Cambridge Financial Group, LLC

Q1 2024 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
3/31/2024
Date filed
9/9/2025
Form type
13F-HR
Num holdings
122
Total value ($000)
$210,393
Net value change ($000)
+18,741 (9.8%)
New positions
4
Sold out positions
8
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/9/2025 Next filing: 9/9/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
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 2,769 19.1%
DFAT 1,827 12.8%
VBR 1,120 37.4%
DFAX 1,086 14.6%
DFEM 1,067 10.8%
DFIC 1,042 9.4%
DFEV 951 9.1%
DFSI 853 149.4%
SCHM 671 50.7%
SCHG 620 10.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -394 -13.6%
TSLA -282 -100.0%
DFAI -241 -100.0%
INTC -232 -100.0%
BA -226 -100.0%
DOW -221 -100.0%
NFLX -209 -100.0%
ZTS -204 -100.0%
ADBE -200 -100.0%
FNDA -81 -7.5%
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