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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 6 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJT ISHARES TR 2,745.0 $490K 0.15% +472.0 +20.8% $178.62 -6.1%
102 IBM INTERNATIONAL BUSINESS MACHS Technology 1,688.0 $475K 0.15% -333.0 -16.5% $281.22 -17.7%
103 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 507.0 $474K 0.15% -75.0 -12.9% $934.74 +0.6%
104 FNDF SCHWAB STRATEGIC TR 8,723.0 $460K 0.14% -7K -44.2% $52.76 +4.8%
105 DVY ISHARES TR 2,874.0 $449K 0.14% -826.0 -22.3% $156.30 +4.2%
106 META META PLATFORMS INC Communication Services 784.0 $442K 0.14% +14.0 +1.8% $563.56 +2.7%
107 KO COCA COLA CO Consumer Defensive 5,369.0 $436K 0.14% -141.0 -2.6% $81.27 +8.3%
108 HD HOME DEPOT INC Consumer Cyclical 1,205.0 $425K 0.13% -13.0 -1.1% $352.81 -9.4%
109 TXN TEXAS INSTRS INC Technology 1,413.0 $421K 0.13% -181.0 -11.4% $298.16 -15.0%
110 VTI VANGUARD INDEX FDS 1,134.0 $420K 0.13% -2K -66.8% $370.19 +1.3%
111 EMXF ISHARES TR 7,132.0 $413K 0.13% -39K -84.6% $57.94 -1.0%
112 TLTE FLEXSHARES TR 5,222.0 $404K 0.13% -1K -20.0% $77.39 -0.3%
113 BSMR INVESCO EXCH TRD SLF IDX FD 16,818.0 $398K 0.12% NEW $23.64 -0.3%
114 VB VANGUARD INDEX FDS 1,305.0 $395K 0.12% -2K -59.6% $303.05 -2.4%
115 BSMQ INVESCO EXCH TRD SLF IDX FD 16,727.0 $394K 0.12% NEW $23.55 -0.2%
116 IVV ISHARES TR 517.0 $387K 0.12% -154.0 -22.9% $748.60 +2.2%
117 CVX CHEVRON CORPORATION Energy 2,299.0 $381K 0.12% -192.0 -7.7% $165.76 +27.3%
118 MCD MCDONALDS CORP Consumer Cyclical 1,381.0 $373K 0.12% +37.0 +2.8% $270.40 -3.4%
119 OEF ISHARES TR 1,012.0 $370K 0.12% $365.97 +3.2%
120 IVW ISHARES TR 2,591.0 $356K 0.11% $137.53 +0.5%
Page 6 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%