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CIK: 0001334199
Total reported value
$287.4M
$287.4M
33 檔
17.0%
According to the latest 13F quarterly dataset, Cambridge Financial Group, Inc. managed an equity portfolio of $287.4M at the end of Q1 2025, spanning 33 distinct U.S. exchange-listed positions.
In Q1 2025, Cambridge Financial Group, Inc. displayed an active expansion posture, initiating 33 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COR | Cencora Inc | Stock-Healthcare | 4.86% | -0.69% | -1.23% | |
| 2 | CAH | Cardinal Health Inc | Stock-Healthcare | 4.51% | +0.14% | -2.53% | |
| 3 | KR | Kroger Co | Stock-Consumer Staples | 4.04% | -1.06% | -1.92% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 3.94% | -0.44% | -2.50% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.87% | -2.90% | EXIT | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.82% | -0.49% | -2.78% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.78% | -0.59% | -0.92% | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 3.76% | -0.32% | -10.58% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 3.66% | — | -1.70% | |
| 10 | R | Ryder System Inc | Stock-Industrials | 3.61% | +0.54% | -6.38% | |
| 11 | TRGP | Targa Resources CORP | Stock-Energy | 3.53% | -1.04% | -9.23% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 3.51% | +0.29% | -3.96% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 3.50% | +0.65% | -16.70% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.21% | -0.72% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 3.46% | +0.31% | -0.78% | |
| 16 | GE | General Electric | Stock-Industrials | 3.35% | +0.91% | +4.63% | |
| 17 | SYY | Sysco CORP | Stock-Consumer Staples | 3.24% | +0.54% | -0.42% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.18% | — | -0.38% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | +0.52% | +4.49% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 3.16% | +1.34% | -0.65% | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 3.13% | -1.18% | +15.28% | |
| 22 | C | Citigroup Inc | Stock-Financials | 3.02% | +0.45% | -1.96% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.19% | -3.89% | |
| 24 | FDX | Fedex CORP | Stock-Industrials | 2.80% | -0.97% | +0.67% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 2.66% | +0.31% | -1.89% | |
| 26 | SYF | Synchrony Financial | Stock-Financials | 2.35% | +0.20% | — | |
| 27 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 2.33% | +0.59% | -3.91% | |
| 28 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.29% | — | — | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 2.26% | -0.29% | +5.85% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 1.98% | +0.78% | — | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | +0.04% | -18.31% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.02% | +5.81% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COR | Cencora Inc | — | NEW | New buy |
| 2 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 3 | KR | Kroger Co | — | NEW | New buy |
| 4 | OKE | Oneok Inc | — | NEW | New buy |
| 5 | MA | Mastercard Inc - A | — | NEW | New buy |
| 6 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 7 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 8 | WMB | Williams Cos Inc | — | NEW | New buy |
| 9 | PGR | Progressive CORP | — | NEW | New buy |
| 10 | R | Ryder System Inc | — | NEW | New buy |
| 11 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 12 | BAC | Bank Of America CORP | — | NEW | New buy |
| 13 | AVGO | Broadcom Inc | — | NEW | New buy |
| 14 | AAPL | Apple Inc | — | NEW | New buy |
| 15 | ABBV | Abbvie Inc | — | NEW | New buy |
| 16 | GE | General Electric | — | NEW | New buy |
| 17 | SYY | Sysco CORP | — | NEW | New buy |
| 18 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 19 | MSFT | Microsoft CORP | — | NEW | New buy |
| 20 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 21 | VLO | Valero Energy CORP | — | NEW | New buy |
| 22 | C | Citigroup Inc | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | FDX | Fedex CORP | — | NEW | New buy |
| 25 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 26 | SYF | Synchrony Financial | — | NEW | New buy |
| 27 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 28 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 29 | TGT | Target CORP | — | NEW | New buy |
| 30 | ANET | Arista Networks Inc | — | NEW | New buy |
| 31 | GEV | GE Vernova Inc | — | NEW | New buy |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 33 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including COR, CAH, KR) accounted for 17.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
COR
市值: $11.2M
During Q1 2025, Cambridge Financial Group, Inc.'s top holdings by market value included COR (4.9%)、CAH (4.5%)、KR (4.0%). The largest single position, COR, represented 4.9% of total portfolio value.
In Q1 2025, Cambridge Financial Group, Inc. made 33 total portfolio adjustments, initiating 33 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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