Cambridge Financial Group, Inc. — 13F Holdings

2026 Q2  ·  34 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Cambridge Financial Group, Inc. maintained a portfolio of 34 distinct positions. The most significant new addition was FedEx Freight Holg Co., now representing 0.66% of the total fund value. They heavily accumulated shares in Southwest Airlines, increasing the position by 11.0%. Conversely, Cambridge Financial Group, Inc. completely exited their position in Mastercard Incorporated.
Position History hover any row below to update
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Cambridge Financial Group, Inc. Grand Rapids, MI RIA / Wealth Manager AUM $287M
PCA Score Concentration Risk
Risk ENB
Total Positions
34
Quarter
2026 Q2
Top Holding
AVGO (4.9%)
Top 10 Concentration
39.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-34 of 34

Cambridge Financial Group, Inc. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AVGO
Broadcom Inc
Technology 4.92% 4.27% #1 1
Prev: #2
4.5
605 1.6%
P
S
37,453 $14,147,871 2016 Q4 13F Filing 2026-06-30 2026-08-14
TXN
Texas Instrumen...
Technology 4.55% 3.21% #2 12
Prev: #14
3.8
-345 -0.8%
P
S
43,848 $13,069,773 2005 Q4 13F Filing 2026-06-30 2026-08-14
R
Ryder System
Industrials 4.54% 4.00% #3 3
Prev: #6
3.3
-2,760 -5.3%
P
S
49,514 $13,060,308 2006 Q3 13F Filing 2026-06-30 2026-08-14
CAH
Cardinal Health
Healthcare 4.32% 4.18% #4 1
Prev: #3
2.7
-640 -1.2%
P
S
52,306 $12,425,813 2009 Q1 13F Filing 2026-06-30 2026-08-14
C
Citigroup
Financial Services 3.59% 3.14% #5 13
Prev: #18
2.4
-410 -0.6%
P
S
73,731 $10,319,391 2013 Q2 13F Filing 2026-06-30 2026-08-14
LUV
Southwest Airli...
Industrials 3.50% 2.47% #6 22
Prev: #28
3.4
19,405 11.0%
P
S
195,485 $10,051,839 2026 Q1 13F Filing 2026-06-30 2026-08-14
AAPL
Apple
Technology 3.50% 3.29% #7 6
Prev: #13
1.9
120 0.3%
P
S
34,733 $10,050,341 2005 Q2 13F Filing 2026-06-30 2026-08-14
ANET
Arista Networks
Technology 3.49% 2.71% #8 16
Prev: #24
1.9
30 0.1%
P
S
59,085 $10,037,360 2025 Q1 13F Filing 2026-06-30 2026-08-14
BAC
Bank of America...
Financial Services 3.48% 3.19% #9 6
Prev: #15
1.9
575 0.3%
P
S
175,731 $10,013,152 2013 Q2 13F Filing 2026-06-30 2026-08-14
COR
AmerisourceBerg...
Healthcare 3.47% 4.16% #10 6
Prev: #4
1.9
-130 -0.4%
P
S
35,262 $9,978,441 2016 Q1 13F Filing 2026-06-30 2026-08-14
GE
GE AEROSPACE
Industrials 3.47% 2.56% #11 15
Prev: #26
3.4
2,545 10.6%
P
S
26,660 $9,963,642 2007 Q1 13F Filing 2026-06-30 2026-08-14
OKE
Oneok
Energy 3.46% 3.90% #12 5
Prev: #7
1.9
-990 -0.9%
P
S
114,517 $9,956,108 2015 Q1 13F Filing 2026-06-30 2026-08-14
NVDA
NVIDIA CORP
Technology 3.36% 3.17% #13 3
Prev: #16
1.8
-250 -0.5%
P
S
48,328 $9,669,950 2006 Q1 13F Filing 2026-06-30 2026-08-14
SYY
Sysco Corp
Consumer Defensive 3.33% 2.79% #14 9
Prev: #23
3.3
9,865 9.4%
P
S
114,564 $9,575,259 2005 Q2 13F Filing 2026-06-30 2026-08-14
