Cambridge Financial as of Dec. 31, 2010
Portfolio Holdings for Cambridge Financial
Cambridge Financial holds 30 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.5 | $28M | 220k | 125.37 | |
| Ford Motor Company (F) | 4.3 | $26M | 2.6M | 9.93 | |
| Western Digital (WDC) | 4.1 | $25M | 576k | 42.92 | |
| Southwestern Energy Company (SWN) | 4.0 | $25M | 514k | 47.63 | |
| Directv | 3.8 | $23M | 732k | 31.49 | |
| Microsoft Corporation (MSFT) | 3.6 | $22M | 770k | 28.71 | |
| Hewlett-Packard Company | 3.6 | $22M | 451k | 48.84 | |
| Cardinal Health (CAH) | 3.5 | $21M | 704k | 30.08 | |
| Dow Chemical Company | 3.5 | $21M | 761k | 27.67 | |
| EMC Corporation | 3.5 | $21M | 1.3M | 16.71 | |
| AutoNation (AN) | 3.4 | $21M | 1.1M | 18.15 | |
| Boeing Company (BA) | 3.4 | $20M | 384k | 53.06 | |
| Air Products & Chemicals (APD) | 3.4 | $20M | 264k | 76.85 | |
| Apple (AAPL) | 3.3 | $20M | 101k | 199.08 | |
| Sara Lee | 3.3 | $20M | 1.7M | 11.49 | |
| Oracle Corporation (ORCL) | 3.3 | $20M | 859k | 23.01 | |
| Bemis Company | 3.2 | $20M | 705k | 27.77 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $20M | 1.1M | 18.28 | |
| International Business Machines (IBM) | 3.2 | $19M | 159k | 121.97 | |
| Colgate-Palmolive Company (CL) | 3.2 | $19M | 248k | 77.29 | |
| SYSCO Corporation (SYY) | 3.1 | $19M | 727k | 26.08 | |
| BB&T Corporation | 3.1 | $19M | 779k | 24.19 | |
| Qualcomm (QCOM) | 3.0 | $18M | 404k | 44.29 | |
| Home Depot (HD) | 3.0 | $18M | 666k | 26.84 | |
| Amgen (AMGN) | 3.0 | $18M | 334k | 53.53 | |
| Walgreen Company | 2.9 | $18M | 513k | 34.47 | |
| Wal-Mart Stores (WMT) | 2.8 | $17M | 344k | 50.02 | |
| McAfee | 2.8 | $17M | 441k | 37.81 | |
| Pitney Bowes (PBI) | 2.5 | $15M | 716k | 20.72 | |
| Apollo | 2.5 | $15M | 259k | 57.32 |
