Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 401,983 | +5,406 | $151,162 |
MSFT | 401,983 | +5,406 | $151,162 |
Apple Inc | 766,760 | -1,795 | $147,624 |
AAPL | 766,760 | -1,795 | $147,624 |
ALPHABET INC | 481,770 | +4,054 | $67,298 |
GOOGL | 481,770 | +4,054 | $67,298 |
iShares ETFs USA (IEF) | 636,686 | +30,746 | $61,370 |
IEF | 636,686 | +30,746 | $61,370 |
Amazon.com Inc | 370,341 | +8,953 | $56,270 |
AMZN | 370,341 | +8,953 | $56,270 |
VISA INC | 211,594 | +6,710 | $55,088 |
V | 211,594 | +6,710 | $55,088 |
BERKSHIRE HATHAWAY | $53,634 | ||
BRK.A | 83 | -2 | $45,038 |
BRK.B | 24,101 | +359 | $8,596 |
JPMorgan Chase & Co | 310,562 | +1,974 | $52,827 |
JPM | 310,562 | +1,974 | $52,827 |
Exxon Mobil Corp | 486,945 | +5,052 | $48,685 |
XOM | 486,945 | +5,052 | $48,685 |
Broadcom Inc | 42,460 | +261 | $47,396 |
AVGO | 42,460 | +261 | $47,396 |
ISHARES (IVV) | 95,342 | -4,006 | $45,538 |
IVV | 95,342 | -4,006 | $45,538 |
UnitedHealth Group Inc | 84,503 | +187 | $44,488 |
UNH | 84,503 | +187 | $44,488 |
JP Morgan ETFs USA (JEPI) | 797,301 | +12,660 | $43,836 |
JEPI | 797,301 | +12,660 | $43,836 |
Procter & Gamble Co The | 291,473 | +4,360 | $42,712 |
PG | 291,473 | +4,360 | $42,712 |
Linde PLC | 100,171 | -1,423 | $41,141 |
LIN | 100,171 | -1,423 | $41,141 |
Johnson & Johnson | 244,731 | -1,280 | $38,359 |
JNJ | 244,731 | -1,280 | $38,359 |
Adobe Inc | 64,166 | -946 | $38,281 |
ADBE | 64,166 | -946 | $38,281 |
Eaton Corp PLC | 147,196 | -18,450 | $35,448 |
ETN | 147,196 | -18,450 | $35,448 |
Cabot Corp | 409,663 | UNCH | $34,207 |
CBT | 409,663 | UNCH | $34,207 |
Honeywell International Inc | 157,268 | -421 | $32,981 |
HON | 157,268 | -421 | $32,981 |
NEXTERA ENERGY | 533,880 | +48,523 | $32,428 |
NEE | 533,880 | +48,523 | $32,428 |
AMER EXPRESS CO | 168,441 | -1,047 | $31,556 |
AXP | 168,441 | -1,047 | $31,556 |
Walmart Inc | 195,060 | +29,131 | $30,751 |
WMT | 195,060 | +29,131 | $30,751 |
BlackRock Fund Advisors (GVI) | 289,269 | +26,267 | $30,304 |
GVI | 289,269 | +26,267 | $30,304 |
Novartis AG | 300,050 | -3,121 | $30,296 |
NVS | 300,050 | -3,121 | $30,296 |
MCDONALD&apos S CORP | 97,043 | +488 | $28,774 |
MCD | 97,043 | +488 | $28,774 |
Palo Alto Networks Inc | 95,513 | -23,325 | $28,165 |
PANW | 95,513 | -23,325 | $28,165 |
Prologis Inc | 211,074 | +2,060 | $28,136 |
PLD | 211,074 | +2,060 | $28,136 |
Home Depot Inc The | 79,933 | +22 | $27,701 |
HD | 79,933 | +22 | $27,701 |
WASTE MANAGEMENT | 148,831 | -841 | $26,656 |
WM | 148,831 | -841 | $26,656 |
Merck & Co Inc | 235,718 | -267 | $25,698 |
MRK | 235,718 | -267 | $25,698 |
ServiceNow Inc | 34,992 | +520 | $24,721 |
NOW | 34,992 | +520 | $24,721 |
BK OF AMERICA CORP | 710,027 | +35,789 | $23,907 |
BAC | 710,027 | +35,789 | $23,907 |
SALESFORCE.COM INC | 85,748 | -3,125 | $22,564 |
CRM | 85,748 | -3,125 | $22,564 |
LOWE&apos S COS INC | 91,148 | +1,141 | $20,285 |
LOW | 91,148 | +1,141 | $20,285 |
LULULEMON ATHLETIC | 38,621 | +1,979 | $19,747 |
LULU | 38,621 | +1,979 | $19,747 |
ECOLAB INC | 96,506 | +302 | $19,142 |
ECL | 96,506 | +302 | $19,142 |
American Tower Corp | 86,915 | +19,450 | $18,763 |
AMT | 86,915 | +19,450 | $18,763 |
BRISTOL MYRS SQUIB | 358,307 | -84,966 | $18,385 |
BMY | 358,307 | -84,966 | $18,385 |
FACEBOOK INC | 51,475 | +2,434 | $18,220 |
META | 51,475 | +2,434 | $18,220 |
Verisk Analytics Inc | 75,981 | -2,308 | $18,149 |
VRSK | 75,981 | -2,308 | $18,149 |
KRAFT FOODS INC | 247,915 | +938 | $17,956 |
MDLZ | 247,915 | +938 | $17,956 |
Cambridge Bancorp | 255,650 | -17,187 | $17,742 |
CATC | 255,650 | -17,187 | $17,742 |
INTERCONTINENTAL EXCHANGE (ICE) | 136,898 | +1,370 | $17,582 |
ICE | 136,898 | +1,370 | $17,582 |
O&apos Reilly Automotive Inc | 18,304 | +125 | $17,390 |
ORLY | 18,304 | +125 | $17,390 |
Chevron Corp | 116,207 | +388 | $17,333 |
CVX | 116,207 | +388 | $17,333 |
Coca Cola Co The | 293,702 | -17,279 | $17,308 |
KO | 293,702 | -17,279 | $17,308 |
Danaher Corp | 74,438 | +1,233 | $17,221 |
DHR | 74,438 | +1,233 | $17,221 |
PROGRESSIVE CP OH | 107,862 | +1,615 | $17,180 |
PGR | 107,862 | +1,615 | $17,180 |
BECTON DICKINSON | 68,631 | +39 | $16,734 |
BDX | 68,631 | +39 | $16,734 |
See Full List: All Stocks Held By Cambridge Trust Co.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Cambridge Trust Co.
Size ($ in 1000's)
At 12/31/2023: $2,400,211 At 09/30/2023: $2,170,577 Cambridge Trust Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cambridge Trust Co. 13F filings. Link to 13F filings: SEC filings |