Cambridge Financial Group
Latest statistics and disclosures from Cambridge Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, R, OKE, COR, CAH, and represent 20.99% of Cambridge Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$12M), C (+$7.0M), BBY (+$6.5M), MPC, VLO, FDX, SYY, MCD, CAH, KR.
- Started 2 new stock positions in C, BBY.
- Reduced shares in these 10 stocks: , WBA, NVDA, GEV, TRGP, AAPL, WMB, GE, BAC, R.
- Sold out of its positions in MSCI, WBA.
- Cambridge Financial Group was a net buyer of stock by $12M.
- Cambridge Financial Group has $242M in assets under management (AUM), dropping by 8.83%.
- Central Index Key (CIK): 0001334199
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Portfolio Holdings for Cambridge Financial Group
Cambridge Financial Group holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.5 | $13M | +757% | 58k | 231.84 |
|
| Ryder System (R) | 4.0 | $9.7M | -2% | 62k | 156.86 |
|
| Oneok (OKE) | 3.9 | $9.4M | 94k | 100.40 |
|
|
| AmerisourceBergen (COR) | 3.8 | $9.2M | +5% | 41k | 224.68 |
|
| Cardinal Health (CAH) | 3.8 | $9.2M | +6% | 77k | 118.27 |
|
| Apple (AAPL) | 3.8 | $9.1M | -12% | 36k | 250.42 |
|
| TJX Companies (TJX) | 3.7 | $9.0M | 74k | 120.81 |
|
|
| Bank of America Corporation (BAC) | 3.7 | $8.9M | -2% | 202k | 43.95 |
|
| Williams Companies (WMB) | 3.6 | $8.8M | -5% | 162k | 54.12 |
|
| MasterCard Incorporated (MA) | 3.6 | $8.7M | +3% | 17k | 526.57 |
|
| Kroger (KR) | 3.5 | $8.6M | +6% | 140k | 61.15 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $8.4M | -25% | 62k | 134.29 |
|
| McDonald's Corporation (MCD) | 3.4 | $8.1M | +8% | 28k | 289.89 |
|
| Targa Res Corp (TRGP) | 3.3 | $8.0M | -14% | 45k | 178.50 |
|
| Microsoft Corporation (MSFT) | 3.2 | $7.8M | -2% | 19k | 421.50 |
|
| Lowe's Companies (LOW) | 3.2 | $7.8M | +5% | 32k | 246.80 |
|
| Texas Instruments Incorporated (TXN) | 3.2 | $7.6M | 41k | 187.51 |
|
|
| SYSCO Corporation (SYY) | 3.2 | $7.6M | +10% | 100k | 76.46 |
|
| Eaton (ETN) | 3.1 | $7.6M | 23k | 331.87 |
|
|
| Linde (LIN) | 3.1 | $7.5M | +2% | 18k | 418.67 |
|
| FedEx Corporation (FDX) | 3.1 | $7.4M | +11% | 26k | 281.33 |
|
| Progressive Corporation (PGR) | 3.0 | $7.2M | +3% | 30k | 239.61 |
|
| Citigroup (C) | 2.9 | $7.0M | NEW | 100k | 70.39 |
|
| Abbvie (ABBV) | 2.8 | $6.8M | +6% | 38k | 177.70 |
|
| Best Buy (BBY) | 2.7 | $6.5M | NEW | 76k | 85.80 |
|
| Target Corporation (TGT) | 2.6 | $6.4M | 47k | 135.18 |
|
|
| Qualcomm (QCOM) | 2.6 | $6.3M | +2% | 41k | 153.62 |
|
| General Electric (GE) | 2.5 | $6.1M | -7% | 37k | 166.79 |
|
| Valero Energy Corporation (VLO) | 2.4 | $5.8M | +15% | 47k | 122.59 |
|
| Marathon Petroleum Corp (MPC) | 2.3 | $5.6M | +17% | 40k | 139.50 |
|
| Ge Vernova (GEV) | 0.9 | $2.1M | -53% | 6.4k | 328.93 |
|
| Spdr S&p 500 Etf (SPY) | 0.2 | $504k | +7% | 860.00 | 586.08 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $28k | 160.00 | 175.23 |
|
Past Filings by Cambridge Financial Group
SEC 13F filings are viewable for Cambridge Financial Group going back to 2010
- Cambridge Financial Group 2024 Q4 filed Feb. 12, 2025
- Cambridge Financial Group 2024 Q2 filed Aug. 12, 2024
- Cambridge Financial Group 2024 Q1 filed May 13, 2024
- Cambridge Financial Group 2023 Q4 filed Feb. 6, 2024
- Cambridge Financial Group 2023 Q3 filed Nov. 13, 2023
- Cambridge Financial Group 2022 Q4 filed Feb. 15, 2023
- Cambridge Financial Group 2022 Q3 filed Nov. 7, 2022
- Cambridge Financial Group 2022 Q1 filed May 9, 2022
- Cambridge Financial Group 2021 Q4 filed Feb. 11, 2022
- Cambridge Financial Group 2021 Q3 filed Oct. 29, 2021
- Cambridge Financial Group 2021 Q2 filed Aug. 13, 2021
- Cambridge Financial Group 2021 Q1 filed May 7, 2021
- Cambridge Financial Group 2020 Q4 filed Feb. 1, 2021
- Cambridge Financial Group 2020 Q3 filed Nov. 12, 2020
- Cambridge Financial Group 2020 Q2 filed Aug. 14, 2020
- Cambridge Financial Group 2020 Q1 filed May 11, 2020