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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 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVUV AMERICAN CENTY ETF TR 7,660.0 $956K 0.30% +4K +92.4% $124.76 -0.5%
62 IEMG ISHARES INC 11,141.0 $923K 0.29% -3K -19.4% $82.84 -1.7%
63 JPM JPMORGAN CHASE & CO Financial Services 2,768.0 $906K 0.28% -44.0 -1.6% $327.36 +8.4%
64 EEMV ISHARES INC 11,848.0 $892K 0.28% -96.0 -0.8% $75.28 +0.4%
65 GE GE AEROSPACE Industrials 2,384.0 $891K 0.28% -559.0 -19.0% $373.73 -11.4%
66 QCOM QUALCOMM INC Technology 4,646.0 $859K 0.27% +46.0 +1.0% $184.79 -9.8%
67 SPTM SPDR SERIES TRUST 9,327.0 $847K 0.27% -5K -33.2% $90.79 +1.7%
68 ITOT ISHARES TR 4,850.0 $797K 0.25% +2K +48.3% $164.29 +1.4%
69 IJJ ISHARES TR 5,378.0 $794K 0.25% -1K -20.1% $147.72 -1.5%
70 VWO VANGUARD INTL EQUITY INDEX F 13,301.0 $794K 0.25% -4K -21.6% $59.69 +1.7%
71 TSLA TESLA INC Consumer Cyclical 1,783.0 $750K 0.24% -242.0 -11.9% $420.60 -15.3%
72 IWV ISHARES TR 1,732.0 $739K 0.23% -2K -53.3% $426.40 +1.5%
73 VOE VANGUARD INDEX FDS 3,693.0 $730K 0.23% -1K -27.3% $197.60 +4.1%
74 AVEM AMERICAN CENTY ETF TR 7,465.0 $720K 0.23% -68.0 -0.9% $96.49 -2.3%
75 ISHARES TR 30,598.0 $700K 0.22% NEW $22.89
76 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,900.0 $696K 0.22% +15K +244.6% $33.29 +31.5%
77 CSCO CISCO SYS INC Technology 5,885.0 $691K 0.22% $117.45 -6.6%
78 PEP PEPSICO INC Consumer Defensive 5,102.0 $691K 0.22% -194.0 -3.7% $135.41 +3.2%
79 VT VANGUARD INTL EQUITY INDEX F 4,374.0 $686K 0.22% -4K -47.9% $156.94 +1.5%
80 AVGO BROADCOM INC Technology 1,813.0 $685K 0.22% +102.0 +6.0% $377.82 -2.2%
Page 4 of 8  ·  155 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%