Cambridge Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$295,448
Net value change ($000)
+7,707 (2.7%)
New positions
12
Sold out positions
13
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFIC 5,966 32.6%
DFAC 5,864 24.9%
DFAT 4,659 23.7%
DFEV 4,574 33.7%
DFEM 3,778 25.3%
BRK-B 2,118 280.5%
BRK-B 1,534 148.2%
DFAX 874 10.8%
IEFA 702 27.0%
GEV 597 165.4%
Top Reduces (Value $000, Stocks/ETFs)
VBR -2,526 -48.2%
SCHG -2,251 -28.4%
SCHX -2,172 -45.9%
IJS -1,927 -32.0%
EMXF -1,766 -83.8%
VYMI -1,457 -34.3%
SCHA -1,255 -23.0%
SCHE -1,118 -49.5%
VIOV -945 -24.0%
SCHM -924 -30.9%
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