Latest Cambridge Financial Group, Inc. Stock Portfolio

$267Million | No. of Holdings #33

Cambridge Financial Group, Inc. Performance

2026 Q1+2.60%

YTD+2.60%

2025+15.73%

About Cambridge Financial Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Financial Group, Inc. reported an equity portfolio of $267.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Cambridge Financial Group, Inc. are VLO, AVGO, CAH. The fund has invested 4.3% of it's portfolio in VALERO ENERGY and 4.3% of portfolio in BROADCOM INC. <br><br> The fund managers got completely rid off ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in SPDR SP 500 ETF TRUST (SPY), VALERO ENERGY (VLO) and CITIGROUP (C). Cambridge Financial Group, Inc. opened new stock positions in SOUTHWEST AIRLINES (LUV). The fund showed a lot of confidence in some stocks as they added substantially to BEST BUY CO. (BBY), TARGET CORP (TGT) and BOEING CO (BA).

Cambridge Financial Group, Inc. Equity Portfolio Value

Last Reported on: 14 May, 2026

$267Million

as of May 14, 2026

Cambridge Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Cambridge Financial Group, Inc. made a return of 2.6% in the last quarter. In trailing 12 months, it's portfolio return was 19.89%.

Performance
S&P 500

New Buys

Ticker	$ Bought
southwest airlines	6,615,330

New stocks bought by Cambridge Financial Group, Inc.

Additions

Ticker	% Inc.
best buy co.	10.94
target corp	5.93
boeing co	5.31
sysco corp	4.35
eaton corporation	3.99
arista networks	3.18
invesco ltd.	2.93
kroger co	2.13

Additions to existing portfolio by Cambridge Financial Group, Inc.

Reductions

Ticker	% Reduced
spdr sp 500 etf trust	-93.11
valero energy	-10.4
citigroup	-7.41
tjx cos	-5.85
ge vernova inc	-4.33
cardinal health	-3.65
ge aerospace	-2.9
amerisourcebergen	-2.84

Cambridge Financial Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
oracle corp	-4,750,930

Cambridge Financial Group, Inc. got rid off the above stocks

Sector Distribution

Cambridge Financial Group, Inc. has about 19.2% of it's holdings in Technology sector.

Technology
Industrials
Energy
Financial Services
Consumer Defensive
Consumer Cyclical
Healthcare
Others

Sector	%
Technology	19.2
Industrials	18.1
Energy	16
Financial Services	14.8
Consumer Defensive	10
Consumer Cyclical	9.4
Healthcare	7.2
Others	5.3

Market Cap. Distribution

Cambridge Financial Group, Inc. has about 94.9% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
MID-CAP
UNALLOCATED

Category	%
LARGE-CAP	60.4
MEGA-CAP	34.5
MID-CAP	4
UNALLOCATED	1.1

Stocks belong to which Index?

About 90.7% of the stocks held by Cambridge Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	90.7
Others	9.3

Top 5 Winners (%)		%
VLO	valero energy	49.1 %
TRGP	targa resources corp	35.9 %
	ge vernova inc	32.8 %
FDX	fedex corp	23.2 %
TGT	target corp	23.2 %

Top 5 Winners ($)		$
VLO	valero energy	4.2 M
TRGP	targa resources corp	2.9 M
OKE	oneok	1.9 M
FDX	fedex corp	1.9 M
TGT	target corp	1.8 M

Top 5 Losers (%)		%
MSFT	microsoft corporation	-23.3 %
SYF	synchrony financial	-18.4 %
MA	mastercard incorporated	-12.5 %
BAC	bank of america corp	-11.2 %
AVGO	broadcom inc	-10.5 %

Top 5 Losers ($)		$
MSFT	microsoft corporation	-2.1 M
SYF	synchrony financial	-1.6 M
AVGO	broadcom inc	-1.4 M
BAC	bank of america corp	-1.1 M
MA	mastercard incorporated	-1.1 M

Cambridge Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cambridge Financial Group, Inc.

Cambridge Financial Group, Inc. has 33 stocks in it's portfolio. About 40.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VLO was the most profitable stock for Cambridge Financial Group, Inc. last quarter.

