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Gregory J Bauer

Cambridge Financial Group, Inc.

Assets Managed
$267.382M
Holdings
33
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
2.14%(2Q avg: 1.82%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Cambridge Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Cambridge Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 267.382M in assets, with a quarterly growth rate of 2.14% and a 2-quarter average growth rate of 1.82%. The portfolio is managed by Gregory J Bauer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VLO
Valero Energy Corp
Recent Activity
Decreased -10.39%
4.32%
$11.533M
46,679 shares@ $247.08 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.79%
4.27%
$11.405M
36,848 shares@ $309.51 avg price
CAH
Cardinal Health Inc
Recent Activity
Decreased -3.64%
4.19%
$11.188M
52,946 shares@ $211.31 avg price
COR
Cencora Inc
Recent Activity
Decreased -2.83%
4.16%
$11.118M
35,392 shares@ $314.15 avg price
TRGP
Targa Resources Corp
Recent Activity
Increased 0.18%
4.13%
$11.028M
43,985 shares@ $250.73 avg price
R
Ryder System Inc
Recent Activity
Decreased -0.13%
4.01%
$10.701M
52,274 shares@ $204.72 avg price
OKE
Oneok Inc
Recent Activity
Increased 1.6%
3.91%
$10.441M
115,507 shares@ $90.4 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -5.85%
3.77%
$10.069M
63,050 shares@ $159.7 avg price
FDX
Fedex Corp
Recent Activity
Decreased -1.02%
3.75%
$10.018M
28,125 shares@ $356.18 avg price
KR
Kroger Co
Recent Activity
Increased 2.13%
3.66%
$9.763M
134,917 shares@ $72.36 avg price

1-10 of 33