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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
Page 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 4,574.0 $588K 0.18% -1K -20.1% $128.49 +17.0%
62 CAT CATERPILLAR INC Industrials 517.0 $551K 0.17% -136.0 -20.8% $1065.82 -26.5%
63 DFAI DIMENSIONAL ETF TRUST 13,305.0 $549K 0.17% -7K -35.5% $41.25 +3.8%
64 DFSV DIMENSIONAL ETF TRUST 13,983.0 $542K 0.17% -19K -57.4% $38.79 +3.6%
65 EDIV SPDR INDEX SHS FDS 12,546.0 $514K 0.16% -5K -30.4% $40.96 +2.0%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 1,688.0 $475K 0.15% -333.0 -16.5% $281.22 -17.7%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 507.0 $474K 0.15% -75.0 -12.9% $934.74 -0.0%
68 FNDF SCHWAB STRATEGIC TR 8,723.0 $460K 0.14% -7K -44.2% $52.76 +5.1%
69 DVY ISHARES TR 2,874.0 $449K 0.14% -826.0 -22.3% $156.30 +5.1%
70 KO COCA COLA CO Consumer Defensive 5,369.0 $436K 0.14% -141.0 -2.6% $81.27 +8.7%
71 HD HOME DEPOT INC Consumer Cyclical 1,205.0 $425K 0.13% -13.0 -1.1% $352.81 -8.9%
72 TXN TEXAS INSTRS INC Technology 1,413.0 $421K 0.13% -181.0 -11.4% $298.16 -14.4%
73 VTI VANGUARD INDEX FDS 1,134.0 $420K 0.13% -2K -66.8% $370.19 +1.8%
74 EMXF ISHARES TR 7,132.0 $413K 0.13% -39K -84.6% $57.94 -0.8%
75 TLTE FLEXSHARES TR 5,222.0 $404K 0.13% -1K -20.0% $77.39 +0.0%
76 VB VANGUARD INDEX FDS 1,305.0 $395K 0.12% -2K -59.6% $303.05 -1.8%
77 IVV ISHARES TR 517.0 $387K 0.12% -154.0 -22.9% $748.60 +2.7%
78 CVX CHEVRON CORPORATION Energy 2,299.0 $381K 0.12% -192.0 -7.7% $165.76 +27.7%
79 PG PROCTER & GAMBLE CO Consumer Defensive 2,406.0 $353K 0.11% -29.0 -1.2% $146.67 +0.4%
80 BSCU INVESCO EXCH TRD SLF IDX FD 17,638.0 $294K 0.09% -3K -13.0% $16.64 -1.2%
Page 4 of 5  ·  90 positions

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%