ABBV
AbbVie
Healthcare 3.33% 3.02% #15 4
Prev: #19
1.8
860 2.3%
P
S
38,026 $9,568,863 2014 Q4 13F Filing 2026-06-30 2026-08-14
TGT
Target Corp
Consumer Defensive 3.31% 3.60% #16 4
Prev: #12
1.8
-6,525 -8.2%
P
S
72,862 $9,516,506 2011 Q1 13F Filing 2026-06-30 2026-08-14
WMB
Williams Compan...
Energy 3.31% 3.63% #17 6
Prev: #11
1.8
-5,445 -4.1%
P
S
127,793 $9,500,132 2005 Q2 13F Filing 2026-06-30 2026-08-14
TJX
TJX Cos
Consumer Cyclical 3.28% 3.77% #18 10
Prev: #8
1.8
-785 -1.2%
P
S
62,265 $9,433,148 2018 Q4 13F Filing 2026-06-30 2026-08-14
ETN
Eaton Corporati...
Industrials 3.25% 2.94% #19 2
Prev: #21
1.8
-20 -0.1%
P
S
21,942 $9,349,925 2010 Q1 13F Filing 2026-06-30 2026-08-14
VLO
Valero Energy
Energy 3.13% 4.31% #20 19
Prev: #1
1.3
-12,195 -26.1%
P
S
34,484 $8,981,013 2005 Q2 13F Filing 2026-06-30 2026-08-14
TRGP
Targa Resources...
Energy 3.08% 4.12% #21 16
Prev: #5
1.2
-10,950 -24.9%
P
S
33,035 $8,858,005 2024 Q2 13F Filing 2026-06-30 2026-08-14
MSFT
Microsoft Corpo...
Technology 3.07% 2.55% #22 5
Prev: #27
3.7
5,225 28.3%
P
S
23,657 $8,824,534 2008 Q1 13F Filing 2026-06-30 2026-08-14
IVZ
Invesco Ltd.
Financial Services 3.06% 2.94% #23 3
Prev: #20
1.7
9,165 2.8%
P
S
333,010 $8,788,134 2021 Q2 13F Filing 2026-06-30 2026-08-14
BBY
Best Buy Co.
Consumer Cyclical 3.05% 2.46% #24 5
Prev: #29
3.2
13,135 12.8%
P
S
115,630 $8,774,004 2024 Q4 13F Filing 2026-06-30 2026-08-14
SYF
Synchrony Finan...
Financial Services 2.82% 2.62% #25
Prev: #25
1.6
3,490 3.4%
P
S
106,667 $8,112,025 2025 Q1 13F Filing 2026-06-30 2026-08-14
FDX
Fedex Corp
Industrials 2.78% 3.75% #26 17
Prev: #9
1.6
-2,610 -9.3%
P
S
25,515 $7,989,512 2006 Q2 13F Filing 2026-06-30 2026-08-14
KR
Kroger Co
Consumer Defensive 2.59% 3.65% #27 17
Prev: #10
1.5
-835 -0.6%
P
S
134,082 $7,445,573 2019 Q1 13F Filing 2026-06-30 2026-08-14
BA
BOEING CO
Industrials 2.58% 2.41% #28 2
Prev: #30
3.0
1,885 5.8%
P
S
34,295 $7,423,839 2005 Q2 13F Filing 2026-06-30 2026-08-14
MCD
MCDONALDS CORP
Consumer Cyclical 2.56% 3.15% #29 12
Prev: #17
1.5
60 0.2%
P
S
27,178 $7,346,485 2007 Q1 13F Filing 2026-06-30 2026-08-14
GEV
GE VERNOVA INC
Industrials 1.07% 1.03% #30 1
Prev: #31
0.9
-549 -17.4%
P
S
2,613 $3,069,909 2024 Q2 13F Filing 2026-06-30 2026-08-14
N/A
FedEx Freight H...
Unknown 0.66% #31
Prev: #—
3.8
12,555
NEW
12,555 $1,895,805 13F Filing 2026-06-30 2026-08-14
SPY
SPDR SP 500 ETF...
ETF 0.05% 0.07% #32
Prev: #32
0.0
-85 -30.4%
P
S
195 $145,620 2008 Q4 13F Filing 2026-06-30 2026-08-14
RSP
Powershares SP ...
Unknown 0.01% 0.01% #33
Prev: #33
1.0
no change no change
P
S
160 $34,043 2018 Q3 13F Filing 2026-06-30 2026-08-14
MA
Mastercard Inco...
Financial Services 0.00% 2.90%
Sold All 😨
(Was: #22)
0.0
-15,533 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2026-06-30 2026-08-14
Showing 1-34 of 34 holdings

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