Cambridge Financial Group, LLC

13F filer · CIK 0002085256

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$318MU.S. long equity reported on 13F

Positions666 new · 5 closed

Net flow last quarter-$2.25MBuys minus sells

Top 10 positions weight10.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202666 positions
DFAXGulf Resources, Inc.	$8.98M	2.83%	Not reported	-7.6%	Q4 2023
AAPLApple Inc.	$5.78M	1.82%	0.00%	Not reported	Q4 2023
BRK.ABerkshire Hathaway Inc	$3M	0.94%	Not reported	Not reported	Q1 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$2.77M	0.87%	Not reported	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.47M	0.78%	Not reported	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.03M	0.64%	Not reported	-2.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.94M	0.61%	Not reported	-27.6%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.71M	0.54%	Not reported	-27.8%	Q4 2023
AMZNAmazon Com Inc	$1.54M	0.48%	0.00%	+0.7%	Q4 2023
GOOGAlphabet Inc.	$1.54M	0.48%	Not reported	+42.9%	Q4 2023
AXPAmerican Express Co	$1.51M	0.48%	0.00%	-2.2%	Q4 2023
NVDANvidia Corp	$1.35M	0.43%	0.00%	-11.4%	Q4 2023
GEVGE Vernova Inc.	$1.29M	0.41%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$1.22M	0.38%	0.00%	-2.0%	Q4 2023
GOOGLAlphabet Inc.	$1.19M	0.37%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$1.19M	0.37%	0.00%	+0.6%	Q4 2023
LLYELI LILLY & Co	$1.06M	0.33%	0.00%	-3.3%	Q4 2023
WMTWalmart Inc.	$1.01M	0.32%	0.00%	-1.7%	Q4 2023
GLDSPDR Gold Trust	$984K	0.31%	0.00%	-11.1%	Q3 2024
JPMJPMorgan Chase & Co	$906K	0.29%	0.00%	-2.8%	Q4 2023
GEGeneral Electric Co	$891K	0.28%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$859K	0.27%	0.00%	-2.0%	Q1 2025
TSLATesla, Inc.	$750K	0.24%	0.00%	+1.5%	Q4 2023
IBTGInternational Building Technologies Group, Inc.	$700K	0.22%	Not reported	+21.5%	Q1 2026
IBITiShares Bitcoin Trust ETF	$696K	0.22%	0.00%	+1.8%	Q1 2025
CSCOCisco Systems, Inc.	$691K	0.22%	0.00%	0.0%	Q4 2023
PEPPepsico Inc	$691K	0.22%	0.00%	+1.5%	Q4 2023
AVGOBroadcom Inc.	$685K	0.22%	0.00%	+1.5%	Q4 2023
ABBVAbbVie Inc.	$630K	0.20%	0.00%	0.0%	Q4 2023
INTCIntel Corp	$630K	0.20%	0.00%	-5.9%	Q4 2023
AHRAmerican Healthcare REIT, Inc.	$625K	0.20%	0.01%	Not reported	Q3 2025
EMREmerson Electric Co	$608K	0.19%	0.00%	Not reported	Q4 2023
NUENucor Corp	$602K	0.19%	0.00%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$588K	0.19%	0.00%	-3.0%	Q4 2023
COPConocophillips	$554K	0.17%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$551K	0.17%	0.00%	+1.4%	Q4 2023
VVisa Inc.	$531K	0.17%	0.00%	-2.3%	Q4 2023
IBMInternational Business Machines Corp	$475K	0.15%	0.00%	-3.0%	Q4 2023
COSTCostco Wholesale Corp	$474K	0.15%	0.00%	-5.9%	Q4 2023
FNDFSchwab Strategic Trust	$460K	0.14%	Not reported	-28.1%	Q4 2023
METAMeta Platforms, Inc.	$442K	0.14%	Not reported	Not reported	Q4 2023
KOCoca Cola Co	$436K	0.14%	0.00%	-5.3%	Q4 2024
HDHome Depot, Inc.	$425K	0.13%	0.00%	+8.9%	Q4 2023
TXNTexas Instruments Inc	$421K	0.13%	0.00%	Not reported	Q4 2023
CVXChevron Corp	$381K	0.12%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$373K	0.12%	0.00%	-8.2%	Q4 2023
PGPROCTER & GAMBLE Co	$353K	0.11%	0.00%	-3.6%	Q4 2023
CTVACorteva, Inc.	$324K	0.10%	0.00%	Not reported	Q1 2024
RTXRTX Corp	$322K	0.10%	0.00%	+0.3%	Q4 2025
BACBank of America Corp	$317K	0.10%	0.00%	Not reported	Q1 2025

