Cambridge Financial Group is based out of Columbus. Cambridge Financial Group is a large advisory firm with 272 clients and discretionary assets under management (AUM) of $401,685,763 (Form ADV from 2023-11-15). Their last reported 13F filing for Q4 2023 included $199,952,937 in managed 13F securities
and a top 10 holdings concentration of 38.2%. Cambridge Financial Group's largest holding is Broadcom Ltd. (Avago Technologies) with shares held of 8,102. Whalewisdom has at least 75 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
ETN Eaton Corp. (Torbens | 3.17% |
SPY SPDR S&P 500 ETF TRU | 1.16% |
PARA Paramount Global | 0.93% |
TGT Target Corp. | 0.79% |
NVDA NVIDIA Corp. | 0.27% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
DFS Discover Financial S | 2.56% |
VLO Valero Energy Corp. | 1.1% |
R Ryder System Inc. | 0.83% |
MPC Marathon Petroleum C | 0.57% |
FDX FedEx Corporation | 0.55% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AVGO Broadcom Ltd. (Avago | 4.52% |
COR Cencora Inc. | 4.3% |
CAH Cardinal Health, Inc | 3.91% |
LIN Linde Plc. | 3.82% |
MSFT Microsoft Corp. | 3.77% |
2023-12-31
13F Activity
Market Value | $200m, Prior: $184m |
New Purchases | 1 stocks |
Added To | 7 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 23 stocks |
Top 10 Holdings % | 38.2% |
Turnover %[1] | 6.25% |
Turnover Alt %[2] | 5.99% |
Time Held Top 20 | 0.75 quarters |
Time Held Top 10 | 0.8 quarters |
Time Held All | 0.97 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31