Cambridge Investment Research Advisors, Inc. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Cambridge Investment Research Advisors, Inc. opened 627 positions, added to 580, reduced 466, sold out of 602 and left 15 unchanged. The largest increase in value was NVDA (+$1,140,092); the largest decrease was NVDA (-$989,711).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 5,674,949; Shares 2026-06-30 0.
- BRKB: Country of operation —; Class CL B NEW; Shares 2026-03-31 741,877; Shares 2026-06-30 0.
- JPM: Country of operation United States; Class CO COM; Shares 2026-03-31 685,325; Shares 2026-06-30 0.
- XOMXXXX: Country of operation —; Class CORP COM; Shares 2026-03-31 1,134,033; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1419186): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 5,674,949 | 0 | -5,674,949 | $989,711 | $0 | -$989,711 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 741,877 | 0 | -741,877 | $355,507 | $0 | -$355,507 |
|---|
JPM
JPMORGAN CHASE & | United States | CO COM | 685,325 | 0 | -685,325 | $201,595 | $0 | -$201,595 |
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XOMXXXX
EXXON MOBIL | | CORP COM | 1,134,033 | 0 | -1,134,033 | $192,400 | $0 | -$192,400 |
|---|
LLY
ELI LILLY & | United States | CO COM | 173,486 | 0 | -173,486 | $159,567 | $0 | -$159,567 |
|---|
PLTR
PALANTIR TECHNOLOGIES | United States | INC CL A | 1,070,893 | 0 | -1,070,893 | $156,650 | $0 | -$156,650 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 138,765 | 0 | -138,765 | $138,269 | $0 | -$138,269 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 477,473 | 0 | -477,473 | $116,714 | $0 | -$116,714 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 545,053 | 0 | -545,053 | $112,771 | $0 | -$112,771 |
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PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL | Canada | GOLD TR | 3,082,329 | 0 | -3,082,329 | $109,238 | $0 | -$109,238 |
|---|
PG
PROCTER & GAMBLE | United States | CO COM | 740,096 | 0 | -740,096 | $106,899 | $0 | -$106,899 |
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AMD
ADVANCED MICRO DEVICES | United States | INC COM | 437,382 | 0 | -437,382 | $88,977 | $0 | -$88,977 |
|---|
NFLX
NETFLIX INC. | United States | COM | 836,545 | 0 | -836,545 | $80,434 | $0 | -$80,434 |
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VZ
VERIZON COMMUNICATIONS | United States | INC COM | 1,566,220 | 0 | -1,566,220 | $78,624 | $0 | -$78,624 |
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MU
MICRON | United States | TECHNOLOGY INC COM | 214,597 | 0 | -214,597 | $72,499 | $0 | -$72,499 |
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CSCO
CISCO SYS | United States | INC COM | 771,948 | 0 | -771,948 | $59,895 | $0 | -$59,895 |
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RTX
RTX CORPORATION | United States | COM | 307,794 | 0 | -307,794 | $59,373 | $0 | -$59,373 |
|---|
MO
ALTRIA GROUP | United States | INC COM | 765,515 | 0 | -765,515 | $50,516 | $0 | -$50,516 |
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BAC
BANK AMERICA | United States | CORP COM | 888,483 | 0 | -888,483 | $43,314 | $0 | -$43,314 |
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GS
GOLDMAN SACHS GROUP | United States | INC COM | 49,536 | 0 | -49,536 | $41,907 | $0 | -$41,907 |
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PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL | Canada | SILVER | 1,595,772 | 0 | -1,595,772 | $38,921 | $0 | -$38,921 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 151,578 | 0 | -151,578 | $34,831 | $0 | -$34,831 |
|---|
ASML
ASML HLDG | | NV N Y REGISTRY SHS | 26,327 | 0 | -26,327 | $34,773 | $0 | -$34,773 |
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UNH
UNITEDHEALTH GROUP | United States | INC COM | 124,842 | 0 | -124,842 | $33,781 | $0 | -$33,781 |
|---|
CRM
SALESFORCE | United States | INC COM | 175,411 | 0 | -175,411 | $32,744 | $0 | -$32,744 |
