,9892026-07-27
Q2 2026ETN
EATON
CORP PLC SHS075,244+75,244$0$32,063+$32,0632026-07-27
Q2 2026PSLV
SPROTT ASSET MANAGEMENT
CanadaLP01,697,326+1,697,326$0$32,029+$32,0292026-07-27
Q2 2026CEG
CONSTELLATION
United StatesENERGY CORP0119,542+119,542$0$29,691+$29,6912026-07-27
Q2 2026DIS
DISNEY WALT
United StatesCO0302,235+302,235$0$29,090+$29,0902026-07-27
Q2 2026USB
US
United StatesBANCORP COM NEW0468,626+468,626$0$28,305+$28,3052026-07-27
Q2 2026C
CITIGROUP
United StatesINC0176,240+176,240$0$24,667+$24,6672026-07-27
Q2 2026CRM
SALESFORCE
United StatesINC0153,922+153,922$0$24,113+$24,1132026-07-27
Q2 2026SYK
STRYKER
United StatesCORPORATION COM073,172+73,172$0$23,038+$23,0382026-07-27
Q2 2026CB
CHUBB
LIMITED COM066,115+66,115$0$22,528+$22,5282026-07-27
Q2 2026UBER
UBER
United StatesTECHNOLOGIES INC COM0309,642+309,642$0$22,344+$22,3442026-07-27
Q2 2026PNC
PNC FINL SVCS
United StatesGROUP INC COM086,719+86,719$0$21,352+$21,3522026-07-27
Q2 2026TFC
TRUIST
United StatesFINL CORP0403,131+403,131$0$20,084+$20,0842026-07-27
Q2 2026DAL
DELTA AIR LINES
United StatesINC0203,891+203,891$0$19,096+$19,0962026-07-27
Q2 2026MDT
MEDTRONIC
IrelandPLC SHS0241,070+241,070$0$18,859+$18,8592026-07-27
Q2 2026EMSC
EA SERIES TRUST SOPHUS
CAPITAL0701,878+701,878$0$18,396+$18,3962026-07-27
Q2 2026LHX
L3HARRIS
United StatesTECHNOLOGIES INC COM062,796+62,796$0$18,248+$18,2482026-07-27
Q2 2026KMI
KINDER MORGAN
United StatesINC DEL0533,107+533,107$0$17,043+$17,0432026-07-27
Q2 2026CRDO
CREDO TECHNOLOGY GROUP HOLDI
Cayman IslandsORDINARY SHARES062,423+62,423$0$16,976+$16,9762026-07-27
Q2 2026ISRG
INTUITIVE SURGICAL
United StatesINC042,400+42,400$0$16,862+$16,8622026-07-27
Q2 2026IRM
IRON MTN
United StatesINC DEL COM0120,203+120,203$0$15,183+$15,1832026-07-27
Q2 2026KMB
KIMBERLY-CLARK
United StatesCORP0138,227+138,227$0$15,173+$15,1732026-07-27
Q2 2026HON
HONEYWELL
United StatesINTL INC COM066,986+66,986$0$14,998+$14,9982026-07-27
Q2 2026SCHW
SCHWAB CHARLES
United StatesCORP0161,254+161,254$0$14,879+$14,8792026-07-27
Q2 2026HONA
HONEYWELL
United StatesAEROSPACE INC COM067,249+67,249$0$14,867+$14,8672026-07-27
Q2 2026CASY
CASEYS GEN STORES
United StatesINC017,900+17,900$0$14,227+$14,2272026-07-27
Q2 2026AFL
AFLAC
United StatesINC0116,937+116,937$0$13,711+$13,7112026-07-27
Q2 2026APP
APPLOVIN
United StatesCORP025,656+25,656$0$13,219+$13,2192026-07-27
Q2 2026AZN
ASTRAZENECA
PLC ORD068,967+68,967$0$12,998+$12,9982026-07-27
Q2 2026LIN
LINDE
United KingdomPLC SHS022,504+22,504$0$11,678+$11,6782026-07-27
Q2 2026CME
CME
United StatesGROUP INC049,827+49,827$0$11,003+$11,0032026-07-27
Q2 2026CDNS
CADENCE DESIGN SYSTEM
United StatesINC COM029,202+29,202$0$10,960+$10,9602026-07-27
Q2 2026VRTX
VERTEX
United StatesPHARMACEUTICALS INC021,946+21,946$0$10,901+$10,9012026-07-27
Q2 2026FSLR
FIRST SOLAR
United StatesINC045,936+45,936$0$10,839+$10,8392026-07-27
Q2 2026WEC
WEC
United StatesENERGY GROUP INC COM091,455+91,455$0$10,679+$10,6792026-07-27
Q2 2026HWM
HOWMET
United StatesAEROSPACE INC038,560+38,560$0$10,367+$10,3672026-07-27
Q2 2026MSTR
STRATEGY
United StatesINC0119,108+119,108$0$10,354+$10,3542026-07-27
Q2 2026CI
THE CIGNA
United StatesGROUP036,146+36,146$0$9,965+$9,9652026-07-27
Q2 2026EXPE
EXPEDIA
United StatesGROUP INC036,865+36,865$0$9,433+$9,4332026-07-27
Q2 2026TER
TERADYNE
United StatesINC019,336+19,336$0$9,356+$9,3562026-07-27
Q2 2026RCL
ROYAL CARIBBEAN
United StatesGROUP COM029,305+29,305$0$9,305+$9,3052026-07-27
Q2 2026PFG
