Cambridge Financial Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Cambridge Financial Group, Inc. reported 33 stock positions worth $230.2 million. Its top holding was Cencora (COR) at 4.9% of the portfolio, followed by Cardinal Health (CAH, 4.5%) and Kroger (KR, 4.0%). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 6 and reduced 23. The biggest buy was a new position in Synchrony Financial (SYF) and the biggest sale an exit from Linde (LIN).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0001334199
- Portfolio Value
- $230.2M (Q1 2025)
- SEC Filing
- 0001334199-25-000002 ↗ filed May 13, 2025
Holdings Value
Holdings 33 stocks · $230.2M
| COR Cencora Inc. | 4.86% | 40,233 | $11.2M | Reduce -1.2% |
| CAH Cardinal Health Inc. | 4.51% | 75,411 | $10.4M | Reduce -2.5% |
| KR Kroger Co. | 4.04% | 137,568 | $9.3M | Reduce -1.9% |
| OKE Oneok Inc. | 3.94% | 91,342 | $9.1M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 3.87% | 16,274 | $8.9M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.82% | 72,176 | $8.8M | Reduce -2.8% |
| MCD McDonald's Corp. | 3.78% | 27,854 | $8.7M | Reduce -0.9% |
| WMB Williams Cos Inc. | 3.76% | 144,918 | $8.7M | Reduce -10.6% |
| PGR Progressive Corp. | 3.66% | 29,735 | $8.4M | Reduce -1.7% |
| R Ryder System Inc. | 3.61% | 57,870 | $8.3M | Reduce -6.4% |
| TRGP Targa Resources Corp. | 3.53% | 40,510 | $8.1M | Reduce -9.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.51% | 193,851 | $8.1M | Reduce -4.0% |
| AVGO Broadcom Inc. | 3.50% | 48,194 | $8.1M | Reduce -16.7% |
| AAPL Apple Inc. | 3.48% | 36,017 | $8.0M | Reduce -0.7% |
| ABBV Abbvie Inc. | 3.46% | 38,003 | $8.0M | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 3.35% | 38,545 | $7.7M | Add +4.6% |
| SYY Sysco Corp. | 3.24% | 99,320 | $7.5M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 3.18% | 31,406 | $7.3M | Reduce -0.4% |
| MSFT Microsoft Corp. | 3.17% | 19,417 | $7.3M | Add +4.5% |
| TXN Texas Instruments Inc. | 3.16% | 40,427 | $7.3M | Reduce -0.7% |
| VLO Valero Energy Corp. | 3.13% | 54,615 | $7.2M | Add +15.3% |
| C Citigroup Inc. | 3.02% | 97,795 | $6.9M | Reduce -2.0% |
| NVDA Nvidia Corp. | 2.82% | 59,970 | $6.5M | Reduce -3.9% |
| FDX FedEx Corp. | 2.80% | 26,480 | $6.5M | Add +0.7% |
| ETN Eaton Corp. PLC | 2.66% | 22,538 | $6.1M | Reduce -1.9% |
| SYF Synchrony Financial | 2.35% | 102,128 | $5.4M | New |
| BBY Best Buy Co. Inc. | 2.33% | 72,845 | $5.4M | Reduce -3.9% |
| PYPL PayPal Holdings Inc. | 2.29% | 80,765 | $5.3M | New |
| TGT Target Corp. | 2.26% | 49,911 | $5.2M | Add +5.8% |
| ANET Arista Networks Inc. | 1.98% | 58,860 | $4.6M | New |
| GEV GE Vernova Inc. | 0.69% | 5,205 | $1.6M | Reduce -18.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 910 | $509K | Add +5.8% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 160 | $28K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| LIN Linde PLC | Sold out | 0.00% | −3.08 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −2.60 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −2.32 |
| AVGO Broadcom Inc. | Reduce -16.7% | 3.50% | −2.04 |
| NVDA Nvidia Corp. | Reduce -3.9% | 2.82% | −0.64 |
| ETN Eaton Corp. PLC | Reduce -1.9% | 2.66% | −0.49 |
| R Ryder System Inc. | Reduce -6.4% | 3.61% | −0.39 |
| BBY Best Buy Co. Inc. | Reduce -3.9% | 2.33% | −0.36 |
| AAPL Apple Inc. | Reduce -0.7% | 3.48% | −0.28 |
| GEV GE Vernova Inc. | Reduce -18.3% | 0.69% | −0.18 |
| BAC Bank of America Corp. | Reduce -4.0% | 3.51% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 3.18% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -0.7% | 3.16% | +0.00 |
| OKE Oneok Inc. | Reduce -2.5% | 3.94% | +0.05 |
| SYY Sysco Corp. | Reduce -0.4% | 3.24% | +0.09 |
| TJX TJX Companies Inc. | Reduce -2.8% | 3.82% | +0.11 |
| C Citigroup Inc. | Reduce -2.0% | 3.02% | +0.11 |
| WMB Williams Cos Inc. | Reduce -10.6% | 3.76% | +0.14 |
| TRGP Targa Resources Corp. | Reduce -9.2% | 3.53% | +0.24 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 3.87% | +0.29 |
| MCD McDonald's Corp. | Reduce -0.9% | 3.78% | +0.41 |
| KR Kroger Co. | Reduce -1.9% | 4.04% | +0.50 |
| ABBV Abbvie Inc. | Reduce -0.8% | 3.46% | +0.65 |
| PGR Progressive Corp. | Reduce -1.7% | 3.66% | +0.66 |
| CAH Cardinal Health Inc. | Reduce -2.5% | 4.51% | +0.73 |
| COR Cencora Inc. | Reduce -1.2% | 4.86% | +1.08 |
Portfolio Buys Q4 2024 → Q1 2025
| SYF Synchrony Financial | New | 2.35% | +2.35 |
| PYPL PayPal Holdings Inc. | New | 2.29% | +2.29 |
| ANET Arista Networks Inc. | New | 1.98% | +1.98 |
| GE General Electric | Add +4.6% | 3.35% | +0.81 |
| VLO Valero Energy Corp. | Add +15.3% | 3.13% | +0.73 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.8% | 0.22% | +0.01 |
| MSFT Microsoft Corp. | Add +4.5% | 3.17% | −0.07 |
| FDX FedEx Corp. | Add +0.7% | 2.80% | −0.25 |
| TGT Target Corp. | Add +5.8% | 2.26% | −0.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $287.4M | AVGO, TXN, R, CAH, C |
| Q1 2026 | 33 | $267.4M | VLO, AVGO, CAH, COR, TRGP |
| Q4 2025 | 33 | $261.8M | AVGO, COR, CAH, TJX, R |
| Q3 2025 | 33 | $257.9M | AVGO, COR, R, TJX, NVDA |
| Q2 2025 | 33 | $198.2M | PGR, AVGO, CAH, COR, MSFT |
| Q1 2025 | 33 | $230.2M | COR, CAH, KR, OKE, MA |
| Q4 2024 | 33 | $242.1M | AVGO, R, OKE, COR, CAH |
| Q2 2024 | 33 | $222.4M | AVGO, NVDA, AAPL, COR, MSFT |
| Q1 2024 | 32 | $225.7M | NVDA, AVGO, COR, GE, TGT |