Cambridge Financial as of March 31, 2011
Portfolio Holdings for Cambridge Financial
Cambridge Financial holds 29 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marathon Oil Corporation (MRO) | 4.5 | $28M | 525k | 53.21 | |
| Micron Technology (MU) | 4.4 | $28M | 2.5M | 11.19 | |
| JDS Uniphase Corporation | 4.3 | $27M | 1.4M | 19.27 | |
| MetroPCS Communications | 4.3 | $27M | 1.6M | 16.41 | |
| Cliffs Natural Resources | 4.2 | $27M | 265k | 100.12 | |
| ConocoPhillips (COP) | 4.0 | $25M | 312k | 79.94 | |
| Caterpillar (CAT) | 3.9 | $25M | 219k | 112.96 | |
| Halliburton Company (HAL) | 3.8 | $24M | 476k | 49.49 | |
| Dow Chemical Company | 3.7 | $23M | 608k | 38.27 | |
| Oracle Corporation (ORCL) | 3.6 | $23M | 660k | 34.09 | |
| EMC Corporation | 3.6 | $22M | 855k | 26.08 | |
| Walgreen Company | 3.5 | $22M | 534k | 40.95 | |
| salesforce (CRM) | 3.5 | $22M | 162k | 133.72 | |
| E.I. du Pont de Nemours & Company | 3.4 | $22M | 386k | 55.67 | |
| Amazon (AMZN) | 3.4 | $21M | 116k | 183.25 | |
| Directv | 3.4 | $21M | 450k | 47.03 | |
| Apple (AAPL) | 3.3 | $21M | 61k | 341.18 | |
| Home Depot (HD) | 3.3 | $21M | 548k | 37.50 | |
| General Dynamics Corporation (GD) | 3.3 | $20M | 275k | 74.14 | |
| Cardinal Health (CAH) | 3.2 | $20M | 480k | 42.09 | |
| Ford Motor Company (F) | 3.1 | $19M | 1.2M | 15.60 | |
| Boeing Company (BA) | 3.0 | $19M | 259k | 73.86 | |
| Genworth Financial (GNW) | 3.0 | $19M | 1.4M | 13.35 | |
| Bemis Company | 3.0 | $19M | 573k | 33.02 | |
| Berkshire Hathaway (BRK.B) | 2.8 | $17M | 210k | 82.79 | |
| Wal-Mart Stores (WMT) | 2.8 | $17M | 328k | 52.73 | |
| SYSCO Corporation (SYY) | 2.7 | $17M | 612k | 28.11 | |
| Target Corporation (TGT) | 2.7 | $17M | 334k | 50.39 | |
| Akamai Technologies (AKAM) | 2.3 | $15M | 391k | 37.57 |
