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Portfolio (Quarterly) Guide ↗

Cambridge Financial Group, LLC

· CIK 0002085256
13F Portfolio $288M AUM 169 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 74 Added 44 Reduced 7 Exited
Page 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUB ISHARES TR 3,486.0 $373K 0.13% -3K -48.7% $107.10 -0.9%
122 KO COCA COLA CO Consumer Defensive 5,510.0 $366K 0.13% -153.0 -2.7% $66.49 +21.0%
123 CVX CHEVRON CORP NEW Energy 2,491.0 $363K 0.13% +192.0 +8.3% $145.90 +29.8%
124 CSCO CISCO SYS INC Technology 5,898.0 $361K 0.13% +674.0 +12.9% $61.23 +93.3%
125 GEV GE VERNOVA INC Utilities 1,097.0 $361K 0.12% $328.93 +213.8%
126 TLTE FLEXSHARES TR 6,528.0 $336K 0.12% $51.49 +46.2%
127 BSCU INVESCO EXCH TRD SLF IDX FD 20,279.0 $335K 0.12% +1K +7.6% $16.51 +0.4%
128 AVDV AMERICAN CENTY ETF TR 5,018.0 $327K 0.11% $65.08 +66.3%
129 BSMV INVESCO EXCH TRD SLF IDX FD 15,398.0 $325K 0.11% $21.14 -1.3%
130 XOM EXXON MOBIL CORP Energy 2,866.0 $320K 0.11% +576.0 +25.1% $111.81 +39.2%
131 DFUV DIMENSIONAL ETF TRUST 6,990.0 $318K 0.11% -53.0 -0.8% $45.53 +14.6%
132 IJT ISHARES TR 2,273.0 $311K 0.11% -118.0 -4.9% $136.94 +15.9%
133 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,065.0 $306K 0.11% -18K -74.8% $50.39 -13.3%
134 CL COLGATE PALMOLIVE CO Consumer Defensive 3,350.0 $305K 0.11% $90.91 -1.8%
135 VTEB VANGUARD MUN BD FDS 5,983.0 $301K 0.10% -11K -64.6% $50.28 -0.9%
136 ISHARES TR 14,011.0 $299K 0.10% +121.0 +0.9% $21.34
137 ORCL ORACLE CORP Technology 1,782.0 $297K 0.10% $166.61 +12.9%
138 TXN TEXAS INSTRS INC Technology 1,594.0 $295K 0.10% +97.0 +6.5% $185.34 +66.1%
139 OEF ISHARES TR 1,012.0 $292K 0.10% $288.93 +27.7%
140 BSJT INVESCO EXCH TRD SLF IDX FD 13,257.0 $285K 0.10% -23K -63.4% $21.53 -2.3%
Page 7 of 9  ·  169 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 30.6%
Technology 27.3%
Consumer Defensive 8.6%
Consumer Cyclical 7.9%
Healthcare 6.9%
Communication Services 5.8%
Industrials 5.2%
Energy 3.0%
Basic Materials 2.2%
Utilities 1.4%