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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMGN AMGEN INC Healthcare 682.0 $247K 0.08% NEW $362.13 +21.0%
142 AMAT APPLIED MATLS INC Technology 337.0 $244K 0.08% NEW $723.00 -38.9%
143 IWN ISHARES TR 1,100.0 $243K 0.08% -1K -53.2% $221.20 -0.6%
144 MTUM ISHARES TR 707.0 $242K 0.08% NEW $342.83 -13.5%
145 TGT TARGET CORP Consumer Defensive 1,838.0 $240K 0.08% -281.0 -13.3% $130.61 +25.4%
146 AVDE AMERICAN CENTY ETF TR 2,676.0 $239K 0.07% NEW $89.21 +4.0%
147 Q QNITY ELECTRONICS INC Technology 1,429.0 $233K 0.07% NEW $163.31 -29.3%
148 URI UNITED RENTALS INC Industrials 202.0 $229K 0.07% -100.0 -33.1% $1132.89 -12.6%
149 BSJS INVESCO EXCH TRD SLF IDX FD 10,318.0 $224K 0.07% NEW $21.75 -0.0%
150 EMXC ISHARES INC 2,049.0 $210K 0.07% NEW $102.30 -4.2%
151 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,577.0 $209K 0.07% $81.16 -9.5%
152 AMP AMERIPRISE FINL INC Financial Services 453.0 $208K 0.07% -453.0 -50.0% $458.76 +18.3%
153 UNH UNITEDHEALTH GROUP INC Healthcare 496.0 $206K 0.07% -47.0 -8.7% $415.28 -4.6%
154 EUHY ISHARES INC 3,762.0 $203K 0.06% -4K -50.0% $53.86 -1.6%
155 LONGEVERON INC 10,500.0 $7K 0.00% NEW $0.70
Page 8 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%