Cambridge Financial Group, LLC

CIK

2085256

Location

TUCSON, AZ

Portfolio Value

Micro $46,702,131

Diversification

Diversified

Filing Date

Global Rank

#7,034 / 8,517 ▲ 237

Top Industry

Consumer Electronics 15.3%

3Y Alpha vs SPY

+15.9%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+115.6%

SPY

+55.7%

Annualised alpha

+16.6%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.4%

+1.6 pts

Top 5

32.1%

−0.9 pts

Top 10

46.9%

−0.2 pts

HHI

373

Diversified−3

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$13,128,472	13
Unclassified	19.2%	$8,954,575	5
Financial Services	11.6%	$5,411,608	6
Industrials	8.9%	$4,147,801	7
Healthcare	8.4%	$3,928,115	7
Consumer Defensive	6.9%	$3,209,229	6
Consumer Cyclical	6.6%	$3,088,597	4
Communication Services	4.0%	$1,889,983	3
Energy	2.5%	$1,183,444	3
Basic Materials	2.0%	$925,724	2
Real Estate	1.3%	$625,434	1
Utilities	0.4%	$209,149	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+361	20,900	$695,761
HD	Home Depot, Inc.	+98	1,205	$424,979
PEP	Pepsico Inc	+75	5,102	$690,810
AMZN	Amazon Com Inc	+46	6,463	$1,540,391
TSLA	Tesla, Inc.	+27	1,783	$749,929
JNJ	Johnson & Johnson	+26	4,675	$1,187,309
AVGO	Broadcom Inc.	+26	1,813	$684,860
NFLX	Netflix Inc	+12	3,648	$260,467
CAT	Caterpillar Inc	+7	517	$550,553
RTX	RTX Corp	+5	1,696	$321,782
CSCO	Cisco Systems, Inc.	+1	5,885	$691,252
ORCL	Oracle Corp	+1	1,708	$250,307
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,050	3,324	$1,187,897
BRK-B	Berkshire Hathaway Inc	−1,486	3,879	$1,941,012
NVDA	Nvidia Corp	−868	6,769	$1,354,409
ONTO	Onto Innovation Inc.	−372	757	$286,486
GLD	Spdr Gold Trust	−333	2,672	$984,311
KO	Coca Cola Co	−303	5,369	$436,338
INTC	Intel Corp	−280	4,509	$629,591
WMT	Walmart Inc.	−155	8,961	$1,014,922
MRK	Merck & Co., Inc.	−139	4,574	$587,759
MCD	Mcdonalds Corp	−123	1,381	$373,298
AXP	American Express Co	−100	4,461	$1,508,933
QCOM	Qualcomm Inc/De	−94	4,646	$858,534
PG	PROCTER & GAMBLE Co	−90	2,406	$352,815
JPM	Jpmorgan Chase & Co	−79	2,768	$906,049
MSFT	Microsoft Corp	−67	3,275	$1,221,640
SPY	Spdr S&P 500 ETF Trust	−56	2,721	$2,031,961
IBM	International Business Machines Corp	−52	1,688	$474,682
NOC	Northrop Grumman Corp /De/	−39	508	$258,729
V	Visa Inc.	−36	1,547	$530,760
COST	Costco Wholesale Corp /New	−32	507	$474,283
LLY	ELI LILLY & Co	−30	886	$1,062,695
AMGN	Amgen Inc	−24	682	$246,965
ABBV	AbbVie Inc.	−1	2,503	$629,854
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	337	$243,651
Q	Qnity Electronics, Inc.	1,429	$233,369
URI	United Rentals, Inc.	202	$228,843
UNH	Unitedhealth Group Inc	496	$206,152
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	4,933	$1,060,890
VXUS	Vanguard Total International Stock ETF	13,012	$1,003,355
FNDA	Schwab Fundamental U.S. Small Company ETF	18,423	$597,457
VB	Vanguard Morningstar Small-Cap ETF	2,191	$573,866
XOM	ExxonMobil Holdings Corp	2,988	$506,944
T	At&T Inc.	10,298	$298,539
ALB	Albemarle Corp	1,196	$214,717
GS	Goldman Sachs Group Inc	237	$200,499
AMPX	Amprius Technologies, Inc.	10,000	$168,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $46,702,131 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	19,970	0	$5,778,519	+14.0%	12.37%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	5,302	0	$2,769,711	+12.8%	5.93%
QQQ	Invesco Qqq Trust, Series 1	Held	3,358	0	$2,472,831	+27.6%	5.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,721	-56	$2,031,961	+12.5%	4.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,879	-1,486	$1,941,012	−64.3%	4.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,463	+46	$1,540,391	+15.3%	3.30%
