Cambridge Financial Group, LLC

CIK

2085256

Location

TUCSON, AZ

Portfolio Value

Micro $43,187,905

Diversification

Diversified

Filing Date

Global Rank

#7,011 / 8,603 ▲ 80 · as of Mar 2026

Top Industry

Consumer Electronics 14.5%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.0%

SPY

+54.1%

Annualised alpha

-1.3%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

−1.1 pts

Top 5

32.0%

−2.8 pts

Top 10

47.3%

−2.9 pts

HHI

364

Diversified−44

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.7%	$10,647,291	11
Unclassified	19.2%	$8,282,126	5
Financial Services	13.7%	$5,937,577	7
Consumer Defensive	8.0%	$3,465,295	6
Industrials	7.9%	$3,419,942	7
Healthcare	7.8%	$3,349,756	6
Consumer Cyclical	6.5%	$2,820,770	4
Communication Services	4.8%	$2,052,538	4
Energy	3.3%	$1,446,681	3
Basic Materials	2.3%	$991,732	3
Real Estate	1.3%	$565,589	1
Utilities	0.5%	$208,608	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+14,474	20,539	$789,108
BRK-B	Berkshire Hathaway Inc	+3,306	5,361	$2,568,991
NFLX	Netflix Inc	+2,475	3,636	$349,601
NVDA	Nvidia Corp	+1,123	7,637	$1,331,892
WMT	Walmart Inc.	+480	9,116	$1,132,936
RTX	RTX Corp	+219	1,691	$326,193
COP	Conocophillips	+182	5,326	$703,032
KO	Coca Cola Co	+162	5,672	$431,355
MCD	Mcdonalds Corp	+160	1,504	$467,428
QCOM	Qualcomm Inc/De	+140	4,740	$610,417
V	Visa Inc.	+81	1,583	$478,445
AVGO	Broadcom Inc.	+76	1,787	$553,094
NOC	Northrop Grumman Corp /De/	+65	547	$373,185
PG	PROCTER & GAMBLE Co	+61	2,496	$360,522
LLY	ELI LILLY & Co	+48	916	$842,509
JPM	Jpmorgan Chase & Co	+35	2,847	$837,473
ABBV	AbbVie Inc.	+30	2,504	$544,594
META	Meta Platforms, Inc.	+14	784	$448,549
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1,552	5,302	$2,455,833
AAPL	Apple Inc.	−1,247	19,970	$5,068,186
MRK	Merck & Co., Inc.	−1,009	4,713	$566,926
AXP	American Express Co	−866	4,561	$1,379,611
T	At&T Inc.	−769	10,298	$298,539
QQQ	Invesco Qqq Trust, Series 1	−674	3,358	$1,938,170
JNJ	Johnson & Johnson	−634	4,649	$1,136,401
GE	General Electric Co	−559	2,384	$676,507
ONTO	Onto Innovation Inc.	−525	1,129	$231,524
MSFT	Microsoft Corp	−507	3,342	$1,237,108
AMP	Ameriprise Financial Inc	−453	453	$201,313
SPY	Spdr S&P 500 ETF Trust	−329	2,777	$1,805,994
IBM	International Business Machines Corp	−281	1,740	$421,758
TGT	Target Corp	−281	1,838	$222,765
PEP	Pepsico Inc	−269	5,027	$780,642
TSLA	Tesla, Inc.	−269	1,756	$652,793
CVX	Chevron Corp	−192	2,299	$475,663
TXN	Texas Instruments Inc	−181	1,413	$274,319
CAT	Caterpillar Inc	−143	510	$361,314
HD	Home Depot, Inc.	−111	1,107	$364,081
AMZN	Amazon Com Inc	−80	6,417	$1,336,468
ORCL	Oracle Corp	−75	1,707	$251,116
GOOGL	Alphabet Inc.	−69	3,324	$955,849
GLD	Spdr Gold Trust	−68	3,005	$1,293,021
COST	Costco Wholesale Corp /New	−43	539	$537,075
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	1,471	$267,986
AMGN	Amgen Inc	706	$248,406
ALB	Albemarle Corp	1,196	$214,717
INTC	Intel Corp	4,789	$211,338
GS	Goldman Sachs Group Inc	237	$200,499
LGVN	Longeveron Inc.	10,500	$10,920
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DD	DuPont de Nemours, Inc.	3,313	$399,547
CL	Colgate Palmolive Co	3,350	$264,717
URI	United Rentals, Inc.	302	$244,414
UNH	Unitedhealth Group Inc	543	$179,249
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $43,187,905 total · as of Mar 31, 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	Reduced	19,970	-1,247	$5,068,186	−12.1%	11.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,361	+3,306	$2,568,991	+148.7%	5.95%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,302	-1,552	$2,455,833	−25.4%	5.69%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,358	-674	$1,938,170	−21.8%	4.49%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,777	-329	$1,805,994	−14.7%	4.18%
