We are live on ! Find out more
CI

Cambiar Investors Portfolio holdings

AUM $2.3B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+13.04%
1 Year Est. Return
+24.77%
3 Year Est. Return
+59.19%
5 Year Est. Return
+64.5%
10 Year Est. Return
+215.22%
AUM
$2.3B
AUM Growth
+$145M
Cap. Flow
-$71.8M
Cap. Flow %
-3.12%
Top 10 Hldgs %
25.54%
Holding
155
New
10
Increased
38
Reduced
96
Closed
5

Top Buys

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$39.3M
2
ICE icon
Intercontinental Exchange
ICE
+$39.3M
3
FDXF
FedEx Freight
FDXF
+$37.3M
4
CSCO icon
Cisco
CSCO
+$33.8M
5
HONA
Honeywell Aerospace
HONA
+$29.2M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$42.7M
2
TXN icon
Texas Instruments
TXN
+$36.3M
3
EL icon
Estee Lauder
EL
+$34.2M
4
CMCSA icon
Comcast
CMCSA
+$32.5M
5
SLB icon
SLB Ltd
SLB
+$31.1M

Sector Composition

Rank Sector Weight
1 Financials 19.14%
2 Healthcare 16.92%
3 Industrials 16.61%
4 Technology 14.58%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBG icon
126
HUB Group
HUBG
$2.42B
$1.51M 0.07%
34,529
-286
-0.8% -$12K
ATMU icon
127
Atmus Filtration Technologies
ATMU
$3.89B
$1.46M 0.06%
28,687
-230
-0.8% -$12.5K
ALG icon
128
Alamo Group
ALG
$2.01B
$1.43M 0.06%
8,670
– –
MRVL icon
129
Marvell Technology
MRVL
$195B
$1.15M 0.05%
3,849
-998
-21% -$200K
AGZ icon
130
iShares Agency Bond ETF
AGZ
$569M
$1.07M 0.05%
9,818
+132
+1% +$14.4K
USFR icon
131
WisdomTree Floating Rate Treasury Fund
USFR
$18.7B
$1.05M 0.05%
20,901
+1,632
+8% +$82.2K
RTX icon
132
RTX Corp
RTX
$285B
$952K 0.04%
5,016
-351
-7% -$64.4K
QLTA icon
133
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$874K 0.04%
18,384
+301
+2% +$14.3K
EL icon
134
Estee Lauder
EL
$37.4B
$845K 0.04%
10,707
-423,979
-98% -$34.2M
VEA icon
135
Vanguard FTSE Developed Markets ETF
VEA
$238B
$836K 0.04%
11,727
+7,884
+205% +$549K
GS icon
136
Goldman Sachs
GS
$301B
$787K 0.03%
778
-1
-0.1% -$975
TM icon
137
Toyota
TM
$230B
$665K 0.03%
+3,950
New +$748K
TEL icon
138
TE Connectivity
TEL
$58.7B
$663K 0.03%
3,290
-313
-9% -$66.7K
VTV icon
139
Vanguard Morningstar Value ETF
VTV
$192B
$641K 0.03%
2,942
+886
+43% +$185K
IEI icon
140
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$486K 0.02%
4,139
– –
HLN icon
141
Haleon
HLN
$44.5B
$452K 0.02%
48,486
-2,531
-5% -$23.5K
IEF icon
142
iShares 7-10 Year Treasury Bond ETF
IEF
$42.9B
$448K 0.02%
4,740
– –
AEG icon
143
Aegon
AEG
$13.6B
$385K 0.02%
45,615
-17,985
-28% -$148K
WELL icon
144
Welltower
WELL
$172B
$377K 0.02%
1,661
– –
WMB icon
145
Williams Companies
WMB
$90.2B
$313K 0.01%
4,214
-105
-2% -$7.73K
IEUR icon
146
iShares Core MSCI Europe ETF
IEUR
$9.41B
$287K 0.01%
3,813
-898
-19% -$66.9K
E icon
147
ENI
E
$76.1B
$260K 0.01%
5,543
-4,937
-47% -$265K
CTVA icon
148
Corteva
CTVA
$56B
$206K 0.01%
2,432
-146
-6% -$11.7K
NVS icon
149
Novartis
NVS
$292B
$204K 0.01%
1,301
-125
-9% -$18.7K
GPRO icon
150
GoPro
GPRO
$111M
$52.9K ﹤0.01%
+67,934
New +$71.8K
3 4 5
6
7

Similar funds

SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

Cambiar Investors's Q2 2026 Portfolio in Review

As of Q2 2026, Cambiar Investors held 155 positions worth $2.3B, up 6.7% from $2.16B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cambiar Investors withdrew a net $71.8M in Q2 2026, closing 5 positions and reducing 96 holdings. Its most notable exit was Comcast, an estimated $32.5M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 17% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Cambiar Investors opened a new position in Omnicom Group worth $38M.

  • Cambiar Investors's largest Q2 2026 buy was Omnicom Group: 522,265 shares worth $38M.
  • Cambiar Investors added most to Versant Media Group in Q2 2026, an estimated $17.8M increase.
  • Cambiar Investors's biggest Q2 2026 reduction was Applied Materials, cutting an estimated $42.7M.
  • Cambiar Investors fully exited Comcast in Q2 2026, selling an estimated $32.5M.
  • Cambiar Investors's ten largest holdings make up 26% of its $2.3B portfolio in Q2 2026.
  • Cambiar Investors opened 10 new positions and closed 5 in Q2 2026.
  • Cambiar Investors's portfolio value rose 6.7% quarter-over-quarter to $2.3B.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.