Cambridge Financial Group, Inc.
SEC Form 13F institutional filer · CIK 0001334199
13F-HR · 31 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
41.4%
Cambridge Financial Group, Inc. — $257M AUM allocation strategy
Cambridge Financial Group, Inc. files SEC Form 13F and reports $257M of long US equity value across 31 reported holdings for 2026-03-31.
Its largest sector bet is Energy 16.7%, followed by Information Technology 14.5% and Health Care 11.8%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cambridge Financial Group, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$257M
total across 31 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BBY +10.1K sh · +$397K+$IVZ +9.22K sh · −$399K+$TGT +4.44K sh · +$2.3M
Biggest trims (shares)
−$C −5.93K sh · −$936K−$VLO −5.42K sh · +$3.05M−$BAC −4.24K sh · −$1.33M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Oil & Gas Storage & Transportation12.1%—
- Semiconductors11.1%—
- Health Care Distributors8.7%—
- Diversified Banks6.6%—
- Oil & Gas Refining & Marketing4.5%—
- Apparel Retail3.9%—
- Air Freight & Logistics3.9%—
- Food Retail3.8%—
- Other holdings45.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $VLO | Valero Energy Corporation | 46.7K | $11.5M | -5.42K | 4.5% |
| $AVGO | Broadcom Inc | 36.8K | $11.4M | -296 | 4.4% |
| $CAH | Cardinal Health Inc | 52.9K | $11.2M | -2K | 4.4% |
| $COR | Cencora Inc | 35.4K | $11.1M | -1.03K | 4.3% |
| $TRGP | Targa Resources Inc | 44K | $11M | +75 | 4.3% |
| $OKE | ONEOK Inc | 116K | $10.4M | +1.81K | 4.1% |
| $TJX | TJX Companies Inc | 63K | $10.1M | -3.92K | 3.9% |
| $FDX | FedEx Corporation | 28.1K | $10M | -290 | 3.9% |
| $KR | Kroger Company | 135K | $9.76M | +2.81K | 3.8% |
| $WMB | Williams Companies Inc | 133K | $9.7M | -270 | 3.8% |
…and 21 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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