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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 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FNDA SCHWAB STRATEGIC TR 17,621.0 $671K 0.21% -663.0 -3.6% $38.06 -3.8%
82 XVV ISHARES TR 11,454.0 $650K 0.20% $56.79 +2.8%
83 XJR ISHARES TR 12,161.0 $641K 0.20% $52.75 -4.6%
84 IOO ISHARES TR 4,640.0 $634K 0.20% $136.61 +5.0%
85 ABBV ABBVIE INC Healthcare 2,503.0 $630K 0.20% +29.0 +1.2% $251.60 +3.3%
86 INTC INTEL CORP Technology 4,509.0 $630K 0.20% NEW $139.63 -36.3%
87 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,993.0 $625K 0.20% $52.15 +8.4%
88 EMR EMERSON ELEC CO Industrials 4,248.0 $608K 0.19% $143.17 +3.2%
89 ESGE ISHARES INC 11,065.0 $605K 0.19% -1K -10.3% $54.69 -1.5%
90 IUSV ISHARES TR 5,476.0 $603K 0.19% -1K -16.9% $110.16 +3.5%
91 NUE NUCOR CORP Basic Materials 2,702.0 $602K 0.19% $222.75 +13.1%
92 MRK MERCK & CO INC Healthcare 4,574.0 $588K 0.18% -1K -20.1% $128.49 +16.7%
93 COP CONOCOPHILLIPS Energy 5,326.0 $554K 0.17% +182.0 +3.5% $103.96 +31.0%
94 CAT CATERPILLAR INC Industrials 517.0 $551K 0.17% -136.0 -20.8% $1065.82 -26.9%
95 DFAI DIMENSIONAL ETF TRUST 13,305.0 $549K 0.17% -7K -35.5% $41.25 +3.5%
96 DFSV DIMENSIONAL ETF TRUST 13,983.0 $542K 0.17% -19K -57.4% $38.79 +1.9%
97 V VISA INC Financial Services 1,547.0 $531K 0.17% +45.0 +3.0% $343.20 +8.6%
98 ISHARES TR 23,712.0 $530K 0.17% $22.37
99 AVDV AMERICAN CENTY ETF TR 5,018.0 $517K 0.16% $103.05 +8.2%
100 EDIV SPDR INDEX SHS FDS 12,546.0 $514K 0.16% -5K -30.4% $40.96 +1.6%
Page 5 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%