Cambridge Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$287,741
Net value change ($000)
-22,974 (-7.4%)
New positions
11
Sold out positions
7
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AAPL 1,395 34.1%
QQQ 701 45.7%
IOO 591 NEW
VNQ 590 NEW
VBR 562 12.0%
VO 534 103.9%
NUE 426 NEW
DFIV 399 9.8%
PEP 349 79.9%
IJS 291 5.1%
Top Reduces (Value $000, Stocks/ETFs)
DFIC -3,177 -14.8%
DFAC -2,955 -11.1%
DFEV -2,270 -14.3%
DFEM -1,876 -11.2%
EMXF -1,773 -45.7%
BRK-B -1,508 -66.6%
IBIT -1,259 -80.4%
VIOV -1,173 -22.9%
DFAX -1,074 -11.7%
iSHARES TRUST -1,013 -100.0%
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