PRINCIPAL FINANCIAL
United StatesGROUP IN COM083,685+83,685$0$9,020+$9,0202026-07-27
Q2 2026FLEX
FLEX
LTD ORD055,088+55,088$0$8,928+$8,9282026-07-27
Q2 2026FEGE
RBB FUND TRUST FIRST EAGLE
GBL0179,350+179,350$0$8,774+$8,7742026-07-27
Q2 2026AEM
AGNICO EAGLE MINES
LTD052,115+52,115$0$8,085+$8,0852026-07-27
Q2 2026DJP
BARCLAYS
United KingdomBANK PLC DJUBS CMDT ETN360181,965+181,965$0$7,954+$7,9542026-07-27
Q2 2026BWXT
BWX
United StatesTECHNOLOGIES INC COM039,987+39,987$0$7,783+$7,7832026-07-27
Q2 2026CCJ
CAMECO
CORP072,985+72,985$0$7,434+$7,4342026-07-27
Q2 2026USO
UNITED STS
United StatesOIL FD LP069,834+69,834$0$7,433+$7,4332026-07-27
Q2 2026TMUS
T-MOBILE
United StatesUS INC044,297+44,297$0$7,430+$7,4302026-07-27
Q2 2026TT
TRANE
TECHNOLOGIES PLC015,040+15,040$0$7,387+$7,3872026-07-27
Q2 2026NKE
NIKE
United StatesINC0178,630+178,630$0$7,333+$7,3332026-07-27
Q2 2026CLX
CLOROX
United StatesCO DEL COM076,772+76,772$0$7,327+$7,3272026-07-27
Q2 2026OKLO
OKLO
United StatesINC0138,129+138,129$0$7,228+$7,2282026-07-27
Q2 2026LNTH
LANTHEUS HLDGS
United StatesINC064,199+64,199$0$7,122+$7,1222026-07-27
Q2 2026IRT
INDEPENDENCE RLTY
United StatesTR INC0425,898+425,898$0$7,108+$7,1082026-07-27
Q2 2026RGLD
ROYAL
United StatesGOLD INC035,220+35,220$0$7,030+$7,0302026-07-27
Q2 2026SILA
SILA REALTY
United StatesTRUST INC0225,945+225,945$0$6,860+$6,8602026-07-27
Q2 2026FITB
FIFTH THIRD
United StatesBANCORP COM0117,916+117,916$0$6,647+$6,6472026-07-27
Q2 2026EME
EMCOR
United StatesGROUP INC COM07,962+7,962$0$6,608+$6,6082026-07-27
Q2 2026CARR
CARRIER
United StatesGLOBAL CORPORATION089,737+89,737$0$6,582+$6,5822026-07-27
Q2 2026OC
OWENS CORNING
United StatesNEW040,676+40,676$0$6,466+$6,4662026-07-27
Q2 2026SPG
SIMON PPTY
United StatesGROUP INC NEW COM028,811+28,811$0$6,444+$6,4442026-07-27
Q2 2026FAST
FASTENAL
United StatesCO0130,941+130,941$0$6,289+$6,2892026-07-27
Q2 2026ROK
ROCKWELL AUTOMATION
United StatesINC012,678+12,678$0$6,277+$6,2772026-07-27
Q2 2026ON
ON SEMICONDUCTOR
United StatesCORP COM066,324+66,324$0$6,270+$6,2702026-07-27
Q2 2026JXN
JACKSON FINANCIAL
United StatesINC COM CL A060,526+60,526$0$6,197+$6,1972026-07-27
Q2 2026WBD
WARNER BROS DISCOVERY
United StatesINC COM SER A0227,868+227,868$0$6,075+$6,0752026-07-27
Q2 2026NXST
NEXSTAR
United StatesMEDIA GROUP INC COMMON STOCK033,989+33,989$0$6,070+$6,0702026-07-27
Q2 2026RY
ROYAL BK CDA
COM029,139+29,139$0$6,031+$6,0312026-07-27
Q2 2026BJ
BJS WHSL CLUB HLDGS
United StatesINC068,943+68,943$0$6,013+$6,0132026-07-27
Q2 2026RSG
REPUBLIC SVCS
United StatesINC028,038+28,038$0$5,974+$5,9742026-07-27
Q2 2026ACGL
ARCH
CAP GROUP LTD ORD061,306+61,306$0$5,950+$5,9502026-07-27
Q2 2026FTI
TECHNIPFMC
United KingdomPLC COM089,624+89,624$0$5,942+$5,9422026-07-27
Q2 2026QBTS
D-WAVE QUANTUM
United StatesINC COM0244,959+244,959$0$5,877+$5,8772026-07-27
Q2 2026TSCO
TRACTOR SUPPLY
United StatesCO COM0185,027+185,027$0$5,849+$5,8492026-07-27

Similar Firms

Firm NameCountry13F ValueHoldings
VANGUARD MARKETING CORPORATIONUnited States$0.039B1
Silversmith Partners I GP, LLCUnited States$0.039B1
Index Venture Associates III LtdJersey$0.039B1
Diana Davis Spencer FoundationUnited States$0.039B2
BLKBRD Asset Management, LPUnited States$0.038B21
TCG Capital Management, LPUnited States$0.039B1
ECLIPSE OPERATIONS, LLCUnited States$0.040B1
8VC GP I, LLCUnited States$0.040B1
INDUS CAPITAL PARTNERS, LLCUnited States$0.040B2
CROSSPOINT FINANCIAL, LLCUnited States$0.040B35