Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Cambridge Financial Group, Inc. Stock Portfolio

Cambridge Financial Group, Inc. Performance:
2025 Q4: 2.18%YTD: 15.73%2024: 24.21%
Performance for 2025 Q4 is 2.18%, and YTD is 15.73%, and 2024 is 24.21%.

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

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Financial Group, Inc. reported an equity portfolio of $261.8 Millions as of 31 Dec, 2025.

The top stock holdings of Cambridge Financial Group, Inc. are AVGO, ABC, CAH. The fund has invested 4.9% of it's portfolio in BROADCOM INC and 4.7% of portfolio in AMERISOURCEBERGEN.

The fund managers got completely rid off PROGRESSIVE CORP (PGR) and PAYPAL HOLDINGS (PYPL) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), CITIGROUP (C) and GE AEROSPACE (GE). Cambridge Financial Group, Inc. opened new stock positions in INVESCO LTD. (IVZ) and ORACLE CORP (ORCL). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SP 500 ETF TRUST (SPY), ONEOK (OKE) and TEXAS INSTRUMENTS (TXN).

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

Our best estimate is that Cambridge Financial Group, Inc. made a return of 2.18% in the last quarter. In trailing 12 months, it's portfolio return was 15.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco ltd.8,265,200
oracle corp4,750,930
New stocks bought by Cambridge Financial Group, Inc.

Additions

Ticker% Inc.
spdr sp 500 etf trust321
oneok21.1
texas instruments10.23
targa resources corp8.72
kroger co1.71
sysco corp1.49
target corp1.12
mcdonalds corp1.00
Additions to existing portfolio by Cambridge Financial Group, Inc.

Reductions

Ticker% Reduced
broadcom inc-13.11
citigroup-12.13
ge aerospace-9.51
best buy co.-7.54
arista networks-6.99
ge vernova inc-6.37
nvidia corp-4.96
boeing co-4.57
Cambridge Financial Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
paypal holdings-5,775,540
progressive corp-7,245,510
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.

Sector%
Technology22.9
Financial Services17.2
Industrials15
Energy12.6
Consumer Cyclical9.4
Consumer Defensive8.8
Healthcare7.5
Others6.6

Market Cap. Distribution

Cambridge Financial Group, Inc. has about 94.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP54.2
MEGA-CAP40.1
MID-CAP3.8
UNALLOCATED1.9

Stocks belong to which Index?

About 89.6% of the stocks held by Cambridge Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50089.6
Others10.4
Top 5 Winners (%)%
CAH
cardinal health
30.8 %
FDX
fedex corp
22.4 %
SYF
synchrony financial
17.4 %
C
citigroup
14.1 %
TRGP
targa resources corp
9.7 %
Top 5 Winners ($)$
CAH
cardinal health
2.7 M
FDX
fedex corp
1.5 M
C
citigroup
1.3 M
SYF
synchrony financial
1.3 M
ABC
amerisourcebergen
0.9 M
Top 5 Losers (%)%
ETN
eaton corporation
-14.8 %
BBY
best buy co.
-11.1 %
SYY
sysco corp
-10.4 %
ANET
arista networks
-9.7 %
KR
kroger co
-7.3 %
Top 5 Losers ($)$
ETN
eaton corporation
-1.2 M
ANET
arista networks
-0.9 M
SYY
sysco corp
-0.9 M
BBY
best buy co.
-0.8 M
KR
kroger co
-0.6 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 39.5% of the portfolio is in top 10 stocks. ETN proved to be the most loss making stock for the portfolio. CAH was the most profitable stock for Cambridge Financial Group, Inc. last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions