Cambridge Financial Group, LLC

Q4 2023 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
12/31/2023
Date filed
9/9/2025
Form type
13F-HR
Num holdings
126
Total value ($000)
$191,652
Net value change ($000)
—
New positions
126
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 9/9/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 14,532 —
DFAT 14,270 —
DFIC 11,111 —
DFEV 10,470 —
DFEM 9,875 —
DFAX 7,453 —
SLYV 6,986 —
SCHG 6,185 —
IJS 5,313 —
SCHA 5,110 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type