Latest Cambridge Financial Group, Inc. Stock Portfolio

Cambridge Financial Group, Inc. Performance:

2025 Q2: 6.53%YTD: 3.48%2024: 21.57%

Performance for 2025 Q2 is 6.53%, and YTD is 3.48%, and 2024 is 21.57%.

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 $198.2 Millions as of 30 Jun, 2025.

The top stock holdings of Cambridge Financial Group, Inc. are PGR, AVGO, CAH. The fund has invested 8.5% of it's portfolio in PROGRESSIVE CORP and 5.3% of portfolio in BROADCOM INC.

They significantly reduced their stock positions in GE VERNOVA INC, AMERISOURCEBERGEN (ABC) and GE AEROSPACE (GE). The fund showed a lot of confidence in some stocks as they added substantially to PROGRESSIVE CORP (PGR).

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

Our best estimate is that Cambridge Financial Group, Inc. made a return of 6.53% in the last quarter. In trailing 12 months, it's portfolio return was 2.28%.

New Buys

No new stocks were added by Cambridge Financial Group, Inc.

Additions

Ticker	% Inc.
progressive corp	112

Additions to existing portfolio by Cambridge Financial Group, Inc.

Reductions

Ticker	% Reduced
ge vernova inc	-35.72
amerisourcebergen	-31.84
ge aerospace	-31.3
nvidia corp	-29.51
citigroup	-28.79
abbvie	-28.17
williams companies	-27.87
valero energy	-27.82

Cambridge Financial Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cambridge Financial Group, Inc.

Sector Distribution

Cambridge Financial Group, Inc. has about 23.4% of it's holdings in Financial Services sector.

Sector	%
Financial Services	23.4
Technology	20.8
Industrials	12.1
Energy	11.4
Consumer Cyclical	11
Consumer Defensive	8.5
Healthcare	7.3
Others	5.3

Market Cap. Distribution

Cambridge Financial Group, Inc. has about 95.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	70.5
MEGA-CAP	24.8
MID-CAP	3.5
UNALLOCATED	1.2

Stocks belong to which Index?

About 91.2% of the stocks held by Cambridge Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	91.2
Others	8.8

Top 5 Winners (%)		%
AVGO	broadcom inc	58.6 %
NVDA	nvidia corp	38.5 %
MSFT	microsoft corporation	29.5 %
ETN	eaton corporation	27.7 %
ANET	arista networks	27.1 %

Top 5 Winners ($)		$
AVGO	broadcom inc	4.7 M
NVDA	nvidia corp	2.5 M
MSFT	microsoft corporation	2.1 M
CAH	cardinal health	2.0 M
GE	ge aerospace	1.9 M

Top 5 Losers (%)		%
OKE	oneok	-17.6 %
TRGP	targa resources corp	-14.1 %
ABBV	abbvie	-11.4 %
BBY	best buy co.	-8.6 %
AAPL	apple	-8.1 %

Top 5 Losers ($)		$
OKE	oneok	-1.6 M
TRGP	targa resources corp	-1.1 M
ABBV	abbvie	-0.9 M
PGR	progressive corp	-0.8 M
AAPL	apple	-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 44% of the portfolio is in top 10 stocks. OKE 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: 07 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	PGR	progressive corp	8.50	63,160	16,854,900	added	112
Historical Trend of PROGRESSIVE CORP Position Held By Cambridge Financial Group, Inc. What % of Portfolio is PGR?: Number of PGR shares held: Change in No. of Shares Held:
	AVGO	broadcom inc	5.27	37,929	10,455,100	reduced	-21.3

	CAH	cardinal health	4.79	56,565	9,502,920	reduced	-24.99

	ABC	amerisourcebergen	4.15	27,421	8,222,190	reduced	-31.84

	MSFT	microsoft corporation	3.70	14,740	7,331,820	reduced	-24.09

	KR	kroger co	3.67	101,333	7,268,620	reduced	-26.34

	BAC	bank of america corp	3.55	148,701	7,036,530	reduced	-23.29

	R	ryder system	3.47	43,283	6,882,000	reduced	-25.21

	MA	mastercard incorporated	3.47	12,235	6,875,340	reduced	-24.82

	TJX	tjx cos	3.44	55,246	6,822,330	reduced	-23.46

	GE	ge aerospace	3.44	26,480	6,815,690	reduced	-31.3

	NVDA	nvidia corp	3.37	42,275	6,679,030	reduced	-29.51

	WMB	williams companies	3.31	104,536	6,565,910	reduced	-27.87

	TXN	texas instruments	3.29	31,382	6,515,530	reduced	-22.37

	MCD	mcdonalds corp	3.04	20,631	6,027,760	reduced	-25.93

	C	citigroup	2.99	69,635	5,927,330	reduced	-28.79

	ETN	eaton corporation	2.98	16,530	5,901,040	reduced	-26.66

	SYY	sysco corp	2.91	76,058	5,760,630	reduced	-23.42

	AAPL	apple	2.89	27,934	5,731,220	reduced	-22.44

	OKE	oneok	2.86	69,498	5,673,120	reduced	-23.91