Cambridge Trust Co 13F Holdings · last filed Q1 2024
Cambridge Trust Co reported 655 securities worth $2.64B in its SEC 13F filing for Q1 2024 (period ended 2024-03-31). Top holdings: MSFT (6.29%), AAPL (4.81%), GOOGL (2.74%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $166.4M | 6.29% | 395,403 | Trimmed |
| 2 | AAPL | Apple Inc | $127.3M | 4.81% | 742,456 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $72.5M | 2.74% | 480,406 | Trimmed |
| 4 | NVDA | NVIDIA Corp | $71.3M | 2.70% | 78,906 | Added |
| 5 | AMZN | Amazon.com Inc | $68.1M | 2.57% | 377,354 | Added |
| 6 | IEF | iShares ETFs/USA | $65.3M | 2.47% | 689,877 | Added |
| 7 | JPM | JPMorgan Chase & Co | $62.4M | 2.36% | 311,570 | Added |
| 8 | V | VISA INC | $59.3M | 2.24% | 212,504 | Added |
| 9 | XOM | Exxon Mobil Corp | $57.0M | 2.15% | 490,112 | Added |
| 10 | AVGO | Broadcom Inc | $53.8M | 2.04% | 40,621 | Trimmed |
| 11 | BRK/A | BERKSHIRE HATHAWAY | $51.4M | 1.94% | 81 | Trimmed |
| 12 | IVV | ISHARES | $49.9M | 1.89% | 94,850 | Trimmed |
| 13 | PG | Procter & Gamble Co/The | $46.9M | 1.77% | 289,099 | Trimmed |
| 14 | LIN | Linde PLC | $46.2M | 1.75% | 99,584 | Trimmed |
| 15 | WMT | Walmart Inc | $45.1M | 1.70% | 748,899 | Added |
| 16 | MRK | Merck & Co Inc | $44.6M | 1.69% | 338,060 | Added |
| 17 | UNH | UnitedHealth Group Inc | $43.6M | 1.65% | 88,210 | Added |
| 18 | ETN | Eaton Corp PLC | $41.9M | 1.58% | 133,868 | Trimmed |
| 19 | AXP | AMER EXPRESS CO | $39.8M | 1.51% | 174,861 | Added |
| 20 | EFG | iShares ETFs/USA | $39.7M | 1.50% | 382,606 | Added |
| 21 | JNJ | Johnson & Johnson | $39.0M | 1.47% | 246,319 | Added |
| 22 | NEE | NEXTERA ENERGY | $34.8M | 1.32% | 544,531 | Added |
| 23 | JEPI | JP Morgan ETFs/USA | $33.6M | 1.27% | 580,914 | Trimmed |
| 24 | EMXC | iShares ETFs/USA | $33.1M | 1.25% | 575,112 | Added |
| 25 | HON | Honeywell International Inc | $32.2M | 1.22% | 156,677 | Trimmed |
Source: SEC Form 13F filings · as of 2024-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR