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Portfolio (Quarterly) Guide ↗

Cambridge Financial Group, LLC

· CIK 0002085256
13F Portfolio $318M AUM 155 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 29 Added 90 Reduced 29 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISHARES TR 30,598.0 $700K 0.22% NEW $22.89
2 INTC INTEL CORP Technology 4,509.0 $630K 0.20% NEW $139.63 -36.3%
3 BSMR INVESCO EXCH TRD SLF IDX FD 16,818.0 $398K 0.12% NEW $23.64 -0.3%
4 BSMQ INVESCO EXCH TRD SLF IDX FD 16,727.0 $394K 0.12% NEW $23.55 -0.2%
5 AVSE AMERICAN CENTY ETF TR 4,101.0 $336K 0.11% NEW $81.84 -3.6%
6 IBIL ISHARES TR 10,016.0 $257K 0.08% NEW $25.65 -3.7%
7 PSX PHILLIPS 66 Energy 1,471.0 $249K 0.08% NEW $169.05 +49.1%
8 AMGN AMGEN INC Healthcare 682.0 $247K 0.08% NEW $362.13 +21.0%
9 AMAT APPLIED MATLS INC Technology 337.0 $244K 0.08% NEW $723.00 -38.9%
10 MTUM ISHARES TR 707.0 $242K 0.08% NEW $342.83 -13.5%
11 AVDE AMERICAN CENTY ETF TR 2,676.0 $239K 0.07% NEW $89.21 +4.0%
12 Q QNITY ELECTRONICS INC Technology 1,429.0 $233K 0.07% NEW $163.31 -29.3%
13 BSJS INVESCO EXCH TRD SLF IDX FD 10,318.0 $224K 0.07% NEW $21.75 -0.0%
14 EMXC ISHARES INC 2,049.0 $210K 0.07% NEW $102.30 -4.2%
15 LONGEVERON INC 10,500.0 $7K 0.00% NEW $0.70

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 27.8%
Healthcare 8.8%
Consumer Defensive 7.2%
Consumer Cyclical 6.9%
Industrials 6.4%
Communication Services 4.2%
Utilities 3.3%
Energy 2.6%
Basic Materials 2.1%