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Cambridge Financial Group, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1334199
Institutional-grade research for retail investors

Sector Allocation

  • Technology22.9%$65.8M
  • Industrials17.3%$49.7M
  • Consumer Discretionary16.8%$48.2M
  • Consumer Staples13.7%$39.4M
  • Energy13.0%$37.3M
  • Financials13.0%$37.3M
  • Healthcare3.3%$9.6M
  • Other0.1%$145,620

AUM History

13fpro.ai/research/fund/cambridge-financial-group-inc-1334199

Conviction and streaks

Stable · top 10 = 39.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

AVGO$AVGOConviction hold4.9% weight · held 9 quartersTXN$TXNConviction hold4.5% weight · held 9 quartersR$RConviction hold4.5% weight · held 9 quartersCAH$CAHConviction hold4.3% weight · held 9 quartersC$CConviction hold3.6% weight · held 7 quartersSYY$SYYAccumulating+51% shares · 4 quarters runningMSFT$MSFTAccumulating+61% shares · 4 quarters runningMCD$MCDAccumulating+32% shares · 4 quarters runningANET$ANETAccumulating+3% shares · 2 quarters runningABBV$ABBVAccumulating+3% shares · 2 quarters runningR$RTrimming-8% shares · 3 quarters runningC$CTrimming-19% shares · 3 quarters runningCOR$CORTrimming-4% shares · 3 quarters runningNVDA$NVDATrimming-6% shares · 3 quarters runningWMB$WMBTrimming-5% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cambridge-financial-group-inc-1334199

Cambridge Financial Group, Inc. 13F holdings — Q2 2026

$287.4M portfolio (+7.5% QoQ) · 33 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio

All holdings — Cambridge Financial Group, Inc. (Q2 2026)

33 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GE$GEGENERAL ELECTRIC CO$10.0M+11%
OKE$OKEONEOK INC /NEW/$10.0M-0.9%
NVDA$NVDANVIDIA CORP$9.7M-0.5%
SYY$SYYSYSCO CORP$9.6M+9%
ABBV$ABBVAbbVie Inc.$9.6M+2%
TGT$TGTTARGET CORP$9.5M-8%
WMB$WMBWILLIAMS COMPANIES, INC.$9.5M-4%
TJX$TJXTJX COMPANIES INC /DE/$9.4M-1%
ETN$ETNEaton Corp plc$9.3M-0.1%
VLO$VLOVALERO ENERGY CORP/TX$9.0M-26%
TRGP$TRGPTarga Resources Corp.$8.9M-25%
MSFT$MSFTMICROSOFT CORP$8.8M+28%
IVZ$IVZInvesco Ltd.$8.8M+3%
BBY$BBYBEST BUY CO INC$8.8M+13%
SYF$SYFSynchrony Financial$8.1M+3%

What changed in Q2 2026

Against the previous quarter's 13F: 1 new, 14 added to, 17 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

  • FDXF$FDXFFedEx Freight Holding Company, Inc.$1.9M

    first bought this quarter

Added to (14)

  • MSFT$MSFTMICROSOFT CORP+28%

    now $8.8M · held 4+ qtrs, 2 adds in a row

  • LUV$LUVSOUTHWEST AIRLINES CO+11%

    now $10.1M · held 2 qtrs, 2 adds in a row

  • BBY$BBYBEST BUY CO INC+13%

    now $8.8M · held 4+ qtrs, 2 adds in a row

  • GE$GEGENERAL ELECTRIC CO+11%

    now $10.0M · held 4+ qtrs

  • SYY$SYYSYSCO CORP+9%

    now $9.6M · held 4+ qtrs, 3 adds in a row

  • BA$BABOEING CO+6%

    now $7.4M · held 4+ qtrs, 2 adds in a row

+8 more in the Excel export

Trimmed (17)

  • VLO$VLOVALERO ENERGY CORP/TX-26%

    now $9.0M · held 4+ qtrs, 3 trims in a row

  • TRGP$TRGPTarga Resources Corp.-25%

    now $8.9M · held 4+ qtrs

  • TGT$TGTTARGET CORP-8%

    now $9.5M · held 4+ qtrs

  • FDX$FDXFEDEX CORP-9%

    now $8.0M · held 4+ qtrs, 2 trims in a row

  • R$RRYDER SYSTEM INC-5%

    now $13.1M · held 4+ qtrs

  • GEV$GEVGE Vernova Inc.-17%

    now $3.1M · held 4+ qtrs, 3 trims in a row

+11 more in the Excel export

Sold out (1)

  • MA$MAMastercard Incwas $7.8M

    held 8+ qtrs

Share

Holdings by quarter

Every 13F Cambridge Financial Group, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Cambridge Financial Group's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-2.5%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter

Top 10 weight

39%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Cambridge Financial Group, Inc. disclosed 33 positions worth $287.4M in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 4.9% of the equity portfolio, followed by $TXN and $R. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $FDXF and a full exit from $MA. The portfolio is most concentrated in Technology (22.9% of disclosed assets). All figures are sourced directly from Cambridge Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1334199.

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AI-Powered Hedge Fund Analysis: Cambridge Financial Group, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Cambridge Financial Group, Inc. (SEC CIK: 1334199), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Cambridge Financial Group, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.