Cambridge Financial Group
Latest statistics and disclosures from Cambridge Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, COR, CAH, TJX, R, and represent 21.68% of Cambridge Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IVZ (+$8.3M), ORCL, SPY, OKE, TXN, TRGP, KR, SYY, MCD, TGT.
- Started 2 new stock positions in ORCL, IVZ.
- Reduced shares in these 10 stocks: PGR (-$7.2M), PYPL (-$5.8M), AVGO, C, GE, ANET, BBY, NVDA, BA, R.
- Sold out of its positions in PYPL, PGR.
- Cambridge Financial Group was a net seller of stock by $-1.9M.
- Cambridge Financial Group has $262M in assets under management (AUM), dropping by 1.50%.
- 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 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 4.9 | $13M | -13% | 37k | 346.10 |
|
| AmerisourceBergen (COR) | 4.7 | $12M | 36k | 337.75 |
|
|
| Cardinal Health (CAH) | 4.3 | $11M | 55k | 205.50 |
|
|
| TJX Companies (TJX) | 3.9 | $10M | -2% | 67k | 153.61 |
|
| Ryder System (R) | 3.8 | $10M | -2% | 52k | 191.39 |
|
| Bank of America Corporation (BAC) | 3.8 | $9.9M | 179k | 55.00 |
|
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| Apple (AAPL) | 3.6 | $9.4M | -2% | 35k | 271.86 |
|
| Citigroup (C) | 3.6 | $9.3M | -12% | 80k | 116.69 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $9.1M | -4% | 49k | 186.50 |
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| MasterCard Incorporated (MA) | 3.4 | $8.9M | 16k | 570.88 |
|
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| Microsoft Corporation (MSFT) | 3.4 | $8.8M | 18k | 483.62 |
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| Synchrony Financial (SYF) | 3.3 | $8.6M | 103k | 83.43 |
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| Valero Energy Corporation (VLO) | 3.2 | $8.5M | -2% | 52k | 162.79 |
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| Abbvie (ABBV) | 3.2 | $8.4M | -2% | 37k | 228.49 |
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| Oneok (OKE) | 3.2 | $8.4M | +21% | 114k | 73.50 |
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| Invesco (IVZ) | 3.2 | $8.3M | NEW | 315k | 26.27 |
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| McDonald's Corporation (MCD) | 3.2 | $8.3M | 27k | 305.63 |
|
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| Kroger (KR) | 3.2 | $8.3M | 132k | 62.48 |
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| FedEx Corporation (FDX) | 3.1 | $8.2M | 28k | 288.86 |
|
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| Targa Res Corp (TRGP) | 3.1 | $8.1M | +8% | 44k | 184.50 |
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| Williams Companies (WMB) | 3.1 | $8.0M | 134k | 60.11 |
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| General Electric (GE) | 2.9 | $7.6M | -9% | 25k | 308.03 |
|
| Texas Instruments Incorporated (TXN) | 2.9 | $7.6M | +10% | 44k | 173.49 |
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| Arista Networks (ANET) | 2.9 | $7.5M | -6% | 57k | 131.03 |
|
| SYSCO Corporation (SYY) | 2.8 | $7.4M | 100k | 73.69 |
|
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| Target Corporation (TGT) | 2.8 | $7.3M | 75k | 97.75 |
|
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| Eaton (ETN) | 2.6 | $6.7M | 21k | 318.51 |
|
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| Boeing Company (BA) | 2.6 | $6.7M | -4% | 31k | 217.12 |
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| Best Buy (BBY) | 2.4 | $6.2M | -7% | 92k | 66.93 |
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| Oracle Corporation (ORCL) | 1.8 | $4.8M | NEW | 24k | 194.91 |
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| Spdr S&p 500 Etf (SPY) | 1.1 | $2.8M | +321% | 4.1k | 681.92 |
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| Ge Vernova (GEV) | 0.8 | $2.2M | -6% | 3.3k | 653.57 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $31k | 160.00 | 191.56 |
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Past Filings by Cambridge Financial Group
SEC 13F filings are viewable for Cambridge Financial Group going back to 2010
- Cambridge Financial Group 2025 Q4 filed Feb. 13, 2026
- Cambridge Financial Group 2025 Q3 filed Nov. 14, 2025
- Cambridge Financial Group 2025 Q2 filed Aug. 7, 2025
- Cambridge Financial Group 2025 Q1 filed May 13, 2025
- 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