Cambridge Financial Group, Inc.
Top Portfolio Positions
32 positions ·
$267,350,837 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VLO |
Valero Energy Corp/Tx
Energy
|
46,679 | $11,533,447 | 4.31% | |
| AVGO |
Broadcom Inc.
Technology
|
36,848 | $11,404,824 | 4.27% | |
| CAH |
Cardinal Health Inc
Healthcare
|
52,946 | $11,188,019 | 4.18% | |
| COR |
Cencora, Inc.
Healthcare
|
35,392 | $11,118,042 | 4.16% | |
| TRGP |
Targa Resources Corp.
Energy
|
43,985 | $11,028,359 | 4.13% | |
| R |
Ryder System Inc
Industrials
|
52,274 | $10,701,010 | 4.00% | |
| OKE |
Oneok Inc /New/
Energy
|
115,507 | $10,440,677 | 3.91% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
63,050 | $10,069,085 | 3.77% | |
| FDX |
Fedex Corp
Industrials
|
28,125 | $10,017,562 | 3.75% | |
| KR |
Kroger Co
Consumer Defensive
|
134,917 | $9,762,594 | 3.65% |
Portfolio Trend
21 quarters · across all stocks
Holdings in IVZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,866,195 | 323,845 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,265,198 | 314,625 | Shares | Sole | 2026-02-13 | |
| 2022-03-31 | $6,915,232 | 299,880 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,232,895 | 270,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,336,951 | 262,835 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,687,044 | 250,170 | Shares | Sole | 2021-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||