CAMBRIDGE FINANCIAL GROUP, INC.

PrivateCIK: 1334199
Location

COLUMBUS, OH

33
Positions
$267.38M
Total AUM (reported)
2.25M
Total Shares

Allocation by class

TOTAL AUM$267.38M33 positions
COM$267.38M100.0%

Portfolio Concentration

Top 312.8%4–1027.4%11–2546.3%Rest13.6%TOP 1040.1%0%100%
Top 3$34.13M12.8%
4–10$73.14M27.4%
11–25$123.83M46.3%
Rest$36.29M13.6%

Top 3 weight

12.8%

Top 10 weight

40.1%

Voting Authority Distribution

Total shares with voting rights: 2.25M

Sole

Full voting authority

2.25M

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:

Valero Energy

SOLE
COM
Shares46.68K
TypeSH
Market value$11.53M
4.31%
Sole
46.68K
Shared
0.00
None
0.00

Broadcom Inc

SOLE
COM
Shares36.85K
TypeSH
Market value$11.40M
4.27%
Sole
36.85K
Shared
0.00
None
0.00

Cardinal Health

SOLE
COM
Shares52.95K
TypeSH
Market value$11.19M
4.18%
Sole
52.95K
Shared
0.00
None
0.00

AmerisourceBergen

SOLE
COM
Shares35.39K
TypeSH
Market value$11.12M
4.16%
Sole
35.39K
Shared
0.00
None
0.00

Targa Resources Corp

SOLE
COM
Shares43.98K
TypeSH
Market value$11.03M
4.12%
Sole
43.98K
Shared
0.00
None
0.00

Ryder System

SOLE
COM
Shares52.27K
TypeSH
Market value$10.70M
4.00%
Sole
52.27K
Shared
0.00
None
0.00

Oneok

SOLE
COM
Shares115.51K
TypeSH
Market value$10.44M
3.90%
Sole
115.51K
Shared
0.00
None
0.00

TJX Cos

SOLE
COM
Shares63.05K
TypeSH
Market value$10.07M
3.77%
Sole
63.05K
Shared
0.00
None
0.00

Fedex Corp

SOLE
COM
Shares28.13K
TypeSH
Market value$10.02M
3.75%
Sole
28.13K
Shared
0.00
None
0.00

Kroger Co

SOLE
COM
Shares134.92K
TypeSH
Market value$9.76M
3.65%
Sole
134.92K
Shared
0.00
None
0.00

Williams Companies

SOLE
COM
Shares133.24K
TypeSH
Market value$9.70M
3.63%
Sole
133.24K
Shared
0.00
None
0.00

Target Corp

SOLE
COM
Shares79.39K
TypeSH
Market value$9.62M
3.60%
Sole
79.39K
Shared
0.00
None
0.00

Apple

SOLE
COM
Shares34.61K
TypeSH
Market value$8.78M
3.29%
Sole
34.61K
Shared
0.00
None
0.00

Texas Instruments

SOLE
COM
Shares44.19K
TypeSH
Market value$8.58M
3.21%
Sole
44.19K
Shared
0.00
None
0.00

Bank of America Corp

SOLE
COM
Shares175.16K
TypeSH
Market value$8.54M
3.19%
Sole
175.16K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COM
Shares48.58K
TypeSH
Market value$8.47M
3.17%
Sole
48.58K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares27.12K
TypeSH
Market value$8.43M
3.15%
Sole
27.12K
Shared
0.00
None
0.00

Citigroup

SOLE
COM
Shares74.14K
TypeSH
Market value$8.41M
3.14%
Sole
74.14K
Shared
0.00
None
0.00

AbbVie

SOLE
COM
Shares37.17K
TypeSH
Market value$8.08M
3.02%
Sole
37.17K
Shared
0.00
None
0.00

Invesco Ltd.

SOLE
COM
Shares323.85K
TypeSH
Market value$7.87M
2.94%
Sole
323.85K
Shared
0.00
None
0.00

Eaton Corporation

SOLE
COM
Shares21.96K
TypeSH
Market value$7.86M
2.94%
Sole
21.96K
Shared
0.00
None
0.00

Mastercard Incorporated

SOLE
COM
Shares15.53K
TypeSH
Market value$7.76M
2.90%
Sole
15.53K
Shared
0.00
None
0.00

Sysco Corp

SOLE
COM
Shares104.70K
TypeSH
Market value$7.47M
2.79%
Sole
104.70K
Shared
0.00
None
0.00

Arista Networks

SOLE
COM
Shares59.05K
TypeSH
Market value$7.25M
2.71%
Sole
59.05K
Shared
0.00
None
0.00

Synchrony Financial

SOLE
COM
Shares103.18K
TypeSH
Market value$7.02M
2.62%
Sole
103.18K
Shared
0.00
None
0.00
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