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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ONTO ONTO INNOVATION INC Technology 757.0 $286K 0.09% -897.0 -54.2% $378.45 -32.3%
82 FNDC SCHWAB STRATEGIC TR 5,804.0 $282K 0.09% -157.0 -2.6% $48.56 +4.6%
83 FRDM EA SERIES TRUST 3,621.0 $264K 0.08% -2K -39.4% $72.89 -5.6%
84 ORCL ORACLE CORP Technology 1,708.0 $250K 0.08% -74.0 -4.2% $146.52 -3.6%
85 IWN ISHARES TR 1,100.0 $243K 0.08% -1K -53.2% $221.20 -0.6%
86 TGT TARGET CORP Consumer Defensive 1,838.0 $240K 0.08% -281.0 -13.3% $130.61 +25.4%
87 URI UNITED RENTALS INC Industrials 202.0 $229K 0.07% -100.0 -33.1% $1132.89 -12.6%
88 AMP AMERIPRISE FINL INC Financial Services 453.0 $208K 0.07% -453.0 -50.0% $458.76 +18.3%
89 UNH UNITEDHEALTH GROUP INC Healthcare 496.0 $206K 0.07% -47.0 -8.7% $415.28 -4.6%
90 EUHY ISHARES INC 3,762.0 $203K 0.06% -4K -50.0% $53.86 -1.6%
Page 5 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%