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CIK: 0001334199
Total reported value
$287.4M
$287.4M
33 檔
17.7%
As reported in its official Q4 2024 Form 13F filing, Cambridge Financial Group, Inc.'s tracked investment portfolio stood at $287.4M with 33 total positions.
During Q4 2024, Cambridge Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.54% | +0.65% | +757.55% | |
| 2 | R | Ryder System Inc | Stock-Industrials | 4.01% | +0.54% | -2.20% | |
| 3 | OKE | Oneok Inc | Stock-Energy | 3.89% | -0.44% | -0.64% | |
| 4 | COR | Cencora Inc | Stock-Healthcare | 3.78% | -0.69% | +5.11% | |
| 5 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.78% | +0.14% | +6.53% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.21% | -12.62% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.71% | -0.49% | -1.71% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 3.66% | +0.29% | -2.60% | |
| 9 | WMB | Williams Cos Inc | Stock-Energy | 3.62% | -0.32% | -5.62% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.59% | -2.90% | EXIT | |
| 11 | KR | Kroger Co | Stock-Consumer Staples | 3.54% | -1.06% | +6.68% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 3.46% | +0.19% | -25.84% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.37% | -0.59% | +8.27% | |
| 14 | TRGP | Targa Resources CORP | Stock-Energy | 3.29% | -1.04% | -14.59% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | +0.52% | -2.16% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.21% | — | +5.66% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 3.15% | +1.34% | -1.26% | |
| 18 | SYY | Sysco CORP | Stock-Consumer Staples | 3.15% | +0.54% | +10.86% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 3.15% | +0.31% | +0.57% | |
| 20 | LIN | Linde plc | Stock-Materials | 3.08% | — | +2.92% | |
| 21 | FDX | Fedex CORP | Stock-Industrials | 3.06% | -0.97% | +11.53% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 2.99% | — | +3.60% | |
| 23 | C | Citigroup Inc | Stock-Financials | 2.90% | +0.45% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 2.81% | +0.31% | +6.45% | |
| 25 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 2.69% | +0.59% | — | |
| 26 | TGT | Target CORP | Stock-Consumer Disc | 2.63% | -0.29% | +1.95% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 2.60% | — | +2.97% | |
| 28 | GE | General Electric | Stock-Industrials | 2.54% | +0.91% | -7.06% | |
| 29 | VLO | Valero Energy CORP | Stock-Energy | 2.40% | -1.18% | +15.63% | |
| 30 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.32% | — | +17.54% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.87% | +0.04% | -53.79% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | -0.02% | +7.50% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | — |
According to official SEC Form 13F filings, Cambridge Financial Group, Inc. reported a total U.S. public equity portfolio value of $287.4M across 33 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, R, OKE) accounted for 17.7% of total reported equity market value during Q4 2024.
During Q4 2024, Cambridge Financial Group, Inc.'s top holdings by market value included AVGO (5.5%)、R (4.0%)、OKE (3.9%). The largest single position, AVGO, represented 5.5% of total portfolio value.
In Q4 2024, Cambridge Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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