Cambridge Financial Group, LLC

Q1 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
3/31/2025
Date filed
9/9/2025
Form type
13F-HR
Num holdings
136
Total value ($000)
$235,616
Net value change ($000)
+1,723 (0.7%)
New positions
9
Sold out positions
2
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/9/2025 Next filing: 9/9/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
BRK-B 3,194 NEW
DFIC 1,259 8.1%
IBIT 993 NEW
VIOV 989 NEW
QCOM 696 NEW
DFEM 505 3.9%
DISV 496 24.5%
DFAX 450 5.7%
SCHWAB STRATEGIC TRUST 428 12.3%
VTI 377 98.4%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -1,908 -8.3%
DFAT -1,794 -9.6%
DFSV -864 -42.9%
SCHG -818 -10.7%
SLYV -765 -10.6%
SCHE -686 -32.9%
VBR -582 -12.0%
IJS -559 -10.0%
VO -554 -67.1%
VT -500 -41.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type