$267.38MTotal Value

34.00Positions

14 May, 2026Last Reported

Current holdings of Current Stock Holdings of Cambridge Financial Group, Inc., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple AppleAAPL Cambridge Financial Group, Inc.'s holding in Apple over time	3.29%	34,613	$8.78M 3.29%	decreased 0.08 percentreduced

ABBV Abbvie Abbvie ABBV Cambridge Financial Group, Inc.'s holding in Abbvie over time	3.02%	37,166	$8.08M 3.02%	increased 0.96 percentadded

ABC Amerisourcebergen AmerisourcebergenABC Cambridge Financial Group, Inc.'s holding in Amerisourcebergen over time	4.16%	35,392	$11.12M 4.16%	decreased 2.84 percentreduced

ANET Arista Networks Arista NetworksANET Cambridge Financial Group, Inc.'s holding in Arista Networks over time	2.71%	59,055	$7.25M 2.71%	increased 3.18 percentadded

AVGO Broadcom Inc Broadcom IncAVGO Cambridge Financial Group, Inc.'s holding in Broadcom Inc over time	4.26%	36,848	$11.40M 4.26%	decreased 0.8 percentreduced

BA Boeing Co Boeing CoBA Cambridge Financial Group, Inc.'s holding in Boeing Co over time	2.41%	32,410	$6.45M 2.41%	increased 5.31 percentadded

BAC Bank Of America Corp Bank Of America CorpBAC Cambridge Financial Group, Inc.'s holding in Bank Of America Corp over time	3.19%	175,156	$8.54M 3.19%	decreased 2.36 percentreduced

BBY Best Buy Co. Best Buy Co.BBY Cambridge Financial Group, Inc.'s holding in Best Buy Co. over time	2.46%	102,495	$6.58M 2.46%	increased 10.94 percentadded

C Citigroup CitigroupC Cambridge Financial Group, Inc.'s holding in Citigroup over time	3.14%	74,141	$8.41M 3.14%	decreased 7.41 percentreduced

CAH Cardinal Health Cardinal HealthCAH Cambridge Financial Group, Inc.'s holding in Cardinal Health over time	4.18%	52,946	$11.19M 4.18%	decreased 3.65 percentreduced

CSD Powershares Sp 500 Equal Weight Powershares Sp 500 Equal Weight CSD Cambridge Financial Group, Inc.'s holding in Powershares Sp 500 Equal Weight over time	0.01%	160	$30.7K 0.01%	unchanged 0 percentunchanged

ETN Eaton Corporation Eaton CorporationETN Cambridge Financial Group, Inc.'s holding in Eaton Corporation over time	2.94%	21,962	$7.86M 2.94%	increased 3.99 percentadded

FDX Fedex Corp Fedex CorpFDX Cambridge Financial Group, Inc.'s holding in Fedex Corp over time	3.75%	28,125	$10.02M 3.75%	decreased 1.02 percentreduced

GE Ge Aerospace Ge AerospaceGE Cambridge Financial Group, Inc.'s holding in Ge Aerospace over time	2.56%	24,115	$6.84M 2.56%	decreased 2.9 percentreduced

IVZ Invesco Ltd. Invesco Ltd.IVZ Cambridge Financial Group, Inc.'s holding in Invesco Ltd. over time	2.94%	323,845	$7.87M 2.94%	increased 2.93 percentadded

KR Kroger Co Kroger CoKR Cambridge Financial Group, Inc.'s holding in Kroger Co over time	3.65%	134,917	$9.76M 3.65%	increased 2.13 percentadded

LUV Southwest Airlines Southwest AirlinesLUV Cambridge Financial Group, Inc.'s holding in Southwest Airlines over time	2.47%	176,080	$6.62M 2.47%	new position

MA Mastercard Incorporated Mastercard IncorporatedMA Cambridge Financial Group, Inc.'s holding in Mastercard Incorporated over time	2.9%	15,533	$7.76M 2.9%	increased 0.11 percentadded

MCD Mcdonalds Corp Mcdonalds CorpMCD Cambridge Financial Group, Inc.'s holding in Mcdonalds Corp over time	3.15%	27,118	$8.43M 3.15%	increased 0.34 percentadded

MSFT Microsoft Corporation Microsoft CorporationMSFT Cambridge Financial Group, Inc.'s holding in Microsoft Corporation over time	2.55%	18,432	$6.82M 2.55%	increased 1.34 percentadded