Cambridge Financial Group, Inc. — 13F Holdings

2026 Q1  ·  34 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Cambridge Financial Group, Inc. maintained a portfolio of 34 distinct positions. The most significant new addition was Southwest Airlines, now representing 2.47% of the total fund value. They heavily accumulated shares in Target Corp, increasing the position by 5.9%. Conversely, Cambridge Financial Group, Inc. completely exited their position in ORACLE CORP.
Position History hover any row below to update
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Cambridge Financial Group, Inc. Grand Rapids, MI RIA / Wealth Manager AUM $267M
PCA Score Concentration Risk
Risk ENB
Total Positions
34
Quarter
2026 Q1
Top Holding
VLO (4.3%)
Top 10 Concentration
40.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-34 of 34

Cambridge Financial Group, Inc. Full Holdings List — 2026 Q1

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
VLO
Valero Energy
Energy 4.31% 3.24% #1 12
Prev: #13
4.2
-5,418 -10.4%
P
S
46,679 $11,533,447 2005 Q2 13F Filing 2026-03-31 2026-05-14
AVGO
Broadcom Inc
Technology 4.27% 4.91% #2 1
Prev: #1
3.7
-296 -0.8%
P
S
36,848 $11,404,824 2016 Q4 13F Filing 2026-03-31 2026-05-14
CAH
Cardinal Health
Healthcare 4.18% 4.31% #3
Prev: #3
3.2
-2,005 -3.6%
P
S
52,946 $11,188,019 2009 Q1 13F Filing 2026-03-31 2026-05-14
COR
AmerisourceBerg...
Healthcare 4.16% 4.70% #4 2
Prev: #2
2.7
-1,033 -2.8%
P
S
35,392 $11,118,043 2016 Q1 13F Filing 2026-03-31 2026-05-14
TRGP
Targa Resources...
Energy 4.12% 3.09% #5 15
Prev: #20
2.6
75 0.2%
P
S
43,985 $11,028,359 2024 Q2 13F Filing 2026-03-31 2026-05-14
R
Ryder System
Industrials 4.00% 3.83% #6 1
Prev: #5
2.1
-73 -0.1%
P
S
52,274 $10,701,011 2006 Q3 13F Filing 2026-03-31 2026-05-14
OKE
Oneok
Energy 3.90% 3.19% #7 8
Prev: #15
2.1
1,812 1.6%
P
S
115,507 $10,440,678 2015 Q1 13F Filing 2026-03-31 2026-05-14
TJX
TJX Cos
Consumer Cyclical 3.77% 3.93% #8 4
Prev: #4
2.0
-3,918 -5.9%
P
S
63,050 $10,069,085 2018 Q4 13F Filing 2026-03-31 2026-05-14
FDX
Fedex Corp
Industrials 3.75% 3.14% #9 10
Prev: #19
2.0
-290 -1.0%
P
S
28,125 $10,017,562 2006 Q2 13F Filing 2026-03-31 2026-05-14
KR
Kroger Co
Consumer Defensive 3.65% 3.15% #10 8
Prev: #18
2.0
2,812 2.1%
P
S
134,917 $9,762,594 2019 Q1 13F Filing 2026-03-31 2026-05-14
WMB
Williams Compan...
Energy 3.63% 3.07% #11 10
Prev: #21
2.0
-270 -0.2%
P
S
133,238 $9,697,062 2005 Q2 13F Filing 2026-03-31 2026-05-14
TGT
Target Corp
Consumer Defensive 3.60% 2.80% #12 14
Prev: #26
3.4
4,442 5.9%
P
S
79,387 $9,621,704 2011 Q1 13F Filing 2026-03-31 2026-05-14
AAPL
Apple
Technology 3.29% 3.60% #13 6
Prev: #7
1.8
-26 -0.1%
P
S
34,613 $8,784,433 2005 Q2 13F Filing 2026-03-31 2026-05-14
TXN
Texas Instrumen...
Technology 3.21% 2.89% #14 9
Prev: #23
1.8
584 1.3%
P
S
44,193 $8,579,629 2005 Q4 13F Filing 2026-03-31 2026-05-14
