Latest Cambridge Financial Group, Inc. Stock Portfolio

$287Million | No. of Holdings #33

Cambridge Financial Group, Inc. Performance

2026 Q2+10.85%

YTD+13.73%

2025+15.73%

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

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Financial Group, Inc. reported an equity portfolio of $287.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cambridge Financial Group, Inc. are AVGO, TXN, R. The fund has invested 4.9% of it's portfolio in BROADCOM INC and 4.6% of portfolio in TEXAS INSTRUMENTS. <br><br> The fund managers got completely rid off MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in SPDR SP 500 ETF TRUST (SPY), VALERO ENERGY (VLO) and TARGA RESOURCES CORP (TRGP). Cambridge Financial Group, Inc. opened new stock positions in FEDEX FREIGHT HOLG CO.. The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORPORATION (MSFT), BEST BUY CO. (BBY) and SOUTHWEST AIRLINES (LUV).

Cambridge Financial Group, Inc. Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$287Million

as of Aug 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 10.85% in the last quarter. In trailing 12 months, it's portfolio return was 23.27%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fedex freight holg co.	1,895,800

New stocks bought by Cambridge Financial Group, Inc.

Additions

Ticker	% Inc.
microsoft corporation	28.35
best buy co.	12.82
southwest airlines	11.02
ge aerospace	10.55
sysco corp	9.42
boeing co	5.82
synchrony financial	3.38
invesco ltd.	2.83

Additions to existing portfolio by Cambridge Financial Group, Inc.

Reductions

Ticker	% Reduced
spdr sp 500 etf trust	-30.36
valero energy	-26.13
targa resources corp	-24.89
ge vernova inc	-17.36
fedex corp	-9.28
target corp	-8.22
ryder system	-5.28
williams companies	-4.09

Cambridge Financial Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
mastercard incorporated	-7,761,220

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

Sector Distribution

Cambridge Financial Group, Inc. has about 22.9% of it's holdings in Technology sector.

Technology
Industrials
Financial Services
Energy
Consumer Defensive
Consumer Cyclical
Healthcare
Others

Sector	%
Technology	22.9
Industrials	20.1
Financial Services	13
Energy	13
Consumer Defensive	9.2
Consumer Cyclical	8.9
Healthcare	7.7
Others	5.3

Market Cap. Distribution

Cambridge Financial Group, Inc. has about 93.7% 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	33.3
MID-CAP	4.5
UNALLOCATED	1.8

Stocks belong to which Index?

About 90.2% 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	90.2
Others	9.8

Top 5 Winners (%)		%
TXN	texas instruments	53.3 %
ANET	arista networks	38.4 %
LUV	southwest airlines	34.4 %
	ge vernova inc	31.6 %
GE	ge aerospace	29.7 %

Top 5 Winners ($)		$
TXN	texas instruments	4.6 M
R	ryder system	3.0 M
ANET	arista networks	2.8 M
LUV	southwest airlines	2.6 M
AVGO	broadcom inc	2.5 M

Top 5 Losers (%)		%
KR	kroger co	-23.2 %
MCD	mcdonalds corp	-13.0 %
FDX	fedex corp	-11.5 %
ABC	amerisourcebergen	-9.9 %
TJX	tjx cos	-5.1 %

Top 5 Losers ($)		$
KR	kroger co	-2.3 M
FDX	fedex corp	-1.2 M
ABC	amerisourcebergen	-1.1 M
MCD	mcdonalds corp	-1.1 M
TJX	tjx cos	-0.5 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 39.4% of the portfolio is in top 10 stocks. KR proved to be the most loss making stock for the portfolio. TXN was the most profitable stock for Cambridge Financial Group, Inc. last quarter.

$287.38MTotal Value

34.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Cambridge Financial Group, Inc., last reported on 14 Aug, 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	3.5%	34,733	$10.05M 3.5%	increased 0.35 percentadded

ABBV Abbvie Abbvie ABBV Cambridge Financial Group, Inc.'s holding in Abbvie over time	3.33%	38,026	$9.57M 3.33%	increased 2.31 percentadded

ABC Amerisourcebergen AmerisourcebergenABC Cambridge Financial Group, Inc.'s holding in Amerisourcebergen over time	3.47%	35,262	$9.98M 3.47%	decreased 0.37 percentreduced

ANET Arista Networks Arista NetworksANET Cambridge Financial Group, Inc.'s holding in Arista Networks over time	3.49%	59,085	$10.04M 3.49%	increased 0.05 percentadded

AVGO Broadcom Inc Broadcom IncAVGO Cambridge Financial Group, Inc.'s holding in Broadcom Inc over time	4.92%	37,453	$14.15M 4.92%	increased 1.64 percentadded

BA Boeing Co Boeing CoBA Cambridge Financial Group, Inc.'s holding in Boeing Co over time	2.58%	34,295	$7.42M 2.58%	increased 5.82 percentadded

BAC Bank Of America Corp Bank Of America CorpBAC Cambridge Financial Group, Inc.'s holding in Bank Of America Corp over time	3.48%	175,731	$10.01M 3.48%	increased 0.33 percentadded

BBY Best Buy Co. Best Buy Co.BBY Cambridge Financial Group, Inc.'s holding in Best Buy Co. over time	3.05%	115,630	$8.77M 3.05%	increased 12.82 percentadded

C Citigroup CitigroupC Cambridge Financial Group, Inc.'s holding in Citigroup over time	3.59%	73,731	$10.32M 3.59%	decreased 0.55 percentreduced

CAH Cardinal Health Cardinal HealthCAH Cambridge Financial Group, Inc.'s holding in Cardinal Health over time	4.32%	52,306	$12.43M 4.32%	decreased 1.21 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	$34.0K 0.01%	unchanged 0 percentunchanged

ETN Eaton Corporation Eaton CorporationETN Cambridge Financial Group, Inc.'s holding in Eaton Corporation over time	3.25%	21,942	$9.35M 3.25%	decreased 0.09 percentreduced

FDX Fedex Corp Fedex CorpFDX Cambridge Financial Group, Inc.'s holding in Fedex Corp over time	2.78%	25,515	$7.99M 2.78%	decreased 9.28 percentreduced

GE Ge Aerospace Ge AerospaceGE Cambridge Financial Group, Inc.'s holding in Ge Aerospace over time	3.47%	26,660	$9.96M 3.47%	increased 10.55 percentadded

IVZ Invesco Ltd. Invesco Ltd.IVZ Cambridge Financial Group, Inc.'s holding in Invesco Ltd. over time	3.06%	333,010	$8.79M 3.06%	increased 2.83 percentadded

KR Kroger Co Kroger CoKR Cambridge Financial Group, Inc.'s holding in Kroger Co over time	2.59%	134,082	$7.45M 2.59%	decreased 0.62 percentreduced

LUV Southwest Airlines Southwest AirlinesLUV Cambridge Financial Group, Inc.'s holding in Southwest Airlines over time	3.5%	195,485	$10.05M 3.5%	increased 11.02 percentadded

MA Mastercard Incorporated Mastercard IncorporatedMA Cambridge Financial Group, Inc.'s holding in Mastercard Incorporated over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

MCD Mcdonalds Corp Mcdonalds CorpMCD Cambridge Financial Group, Inc.'s holding in Mcdonalds Corp over time	2.56%	27,178	$7.35M 2.56%	increased 0.22 percentadded

MSFT Microsoft Corporation Microsoft CorporationMSFT Cambridge Financial Group, Inc.'s holding in Microsoft Corporation over time	3.07%	23,657	$8.82M 3.07%	increased 28.35 percentadded