Cambridge Financial Group, LLC reported 56 positions worth $43.96M for the quarter ended Sep 30, 2026, down 0.0% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 1. Its largest holding is Apple Inc. at 13.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LGVN Longeveron Inc. | -1,050 | -100.0% | $7.38K | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| LGVN Longeveron Inc. | -1,050 | $7.38K | 0.017% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 20.0K | $5.78M | 13.15% | 0 | 0.0% | Unchanged | 0% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 4 | $3.00M | 6.81% | 0 | 0.0% | Unchanged | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,879 | $1.94M | 4.42% | 0 | 0.0% | Unchanged | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 6,463 | $1.54M | 3.5% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 4,359 | $1.54M | 3.5% | 0 | 0.0% | Unchanged | 0% |
| 6 | AXP American Express Co | Financial Services | 4,461 | $1.51M | 3.43% | 0 | 0.0% | Unchanged | 0% |
| 7 | NVDA Nvidia Corp | Technology | 6,769 | $1.35M | 3.08% | 0 | 0.0% | Unchanged | 0% |
| 8 | GEV GE Vernova Inc. | Industrials | 1,097 | $1.29M | 2.93% | 0 | 0.0% | Unchanged | 0% |
| 9 | MSFT Microsoft Corp | Technology | 3,275 | $1.22M | 2.78% | 0 | 0.0% | Unchanged | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 3,324 | $1.19M | 2.7% | 0 | 0.0% | Unchanged | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 4,675 | $1.19M | 2.7% | 0 | 0.0% | Unchanged | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 886 | $1.06M | 2.42% | 0 | 0.0% | Unchanged | 0% |
| 13 | WMT Walmart Inc. | Consumer Staples | 8,961 | $1.01M | 2.31% | 0 | 0.0% | Unchanged | 0% |
| 14 | GLD Spdr Gold Trust | Financial Services | 2,672 | $984.31K | 2.24% | 0 | 0.0% | Unchanged | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 2,768 | $906.12K | 2.06% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Cambridge Financial.
As of its Q3 2026 13F filing, Cambridge Financial Group, LLC’s five largest positions were Apple Inc. (AAPL) at 13.1%, Berkshire Hathaway Inc (BRK-A) at 6.8%, Berkshire Hathaway Inc (BRK-B) at 4.4%, Amazon Com Inc (AMZN) at 3.5%, Alphabet Inc. (GOOG) at 3.5% of the reported portfolio.
Cambridge Financial Group, LLC reported a 13F portfolio worth $43.96M across 56 positions for Q3 2026. That is down 0.0% from the previous quarter.
Its largest sales by value were Longeveron Inc. ($7.38K). It exited 1 positions entirely.
From the Form 13F-HR reports Cambridge Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.