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Latest Cambridge Financial Group, Inc. Stock Portfolio

Cambridge Financial Group, Inc. Performance:
2024 Q4: -0.55%YTD: 21.57%2023: 26.89%
Performance for 2024 Q4 is -0.55%, and YTD is 21.57%, and 2023 is 26.89%.

About Cambridge Financial Group, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Cambridge Financial Group, Inc. reported an equity portfolio of $242.1 Millions as of 31 Dec, 2024.

The top stock holdings of Cambridge Financial Group, Inc. are AVGO, R, OKE. The fund has invested 5.5% of it's portfolio in BROADCOM INC and 4% of portfolio in RYDER SYSTEM.

Cambridge Financial Group, Inc. opened new stock positions in BROADCOM INC (AVGO), RYDER SYSTEM (R) and ONEOK (OKE).

Cambridge Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Cambridge Financial Group, Inc. made a return of -0.55% in the last quarter. In trailing 12 months, it's portfolio return was 21.57%.
201920202021202220232024−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
broadcom inc13,414,000
ryder system9,696,300
oneok9,406,180
amerisourcebergen9,151,890
cardinal health9,150,080
apple9,084,490
tjx cos8,969,060
bank of america corp8,871,350
New stocks bought by Cambridge Financial Group, Inc.

Additions

No additions were made to existing positions by Cambridge Financial Group, Inc.

Reductions

None of the existing positions were reduced by Cambridge Financial Group, Inc.

Sold off

None of the stocks were completely sold off by Cambridge Financial Group, Inc.

Sector Distribution

Cambridge Financial Group, Inc. has about 21.7% of it's holdings in Technology sector.

22%16%13%13%13%
Sector%
Technology21.7
Energy15.5
Financial Services13.1
Consumer Cyclical13
Industrials12.8
Consumer Defensive9.3
Healthcare6.6
Others4.9
Basic Materials3.1

Market Cap. Distribution

Cambridge Financial Group, Inc. has about 94.9% of it's portfolio invested in the large-cap and mega-cap stocks.

66%29%
Category%
LARGE-CAP65.8
MEGA-CAP29.1
MID-CAP4
UNALLOCATED1.1

Stocks belong to which Index?

About 91.1% of the stocks held by Cambridge Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

91%
Index%
S&P 50091.1
Others8.9
Top 5 Winners (%)%
AVGO
broadcom inc
29.1 %
AAPL
apple
8.3 %
KR
kroger co
3.3 %
C
citigroup
2.4 %
MA
mastercard incorporated
0.9 %
Top 5 Winners ($)$
AVGO
broadcom inc
3.0 M
AAPL
apple
0.7 M
KR
kroger co
0.3 M
C
citigroup
0.2 M
MA
mastercard incorporated
0.1 M
Top 5 Losers (%)%
TGT
target corp
-9.8 %
MPC
marathon petroleum
-8.4 %
LIN
linde plc
-8.2 %
LOW
lowes companies inc
-7.8 %
VLO
valero energy
-7.4 %
Top 5 Losers ($)$
TGT
target corp
-0.7 M
LIN
linde plc
-0.7 M
LOW
lowes companies inc
-0.7 M
TXN
texas instruments
-0.5 M
MPC
marathon petroleum
-0.5 M

Cambridge Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

AVGOROKEABCCAHAAPLTJXBACWMBMAKRNVDAMCDTRGPMSFTLOWTXNETNSYYLINFDXPGRCABBVBBYTGTQCOMGEVLOMPC..SP..

Current Stock Holdings of Cambridge Financial Group, Inc.

Cambridge Financial Group, Inc. has 33 stocks in it's portfolio. About 39.3% of the portfolio is in top 10 stocks. TGT proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Cambridge Financial Group, Inc. last quarter.

Last Reported on: 12 Feb, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of BROADCOM INC Position Held By Cambridge Financial Group, Inc.

What % of Portfolio is AVGO?:

No data available

Number of AVGO shares held:

No data available

Change in No. of Shares Held:

No data available