Cambridge Financial Group, LLC

Q2 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
6/30/2025
Date filed
9/9/2025
Form type
13F-HR
Num holdings
137
Total value ($000)
$266,375
Net value change ($000)
+30,759 (13.1%)
New positions
4
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/9/2025 Next filing: 10/6/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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 4,689 22.1%
DFIC 3,735 22.1%
VIOV 3,306 334.3%
DFEV 2,884 23.2%
DFAT 2,043 12.1%
DFEM 1,837 13.8%
SCHB 1,684 59.3%
SCHG 1,133 16.6%
SCHM 1,043 59.6%
BSJT 779 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -603 -15.9%
VTI -315 -41.4%
V -307 -36.3%
BRK-B -279 -8.7%
SCHD -277 -9.0%
UNH -271 -100.0%
LLY -257 -27.3%
CVX -249 -43.1%
DD -247 -100.0%
DFSE -230 -20.4%
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