Cambridge Financial Group, Inc.
Filing Date
Global Rank
#3,798
/ 8,645
▼ 31
Top Industry
Semiconductors
12.8%
3Y Alpha vs SPY
+38.4%
Period ended 52 days ago
Filed Aug 14, 2026 · 7d
22 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+290.5%
SPY
+73.6%
Annualised alpha
+37.3%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
4.9%
+0.6 pts
Top 5
21.9%
+0.9 pts
Top 10
39.4%
−0.7 pts
HHI
343
Diversified+6
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 22.9% | $65,799,825 |
| Industrials | 21.9% | $62,804,774 |
| Energy | 13.0% | $37,295,254 |
| Financial Services | 13.0% | $37,232,700 |
| Healthcare | 11.1% | $31,973,115 |
| Consumer Defensive | 9.2% | $26,537,337 |
| Consumer Cyclical | 8.9% | $25,553,636 |
| Unclassified | 0.1% | $145,620 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LUV | Southwest Airlines Co | +19,405 | 195,485 | $10,051,838 | |
| BBY | Best Buy Co Inc | +13,135 | 115,630 | $8,774,004 | |
| SYY | Sysco Corp | +9,865 | 114,564 | $9,575,259 | |
| IVZ | Invesco Ltd. | +9,165 | 333,010 | $8,788,133 | |
| MSFT | Microsoft Corp | +5,225 | 23,657 | $8,824,534 | |
| SYF | Synchrony Financial | +3,490 | 106,667 | $8,112,025 | |
| GE | General Electric Co | +2,545 | 26,660 | $9,963,641 | |
| BA | Boeing Co | +1,885 | 34,295 | $7,423,838 | |
| ABBV | AbbVie Inc. | +860 | 38,026 | $9,568,862 | |
| AVGO | Broadcom Inc. | +605 | 37,453 | $14,147,870 | |
| BAC | Bank Of America Corp /De/ | +575 | 175,731 | $10,013,152 | |
| AAPL | Apple Inc. | +120 | 34,733 | $10,050,340 | |
| MCD | Mcdonalds Corp | +60 | 27,178 | $7,346,485 | |
| ANET | Arista Networks, Inc. | +30 | 59,085 | $10,037,359 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VLO | Valero Energy Corp/Tx | −12,195 | 34,484 | $8,981,012 | |
| TRGP | Targa Resources Corp. | −10,950 | 33,035 | $8,858,004 | |
| TGT | Target Corp | −6,525 | 72,862 | $9,516,505 | |
| WMB | Williams Companies, Inc. | −5,445 | 127,793 | $9,500,131 | |
| R | Ryder System Inc | −2,760 | 49,514 | $13,060,307 | |
| FDX | Fedex Corp | −2,610 | 25,515 | $7,989,511 | |
| OKE | Oneok Inc /New/ | −990 | 114,517 | $9,956,107 | |
| KR | Kroger Co | −835 | 134,082 | $7,445,573 | |
| TJX | Tjx Companies Inc /De/ | −785 | 62,265 | $9,433,147 | |
| CAH | Cardinal Health Inc | −640 | 52,306 | $12,425,813 | |
| GEV | GE Vernova Inc. | −549 | 2,613 | $3,069,909 | |
| C | Citigroup Inc | −410 | 73,731 | $10,319,390 | |
| TXN | Texas Instruments Inc | −345 | 43,848 | $13,069,773 | |
| NVDA | Nvidia Corp | −250 | 48,328 | $9,669,949 | |
| COR | Cencora, Inc. | −130 | 35,262 | $9,978,440 | |
| SPY | Spdr S&P 500 ETF Trust | −85 | 195 | $145,620 | |
| ETN | Eaton Corp plc | −20 | 21,942 | $9,349,925 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDXF | FedEx Freight Holding Company, Inc. | 12,555 | $1,895,805 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MA | Mastercard Inc | 15,533 | $7,761,218 | |
| No positions match the current search. | ||||
32 tracked positions ·
$287,342,261 total
· filing declares
33 positions · $287,376,322
· as of Jun 30, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Added | 37,453 | $14,147,870 | 4.92% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 43,848 | $13,069,773 | 4.55% | |
| R |
Ryder System Inc
Industrials
|
Reduced | 49,514 | $13,060,307 | 4.55% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 52,306 | $12,425,813 | 4.32% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 73,731 | $10,319,390 | 3.59% | |
| LUV |
Southwest Airlines Co
Industrials
|
Added | 195,485 | $10,051,838 | 3.50% | |
| AAPL |
Apple Inc.
Technology
|
Added | 34,733 | $10,050,340 | 3.50% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 59,085 | $10,037,359 | 3.49% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 175,731 | $10,013,152 | 3.48% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 35,262 | $9,978,440 | 3.47% | |
| GE |
General Electric Co
Industrials
|
Added | 26,660 | $9,963,641 | 3.47% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 114,517 | $9,956,107 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 48,328 | $9,669,949 | 3.37% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 114,564 | $9,575,259 | 3.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 38,026 | $9,568,862 | 3.33% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 72,862 | $9,516,505 | 3.31% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 127,793 | $9,500,131 | 3.31% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 62,265 | $9,433,147 | 3.28% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 21,942 | $9,349,925 | 3.25% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 34,484 | $8,981,012 | 3.13% | |
| TRGP |
Targa Resources Corp.
Energy
|
Reduced | 33,035 | $8,858,004 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,657 | $8,824,534 | 3.07% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 333,010 | $8,788,133 | 3.06% | |
| BBY |
Best Buy Co Inc
Consumer Cyclical
|
Added | 115,630 | $8,774,004 | 3.05% | |
| SYF |
Synchrony Financial
Financial Services
|
Added | 106,667 | $8,112,025 | 2.82% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 25,515 | $7,989,511 | 2.78% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 134,082 | $7,445,573 | 2.59% | |
| BA |
Boeing Co
Industrials
|
Added | 34,295 | $7,423,838 | 2.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 27,178 | $7,346,485 | 2.56% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,613 | $3,069,909 | 1.07% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 12,555 | $1,895,805 | 0.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 195 | $145,620 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.