Cambridge Financial Group, LLC

CIK

2085256

Location

TUCSON, AZ

Portfolio Value

Small $312,934,407

Diversification

Highly concentrated

Filing Date

Global Rank

#51 / 103 ▲ 5016

Top Industry

Consumer Electronics 15.5%

Period ended 7 days ago

Filed Oct 6, 2026 · 1d

12 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

74 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

51.2%

+0.1 pts

Top 5

77.6%

−0.1 pts

Top 10

84.0%

−0.1 pts

HHI

2,872

Highly concentrated+3

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.3%	$270,127,831	22
Technology	4.5%	$14,129,887	13
Financial Services	2.6%	$8,273,660	6
Healthcare	1.3%	$4,051,777	6
Industrials	1.2%	$3,627,854	7
Communication Services	1.1%	$3,451,374	3
Consumer Defensive	1.0%	$3,138,996	6
Consumer Cyclical	0.9%	$2,904,620	4
Energy	0.5%	$1,511,587	3
Basic Materials	0.3%	$928,525	2
Real Estate	0.2%	$614,761	1
Utilities	0.1%	$173,535	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
VB	Vanguard Morningstar Small-Cap ETF	+3	21,687	$4,452,135
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
DCOR	Dimensional US Core Equity 1 ETF	−13,925	3,561,867	$160,071,923
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LGVN	Longeveron Inc.	10,500	$7,381
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $312,934,407 total · filing declares 153 positions · $317,080,053 · as of Sep 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 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Reduced	3,561,867	-13,925	$160,071,923	−1.3%	51.15%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	1,028,236	0	$33,759,659	−0.4%	10.79%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Held	375,868	0	$32,779,429	−5.7%	10.47%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	96,677	0	$9,526,543	−5.8%	3.04%
AAPL	Apple Inc. Technology	Held	19,970	0	$6,650,409	+15.1%	2.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,883	0	$4,919,568	−0.3%	1.57%
VIGI	Vanguard International Dividend Appreciation ETF	Held	40,529	0	$4,684,870	+1.2%	1.50%
VB	Vanguard Morningstar Small-Cap ETF	Added	21,687	+3	$4,452,135	−3.7%	1.42%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Held	29,187	0	$3,210,570	−6.2%	1.03%
ACSG	American Century Small Cap Growth Insights ETF	Held	26,920	0	$2,718,409	−1.8%	0.87%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	5,302	0	$2,696,332	−2.6%	0.86%
GOOGL	Alphabet Inc. Communication Services	Held	7,683	0	$2,629,006	−3.6%	0.84%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Held	51,257	0	$2,507,528	−0.4%	0.80%
QQQ	Invesco Qqq Trust, Series 1	Held	3,358	0	$2,484,147	+0.5%	0.79%
SPY	Spdr S&P 500 ETF Trust	Held	2,721	0	$2,075,116	+2.1%	0.66%
MSFT	Microsoft Corp Technology	Held	3,275	0	$1,679,747	+37.5%	0.54%
AMZN	Amazon Com Inc Consumer Cyclical	Held	6,463	0	$1,610,256	+4.5%	0.51%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Held	74,899	0	$1,565,415	−1.7%	0.50%
NVDA	Nvidia Corp Technology	Held	6,769	0	$1,545,904	+14.1%	0.49%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	17,675	0	$1,479,317	−0.1%	0.47%
AXP	American Express Co Financial Services	Held	4,461	0	$1,356,590	−10.1%	0.43%
BKF	iShares MSCI BIC ETF	Held	17,659	0	$1,276,866	−2.1%	0.41%
JNJ	Johnson & Johnson Healthcare	Held	4,675	0	$1,237,659	+4.2%	0.40%
VXUS	Vanguard Total International Stock ETF	Held	13,320	0	$1,131,667	−0.6%	0.36%
VIG	Vanguard Dividend Appreciation ETF	Held	4,503	0	$1,050,594	−1.4%	0.34%
GEV	GE Vernova Inc. Industrials	Held	1,097	0	$1,042,687	−19.1%	0.33%
LLY	ELI LILLY & Co Healthcare	Held	886	0	$1,025,172	−3.5%	0.33%
GLD	Spdr Gold Trust	Held	2,672	0	$1,017,604	+3.4%	0.33%
IBIT	iShares Bitcoin Trust ETF	Held	20,900	0	$989,406	+42.2%	0.32%
WMT	Walmart Inc. Consumer Defensive	Held	8,961	0	$931,227	−8.2%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,768	0	$915,737	+1.1%	0.29%
QCOM	Qualcomm Inc/De Technology	Held	4,646	0	$855,049	−0.4%	0.27%
GE	General Electric Co Industrials	Held	2,384	0	$744,499	−16.4%	0.24%
COP	Conocophillips Energy	Held	5,326	0	$666,548	+20.4%	0.21%
MRK	Merck & Co., Inc. Healthcare	Held	4,574	0	$664,647	+13.1%	0.21%
EMR	Emerson Electric Co Industrials	Held	4,248	0	$658,864	+8.3%	0.21%
ABBV	AbbVie Inc. Healthcare	Held	2,503	0	$654,759	+4.0%	0.21%
PEP	Pepsico Inc Consumer Defensive	Held	5,102	0	$646,525	−6.4%	0.21%
AVGO	Broadcom Inc. Technology	Held	1,813	0	$636,707	−7.0%	0.20%
CSCO	Cisco Systems, Inc. Technology	Held	5,885	0	$633,402	−8.4%	0.20%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,783	0	$632,626	−15.6%	0.20%
NUE	Nucor Corp Basic Materials	Held	2,702	0	$631,592	+4.9%	0.20%
AHR	American Healthcare REIT, Inc. Real Estate	Held	11,993	0	$614,761	−1.7%	0.20%
META	Meta Platforms, Inc. Communication Services	Held	784	0	$568,541	+28.7%	0.18%
V	Visa Inc. Financial Services	Held	1,547	0	$555,883	+4.7%	0.18%
INTC	Intel Corp Technology	Held	4,509	0	$542,117	−13.9%	0.17%
CVX	Chevron Corp Energy	Held	2,299	0	$469,478	+23.2%	0.15%
KO	Coca Cola Co Consumer Defensive	Held	5,369	0	$462,163	+5.9%	0.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	507	0	$461,542	−2.7%	0.15%
CAT	Caterpillar Inc Industrials	Held	517	0	$419,178	−23.9%	0.13%

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.