Cambridge Financial Group, LLC Portfolio Holdings

Cambridge Financial Group, LLC

  • $288 Billion
  • Q4 2025

Cambridge Financial Group, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $288 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $23.6B, Dimensional ETF Tr U S Target with a value of $19.7B, Dimensional ETF Tr Dimensional with a value of $18.3B, Dimensional ETF Tr Emerging Mk with a value of $14.9B, and Dimensional ETF Tr Emerging Mk with a value of $13.6B.

Examining the 13F form we can see an decrease of $23B in the current position value, from $311B to 288B.

Cambridge Financial Group, LLC is based out at Tucson, AZ

Below you can find more details about Cambridge Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $288 Billion
ETFs: $241 Billion
Technology: $11 Billion
Financial Services: $5.5 Billion
Consumer Defensive: $3.46 Billion
Consumer Cyclical: $3.18 Billion
Healthcare: $2.8 Billion
Communication Services: $2.34 Billion
Industrials: $2.08 Billion
Other: $2.31 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$790 Million 0.27% of portfolio
4,600
Q4 2025 Added 0.09%
$75.4B
$545 Million 0.19% of portfolio
4,248
Q4 2025 Added 60.42%
$113B
$510 Million 0.18% of portfolio
5,144
Q4 2025 Reduced 3.87%
$47B
$465 Million 0.16% of portfolio
906
Q1 2024 Reduced 1.74%
$38B
$426 Million 0.15% of portfolio
2,702
Q4 2025 New
$139B
$397 Million 0.14% of portfolio
1,711
Q4 2025 Reduced 5.0%
$65.7B
$305 Million 0.11% of portfolio
3,350
Q3 2025 Reduced 7.0%
$177B
$295 Million 0.1% of portfolio
1,594
Q4 2025 Added 6.48%
$86.7B
$272 Million 0.09% of portfolio
482
Q4 2025 New
$49.1B
$253 Million 0.09% of portfolio
1,161
Q4 2025 Added 236.52%
$181B
$254 Million 0.09% of portfolio
11,067
Q4 2025 Added 15.88%
$19.9B
$253 Million 0.09% of portfolio
3,313
Q4 2025 Added 15.88%
$41.3B
$218 Million 0.08% of portfolio
2,577
Q3 2024 New
$41.4B
$217 Million 0.08% of portfolio
2,119
Q4 2025 New
$55.9B
$235 Million 0.08% of portfolio
302
Q4 2025 New
$47.4B
$218 Million 0.08% of portfolio
3,824
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $288 Billion
  • Prior Value $311 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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