AXP	American Express Co Financial Services	Reduced	4,461	-100	$1,508,933	+9.4%	3.23%
NVDA	Nvidia Corp Technology	Reduced	6,769	-868	$1,354,409	+1.7%	2.90%
GEV	GE Vernova Inc. Industrials	Held	1,097	0	$1,288,821	+34.6%	2.76%
MSFT	Microsoft Corp Technology	Reduced	3,275	-67	$1,221,640	−1.3%	2.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,324	-3,050	$1,187,897	−35.1%	2.54%
JNJ	Johnson & Johnson Healthcare	Added	4,675	+26	$1,187,309	+4.5%	2.54%
LLY	ELI LILLY & Co Healthcare	Reduced	886	-30	$1,062,695	+26.1%	2.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,961	-155	$1,014,922	−10.4%	2.17%
GLD	Spdr Gold Trust	Reduced	2,672	-333	$984,311	−23.9%	2.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,768	-79	$906,049	+8.2%	1.94%
GE	General Electric Co Industrials	Held	2,384	0	$890,972	+31.7%	1.91%
QCOM	Qualcomm Inc/De Technology	Reduced	4,646	-94	$858,534	+40.6%	1.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,783	+27	$749,929	+14.9%	1.61%
IBIT	iShares Bitcoin Trust ETF	Added	20,900	+361	$695,761	−11.8%	1.49%
CSCO	Cisco Systems, Inc. Technology	Added	5,885	+1	$691,252	+51.4%	1.48%
PEP	Pepsico Inc Consumer Defensive	Added	5,102	+75	$690,810	−11.5%	1.48%
AVGO	Broadcom Inc. Technology	Added	1,813	+26	$684,860	+23.8%	1.47%
ABBV	AbbVie Inc. Healthcare	Reduced	2,503	-1	$629,854	+15.7%	1.35%
INTC	Intel Corp Technology	Reduced	4,509	-280	$629,591	+197.9%	1.35%
AHR	American Healthcare REIT, Inc. Real Estate	Held	11,993	0	$625,434	+10.6%	1.34%
EMR	Emerson Electric Co Industrials	Held	4,248	0	$608,101	+9.3%	1.30%
NUE	Nucor Corp Basic Materials	Held	2,702	0	$601,870	+31.7%	1.29%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,574	-139	$587,759	+3.7%	1.26%
COP	Conocophillips Energy	Held	5,326	0	$553,690	−21.2%	1.19%
CAT	Caterpillar Inc Industrials	Added	517	+7	$550,553	+52.4%	1.18%
V	Visa Inc. Financial Services	Reduced	1,547	-36	$530,760	+10.9%	1.14%
IBM	International Business Machines Corp Technology	Reduced	1,688	-52	$474,682	+12.5%	1.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	507	-32	$474,283	−11.7%	1.02%
META	Meta Platforms, Inc. Communication Services	Held	784	0	$441,619	−1.5%	0.95%
KO	Coca Cola Co Consumer Defensive	Reduced	5,369	-303	$436,338	+1.2%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,205	+98	$424,979	+16.7%	0.91%
TXN	Texas Instruments Inc Technology	Held	1,413	0	$421,172	+53.5%	0.90%
CVX	Chevron Corp Energy	Held	2,299	0	$381,082	−19.9%	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,381	-123	$373,298	−20.1%	0.80%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,406	-90	$352,815	−2.1%	0.76%
CTVA	Corteva, Inc. Basic Materials	Held	3,824	0	$323,854	+1.2%	0.69%
RTX	RTX Corp Industrials	Added	1,696	+5	$321,782	−1.4%	0.69%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,564	0	$317,036	+16.9%	0.68%
ONTO	Onto Innovation Inc. Technology	Reduced	757	-372	$286,486	+23.7%	0.61%
NFLX	Netflix Inc Communication Services	Added	3,648	+12	$260,467	−25.5%	0.56%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	508	-39	$258,729	−30.7%	0.55%
ORCL	Oracle Corp Technology	Added	1,708	+1	$250,307	−0.3%	0.54%
PSX	Phillips 66 Energy	Held	1,471	0	$248,672	−7.2%	0.53%
AMGN	Amgen Inc Healthcare	Reduced	682	-24	$246,965	−0.6%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.