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Cambridge Financial Group, Inc. — 13F Holdings & Portfolio

CIK 1334199 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Cambridge Financial Group, Inc. manages $287.4M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (4.92%), TXN (4.55%), R (4.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 21, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4100 HORIZONS DRIVE
SUITE 101
COLUMBUS, OH 43220
Phone
(614) 457-1530
Filing Manager
Cambridge Financial Group, Inc.
COLUMBUS, OH
Signatory
Gregory J Bauer
Managing Partner
Loading holdings…
AUM

$287.4M

Long-equity book

Holdings

33

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −1 / ↑21 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Texas Instruments$4.5M +52.3%
  • Southwest Airlines$3.4M +51.9%
  • GE AEROSPACE$3.1M +45.6%
  • Arista Networks$2.8M +38.4%
  • Broadcom Inc$2.7M +24.1%
Show all 21 →

Top Trims

  • Valero Energy-$2.6M -22.1%
  • Kroger Co-$2.3M -23.7%
  • Targa Resources Corp-$2.2M -19.7%
  • Fedex Corp-$2.0M -20.2%
  • AmerisourceBergen-$1.1M -10.3%
Show all 8 →

New Positions

  • FedEx Freight Holg Co.$1.9M
Show all 1 →

Exited Positions

  • Mastercard Incorporated$7.8M
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Broadcom Inc AVGO 11135F101 $14.1M 4.92% 37,453 SH
2 Texas Instruments TXN 882508104 $13.1M 4.55% 43,848 SH
3 Ryder System R 783549108 $13.1M 4.54% 49,514 SH
4 Cardinal Health CAH 14149Y108 $12.4M 4.32% 52,306 SH
5 Citigroup C 172967424 $10.3M 3.59% 73,731 SH
6 Southwest Airlines LUV 844741108 $10.1M 3.50% 195,485 SH
7 Apple AAPL 037833100 $10.1M 3.50% 34,733 SH
8 Arista Networks ANET 040413205 $10.0M 3.49% 59,085 SH
9 Bank of America Corp BAC 060505104 $10.0M 3.48% 175,731 SH
10 AmerisourceBergen COR 03073E105 $10.0M 3.47% 35,262 SH
11 GE AEROSPACE GE 369604301 $10.0M 3.47% 26,660 SH
12 Oneok OKE 682680103 $10.0M 3.46% 114,517 SH
13 NVIDIA CORP NVDA 67066G104 $9.7M 3.36% 48,328 SH
14 Sysco Corp SYY 871829107 $9.6M 3.33% 114,564 SH
15 AbbVie ABBV 00287Y109 $9.6M 3.33% 38,026 SH
16 Target Corp TGT 87612E106 $9.5M 3.31% 72,862 SH
17 Williams Companies WMB 969457100 $9.5M 3.31% 127,793 SH
18 TJX Cos TJX 872540109 $9.4M 3.28% 62,265 SH
19 Eaton Corporation ETN G29183103 $9.3M 3.25% 21,942 SH
20 Valero Energy VLO 91913Y100 $9.0M 3.13% 34,484 SH
21 Targa Resources Corp TRGP 87612G101 $8.9M 3.08% 33,035 SH
22 Microsoft Corporation MSFT 594918104 $8.8M 3.07% 23,657 SH
23 Invesco Ltd. IVZ G491BT108 $8.8M 3.06% 333,010 SH
24 Best Buy Co. BBY 086516101 $8.8M 3.05% 115,630 SH
25 Synchrony Financial SYF 87165B103 $8.1M 2.82% 106,667 SH
26 Fedex Corp FDX 31428X106 $8.0M 2.78% 25,515 SH
27 Kroger Co KR 501044101 $7.4M 2.59% 134,082 SH
28 BOEING CO BA 097023105 $7.4M 2.58% 34,295 SH
29 MCDONALDS CORP MCD 580135101 $7.3M 2.56% 27,178 SH
30 GE VERNOVA INC GEV 36828A101 $3.1M 1.07% 2,613 SH
31 FedEx Freight Holg Co. FDXF 314352105 $1.9M 0.66% 12,555 SH
32 SPDR SP 500 ETF Trust SPY 78462F103 $145.6K 0.05% 195 SH
33 Powershares SP 500 Equal Weight RSP 46137V357 $34.0K 0.01% 160 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $287.4M 33 0001334199-26-000003
2026-03-31 2026-05-14 $267.4M 33 0001334199-26-000002
2025-12-31 2026-02-13 $261.8M 33 0001334199-26-000001
2025-09-30 2025-11-14 $257.9M 33 0001334199-25-000010