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CIK: 0001334199
Total reported value
$287.4M
$287.4M
33 檔
19.6%
During the Q1 2026 filing period, Cambridge Financial Group, Inc. (CIK: 0001334199) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $287.4M across 33 reported positions.
Cambridge Financial Group, Inc. executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | Stock-Energy | 4.31% | -1.18% | -10.40% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.27% | +0.65% | -0.80% | |
| 3 | CAH | Cardinal Health Inc | Stock-Healthcare | 4.18% | +0.14% | -3.65% | |
| 4 | COR | Cencora Inc | Stock-Healthcare | 4.16% | -0.69% | -2.84% | |
| 5 | TRGP | Targa Resources CORP | Stock-Energy | 4.12% | -1.04% | +0.17% | |
| 6 | R | Ryder System Inc | Stock-Industrials | 4.00% | +0.54% | -0.14% | |
| 7 | OKE | Oneok Inc | Stock-Energy | 3.90% | -0.44% | +1.59% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.77% | -0.49% | -5.85% | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 3.75% | -0.97% | -1.02% | |
| 10 | KR | Kroger Co | Stock-Consumer Staples | 3.65% | -1.06% | +2.13% | |
| 11 | WMB | Williams Cos Inc | Stock-Energy | 3.63% | -0.32% | -0.20% | |
| 12 | TGT | Target CORP | Stock-Consumer Disc | 3.60% | -0.29% | +5.93% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.21% | -0.08% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 3.21% | +1.34% | +1.34% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 3.19% | +0.29% | -2.36% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 3.17% | +0.19% | -0.30% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.15% | -0.59% | +0.34% | |
| 18 | C | Citigroup Inc | Stock-Financials | 3.14% | +0.45% | -7.41% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 3.02% | +0.31% | +0.96% | |
| 20 | IVZ | Invesco Ltd. | Stock-Financials | 2.94% | +0.12% | +2.93% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 2.94% | +0.31% | +3.99% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 2.90% | -2.90% | EXIT | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 2.79% | +0.54% | +4.35% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 2.71% | +0.78% | +3.18% | |
| 25 | SYF | Synchrony Financial | Stock-Financials | 2.62% | +0.20% | +0.47% | |
| 26 | GE | General Electric | Stock-Industrials | 2.56% | +0.91% | -2.90% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | +0.52% | +1.34% | |
| 28 | LUV | Southwest Airlines Co | Stock-Industrials | 2.47% | +1.03% | — | |
| 29 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 2.46% | +0.59% | +10.94% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 2.41% | +0.17% | +5.31% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 1.03% | +0.04% | -4.33% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | -0.02% | -93.11% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +1.1% | -10.40% | Trim |
| 2 | TRGP | Targa Resources CORP | +1% | +0.17% | Add |
| 3 | TGT | Target CORP | +0.8% | +5.93% | Add |
| 4 | OKE | Oneok Inc | +0.7% | +1.59% | Add |
| 5 | FDX | Fedex CORP | +0.6% | -1.02% | Trim |
| 6 | WMB | Williams Cos Inc | +0.6% | -0.20% | Trim |
| 7 | KR | Kroger Co | +0.5% | +2.13% | Add |
| 8 | ETN | Eaton Corporation plc | +0.4% | +3.99% | Add |
| 9 | TXN | Texas Instruments Inc | +0.3% | +1.34% | Add |
| 10 | GEV | GE Vernova Inc | +0.2% | -4.33% | Trim |
| 11 | R | Ryder System Inc | +0.2% | -0.14% | Trim |
| 12 | BBY | Best Buy Co Inc | +0.1% | +10.94% | Add |
| 13 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 14 | MCD | Mcdonald's CORP | 0% | +0.34% | Add |
| 15 | SYY | Sysco CORP | 0% | +4.35% | Add |
| 16 | CAH | Cardinal Health Inc | -0.1% | -3.65% | Trim |
| 17 | BA | Boeing Co/the | -0.1% | +5.31% | Add |
| 18 | ANET | Arista Networks Inc | -0.2% | +3.18% | Add |
| 19 | TJX | Tjx Companies Inc | -0.2% | -5.85% | Trim |
| 20 | ABBV | Abbvie Inc | -0.2% | +0.96% | Add |
| 21 | IVZ | Invesco Ltd. | -0.2% | +2.93% | Add |
| 22 | NVDA | Nvidia CORP | -0.3% | -0.30% | Trim |
| 23 | AAPL | Apple Inc | -0.3% | -0.08% | Trim |
| 24 | GE | General Electric | -0.4% | -2.90% | Trim |
| 25 | C | Citigroup Inc | -0.4% | -7.41% | Trim |
| 26 | MA | Mastercard Inc - A | -0.5% | +0.11% | Add |
| 27 | COR | Cencora Inc | -0.5% | -2.84% | Trim |
| 28 | BAC | Bank Of America CORP | -0.6% | -2.36% | Trim |
| 29 | AVGO | Broadcom Inc | -0.6% | -0.80% | Trim |
| 30 | SYF | Synchrony Financial | -0.7% | +0.47% | Add |
| 31 | MSFT | Microsoft CORP | -0.8% | +1.34% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | -93.11% | Trim |
| 33 | LUV | Southwest Airlines Co | — | NEW | New buy |
| 34 | ORCL | Oracle CORP | — | EXIT | Sold out |
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 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VLO, AVGO, CAH) accounted for 19.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LUV
市值: $6.6M
Top Position Liquidated / Trimmed
ORCL
前期市值: $4.8M
During Q1 2026, Cambridge Financial Group, Inc.'s top holdings by market value included VLO (4.3%)、AVGO (4.3%)、CAH (4.2%). The largest single position, VLO, represented 4.3% of total portfolio value.
In Q1 2026, Cambridge Financial Group, Inc. made 33 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 15 holdings, and fully liquidating 1 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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