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Portfolio (Quarterly) Guide ↗

Cambridge Financial Group, LLC

· CIK 0002085256
13F Portfolio $311M AUM Filed Oct 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 165 New
Page 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MUB ISHARES TR 6,794.0 $723K 0.23% NEW $106.49 -0.4%
82 AVUV AMERICAN CENTY ETF TR 7,021.0 $699K 0.23% NEW $99.53 +19.1%
83 VB VANGUARD INDEX FDS 2,721.0 $692K 0.22% NEW $254.36 +10.6%
84 LLY ELI LILLY & CO Healthcare 891.0 $680K 0.22% NEW $763.05 +29.7%
85 GEV GE VERNOVA INC Utilities 1,097.0 $675K 0.22% NEW $614.90 +61.7%
86 IUSV ISHARES TR 6,590.0 $659K 0.21% NEW $99.94 +8.4%
87 FNDF SCHWAB STRATEGIC TR 15,175.0 $652K 0.21% NEW $42.96 +22.9%
88 AVGO BROADCOM INC Technology 1,801.0 $594K 0.19% NEW $329.97 +27.1%
89 XVV ISHARES TR 11,454.0 $590K 0.19% NEW $51.52 +9.3%
90 META META PLATFORMS INC Communication Services 790.0 $580K 0.19% NEW $734.44 -17.0%
91 ABBV ABBVIE INC Healthcare 2,503.0 $579K 0.19% NEW $231.50 -9.7%
92 FNDA SCHWAB STRATEGIC TR 18,284.0 $570K 0.18% NEW $31.16 +12.3%
93 AVEM AMERICAN CENTY ETF TR 7,487.0 $562K 0.18% NEW $75.11 +21.6%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 1,980.0 $559K 0.18% NEW $282.17 -21.5%
95 GOOG ALPHABET INC Communication Services 2,283.0 $556K 0.18% NEW $243.56 +63.4%
96 ISHARES TR 24,035.0 $541K 0.17% NEW $22.52
97 BSMU INVESCO EXCH TRD SLF IDX FD 24,406.0 $535K 0.17% NEW $21.92 -0.5%
98 BSMT INVESCO EXCH TRD SLF IDX FD 22,955.0 $530K 0.17% NEW $23.10 -0.5%
99 ESGE ISHARES INC 11,989.0 $521K 0.17% NEW $43.42 +19.2%
100 V VISA INC Financial Services 1,517.0 $518K 0.17% NEW $341.49 -3.3%
Page 5 of 9  ·  165 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
Financial Services 32.4%
Technology 26.6%
Consumer Cyclical 7.8%
Consumer Defensive 7.5%
Communication Services 6.8%
Healthcare 6.8%
Industrials 4.0%
Energy 3.4%
Utilities 2.3%
Real Estate 1.3%