Cambridge Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$317,627
Net value change ($000)
+22,179 (7.5%)
New positions
9
Sold out positions
21
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,398 18.3%
DFAT 4,007 16.5%
DFEV 3,442 19.0%
DFEM 3,410 18.2%
DFIC 2,626 10.8%
SLYV 892 13.5%
AAPL 711 14.0%
GOOGL 665 76.0%
DFUS 604 30.3%
QQQ 535 27.6%
Top Reduces (Value $000, Stocks/ETFs)
VCIT -1,105 -100.0%
BRK-B -628 -24.4%
VTI -601 -58.9%
VCSH -580 -100.0%
SCHD -528 -15.6%
VYM -510 -22.9%
XOM -507 -100.0%
LQD -403 -100.0%
BSMU -372 -100.0%
BSMT -367 -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