Filed: 11/14/2025ACC: 0001334199-25-000010
📋 What this filing means
CAMBRIDGE FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $257.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$257.92M
Total AUM (reported)
1.87M
Total Shares
Allocation by class
COM$257.92M100.0%
Portfolio Concentration
Top 3$35.73M13.9%
4–10$65.56M25.4%
11–25$121.09M46.9%
Rest$35.53M13.8%
Top 3 weight
13.9%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 1.87M
Sole
Full voting authority
1.87M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
Broadcom Inc
SOLEShares42.75K
TypeSH
Market value$14.10M
5.47%
Sole
42.75K
Shared
0.00
None
0.00
AmerisourceBergen
SOLEShares36.81K
TypeSH
Market value$11.50M
4.46%
Sole
36.81K
Shared
0.00
None
0.00
Ryder System
SOLEShares53.66K
TypeSH
Market value$10.12M
3.93%
Sole
53.66K
Shared
0.00
None
0.00
TJX Cos
SOLEShares68.37K
TypeSH
Market value$9.88M
3.83%
Sole
68.37K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares51.27K
TypeSH
Market value$9.57M
3.71%
Sole
51.27K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares18.15K
TypeSH
Market value$9.40M
3.64%
Sole
18.15K
Shared
0.00
None
0.00
Bank of America Corp
SOLEShares181.48K
TypeSH
Market value$9.36M
3.63%
Sole
181.48K
Shared
0.00
None
0.00
Citigroup
SOLEShares91.14K
TypeSH
Market value$9.25M
3.59%
Sole
91.14K
Shared
0.00
None
0.00
Valero Energy
SOLEShares53.28K
TypeSH
Market value$9.07M
3.52%
Sole
53.28K
Shared
0.00
None
0.00
Apple
SOLEShares35.47K
TypeSH
Market value$9.03M
3.50%
Sole
35.47K
Shared
0.00
None
0.00
Arista Networks
SOLEShares61.53K
TypeSH
Market value$8.97M
3.48%
Sole
61.53K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares15.45K
TypeSH
Market value$8.79M
3.41%
Sole
15.45K
Shared
0.00
None
0.00
Kroger Co
SOLEShares129.88K
TypeSH
Market value$8.76M
3.39%
Sole
129.88K
Shared
0.00
None
0.00
AbbVie
SOLEShares37.73K
TypeSH
Market value$8.74M
3.39%
Sole
37.73K
Shared
0.00
None
0.00
Cardinal Health
SOLEShares54.69K
TypeSH
Market value$8.58M
3.33%
Sole
54.69K
Shared
0.00
None
0.00
Williams Companies
SOLEShares134.61K
TypeSH
Market value$8.53M
3.31%
Sole
134.61K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares27.45K
TypeSH
Market value$8.26M
3.20%
Sole
27.45K
Shared
0.00
None
0.00
Sysco Corp
SOLEShares98.86K
TypeSH
Market value$8.14M
3.16%
Sole
98.86K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares26.76K
TypeSH
Market value$8.13M
3.15%
Sole
26.76K
Shared
0.00
None
0.00
Eaton Corporation
SOLEShares20.94K
TypeSH
Market value$7.84M
3.04%
Sole
20.94K
Shared
0.00
None
0.00
Best Buy Co.
SOLEShares99.92K
TypeSH
Market value$7.56M
2.93%
Sole
99.92K
Shared
0.00
None
0.00
Synchrony Financial
SOLEShares103.25K
TypeSH
Market value$7.34M
2.84%
Sole
103.25K
Shared
0.00
None
0.00
Texas Instruments
SOLEShares39.56K
TypeSH
Market value$7.27M
2.82%
Sole
39.56K
Shared
0.00
None
0.00
Progressive Corp
SOLEShares29.34K
TypeSH
Market value$7.25M
2.81%
Sole
29.34K
Shared
0.00
None
0.00
BOEING CO
SOLEShares32.25K
TypeSH
Market value$6.96M
2.70%
Sole
32.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Broadcom IncSOLE | COM | 42.75K | SH | $14.10M 5.47% | 42.75K | 0.00 | 0.00 |
AmerisourceBergenSOLE | COM | 36.81K | SH | $11.50M 4.46% | 36.81K | 0.00 | 0.00 |
Ryder SystemSOLE | COM | 53.66K | SH | $10.12M 3.93% | 53.66K | 0.00 | 0.00 |
TJX CosSOLE | COM | 68.37K | SH | $9.88M 3.83% | 68.37K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 51.27K | SH | $9.57M 3.71% | 51.27K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 18.15K | SH | $9.40M 3.64% | 18.15K | 0.00 | 0.00 |
Bank of America CorpSOLE | COM | 181.48K | SH | $9.36M 3.63% | 181.48K | 0.00 | 0.00 |
CitigroupSOLE | COM | 91.14K | SH | $9.25M 3.59% | 91.14K | 0.00 | 0.00 |
Valero EnergySOLE | COM | 53.28K | SH | $9.07M 3.52% | 53.28K | 0.00 | 0.00 |
AppleSOLE | COM | 35.47K | SH | $9.03M 3.50% | 35.47K | 0.00 | 0.00 |
Arista NetworksSOLE | COM | 61.53K | SH | $8.97M 3.48% | 61.53K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | COM | 15.45K | SH | $8.79M 3.41% | 15.45K | 0.00 | 0.00 |
Kroger CoSOLE | COM | 129.88K | SH | $8.76M 3.39% | 129.88K | 0.00 | 0.00 |
AbbVieSOLE | COM | 37.73K | SH | $8.74M 3.39% | 37.73K | 0.00 | 0.00 |
Cardinal HealthSOLE | COM | 54.69K | SH | $8.58M 3.33% | 54.69K | 0.00 | 0.00 |
Williams CompaniesSOLE | COM | 134.61K | SH | $8.53M 3.31% | 134.61K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM | 27.45K | SH | $8.26M 3.20% | 27.45K | 0.00 | 0.00 |
Sysco CorpSOLE | COM | 98.86K | SH | $8.14M 3.16% | 98.86K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 26.76K | SH | $8.13M 3.15% | 26.76K | 0.00 | 0.00 |
Eaton CorporationSOLE | COM | 20.94K | SH | $7.84M 3.04% | 20.94K | 0.00 | 0.00 |
Best Buy Co.SOLE | COM | 99.92K | SH | $7.56M 2.93% | 99.92K | 0.00 | 0.00 |
Synchrony FinancialSOLE | COM | 103.25K | SH | $7.34M 2.84% | 103.25K | 0.00 | 0.00 |
Texas InstrumentsSOLE | COM | 39.56K | SH | $7.27M 2.82% | 39.56K | 0.00 | 0.00 |
Progressive CorpSOLE | COM | 29.34K | SH | $7.25M 2.81% | 29.34K | 0.00 | 0.00 |
BOEING COSOLE | COM | 32.25K | SH | $6.96M 2.70% | 32.25K | 0.00 | 0.00 |
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