Cambridge Financial Group, Inc.
RIA/Wealth
Cambridge Financial Group, Inc. is a RIA/Wealth based in Columbus, OH led by Gregory Joseph Bauer, reporting $315.2M in AUM as of Q3 2025 with AVGO as the largest holding (5% allocation).
ChairmanGregory Joseph Bauer
- Portfolio Value
- $257.9M
- Positions
- 33
- Top Holding
- AVGO at 5.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cambridge Financial Group, Inc.'s portfolio (39.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $14.1M | 5.47% | +$1.6M Bought | 0.00% 42.7K shares | |
Medical - Distribution Healthcare | $11.5M | 4.46% | +$2.9M Bought | — 36.8K shares | |
Rental & Leasing Services Industrials | $10.1M | 3.93% | +$2.0M Bought | 0.13% 53.7K shares | |
Apparel - Retail Consumer Cyclical | $9.9M | 3.83% | +$1.9M Bought | 0.01% 68.4K shares | |
Semiconductors Technology | $9.6M | 3.71% | +$1.7M Bought | 0.00% 51.3K shares | |
Software - Infrastructure Technology | $9.4M | 3.64% | +$1.8M Bought | 0.00% 18.1K shares | |
Banks - Diversified Financial Services | $9.4M | 3.63% | +$1.7M Bought | 0.00% 181.5K shares | |
Banks - Diversified Financial Services | $9.3M | 3.59% | +$2.2M Bought | 0.00% 91.1K shares | |
Oil & Gas Refining & Marketing Energy | $9.1M | 3.52% | +$2.4M Bought | 0.02% 53.3K shares | |
Consumer Electronics Technology | $9.0M | 3.50% | +$1.9M Bought | 0.00% 35.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cambridge Financial Group, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+87.22% | |
+81.98% | |
+46.42% | |
+40.01% | |
+38.55% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-53.55% | |
-3.31% |
Analytics
Portfolio insights and performance metrics for Cambridge Financial Group, Inc.
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