BAC
Bank of America...
Financial Services 3.19% 3.77% #15 9
Prev: #6
1.8
-4,235 -2.4%
P
S
175,156 $8,538,855 2013 Q2 13F Filing 2026-03-31 2026-05-14
NVDA
NVIDIA CORP
Technology 3.17% 3.47% #16 7
Prev: #9
1.8
-144 -0.3%
P
S
48,578 $8,472,003 2006 Q1 13F Filing 2026-03-31 2026-05-14
MCD
MCDONALDS CORP
Consumer Cyclical 3.15% 3.16% #17
Prev: #17
1.8
92 0.3%
P
S
27,118 $8,428,003 2007 Q1 13F Filing 2026-03-31 2026-05-14
C
Citigroup
Financial Services 3.14% 3.57% #18 10
Prev: #8
1.8
-5,935 -7.4%
P
S
74,141 $8,408,331 2013 Q2 13F Filing 2026-03-31 2026-05-14
ABBV
AbbVie
Healthcare 3.02% 3.21% #19 5
Prev: #14
1.7
355 1.0%
P
S
37,166 $8,083,233 2014 Q4 13F Filing 2026-03-31 2026-05-14
IVZ
Invesco Ltd.
Financial Services 2.94% 3.16% #20 4
Prev: #16
1.7
9,220 2.9%
P
S
323,845 $7,866,195 2021 Q2 13F Filing 2026-03-31 2026-05-14
ETN
Eaton Corporati...
Industrials 2.94% 2.57% #21 6
Prev: #27
1.7
842 4.0%
P
S
21,962 $7,855,149 2010 Q1 13F Filing 2026-03-31 2026-05-14
MA
Mastercard Inco...
Financial Services 2.90% 3.38% #22 12
Prev: #10
1.7
17 0.1%
P
S
15,533 $7,761,219 2018 Q2 13F Filing 2026-03-31 2026-05-14
SYY
Sysco Corp
Consumer Defensive 2.79% 2.82% #23 2
Prev: #25
1.6
4,362 4.3%
P
S
104,699 $7,468,180 2005 Q2 13F Filing 2026-03-31 2026-05-14
ANET
Arista Networks
Technology 2.71% 2.86% #24
Prev: #24
1.6
1,820 3.2%
P
S
59,055 $7,250,773 2025 Q1 13F Filing 2026-03-31 2026-05-14
SYF
Synchrony Finan...
Financial Services 2.62% 3.27% #25 13
Prev: #12
1.5
482 0.5%
P
S
103,177 $7,018,100 2025 Q1 13F Filing 2026-03-31 2026-05-14
GE
GE AEROSPACE
Industrials 2.56% 2.92% #26 4
Prev: #22
1.5
-720 -2.9%
P
S
24,115 $6,843,114 2007 Q1 13F Filing 2026-03-31 2026-05-14
MSFT
Microsoft Corpo...
Technology 2.55% 3.36% #27 16
Prev: #11
1.5
243 1.3%
P
S
18,432 $6,822,973 2008 Q1 13F Filing 2026-03-31 2026-05-14
LUV
Southwest Airli...
Industrials 2.47% #28
Prev: #—
4.5
176,080
NEW
176,080 $6,615,326 2026 Q1 13F Filing 2026-03-31 2026-05-14
BBY
Best Buy Co.
Consumer Cyclical 2.46% 2.36% #29
Prev: #29
3.0
10,105 10.9%
P
S
102,495 $6,580,179 2024 Q4 13F Filing 2026-03-31 2026-05-14
BA
BOEING CO
Industrials 2.41% 2.55% #30 2
Prev: #28
3.0
1,635 5.3%
P
S
32,410 $6,450,562 2005 Q2 13F Filing 2026-03-31 2026-05-14
GEV
GE VERNOVA INC
Industrials 1.03% 0.83% #31 1
Prev: #32
0.9
-143 -4.3%
P
S
3,162 $2,760,110 2024 Q2 13F Filing 2026-03-31 2026-05-14
SPY
SPDR SP 500 ETF...
ETF 0.07% 1.06% #32 1
Prev: #31
0.0
-3,785 -93.1%
P
S
280 $182,095 2008 Q4 13F Filing 2026-03-31 2026-05-14
RSP
Powershares SP ...
Unknown 0.01% 0.01% #33
Prev: #33
1.0
no change no change
P
S
160 $30,707 2018 Q3 13F Filing 2026-03-31 2026-05-14
ORCL
ORACLE CORP
Technology 0.00% 1.81%
Sold All 😨
(Was: #30)
0.0
-24,375 -100.0%
CLOSED
$— 2006 Q4 13F Filing 2026-03-31 2026-05-14
Showing 1-34 of 34 holdings

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