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Latest Cambridge Financial Group, Inc. Stock Portfolio

$267Million– No. of Holdings #33

Cambridge Financial Group, Inc. Performance:
2026 Q1: 2.6%YTD: 2.6%2025: 15.73%
Performance for 2026 Q1 is 2.6%, and YTD is 2.6%, and 2025 is 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.

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.

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

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 airlines6,615,330
New stocks bought by Cambridge Financial Group, Inc.

Additions

Ticker% Inc.
best buy co.10.94
target corp5.93
boeing co5.31
sysco corp4.35
eaton corporation3.99
arista networks3.18
invesco ltd.2.93
kroger co2.13
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%
Technology19.2
Industrials18.1
Energy16
Financial Services14.8
Consumer Defensive10
Consumer Cyclical9.4
Healthcare7.2
Others5.3

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-CAP60.4
MEGA-CAP34.5
MID-CAP4
UNALLOCATED1.1

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 50090.7
Others9.3
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.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions