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Cambiar Investors Portfolio holdings

AUM $2.3B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+5.31%
1 Year Est. Return
+24.77%
3 Year Est. Return
+59.19%
5 Year Est. Return
+64.5%
10 Year Est. Return
+13,161.1%
AUM
$2.38B
AUM Growth
+$18.2M
Cap. Flow
-$76.3M
Cap. Flow %
-3.21%
Top 10 Hldgs %
26.55%
Holding
166
New
12
Increased
38
Reduced
94
Closed
18

Top Buys

Rank Stock Value
1
FLUT icon
Flutter Entertainment
FLUT
+$53.8M
2
TGT icon
Target
TGT
+$44.6M
3
WY icon
Weyerhaeuser
WY
+$33.3M
4
SLB icon
SLB Ltd
SLB
+$32.9M
5
AZN icon
AstraZeneca
AZN
+$19M

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$47.1M
2
CVE icon
Cenovus Energy
CVE
+$46.6M
3
CTVA icon
Corteva
CTVA
+$40.3M
4
CME icon
CME Group
CME
+$26.9M
5
GS icon
Goldman Sachs
GS
+$25.8M

Sector Composition

Rank Sector Weight
1 Financials 17.84%
2 Healthcare 17.08%
3 Technology 13.85%
4 Consumer Discretionary 11.51%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSP icon
126
Insperity
NSP
$2.01B
$947K 0.04%
15,756
-7
-0% -$489
EFOR
127
Everforth Inc
EFOR
$1.32B
$888K 0.04%
17,791
-6
-0% -$328
AGZ icon
128
iShares Agency Bond ETF
AGZ
$565M
$871K 0.04%
7,941
-380
-5% -$41.4K
INNV icon
129
InnovAge Holding
INNV
$1.52B
$849K 0.04%
229,987
-102
-0% -$357
QLTA icon
130
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
$786K 0.03%
16,439
+31
+0.2% +$1.46K
WMB icon
131
Williams Companies
WMB
$86.1B
$597K 0.03%
9,503
-1,927
-17% -$114K
MRVL icon
132
Marvell Technology
MRVL
$196B
$538K 0.02%
6,950
-807
-10% -$50.4K
VTV icon
133
Vanguard Morningstar Value ETF
VTV
$192B
$528K 0.02%
2,986
-15,778
-84% -$2.67M
CTVA icon
134
Corteva
CTVA
$51.3B
$504K 0.02%
6,769
-604,566
-99% -$40.3M
IEI icon
135
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$493K 0.02%
4,139
-447
-10% -$52.7K
IEF icon
136
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$413K 0.02%
4,313
– –
ICE icon
137
Intercontinental Exchange
ICE
$84.4B
$404K 0.02%
2,201
-70
-3% -$12K
WELL icon
138
Welltower
WELL
$171B
$360K 0.02%
2,341
-33
-1% -$4.93K
TTE icon
139
TotalEnergies
TTE
$190B
$300K 0.01%
4,891
-228,641
-98% -$13.6M
ROK icon
140
Rockwell Automation
ROK
$49B
$292K 0.01%
878
-395
-31% -$113K
NVS icon
141
Novartis
NVS
$297B
$279K 0.01%
2,303
-1,810
-44% -$204K
IEUR icon
142
iShares Core MSCI Europe ETF
IEUR
$9.17B
$259K 0.01%
+3,909
New +$247K
IVE icon
143
iShares S&P 500 Value ETF
IVE
$49.8B
$235K 0.01%
1,200
-701
-37% -$131K
MSI icon
144
Motorola Solutions
MSI
$77.4B
$211K 0.01%
501
– –
VEA icon
145
Vanguard FTSE Developed Markets ETF
VEA
$237B
$209K 0.01%
+3,661
New +$196K
DALN
146
DELISTED
DallasNews
DALN
$205K 0.01%
47,597
-2,464
-5% -$10.6K
VSAT icon
147
Viasat
VSAT
$11.1B
$177K 0.01%
12,115
+944
+8% +$9.55K
ASX icon
148
ASE Group
ASX
$82.2B
$173K 0.01%
16,700
– –
ACWI icon
149
iShares MSCI ACWI ETF
ACWI
$33.4B
– –
-10,347
Closed -$1.2M
AMN icon
150
AMN Healthcare
AMN
$1.4B
– –
-23,330
Closed -$571K
3 4 5
6
7

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Cambiar Investors's Q2 2025 Portfolio in Review

As of Q2 2025, Cambiar Investors held 166 positions worth $2.38B, up 0.77% from $2.36B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Cambiar Investors withdrew a net $76.3M in Q2 2025, closing 18 positions and reducing 94 holdings. Its most notable exit was ConocoPhillips, an estimated $47.1M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, down from 20% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Cambiar Investors opened a new position in Target worth $45.8M.

  • Cambiar Investors's largest Q2 2025 buy was Target: 464,470 shares worth $45.8M.
  • Cambiar Investors added most to Flutter Entertainment in Q2 2025, an estimated $53.8M increase.
  • Cambiar Investors's biggest Q2 2025 reduction was Corteva, cutting an estimated $40.3M.
  • Cambiar Investors fully exited ConocoPhillips in Q2 2025, selling an estimated $47.1M.
  • Cambiar Investors's ten largest holdings make up 27% of its $2.38B portfolio in Q2 2025.
  • Cambiar Investors opened 12 new positions and closed 18 in Q2 2025.
  • Cambiar Investors's portfolio value rose 0.77% quarter-over-quarter to $2.38B.

Based on Cambiar Investors's 13F filing for Q2 2025, filed 5 Aug 2025.