Cambridge Financial Group, Inc.

Q3 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$282,554
Net value change ($000)
-4,822 (-1.7%)
New positions
2
Sold out positions
2
Turnover %
11.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
OKE 9,555 NEW
CVS 6,486 NEW
VLO 3,812 42.4%
MSFT 2,995 33.9%
KR 1,990 26.7%
TGT 1,570 16.5%
ANET 1,434 14.3%
AAPL 1,114 11.1%
NVDA 1,020 10.5%
IVZ 968 11.0%
Top Reduces (Value $000, Stocks/ETFs)
OKE -9,956 -100.0%
MCD -7,346 -100.0%
R -3,586 -27.5%
TXN -2,839 -21.7%
LUV -2,371 -23.6%
GE -2,052 -20.6%
AVGO -1,144 -8.1%
TJX -1,074 -11.4%
C -1,046 -10.1%
CAH -970 -7.8%
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