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, LIN, MSFT, and represent 20.32% of Cambridge Financial Group's stock portfolio.
  • Added to shares of these 8 stocks: ETN (+$6.3M), SPY, PARA, TGT, WMB, NVDA, HUM, SYY.
  • Started 1 new stock position in ETN.
  • Reduced shares in these 10 stocks: DFS, R, VLO, CAH, TJX, AVGO, LIN, COR, MSFT, MPC.
  • Sold out of its position in DFS.
  • Cambridge Financial Group was a net seller of stock by $-3.1M.
  • Cambridge Financial Group has $200M in assets under management (AUM), dropping by 8.96%.
  • Central Index Key (CIK): 0001334199

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Portfolio Holdings for Cambridge Financial Group

Cambridge Financial Group holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 4.5 $9.0M -8% 8.1k 1116.25
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AmerisourceBergen (COR) 4.3 $8.6M -6% 42k 205.38
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Cardinal Health (CAH) 3.9 $7.8M -9% 78k 100.80
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Linde (LIN) 3.8 $7.6M -7% 19k 410.71
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Microsoft Corporation (MSFT) 3.8 $7.5M -6% 20k 376.04
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Bank of America Corporation (BAC) 3.6 $7.3M 217k 33.67
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Ryder System (R) 3.6 $7.3M -17% 63k 115.06
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TJX Companies (TJX) 3.6 $7.1M -10% 76k 93.81
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Msci (MSCI) 3.5 $7.0M -4% 13k 565.65
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Apple (AAPL) 3.5 $7.0M -4% 37k 192.53
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Target Corporation (TGT) 3.5 $7.0M +9% 49k 142.42
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McDonald's Corporation (MCD) 3.5 $7.0M -4% 24k 296.51
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MasterCard Incorporated (MA) 3.5 $7.0M -5% 16k 426.51
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General Electric (GE) 3.4 $6.8M -5% 54k 127.63
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Oneok (OKE) 3.3 $6.7M -3% 95k 70.22
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NVIDIA Corporation (NVDA) 3.3 $6.6M +4% 13k 495.22
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Lowe's Companies (LOW) 3.3 $6.5M -2% 29k 222.55
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Eaton (ETN) 3.2 $6.3M NEW 26k 240.82
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Qualcomm (QCOM) 3.1 $6.3M 44k 144.63
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SYSCO Corporation (SYY) 3.1 $6.2M +2% 85k 73.13
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Williams Companies (WMB) 3.1 $6.2M +7% 178k 34.83
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Texas Instruments Incorporated (TXN) 3.1 $6.2M -2% 36k 170.46
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Marathon Petroleum Corp (MPC) 3.0 $5.9M -6% 40k 148.36
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FedEx Corporation (FDX) 2.9 $5.7M -4% 23k 252.97
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Viacomcbs (PARA) 2.8 $5.7M +41% 382k 14.79
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Valero Energy Corporation (VLO) 2.8 $5.5M -15% 43k 130.00
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Humana (HUM) 2.6 $5.3M +4% 12k 457.81
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Abbvie (ABBV) 2.5 $4.9M -7% 32k 154.97
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Walgreen Boots Alliance (WBA) 2.4 $4.7M 182k 26.11
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Juniper Networks (JNPR) 2.2 $4.4M 150k 29.48
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Spdr S&p 500 Etf (SPY) 1.2 $2.4M +1675% 5.2k 475.31
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Invesco S&p 500 Equal Weight Etf (RSP) 0.0 $25k 160.00 157.80
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Past Filings by Cambridge Financial Group

SEC 13F filings are viewable for Cambridge Financial Group going back to 2010

View all past filings