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CEG
CONSTELLATION | United States | ENERGY CORP COM | 111,831 | 0 | -111,831 | $31,229 | $0 | -$31,229 |
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VRT
VERTIV HOLDINGS | United States | CO COM CL A | 122,773 | 0 | -122,773 | $30,765 | $0 | -$30,765 |
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HONZZZZ
HONEYWELL | | INTL INC COM | 134,662 | 0 | -134,662 | $30,438 | $0 | -$30,438 |
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DIS
DISNEY WALT | United States | CO COM | 311,086 | 0 | -311,086 | $29,983 | $0 | -$29,983 |
|---|
ETN
EATON CORP PLC | | SHS | 78,235 | 0 | -78,235 | $27,982 | $0 | -$27,982 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 162,979 | 0 | -162,979 | $26,821 | $0 | -$26,821 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 77,649 | 0 | -77,649 | $25,515 | $0 | -$25,515 |
|---|
USB
US BANCORP | United States | COM NEW | 473,689 | 0 | -473,689 | $24,637 | $0 | -$24,637 |
|---|
DELL
DELL TECHNOLOGIES | United States | INC CL C | 137,340 | 0 | -137,340 | $22,542 | $0 | -$22,542 |
|---|
UBER
UBER TECHNOLOGIES | United States | INC COM | 295,487 | 0 | -295,487 | $21,254 | $0 | -$21,254 |
|---|
CB
CHUBB LTD SWITZ | | COM | 61,983 | 0 | -61,983 | $20,202 | $0 | -$20,202 |
|---|
C
CITIGROUP | United States | INC COM NEW | 174,996 | 0 | -174,996 | $19,846 | $0 | -$19,846 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 224,017 | 0 | -224,017 | $19,411 | $0 | -$19,411 |
|---|
ISRG
INTUITIVE SURGICAL | United States | INC COM NEW | 41,117 | 0 | -41,117 | $18,955 | $0 | -$18,955 |
|---|
LHX
L3HARRIS TECHNOLOGIES | United States | INC COM | 54,664 | 0 | -54,664 | $18,867 | $0 | -$18,867 |
|---|
TFC
TRUIST | United States | FINL CORP COM | 410,005 | 0 | -410,005 | $18,848 | $0 | -$18,848 |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 548,053 | 0 | -548,053 | $18,376 | $0 | -$18,376 |
|---|
PNC
PNC FINL SVCS GROUP | United States | INC COM | 82,307 | 0 | -82,307 | $17,127 | $0 | -$17,127 |
|---|
SCHW
SCHWAB CHARLES | United States | CORP COM | 172,886 | 0 | -172,886 | $16,248 | $0 | -$16,248 |
|---|
DAL
DELTA AIR LINES | United States | INC COM NEW | 235,720 | 0 | -235,720 | $15,671 | $0 | -$15,671 |
|---|
MSTR
STRATEGY | United States | INC CL A NEW | 115,728 | 0 | -115,728 | $14,443 | $0 | -$14,443 |
|---|
CME
CME GROUP | United States | INC COM | 48,065 | 0 | -48,065 | $14,196 | $0 | -$14,196 |
|---|
CASY
CASEYS GEN STORES | United States | INC COM | 19,479 | 0 | -19,479 | $14,178 | $0 | -$14,178 |
|---|
AZN
ASTRAZENECA PLC | | ORD | 66,149 | 0 | -66,149 | $12,942 | $0 | -$12,942 |
|---|
AFL
AFLAC | United States | INC COM | 117,547 | 0 | -117,547 | $12,896 | $0 | -$12,896 |
|---|
IRM
IRON MTN INC DEL | United States | COM | 124,200 | 0 | -124,200 | $12,686 | $0 | -$12,686 |
|---|
KMB
KIMBERLY-CLARK | United States | CORP COM | 123,527 | 0 | -123,527 | $11,917 | $0 | -$11,917 |
|---|
WEC
WEC ENERGY GROUP | United States | INC COM | 93,898 | 0 | -93,898 | $10,871 | $0 | -$10,871 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 21,381 | 0 | -21,381 | $10,600 | $0 | -$10,600 |
|---|
TSCO
TRACTOR | United States | SUPPLY CO COM | 231,239 | 0 | -231,239 | $10,475 | $0 | -$10,475 |
|---|
APP
APPLOVIN | United States | CORP COM CL A | 23,732 | 0 | -23,732 | $9,445 | $0 | -$9,445 |
|---|
TMUS
T-MOBILE | United States | US INC COM | 44,131 | 0 | -44,131 | $9,269 | $0 | -$9,269 |
|---|
RGLD
ROYAL | United States | GOLD INC COM | 35,616 | 0 | -35,616 | $9,064 | $0 | -$9,064 |
|---|
AEM
AGNICO EAGLE MINES | | LTD COM | 42,626 | 0 | -42,626 | $8,652 | $0 | -$8,652 |
|---|
DJP
BARCLAYS BANK PLC | United Kingdom | DJUBS CMDT ETN36 | 179,182 | 0 | -179,182 | $8,626 | $0 | -$8,626 |
|---|
CCJ
CAMECO | | CORP COM | 78,772 | 0 | -78,772 | $8,555 | $0 | -$8,555 |
|---|
RCL
ROYAL CARIBBEAN GROUP | United States | COM | 30,503 | 0 | -30,503 | $8,394 | $0 | -$8,394 |
|---|
HWM
