Latest Cambridge Financial Group, Inc. Stock Portfolio

Cambridge Financial Group, Inc. Performance:

2025 Q3: 4.9%YTD: 11.43%2024: 24.27%

Performance for 2025 Q3 is 4.9%, and YTD is 11.43%, and 2024 is 24.27%.

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

In it's latest 13F Holdings report, Cambridge Financial Group, Inc. reported an equity portfolio of $257.9 Millions as of 30 Sep, 2025.

The top stock holdings of Cambridge Financial Group, Inc. are AVGO, ABC, R. The fund has invested 5.5% of it's portfolio in BROADCOM INC and 4.5% of portfolio in AMERISOURCEBERGEN.

The fund managers got completely rid off LOWES COMPANIES INC (LOW) stocks. They significantly reduced their stock positions in PROGRESSIVE CORP (PGR) and CARDINAL HEALTH (CAH). Cambridge Financial Group, Inc. opened new stock positions in BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to TARGET CORP (TGT), BEST BUY CO. (BBY) and FEDEX CORP (FDX).

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

Our best estimate is that Cambridge Financial Group, Inc. made a return of 4.9% in the last quarter. In trailing 12 months, it's portfolio return was 11.43%.

New Buys

Ticker	$ Bought
boeing co	6,960,520

New stocks bought by Cambridge Financial Group, Inc.

Additions

Ticker	% Inc.
target corp	87.22
best buy co.	81.98
fedex corp	46.42
paypal holdings	40.01
arista networks	38.55
abbvie	38.21
targa resources corp	37.59
valero energy	35.17

Additions to existing portfolio by Cambridge Financial Group, Inc.

Reductions

Ticker	% Reduced
progressive corp	-53.55
cardinal health	-3.31

Cambridge Financial Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
lowes companies inc	-5,367,260

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

Sector Distribution

Cambridge Financial Group, Inc. has about 22.6% of it's holdings in Technology sector.

Sector	%
Technology	22.6
Financial Services	18.5
Industrials	15.4
Energy	12.1
Consumer Cyclical	9.9
Consumer Defensive	9.1
Healthcare	6.7
Others	5.6

Market Cap. Distribution

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

Category	%
LARGE-CAP	68.2
MEGA-CAP	26.7
MID-CAP	3.9
UNALLOCATED	1.1

Stocks belong to which Index?

About 90.5% of the stocks held by Cambridge Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	90.5
Others	9.5

Top 5 Winners (%)		%
ANET	arista networks	27.4 %
VLO	valero energy	18.4 %
AAPL	apple	18.1 %
AVGO	broadcom inc	17.1 %
ABBV	abbvie	16.8 %

Top 5 Winners ($)		$
AVGO	broadcom inc	2.1 M
ANET	arista networks	1.9 M
VLO	valero energy	1.4 M
AAPL	apple	1.4 M
R	ryder system	1.3 M

Top 5 Losers (%)		%
TXN	texas instruments	-9.3 %
OKE	oneok	-8.1 %
PGR	progressive corp	-7.5 %
PYPL	paypal holdings	-7.2 %
CAH	cardinal health	-6.6 %

Top 5 Losers ($)		$
PGR	progressive corp	-1.3 M
TXN	texas instruments	-0.7 M
CAH	cardinal health	-0.6 M
OKE	oneok	-0.6 M
PYPL	paypal holdings	-0.4 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 39.3% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Cambridge Financial Group, Inc. last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple	3.50	35,467	9,030,960	added	26.97

ABBV	abbvie	3.39	37,728	8,735,540	added	38.21

ABC	amerisourcebergen	4.46	36,808	11,503,600	added	34.23

ANET	arista networks	3.48	61,535	8,966,260	added	38.55

AVGO	broadcom inc	5.47	42,749	14,103,300	added	12.71

BA	boeing co	2.70	32,250	6,960,520	new

BAC	bank of america corp	3.63	181,481	9,362,600	added	22.04

BBY	best buy co.	2.93	99,925	7,556,330	added	81.98

C	citigroup	3.59	91,135	9,250,200	added	30.88

CAH	cardinal health	3.33	54,691	8,584,300	reduced	-3.31

CSD	powershares sp 500 equal weight	0.01	160	30,352	unchanged	0.00

ETN	eaton corporation	3.04	20,938	7,836,050	added	26.67

FDX	fedex corp	2.58	28,185	6,646,300	added	46.42

GE	ge aerospace	3.20	27,445	8,256,000	added	3.64

KR	kroger co	3.40	129,883	8,755,410	added	28.17

LOW	lowes companies inc	0.00	0.00	0.00	sold off	-100

MA	mastercard incorporated	3.41	15,454	8,790,390	added	26.31

MCD	mcdonalds corp	3.15	26,758	8,131,490	added	29.7

MSFT	microsoft corporation	3.64	18,147	9,399,240	added	23.11

NVDA	nvidia corp	3.71	51,265	9,565,020	added	21.27