Q1 2026Reported Apr 8, 202665 positions
DFAXGulf Resources, Inc.	$8.96M	3.03%	Not reported	-18.1%	Q4 2023
AAPLApple Inc.	$5.07M	1.72%	0.00%	-5.9%	Q4 2023
BRK.ABerkshire Hathaway Inc	$2.87M	0.97%	Not reported	+300.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.57M	0.87%	Not reported	+160.9%	Q1 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$2.46M	0.83%	Not reported	-22.6%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.22M	0.75%	Not reported	-26.8%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.94M	0.66%	Not reported	-16.7%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.81M	0.61%	Not reported	-10.6%	Q4 2023
AXPAmerican Express Co	$1.38M	0.47%	0.00%	-16.0%	Q4 2023
AMZNAmazon Com Inc	$1.34M	0.45%	0.00%	-1.2%	Q4 2023
NVDANvidia Corp	$1.33M	0.45%	0.00%	+17.2%	Q4 2023
GLDSPDR Gold Trust	$1.29M	0.44%	0.00%	-2.2%	Q3 2024
MSFTMicrosoft Corp	$1.24M	0.42%	0.00%	-13.2%	Q4 2023
JNJJohnson & Johnson	$1.14M	0.38%	0.00%	-12.0%	Q4 2023
WMTWalmart Inc.	$1.13M	0.38%	0.00%	+5.6%	Q4 2023
GEVGE Vernova Inc.	$958K	0.32%	0.00%	Not reported	Q2 2024
GOOGLAlphabet Inc.	$956K	0.32%	0.00%	-2.0%	Q4 2023
GOOGAlphabet Inc.	$875K	0.30%	Not reported	-0.7%	Q4 2023
LLYELI LILLY & Co	$843K	0.29%	0.00%	+5.5%	Q4 2023
JPMJPMorgan Chase & Co	$838K	0.28%	0.00%	+1.2%	Q4 2023
IBITiShares Bitcoin Trust ETF	$789K	0.27%	0.00%	+238.7%	Q1 2025
PEPPepsico Inc	$781K	0.26%	0.00%	-5.1%	Q4 2023
COPConocophillips	$703K	0.24%	0.00%	+3.5%	Q4 2023
GEGeneral Electric Co	$677K	0.23%	0.00%	-19.0%	Q4 2023
TSLATesla, Inc.	$653K	0.22%	0.00%	-13.3%	Q4 2023
QCOMQualcomm Inc	$610K	0.21%	0.00%	+3.0%	Q1 2025
FNDFSchwab Strategic Trust	$594K	0.20%	Not reported	-22.3%	Q4 2023
IBTGInternational Building Technologies Group, Inc.	$577K	0.20%	Not reported	New	Q1 2026
MRKMerck & Co., Inc.	$567K	0.19%	0.00%	-17.6%	Q4 2023
AHRAmerican Healthcare REIT, Inc.	$566K	0.19%	0.01%	Not reported	Q3 2025
EMREmerson Electric Co	$557K	0.19%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$553K	0.19%	0.00%	+4.4%	Q4 2023
ABBVAbbVie Inc.	$545K	0.18%	0.00%	+1.2%	Q4 2023
COSTCostco Wholesale Corp	$537K	0.18%	0.00%	-7.4%	Q4 2023
XOMExxonMobil Holdings Corp	$507K	0.17%	0.00%	+4.3%	Q4 2023
VVisa Inc.	$479K	0.16%	0.00%	+5.4%	Q4 2023
CVXChevron Corp	$476K	0.16%	0.00%	-7.7%	Q4 2023
MCDMcdonalds Corp	$467K	0.16%	0.00%	+11.9%	Q4 2023
NUENucor Corp	$457K	0.15%	0.00%	Not reported	Q4 2025
CSCOCisco Systems, Inc.	$457K	0.15%	0.00%	-0.2%	Q4 2023
METAMeta Platforms, Inc.	$449K	0.15%	Not reported	+1.8%	Q4 2023
KOCoca Cola Co	$431K	0.15%	0.00%	+2.9%	Q4 2024
IBMInternational Business Machines Corp	$422K	0.14%	0.00%	-13.9%	Q4 2023
NOCNorthrop Grumman Corp	$373K	0.13%	0.00%	+13.5%	Q4 2025
HDHome Depot, Inc.	$364K	0.12%	0.00%	-9.1%	Q4 2023
CATCaterpillar Inc	$362K	0.12%	0.00%	-21.9%	Q4 2023
PGPROCTER & GAMBLE Co	$361K	0.12%	0.00%	+2.5%	Q4 2023
NFLXNetflix Inc	$350K	0.12%	0.00%	+213.2%	Q4 2023
RTXRTX Corp	$326K	0.11%	0.00%	+14.9%	Q4 2025
CTVACorteva, Inc.	$320K	0.11%	0.00%	Not reported	Q1 2024

Q4 2025Reported Jan 9, 202663 positions
DFAXGulf Resources, Inc.	$8.09M	2.81%	Not reported	+10.4%	Q4 2023
AAPLApple Inc.	$5.48M	1.91%	0.00%	+32.2%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$3.04M	1.06%	Not reported	+8.7%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.89M	1.00%	Not reported	+0.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.24M	0.78%	Not reported	+57.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.94M	0.67%	Not reported	+5.9%	Q4 2023
MSFTMicrosoft Corp	$1.69M	0.59%	0.00%	+9.6%	Q4 2023
AXPAmerican Express Co	$1.68M	0.58%	0.00%	+0.9%	Q4 2023
AMZNAmazon Com Inc	$1.43M	0.50%	0.00%	+5.8%	Q4 2023
GLDSPDR Gold Trust	$1.1M	0.38%	0.00%	-3.3%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.04M	0.36%	Not reported	-7.4%	Q1 2025
NVDANvidia Corp	$923K	0.32%	0.00%	-13.4%	Q4 2023
TSLATesla, Inc.	$897K	0.31%	0.00%	+8.4%	Q4 2023
WMTWalmart Inc.	$860K	0.30%	0.00%	-2.5%	Q4 2023
JNJJohnson & Johnson	$827K	0.29%	0.00%	+16.0%	Q4 2023
QCOMQualcomm Inc	$790K	0.27%	0.00%	+0.1%	Q1 2025
PEPPepsico Inc	$786K	0.27%	0.00%	+70.4%	Q4 2023
JPMJPMorgan Chase & Co	$785K	0.27%	0.00%	+73.2%	Q4 2023
BRK.ABerkshire Hathaway Inc	$755K	0.26%	Not reported	-66.7%	Q1 2025
GOOGAlphabet Inc.	$707K	0.25%	Not reported	+34.5%	Q4 2023
LLYELI LILLY & Co	$670K	0.23%	0.00%	-2.6%	Q4 2023
GOOGLAlphabet Inc.	$655K	0.23%	0.00%	-1.9%	Q4 2023
MRKMerck & Co., Inc.	$575K	0.20%	0.00%	+44.8%	Q4 2023
EMREmerson Electric Co	$545K	0.19%	0.00%	+60.4%	Q4 2023
COSTCostco Wholesale Corp	$525K	0.18%	0.00%	+4.5%	Q4 2023
FNDFSchwab Strategic Trust	$519K	0.18%	Not reported	+3.0%	Q4 2023
IBMInternational Business Machines Corp	$512K	0.18%	0.00%	+2.1%	Q4 2023
COPConocophillips	$510K	0.18%	0.00%	-3.9%	Q4 2023
VVisa Inc.	$507K	0.18%	0.00%	-1.0%	Q4 2023
GEGeneral Electric Co	$491K	0.17%	0.00%	Not reported	Q4 2023
AHRAmerican Healthcare REIT, Inc.	$473K	0.16%	0.01%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$469K	0.16%	Not reported	-2.5%	Q4 2023
AMPAmeriprise Financial Inc	$465K	0.16%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$460K	0.16%	0.00%	+12.9%	Q4 2023
ABBVAbbVie Inc.	$451K	0.16%	0.00%	-1.2%	Q4 2023
NUENucor Corp	$426K	0.15%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$404K	0.14%	0.00%	-7.7%	Q4 2023
AVGOBroadcom Inc.	$397K	0.14%	0.00%	-5.0%	Q4 2023
MCDMcdonalds Corp	$390K	0.14%	0.00%	-3.2%	Q4 2023
KOCoca Cola Co	$366K	0.13%	0.00%	-2.7%	Q4 2024
CVXChevron Corp	$363K	0.13%	0.00%	+8.4%	Q4 2023
CSCOCisco Systems, Inc.	$361K	0.13%	0.00%	+12.9%	Q4 2023
GEVGE Vernova Inc.	$361K	0.13%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$320K	0.11%	0.00%	+25.2%	Q4 2023
IBITiShares Bitcoin Trust ETF	$306K	0.11%	0.00%	-74.8%	Q1 2025
CLColgate Palmolive Co	$305K	0.11%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$297K	0.10%	0.00%	Not reported	Q1 2024
TXNTexas Instruments Inc	$295K	0.10%	0.00%	+6.5%	Q4 2023
UNHUnitedhealth Group Inc	$274K	0.10%	0.00%	-6.5%	Q4 2023
BACBank of America Corp	$274K	0.10%	0.00%	Not reported	Q1 2025