HOWMET | United States | AEROSPACE INC COM | 35,887 | 0 | -35,887 | $8,271 | $0 | -$8,271 |
|---|
CI
THE CIGNA GROUP | United States | COM | 30,817 | 0 | -30,817 | $8,220 | $0 | -$8,220 |
|---|
CDNS
CADENCE DESIGN | United States | SYSTEM INC COM | 28,445 | 0 | -28,445 | $7,904 | $0 | -$7,904 |
|---|
PFG
PRINCIPAL FINANCIAL GROUP | United States | IN COM | 85,582 | 0 | -85,582 | $7,712 | $0 | -$7,712 |
|---|
INTU
INTUIT | United States | COM | 16,706 | 0 | -16,706 | $7,223 | $0 | -$7,223 |
|---|
VRTX
VERTEX | United States | PHARMACEUTICALS INC COM | 15,955 | 0 | -15,955 | $7,124 | $0 | -$7,124 |
|---|
SLB
SLB LIMITED | | COM STK | 131,863 | 0 | -131,863 | $6,776 | $0 | -$6,776 |
|---|
CLX
CLOROX CO DEL | United States | COM | 65,363 | 0 | -65,363 | $6,774 | $0 | -$6,774 |
|---|
FSLR
FIRST SOLAR | United States | INC COM | 34,098 | 0 | -34,098 | $6,726 | $0 | -$6,726 |
|---|
JXN
JACKSON | United States | FINANCIAL INC COM CL A | 63,280 | 0 | -63,280 | $6,690 | $0 | -$6,690 |
|---|
FEGE
RBB FUND TRUST FIRST | | EAGLE GBL | 140,416 | 0 | -140,416 | $6,600 | $0 | -$6,600 |
|---|
NKE
NIKE | United States | INC CL B | 124,461 | 0 | -124,461 | $6,574 | $0 | -$6,574 |
|---|
IRT
INDEPENDENCE RLTY | United States | TR INC COM | 437,845 | 0 | -437,845 | $6,520 | $0 | -$6,520 |
|---|
DHR
DANAHER CORP DEL | United States | COM | 34,195 | 0 | -34,195 | $6,483 | $0 | -$6,483 |
|---|
WBD
WARNER BROS | United States | DISCOVERY INC COM SER A | 234,448 | 0 | -234,448 | $6,438 | $0 | -$6,438 |
|---|
SILA
SILA REALTY TRUST | United States | INC COMMON STOCK | 266,399 | 0 | -266,399 | $6,308 | $0 | -$6,308 |
|---|
EME
EMCOR GROUP | United States | INC COM | 8,418 | 0 | -8,418 | $6,215 | $0 | -$6,215 |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 14,892 | 0 | -14,892 | $6,206 | $0 | -$6,206 |
|---|
FAST
FASTENAL | United States | CO COM | 131,915 | 0 | -131,915 | $6,121 | $0 | -$6,121 |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES | United States | I COMMON STOCK | 85,273 | 0 | -85,273 | $6,070 | $0 | -$6,070 |
|---|
TER
TERADYNE | United States | INC COM | 20,441 | 0 | -20,441 | $6,060 | $0 | -$6,060 |
|---|
RSG
REPUBLIC SVCS | United States | INC COM | 27,427 | 0 | -27,427 | $6,007 | $0 | -$6,007 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI ORDINARY | Cayman Islands | SHARES | 62,706 | 0 | -62,706 | $5,886 | $0 | -$5,886 |
|---|
EXPE
EXPEDIA GROUP | United States | INC COM NEW | 25,029 | 0 | -25,029 | $5,779 | $0 | -$5,779 |
|---|
PEG
PUBLIC SVC ENTERPRISE GROUP | United States | COM | 71,114 | 0 | -71,114 | $5,757 | $0 | -$5,757 |
|---|
DG
DOLLAR | United States | GEN CORP COM | 48,350 | 0 | -48,350 | $5,741 | $0 | -$5,741 |
|---|
OKLO
OKLO | United States | INC COM CL A | 114,485 | 0 | -114,485 | $5,677 | $0 | -$5,677 |
|---|
AEE
AMEREN | United States | CORP COM | 50,634 | 0 | -50,634 | $5,566 | $0 | -$5,566 |
|---|
BJ
BJS WHSL CLUB HLDGS | United States | INC COM | 56,287 | 0 | -56,287 | $5,540 | $0 | -$5,540 |
|---|
LST
MANAGED PORTFOLIO SERIES LEUTHOLD | United States | SELECT | 136,944 | 0 | -136,944 | $5,539 | $0 | -$5,539 |
|---|
CTAS
CINTAS | United States | CORP COM | 32,340 | 0 | -32,340 | $5,470 | $0 | -$5,470 |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 117,407 | 0 | -117,407 | $5,455 | $0 | -$5,455 |
|---|
SPG
SIMON PPTY GROUP | United States | INC NEW COM | 28,513 | 0 | -28,513 | $5,318 | $0 | -$5,318 |
|---|
LNTH
LANTHEUS HLDGS | United States | INC COM | 69,851 | 0 | -69,851 | $5,298 | $0 | -$5,298 |
|---|
NXST
NEXSTAR MEDIA GROUP | United States | INC COMMON STOCK | 28,853 | 0 | -28,853 | $5,217 | $0 | -$5,217 |
|---|
GPC
GENUINE PARTS | United States | CO COM | 48,296 | 0 | -48,296 | $5,107 | $0 | -$5,107 |
|---|
ACGL
ARCH CAP GROUP | | LTD ORD | 52,125 | 0 | -52,125 | $5,003 | $0 | -$5,003 |
|---|
ES
EVERSOURCE | United States | ENERGY COM | 71,092 | 0 | -71,092 | $4,925 | $0 | -$4,925 |
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