AXP	American Express Co Financial Services	Reduced	4,561	-866	$1,379,611	−31.3%	3.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,417	-80	$1,336,468	−10.9%	3.09%
NVDA	Nvidia Corp Technology	Added	7,637	+1,123	$1,331,892	+9.6%	3.08%
GLD	Spdr Gold Trust	Reduced	3,005	-68	$1,293,021	+6.2%	2.99%
MSFT	Microsoft Corp Technology	Reduced	3,342	-507	$1,237,108	−33.5%	2.86%
JNJ	Johnson & Johnson Healthcare	Reduced	4,649	-634	$1,136,401	+3.9%	2.63%
WMT	Walmart Inc. Consumer Defensive	Added	9,116	+480	$1,132,936	+17.8%	2.62%
GEV	GE Vernova Inc. Industrials	Held	1,097	0	$957,571	+33.6%	2.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,324	-69	$955,849	−10.0%	2.21%
LLY	ELI LILLY & Co Healthcare	Added	916	+48	$842,509	−9.7%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,847	+35	$837,473	−7.6%	1.94%
IBIT	iShares Bitcoin Trust ETF	Added	20,539	+14,474	$789,108	+162.1%	1.83%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,027	-269	$780,642	+2.7%	1.81%
COP	Conocophillips Energy	Added	5,326	+182	$703,032	+46.0%	1.63%
GE	General Electric Co Industrials	Reduced	2,384	-559	$676,507	−25.4%	1.57%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,756	-269	$652,793	−28.3%	1.51%
QCOM	Qualcomm Inc/De Technology	Added	4,740	+140	$610,417	−22.4%	1.41%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,713	-1,009	$566,926	−5.9%	1.31%
AHR	American Healthcare REIT, Inc. Real Estate	Held	11,993	0	$565,589	+0.2%	1.31%
EMR	Emerson Electric Co Industrials	Held	4,248	0	$556,572	−1.3%	1.29%
AVGO	Broadcom Inc. Technology	Added	1,787	+76	$553,094	−6.6%	1.28%
ABBV	AbbVie Inc. Healthcare	Added	2,504	+30	$544,594	−3.7%	1.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	539	-43	$537,075	+7.0%	1.24%
V	Visa Inc. Financial Services	Added	1,583	+81	$478,445	−9.2%	1.11%
CVX	Chevron Corp Energy	Reduced	2,299	-192	$475,663	+25.3%	1.10%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,504	+160	$467,428	+13.8%	1.08%
NUE	Nucor Corp Basic Materials	Held	2,702	0	$456,908	+3.7%	1.06%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,884	-14	$456,539	+0.5%	1.06%
META	Meta Platforms, Inc. Communication Services	Added	784	+14	$448,549	−11.7%	1.04%
KO	Coca Cola Co Consumer Defensive	Added	5,672	+162	$431,355	+12.0%	1.00%
IBM	International Business Machines Corp Technology	Reduced	1,740	-281	$421,758	−29.5%	0.98%
NOC	Northrop Grumman Corp /De/ Industrials	Added	547	+65	$373,185	+35.8%	0.86%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,107	-111	$364,081	−13.1%	0.84%
CAT	Caterpillar Inc Industrials	Reduced	510	-143	$361,314	−3.4%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,496	+61	$360,522	+3.3%	0.83%
NFLX	Netflix Inc Communication Services	Added	3,636	+2,475	$349,601	+221.2%	0.81%
RTX	RTX Corp Industrials	Added	1,691	+219	$326,193	+20.8%	0.76%
CTVA	Corteva, Inc. Basic Materials	Held	3,824	0	$320,107	+24.9%	0.74%
T	At&T Inc. Communication Services	Reduced	10,298	-769	$298,539	+8.6%	0.69%
TXN	Texas Instruments Inc Technology	Reduced	1,413	-181	$274,319	−0.8%	0.64%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,564	0	$271,245	−11.4%	0.63%
PSX	Phillips 66 Energy	NEW	1,471	NEW	$267,986	NEW	0.62%
ORCL	Oracle Corp Technology	Reduced	1,707	-75	$251,116	−27.7%	0.58%
AMGN	Amgen Inc Healthcare	NEW	706	NEW	$248,406	NEW	0.58%
ONTO	Onto Innovation Inc. Technology	Reduced	1,129	-525	$231,524	−11.3%	0.54%