Institutional filer · SEC 13F · Q1 2024
CAMBRIDGE TRUST CO
The reported 13F portfolio of CAMBRIDGE TRUST CO (CIK 1074272) - top holdings, how concentrated the book is, and what changed last quarter.
- $337.3M
- Reported book
- 655
- Positions
- #133
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, CAMBRIDGE TRUST CO ranks #133 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $337.3M across 655 positions, a moderately concentrated portfolio.
- $337.3M
- reported 13F value
- 655
- disclosed positions
- 11.8%
- in iShares ETFs/USA
- #133
- of 360 filers
Top-5 share 34.9% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, CAMBRIDGE TRUST CO ranks #133 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where CAMBRIDGE TRUST CO sits by disclosed position count
CAMBRIDGE TRUST CO reports 655 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
CAMBRIDGE TRUST CO vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
655 41st of 360 higher than 319 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
CAMBRIDGE TRUST CO reports $0.34B across 655 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1074272 · Q1 2024 $337M book
BOOK-MID · POS-MID · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #133/360
- POS-MID 655 names
- CONC-HEAVY 35% top-5
- LEAD-HEAVY 11.8% top
- PHOTO-FINISH ARQ WEALTH ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: ARQ WEALTH ADVISORS, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · CAMBRIDGE TRUST CO
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$337.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | iShares ETFs/USA | $39.7M | 11.8% |
| 2 | BERKSHIRE HATHAWAY | $30.5M | 9.0% |
| 3 | Cabot Corp | $22.2M | 6.6% |
| 4 | MICROSOFT CORP | $13.2M | 3.9% |
| 5 | Apple Inc | $12.2M | 3.6% |
| 6 | Home Depot Inc/The | $7.1M | 2.1% |
| 7 | NVIDIA Corp | $6.8M | 2.0% |
| 8 | Amazon.com Inc | $5.7M | 1.7% |
| 9 | iShares ETFs/USA | $5.4M | 1.6% |
| 10 | Cambridge Bancorp | $5.0M | 1.5% |
| 11 | ALPHABET INC | $4.6M | 1.4% |
| 12 | Exxon Mobil Corp | $4.5M | 1.3% |
| 13 | JPMorgan Chase & Co | $3.9M | 1.1% |
| 14 | VANGUARD | $3.8M | 1.1% |
| 15 | MCDONALD'S CORP | $3.8M | 1.1% |
| 16 | Johnson & Johnson | $3.7M | 1.1% |
| 17 | AUTOMATIC DATA PROCESSING | $3.3M | 1.0% |
| 18 | Union Pacific Corp | $3.1M | 0.9% |
| 19 | Procter & Gamble Co/The | $3.0M | 0.9% |
| 20 | Berkshire Hathaway Inc | $2.9M | 0.9% |
| 21 | iShares ETFs/USA | $2.9M | 0.8% |
| 22 | ISHARES | $2.8M | 0.8% |
| 23 | STATE STREET ETF/USA | $2.7M | 0.8% |
| 24 | Coterra Energy Inc | $2.7M | 0.8% |
| 25 | Alphabet Inc | $2.2M | 0.7% |
Frequently Asked Questions
- How big is CAMBRIDGE TRUST CO's 13F portfolio?
- CAMBRIDGE TRUST CO reports $337.3M of long US-equity positions across 655 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does CAMBRIDGE TRUST CO sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, CAMBRIDGE TRUST CO ranks #133 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is CAMBRIDGE TRUST CO's largest position?
- CAMBRIDGE TRUST CO's largest reported position is iShares ETFs/USA at $39.7M, about 11.8% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for CAMBRIDGE TRUST CO: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($337.3M here).
Similar holding count
Nearest filers by number of disclosed positions (655 here).
Using this filing
- The rankings sort every tracked filer the same way CAMBRIDGE TRUST CO was placed above, so you can see exactly how the rest of the field compares. View the rankings
- ARQ WEALTH ADVISORS, LLC reported the nearest book value ($338.0M) this quarter, a useful scale comparison for CAMBRIDGE TRUST CO. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.