Cambridge Financial as of Dec. 31, 2012
Portfolio Holdings for Cambridge Financial
Cambridge Financial holds 30 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marathon Petroleum Corp (MPC) | 4.3 | $9.3M | 147k | 63.00 | |
| Expedia (EXPE) | 4.1 | $8.7M | 142k | 61.44 | |
| Masco Corporation (MAS) | 3.9 | $8.4M | 505k | 16.66 | |
| Visa (V) | 3.8 | $8.2M | 54k | 151.58 | |
| Comcast Corporation (CMCSA) | 3.8 | $8.2M | 220k | 37.36 | |
| Home Depot (HD) | 3.7 | $7.9M | 127k | 61.85 | |
| eBay (EBAY) | 3.7 | $7.9M | 154k | 51.00 | |
| Discover Financial Services (DFS) | 3.6 | $7.7M | 201k | 38.55 | |
| Walgreen Company | 3.5 | $7.5M | 203k | 37.01 | |
| SYSCO Corporation (SYY) | 3.5 | $7.5M | 236k | 31.66 | |
| Costco Wholesale Corporation (COST) | 3.5 | $7.4M | 75k | 98.73 | |
| Bemis Company | 3.4 | $7.4M | 220k | 33.46 | |
| Ecolab (ECL) | 3.4 | $7.2M | 101k | 71.90 | |
| CVS Caremark Corporation (CVS) | 3.4 | $7.2M | 150k | 48.35 | |
| Amgen (AMGN) | 3.4 | $7.2M | 84k | 86.20 | |
| Boeing Company (BA) | 3.3 | $7.1M | 94k | 75.37 | |
| Target Corporation (TGT) | 3.3 | $7.1M | 120k | 59.17 | |
| Merck & Co (MRK) | 3.3 | $7.0M | 172k | 40.94 | |
| Biogen Idec (BIIB) | 3.3 | $7.0M | 48k | 146.36 | |
| Allstate Corporation (ALL) | 3.2 | $6.9M | 173k | 40.17 | |
| Cardinal Health (CAH) | 3.2 | $6.9M | 168k | 41.18 | |
| Regions Financial Corporation (RF) | 3.1 | $6.6M | 930k | 7.13 | |
| Wal-Mart Stores (WMT) | 3.0 | $6.5M | 95k | 68.22 | |
| Walt Disney Company (DIS) | 3.0 | $6.3M | 127k | 49.79 | |
| Watson Pharmaceuticals | 2.9 | $6.3M | 73k | 85.99 | |
| General Dynamics Corporation (GD) | 2.9 | $6.2M | 89k | 69.27 | |
| Lennar Corporation (LEN) | 2.9 | $6.2M | 159k | 38.67 | |
| Johnson Controls | 2.8 | $5.9M | 193k | 30.67 | |
| Archer Daniels Midland Company (ADM) | 2.5 | $5.4M | 198k | 27.39 | |
| Monsanto Company | 2.4 | $5.1M | 80k | 64.65 |
