Cambridge Financial Group, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 81.7%; sector active share 32.3% against the combined 13F book's sector weights.
Over time 22 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
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% | $179,663 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| 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 | +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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VLO | Valero Energy Corp | −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 | −990 | 114,517 | $9,956,107 | |
| KR | Kroger Co | −835 | 134,082 | $7,445,573 | |
| TJX | Tjx Companies Inc | −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| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MA | Mastercard Inc | 15,533 | $7,761,218 | |
| No positions match the current search. | ||||
| 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 | 4.54% | |
| 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
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
Energy
|
Reduced | 114,517 | $9,956,107 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 48,328 | $9,669,949 | 3.36% | |
| 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
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
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% | |
| RSP |
Victory Portfolios II
|
Held | 160 | $34,043 | 0.01% |
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.