Cambridge Financial Group, Inc.
Filing Date
Global Rank
#3,610
/ 8,603
▲ 154
· as of Mar 2026
Top Industry
Oil & Gas Midstream
11.8%
3Y Alpha vs SPY
+2.7%
Period ended 3 months ago
Filed May 14, 2026 · 56d
21 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+91.5%
SPY
+76.0%
Annualised alpha
+3.5%
Max drawdown
−17.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.3%
−0.6 pts
Top 5
21.2%
−0.6 pts
Top 10
40.3%
+0.6 pts
HHI
338
Diversified+2
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 19.3% | $51,314,634 |
| Industrials | 18.6% | $49,297,437 |
| Energy | 16.1% | $42,699,544 |
| Financial Services | 14.9% | $39,592,697 |
| Healthcare | 11.5% | $30,389,294 |
| Consumer Defensive | 10.1% | $26,852,477 |
| Consumer Cyclical | 9.4% | $25,077,267 |
| Unclassified | 0.1% | $182,095 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BBY | Best Buy Co Inc | +10,105 | 102,495 | $6,580,179 | |
| IVZ | Invesco Ltd. | +9,220 | 323,845 | $7,866,195 | |
| TGT | Target Corp | +4,442 | 79,387 | $9,621,704 | |
| SYY | Sysco Corp | +4,362 | 104,699 | $7,468,179 | |
| KR | Kroger Co | +2,812 | 134,917 | $9,762,594 | |
| ANET | Arista Networks, Inc. | +1,820 | 59,055 | $7,250,772 | |
| OKE | Oneok Inc /New/ | +1,812 | 115,507 | $10,440,677 | |
| BA | Boeing Co | +1,635 | 32,410 | $6,450,562 | |
| ETN | Eaton Corp plc | +842 | 21,962 | $7,855,148 | |
| TXN | Texas Instruments Inc | +584 | 44,193 | $8,579,629 | |
| SYF | Synchrony Financial | +482 | 103,177 | $7,018,099 | |
| ABBV | AbbVie Inc. | +355 | 37,166 | $8,083,233 | |
| MSFT | Microsoft Corp | +243 | 18,432 | $6,822,973 | |
| MCD | Mcdonalds Corp | +92 | 27,118 | $8,428,003 | |
| TRGP | Targa Resources Corp. | +75 | 43,985 | $11,028,359 | |
| MA | Mastercard Inc | +17 | 15,533 | $7,761,218 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| C | Citigroup Inc | −5,935 | 74,141 | $8,408,330 | |
| VLO | Valero Energy Corp/Tx | −5,418 | 46,679 | $11,533,447 | |
| BAC | Bank Of America Corp /De/ | −4,235 | 175,156 | $8,538,855 | |
| TJX | Tjx Companies Inc /De/ | −3,918 | 63,050 | $10,069,085 | |
| SPY | Spdr S&P 500 ETF Trust | −3,785 | 280 | $182,095 | |
| CAH | Cardinal Health Inc | −2,005 | 52,946 | $11,188,019 | |
| COR | Cencora, Inc. | −1,033 | 35,392 | $11,118,042 | |
| GE | General Electric Co | −720 | 24,115 | $6,843,113 | |
| AVGO | Broadcom Inc. | −296 | 36,848 | $11,404,824 | |
| FDX | Fedex Corp | −290 | 28,125 | $8,072,170 | |
| WMB | Williams Companies, Inc. | −270 | 133,238 | $9,697,061 | |
| NVDA | Nvidia Corp | −144 | 48,578 | $8,472,003 | |
| GEV | GE Vernova Inc. | −143 | 3,162 | $2,760,109 | |
| R | Ryder System Inc | −73 | 52,274 | $10,701,010 | |
| AAPL | Apple Inc. | −26 | 34,613 | $8,784,433 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LUV | Southwest Airlines Co | 176,080 | $6,615,325 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 24,375 | $4,750,931 | |
| No positions match the current search. | ||||
32 positions ·
$265,405,445 total
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 46,679 | $11,533,447 | 4.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 36,848 | $11,404,824 | 4.30% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 52,946 | $11,188,019 | 4.22% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 35,392 | $11,118,042 | 4.19% | |
| TRGP |
Targa Resources Corp.
Energy
|
Added | 43,985 | $11,028,359 | 4.16% | |
| R |
Ryder System Inc
Industrials
|
Reduced | 52,274 | $10,701,010 | 4.03% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 115,507 | $10,440,677 | 3.93% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 63,050 | $10,069,085 | 3.79% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 134,917 | $9,762,594 | 3.68% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 133,238 | $9,697,061 | 3.65% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 79,387 | $9,621,704 | 3.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 34,613 | $8,784,433 | 3.31% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 44,193 | $8,579,629 | 3.23% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 175,156 | $8,538,855 | 3.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 48,578 | $8,472,003 | 3.19% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 27,118 | $8,428,003 | 3.18% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 74,141 | $8,408,330 | 3.17% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 37,166 | $8,083,233 | 3.05% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 28,125 | $8,072,170 | 3.04% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 323,845 | $7,866,195 | 2.96% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 21,962 | $7,855,148 | 2.96% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 15,533 | $7,761,218 | 2.92% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 104,699 | $7,468,179 | 2.81% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 59,055 | $7,250,772 | 2.73% | |
| SYF |
Synchrony Financial
Financial Services
|
Added | 103,177 | $7,018,099 | 2.64% | |
| GE |
General Electric Co
Industrials
|
Reduced | 24,115 | $6,843,113 | 2.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 18,432 | $6,822,973 | 2.57% | |
| LUV |
Southwest Airlines Co
Industrials
|
NEW | 176,080 | $6,615,325 | 2.49% | |
| BBY |
Best Buy Co Inc
Consumer Cyclical
|
Added | 102,495 | $6,580,179 | 2.48% | |
| BA |
Boeing Co
Industrials
|
Added | 32,410 | $6,450,562 | 2.43% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 3,162 | $2,760,109 | 1.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 280 | $182,095 | 0.07% |