Cambridge Financial Group, Inc.

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$267,382
Net value change ($000)
+5,587 (2.1%)
New positions
1
Sold out positions
1
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LUV 6,615 NEW
VLO 3,052 36.0%
TRGP 2,927 36.1%
TGT 2,296 31.3%
OKE 2,084 24.9%
FDX 1,810 22.1%
WMB 1,672 20.8%
KR 1,509 18.3%
ETN 1,128 16.8%
TXN 1,014 13.4%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -4,751 -100.0%
SPY -2,590 -93.4%
MSFT -1,974 -22.4%
SYF -1,550 -18.1%
AVGO -1,451 -11.3%
BAC -1,328 -13.5%
COR -1,185 -9.6%
MA -1,097 -12.4%
C -936 -10.0%
GE -807 -10.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type