Cambridge Financial Group
Latest statistics and disclosures from Cambridge Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VLO, AVGO, CAH, COR, TRGP, and represent 21.05% of Cambridge Financial Group's stock portfolio.
- Added to shares of these 10 stocks: LUV (+$6.6M), BBY, TGT, BA, SYY, ETN, IVZ, ANET, KR, OKE.
- Started 1 new stock position in LUV.
- Reduced shares in these 10 stocks: , SPY, VLO, C, TJX, CAH, COR, BAC, GE, GEV.
- Sold out of its position in ORCL.
- Cambridge Financial Group was a net seller of stock by $-1.5M.
- Cambridge Financial Group has $267M in assets under management (AUM), dropping by 2.13%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 4.3 | $12M | -10% | 47k | 247.08 |
|
| Broadcom (AVGO) | 4.3 | $11M | 37k | 309.51 |
|
|
| Cardinal Health (CAH) | 4.2 | $11M | -3% | 53k | 211.31 |
|
| AmerisourceBergen (COR) | 4.2 | $11M | -2% | 35k | 314.14 |
|
| Targa Res Corp (TRGP) | 4.1 | $11M | 44k | 250.73 |
|
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| Ryder System (R) | 4.0 | $11M | 52k | 204.71 |
|
|
| Oneok (OKE) | 3.9 | $10M | 116k | 90.39 |
|
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| TJX Companies (TJX) | 3.8 | $10M | -5% | 63k | 159.70 |
|
| FedEx Corporation (FDX) | 3.7 | $10M | 28k | 356.18 |
|
|
| Kroger (KR) | 3.7 | $9.8M | +2% | 135k | 72.36 |
|
| Williams Companies (WMB) | 3.6 | $9.7M | 133k | 72.78 |
|
|
| Target Corporation (TGT) | 3.6 | $9.6M | +5% | 79k | 121.20 |
|
| Apple (AAPL) | 3.3 | $8.8M | 35k | 253.79 |
|
|
| Texas Instruments Incorporated (TXN) | 3.2 | $8.6M | 44k | 194.14 |
|
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| Bank of America Corporation (BAC) | 3.2 | $8.5M | -2% | 175k | 48.75 |
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| NVIDIA Corporation (NVDA) | 3.2 | $8.5M | 49k | 174.40 |
|
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| McDonald's Corporation (MCD) | 3.2 | $8.4M | 27k | 310.79 |
|
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| Citigroup (C) | 3.1 | $8.4M | -7% | 74k | 113.41 |
|
| Abbvie (ABBV) | 3.0 | $8.1M | 37k | 217.49 |
|
|
| Invesco (IVZ) | 2.9 | $7.9M | +2% | 324k | 24.29 |
|
| Eaton (ETN) | 2.9 | $7.9M | +3% | 22k | 357.67 |
|
| MasterCard Incorporated (MA) | 2.9 | $7.8M | 16k | 499.66 |
|
|
| SYSCO Corporation (SYY) | 2.8 | $7.5M | +4% | 105k | 71.33 |
|
| Arista Networks (ANET) | 2.7 | $7.3M | +3% | 59k | 122.78 |
|
| Synchrony Financial (SYF) | 2.6 | $7.0M | 103k | 68.02 |
|
|
| General Electric (GE) | 2.6 | $6.8M | -2% | 24k | 283.77 |
|
| Microsoft Corporation (MSFT) | 2.6 | $6.8M | 18k | 370.17 |
|
|
| Southwest Airlines (LUV) | 2.5 | $6.6M | NEW | 176k | 37.57 |
|
| Best Buy (BBY) | 2.5 | $6.6M | +10% | 103k | 64.20 |
|
| Boeing Company (BA) | 2.4 | $6.5M | +5% | 32k | 199.03 |
|
| Ge Vernova (GEV) | 1.0 | $2.8M | -4% | 3.2k | 872.90 |
|
| Spdr S&p 500 Etf (SPY) | 0.1 | $182k | -93% | 280.00 | 650.34 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $31k | 160.00 | 191.92 |
|
Past Filings by Cambridge Financial Group
SEC 13F filings are viewable for Cambridge Financial Group going back to 2010
- Cambridge Financial Group 2026 Q1 filed May 14, 2026
- 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