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CAMBRIDGE FINANCIAL GROUP, INC. 13F portfolio summary

CAMBRIDGE FINANCIAL GROUP, INC. of CAMBRIDGE FINANCIAL GROUP, INC. has 31 current stock holdings with a reported portfolio value of $267.2M. The portfolio 1 year return is +22.63%. Top holdings include VLO (4.32%), AVGO (4.27%), CAH (4.19%), COR (4.16%), TRGP (4.13%).

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CAMBRIDGE FINANCIAL GROUP, INC.

CAMBRIDGE FINANCIAL GROUP, INC.
Latest filing: 2026-03-31

CAMBRIDGE FINANCIAL GROUP, INC. runs CAMBRIDGE FINANCIAL GROUP, INC. and currently holds 31 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $267.17M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAMBRIDGE FINANCIAL GROUP, INC. ranks #524 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAMBRIDGE FINANCIAL GROUP, INC.'s portfolio at CAMBRIDGE FINANCIAL GROUP, INC. has delivered returns of +22.63%. Their 3-year annualized return is +53.51%. Looking at the 5-year horizon, CAMBRIDGE FINANCIAL GROUP, INC. has achieved +83.49% annualized returns at CAMBRIDGE FINANCIAL GROUP, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.63%
#557/1000
3 Year
+53.51%
#777/1000
5 Year
+83.49%
#366/1000

Portfolio Value

$267.17M

Alpha Score

54.2

#524 of 1000

Holdings

31

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change