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Q2 2026 13F · SEC CIK 1334199

Cambridge Financial Group, Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$287.4M
Reported positions
33
Top holdings a year, 3 yrs
+23.4%
Assets under management
$331.3M

Cambridge Financial Group, Inc. is a wealth manager that reported 33 positions worth $287.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Broadcom Inc (AVGO, 4.9%), Texas Instrs Inc (TXN, 4.5%), Ryder Sys Inc (R, 4.5%). A portfolio copying its top holdings returned 23.4% a year over the last 3 years, against 21.8% for the S&P 500.

Cambridge Financial Group, Inc. holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cambridge Financial Group, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
AVGOBroadcom Inc4.9%+1.6%$14.1M
TXNTexas Instrs Inc4.5%-0.8%$13.1M
RRyder Sys Inc4.5%-5.3%$13.1M
CAHCardinal Health Inc4.3%-1.2%$12.4M
CCitigroup Inc3.6%-0.6%$10.3M
LUVSouthwest Airls Co3.5%+11.0%$10.1M
AAPLApple Inc3.5%+0.3%$10.1M
ANETArista Networks Inc3.5%+0.1%$10.0M
BACBank of Amer Corp3.5%+0.3%$10.0M
CORCencora Inc3.5%-0.4%$10.0M
GEGe Aerospace3.5%+10.6%$10.0M
OKEOneok Inc New3.5%-0.9%$10.0M
NVDANvidia Corporation3.4%-0.5%$9.7M
SYYSysco Corp3.3%+9.4%$9.6M
ABBVAbbvie Inc3.3%+2.3%$9.6M
TGTTarget Corp3.3%-8.2%$9.5M
WMBWilliams Cos3.3%-4.1%$9.5M
TJXTjx Cos Inc New3.3%-1.2%$9.4M
ETNEaton Corp PLC3.3%-0.1%$9.3M
VLOValero Energy Corp3.1%-26.1%$9.0M
TRGPTarga Res Corp3.1%-24.9%$8.9M
MSFTMicrosoft Corp3.1%+28.3%$8.8M
IVZInvesco Ltd3.1%+2.8%$8.8M
BBYBest Buy Inc3.1%+12.8%$8.8M
SYFSynchrony Financial2.8%+3.4%$8.1M
FDXFedex Corp2.8%-9.3%$8.0M
KRKroger Co2.6%-0.6%$7.4M
BABoeing Co2.6%+5.8%$7.4M
MCDMcdonalds Corp2.6%+0.2%$7.3M
GEVGe Vernova Inc1.1%-17.4%$3.1M
FDXFFedex Fght Hldg Co Inc0.7%—$1.9M
SPYState Str Spdr S&p 500 ETF T0.1%-30.4%$146K
RSPInvesco Exchange Traded Fd T0.0%+0.0%$34K

What Cambridge Financial Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+22.8% /yr
S&P 500 +20.1%
3 years
+23.4% /yr
S&P 500 +21.8%
5 years
+13.3% /yr
S&P 500 +11.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$287.4M33
Q1 2026$267.4M33
Q4 2025$261.8M33
Q3 2025$257.9M33
Q2 2025$198.2M33
Q1 2025$230.2M33
Q4 2024$242.1M33
Q2 2024$222.4M33
Q1 2024$225.7M32
Q4 2023$200.0M32
Q3 2023$183.5M32
Q4 2022$179.2M32

Questions about Cambridge Financial Group, Inc.'s portfolio

What stocks does Cambridge Financial Group, Inc. own?

Cambridge Financial Group, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 33 positions worth $287.4M. The largest are Broadcom Inc (AVGO) at 4.9%, Texas Instrs Inc (TXN) at 4.5%, Ryder Sys Inc (R) at 4.5%, Cardinal Health Inc (CAH) at 4.3% and Citigroup Inc (C) at 3.6%.

What did Cambridge Financial Group, Inc. buy last quarter?

In Q2 2026, Cambridge Financial Group, Inc. added a new position in Fedex Fght Hldg Co Inc (FDXF), Microsoft Corp (MSFT) (+28.3% shares), Best Buy Inc (BBY) (+12.8% shares) and Southwest Airls Co (LUV) (+11.0% shares), compared with its Q1 2026 filing.

What did Cambridge Financial Group, Inc. sell last quarter?

In Q2 2026, Cambridge Financial Group, Inc. sold all of Mastercard Incorporated (MA), State Str Spdr S&p 500 ETF T (SPY) (-30.4% shares), Valero Energy Corp (VLO) (-26.1% shares) and Targa Res Corp (TRGP) (-24.9% shares), compared with its Q1 2026 filing.

How has Cambridge Financial Group, Inc.'s portfolio performed?

A portfolio copying Cambridge Financial Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.4% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +13.3% a year against +11.8%.

When is Cambridge Financial Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Cambridge Financial Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cambridge Financial Group, Inc. manage?

Cambridge Financial Group, Inc. reported $331.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $287.4M.