Cambridge Financial Group, Inc.
Cambridge Financial Group, Inc. is an independent investment advisory firm headquartered in Columbus, Ohio. The firm, identified by SEC CIK 0001334199, primarily serves individual clients, including both high net worth and non-high net worth individuals. Cambridge Financial Group, Inc. files regular 13F reports as an institutional investment manager and is focused on portfolio management and fiduciary investment advice. Specific founding year and employee count are not listed, but the firm is registered with the SEC and maintains a professional team to serve its clients.
Investment Strategy
Cambridge Financial Group, Inc. implements customized investment strategies tailored to individual client goals, primarily serving individuals and managing portfolios through a combination of equity and fixed income securities. The firm adheres to traditional fiduciary standards and periodically discloses holdings via SEC Form 13F filings. Company strategies are centered on long-term capital appreciation and risk-adjusted returns for each client, with a focus on publicly traded securities.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PGR | Progressive Corp | 8.50% | $16.9M | 63,160 | $254.03 | $266.86 | +$8.4M |
A AVGO | Broadcom Inc | 5.27% | $10.5M | 37,929 | $231.84 | $275.65 | +$2.4M |
C CAH | Cardinal Health | 4.79% | $9.5M | 56,565 | $118.27 | $168.00 | -$886.5K |
M MSFT | Microsoft Corporation | 3.70% | $7.3M | 14,740 | $419.52 | $497.41 | +$42.9K |
K KR | Kroger Co | 3.67% | $7.3M | 101,333 | $61.15 | $71.73 | -$2.0M |