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

CIK 1334199 · latest 13F-HR filed 2026-05-14

Backtest portfolio

Cambridge Financial Group, Inc. manages $267.4M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VLO (4.31%), AVGO (4.27%), CAH (4.18%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 12, and trimmed 11.

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.

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AUM

$267.4M

Long-equity book

Holdings

33

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+1 / −1 / ↑12 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Valero Energy$3.1M +36.0%
  • Targa Resources Corp$2.9M +36.1%
  • Target Corp$2.3M +31.3%
  • Oneok$2.1M +24.9%
  • Fedex Corp$1.8M +22.0%
Show all 12 →

Top Trims

  • SPDR SP 500 ETF Trust-$2.6M -93.4%
  • Microsoft Corporation-$2.0M -22.4%
  • Synchrony Financial-$1.5M -18.1%
  • Broadcom Inc-$1.5M -11.3%
  • Bank of America Corp-$1.3M -13.5%
Show all 11 →

New Positions

  • Southwest Airlines$6.6M
Show all 1 →

Exited Positions

  • ORACLE CORP$4.8M
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 Valero Energy VLO 91913Y100 $11.5M 4.31% 46,679 SH
2 Broadcom Inc AVGO 11135F101 $11.4M 4.27% 36,848 SH
3 Cardinal Health CAH 14149Y108 $11.2M 4.18% 52,946 SH
4 AmerisourceBergen COR 03073E105 $11.1M 4.16% 35,392 SH
5 Targa Resources Corp TRGP 87612G101 $11.0M 4.12% 43,985 SH
6 Ryder System R 783549108 $10.7M 4.00% 52,274 SH
7 Oneok OKE 682680103 $10.4M 3.90% 115,507 SH
8 TJX Cos TJX 872540109 $10.1M 3.77% 63,050 SH
9 Fedex Corp FDX 31428X106 $10.0M 3.75% 28,125 SH
10 Kroger Co KR 501044101 $9.8M 3.65% 134,917 SH
11 Williams Companies WMB 969457100 $9.7M 3.63% 133,238 SH
12 Target Corp TGT 87612E106 $9.6M 3.60% 79,387 SH
13 Apple AAPL 037833100 $8.8M 3.29% 34,613 SH
14 Texas Instruments TXN 882508104 $8.6M 3.21% 44,193 SH
15 Bank of America Corp BAC 060505104 $8.5M 3.19% 175,156 SH
16 NVIDIA CORP NVDA 67066G104 $8.5M 3.17% 48,578 SH
17 MCDONALDS CORP MCD 580135101 $8.4M 3.15% 27,118 SH
18 Citigroup C 172967424 $8.4M 3.14% 74,141 SH
19 AbbVie ABBV 00287Y109 $8.1M 3.02% 37,166 SH
20 Invesco Ltd. IVZ G491BT108 $7.9M 2.94% 323,845 SH
21 Eaton Corporation ETN G29183103 $7.9M 2.94% 21,962 SH
22 Mastercard Incorporated MA 57636Q104 $7.8M 2.90% 15,533 SH
23 Sysco Corp SYY 871829107 $7.5M 2.79% 104,699 SH
24 Arista Networks ANET 040413205 $7.3M 2.71% 59,055 SH
25 Synchrony Financial SYF 87165B103 $7.0M 2.62% 103,177 SH
26 GE AEROSPACE GE 369604301 $6.8M 2.56% 24,115 SH
27 Microsoft Corporation MSFT 594918104 $6.8M 2.55% 18,432 SH
28 Southwest Airlines LUV 844741108 $6.6M 2.47% 176,080 SH
29 Best Buy Co. BBY 086516101 $6.6M 2.46% 102,495 SH
30 BOEING CO BA 097023105 $6.5M 2.41% 32,410 SH
31 GE VERNOVA INC GEV 36828A101 $2.8M 1.03% 3,162 SH
32 SPDR SP 500 ETF Trust SPY 78462F103 $182.1K 0.07% 280 SH
33 Powershares SP 500 Equal Weight RSP 46137V357 $30.7K 0.01% 160 SH
Filing History
Period Filed AUM Holdings Accession
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