Cambridge Financial Group (Arizona) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$3.17M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
+$2.44M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$2.21M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.62M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$627K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$2.87M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$2.51M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$2.43M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.36M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$2.23M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.6% |
| 2 | Financials | 2.98% |
| 3 | Consumer Staples | 1.17% |
| 4 | Industrials | 1.16% |
| 5 | Healthcare | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
UnitedHealth
UNH
$371B
| – | – |
-543
| Closed | -$274K |
|
177
United Rentals
URI
$70.8B
| – | – |
-302
| Closed | -$235K |
|
178
Vanguard Consumer Staples ETF
VDC
$7.94B
| – | – |
-1,759
| Closed | -$374K |
|
179
Vanguard FTSE Developed Markets ETF
VEA
$236B
| – | – |
-3,757
| Closed | -$218K |
|
180
Vanguard Real Estate ETF
VNQ
$38.6B
| – | – |
-6,622
| Closed | -$590K |
|
181
Vanguard Morningstar Growth ETF
VUG
$230B
| – | – |
-4,122
| Closed | -$282K |
|
Similar funds
Cambridge Financial Group (Arizona)'s Q1 2026 Portfolio in Review
As of Q1 2026, Cambridge Financial Group (Arizona) held 181 positions worth $295M, up 2.7% from $288M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Cambridge Financial Group (Arizona) withdrew a net $33.1M in Q1 2026, closing 13 positions and reducing 97 holdings. Its most notable exit was Vanguard Real Estate ETF, an estimated $590K position sold in full.
By sector, the portfolio is most concentrated in Technology at 3.6% of assets, down from 3.8% a quarter earlier, followed by Financials and Consumer Staples.
Against the trend, Cambridge Financial Group (Arizona) opened a new position in iShares iBonds Dec 2026 Term Treasury ETF worth $577K.
- Cambridge Financial Group (Arizona)'s largest Q1 2026 buy was iShares iBonds Dec 2026 Term Treasury ETF: 25,179 shares worth $577K.
- Cambridge Financial Group (Arizona) added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $3.17M increase.
- Cambridge Financial Group (Arizona)'s biggest Q1 2026 reduction was Vanguard Morningstar Small-Cap Value ETF, cutting an estimated $2.87M.
- Cambridge Financial Group (Arizona) fully exited Vanguard Real Estate ETF in Q1 2026, selling an estimated $590K.
- Cambridge Financial Group (Arizona)'s ten largest holdings make up 49% of its $295M portfolio in Q1 2026.
- Cambridge Financial Group (Arizona) opened 12 new positions and closed 13 in Q1 2026.
- Cambridge Financial Group (Arizona)'s portfolio value rose 2.7% quarter-over-quarter to $295M.
Based on Cambridge Financial Group (Arizona)'s 13F filing for Q1 2026, filed 8 Apr 2026.