Q3 2025Reported Oct 6, 202557 positions
DFAXGulf Resources, Inc.	$9.16M	2.95%	Not reported	-5.6%	Q4 2023
AAPLApple Inc.	$4.09M	1.32%	0.00%	+2.9%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$2.92M	0.94%	Not reported	+0.1%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.87M	0.92%	Not reported	+143.7%	Q4 2023
BRK.ABerkshire Hathaway Inc	$2.26M	0.73%	Not reported	-25.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.95M	0.63%	Not reported	+2.3%	Q4 2023
MSFTMicrosoft Corp	$1.82M	0.59%	0.00%	-3.0%	Q4 2023
AXPAmerican Express Co	$1.79M	0.58%	0.00%	0.0%	Q4 2023
IBITiShares Bitcoin Trust ETF	$1.57M	0.50%	0.00%	+6.8%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$1.53M	0.49%	Not reported	-0.6%	Q4 2023
NVDANvidia Corp	$1.4M	0.45%	0.00%	+7.6%	Q4 2023
AMZNAmazon Com Inc	$1.35M	0.43%	0.00%	0.0%	Q4 2023
GLDSPDR Gold Trust	$1.13M	0.36%	0.00%	+170.8%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.12M	0.36%	Not reported	+274.0%	Q1 2025
WMTWalmart Inc.	$912K	0.29%	0.00%	+32.0%	Q4 2023
GEGeneral Electric Co	$885K	0.28%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$845K	0.27%	0.00%	+5.4%	Q4 2023
GOOGLAlphabet Inc.	$841K	0.27%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$831K	0.27%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$765K	0.25%	0.00%	+0.5%	Q1 2025
LLYELI LILLY & Co	$680K	0.22%	0.00%	+1.7%	Q4 2023
GEVGE Vernova Inc.	$675K	0.22%	0.00%	Not reported	Q2 2024
FNDFSchwab Strategic Trust	$652K	0.21%	Not reported	Not reported	Q4 2023
AVGOBroadcom Inc.	$594K	0.19%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$580K	0.19%	Not reported	+39.8%	Q4 2023
ABBVAbbVie Inc.	$579K	0.19%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$559K	0.18%	0.00%	+12.4%	Q4 2023
GOOGAlphabet Inc.	$556K	0.18%	Not reported	Not reported	Q4 2023
VVisa Inc.	$518K	0.17%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$515K	0.17%	0.00%	+6.9%	Q4 2023
JPMJPMorgan Chase & Co	$512K	0.16%	0.00%	+9.4%	Q4 2023
COPConocophillips	$506K	0.16%	0.00%	Not reported	Q4 2023
AHRAmerican Healthcare REIT, Inc.	$504K	0.16%	0.01%	New	Q3 2025
ORCLOracle Corp	$501K	0.16%	0.00%	Not reported	Q1 2024
AMPAmeriprise Financial Inc	$445K	0.14%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$437K	0.14%	0.00%	+14.1%	Q4 2023
PEPPepsico Inc	$437K	0.14%	0.00%	+8.0%	Q4 2023
MCDMcdonalds Corp	$422K	0.14%	0.00%	-3.4%	Q4 2023
NFLXNetflix Inc	$414K	0.13%	0.00%	+32.2%	Q4 2023
PGPROCTER & GAMBLE Co	$405K	0.13%	0.00%	+14.3%	Q4 2023
KOCoca Cola Co	$376K	0.12%	0.00%	+0.1%	Q4 2024
CSCOCisco Systems, Inc.	$357K	0.12%	0.00%	Not reported	Q4 2023
CVXChevron Corp	$357K	0.11%	0.00%	Not reported	Q4 2023
EMREmerson Electric Co	$347K	0.11%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$332K	0.11%	0.00%	+3.7%	Q4 2023
CATCaterpillar Inc	$312K	0.10%	0.00%	Not reported	Q4 2023
FRDMFreedom Environmental Services, Inc.	$306K	0.10%	Not reported	+0.2%	Q4 2023
BACBank of America Corp	$287K	0.09%	0.00%	Not reported	Q1 2025
TXNTexas Instruments Inc	$275K	0.09%	0.00%	Not reported	Q4 2023
TAt&T Inc.	$270K	0.09%	0.00%	-7.9%	Q4 2023

Premium opens every quarter this fund has filed