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CFO

Cambient Family Office Portfolio holdings

AUM $813M
This Fund
S&P 500
This Quarter Est. Return
+16.81%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$813M
AUM Growth
+$96.6M
Cap. Flow
+$13.4M
Cap. Flow %
1.64%
Top 10 Hldgs %
39.49%
Holding
337
New
76
Increased
127
Reduced
93
Closed
9

Top Buys

Rank Stock Value
1
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.84M
3
LITE icon
Lumentum
LITE
+$2.97M
4
HONA
Honeywell Aerospace
HONA
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.73M

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$7M
2
ABBV icon
AbbVie
ABBV
+$5.91M
3
CARR icon
Carrier Global
CARR
+$3.35M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.38M
5
OTIS icon
Otis Worldwide
OTIS
+$2.01M

Sector Composition

Rank Sector Weight
1 Technology 26.04%
2 Healthcare 9.35%
3 Industrials 7.7%
4 Financials 6.01%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.16T
$55.7M 6.85%
278,401
+1,294
+0.5% +$266K
IVV icon
2
iShares Core S&P 500 ETF
IVV
$894B
$43M 5.29%
57,462
+5,273
+10% +$3.84M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$41.8M 5.14%
55,809
– –
MSFT icon
4
Microsoft
MSFT
$3.65T
$31.7M 3.91%
85,106
+942
+1% +$381K
VEU icon
5
Vanguard FTSE All-World ex-US ETF
VEU
$71B
$31.1M 3.83%
371,365
-1,538
-0.4% -$126K
LLY icon
6
Eli Lilly
LLY
$1.1T
$29.1M 3.58%
24,259
+455
+2% +$465K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.2T
$27.9M 3.43%
78,891
-5,423
-6% -$1.94M
AAPL icon
8
Apple
AAPL
$4.52T
$27M 3.32%
93,332
-693
-0.7% -$198K
AMZN icon
9
Amazon
AMZN
$2.82T
$17.7M 2.17%
74,099
+1,069
+1% +$268K
RTX icon
10
RTX Corp
RTX
$283B
$16.1M 1.98%
84,674
+1,346
+2% +$247K
JPM icon
11
JPMorgan Chase
JPM
$948B
$15.6M 1.92%
47,709
+635
+1% +$197K
VTI icon
12
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$14.5M 1.78%
39,163
+1,651
+4% +$590K
AMAT icon
13
Applied Materials
AMAT
$381B
$13.2M 1.63%
18,326
+70
+0.4% +$32.3K
SHY icon
14
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$12.3M 1.51%
149,814
– –
XHLF icon
15
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.02B
$10.5M 1.3%
209,507
-23,742
-10% -$1.19M
DE icon
16
Deere & Co
DE
$170B
$10.2M 1.26%
16,089
-541
-3% -$313K
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$4.24T
$9.54M 1.17%
26,702
+2,333
+10% +$840K
ABBV icon
18
AbbVie
ABBV
$470B
$9.07M 1.12%
36,055
-27,458
-43% -$5.91M
KO icon
19
Coca-Cola
KO
$394B
$9.02M 1.11%
110,237
+1,824
+2% +$144K
PG icon
20
Procter & Gamble
PG
$338B
$8.78M 1.08%
59,872
+152
+0.3% +$22.1K
ANET icon
21
Arista Networks
ANET
$241B
$8.41M 1.03%
49,523
-242
-0.5% -$38K
ADP icon
22
Automatic Data Processing
ADP
$112B
$8.3M 1.02%
36,768
+973
+3% +$208K
PANW icon
23
Palo Alto Networks
PANW
$277B
$8.24M 1.01%
24,159
-379
-2% -$86.8K
SUB icon
24
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$8.03M 0.99%
75,455
+37,597
+99% +$4M
ISRG icon
25
Intuitive Surgical
ISRG
$131B
$7.88M 0.97%
19,820
+790
+4% +$345K
1
2 3 4 5

Similar funds

REA
Renesas Electronics America San Jose, California $813M AUM
TLP
Tri Locum Partners New York $813M AUM 101.01% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $813M AUM 60.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
WAM
Wallington Asset Management Indianapolis, Indiana $814M AUM 50.75% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM

Cambient Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Cambient Family Office held 337 positions worth $813M, up 13% from $716M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Cambient Family Office's Q2 2026 filing shows 76 new, 127 increased, 93 reduced and 9 closed positions. Its largest new stake was Lumentum: 3,328 shares worth $2.86M. The largest sale was Intel, an estimated $7M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 24% a quarter earlier, followed by Healthcare and Industrials.

  • Cambient Family Office's largest Q2 2026 buy was Lumentum: 3,328 shares worth $2.86M.
  • Cambient Family Office added most to iShares Short-Term National Muni Bond ETF in Q2 2026, an estimated $4M increase.
  • Cambient Family Office's biggest Q2 2026 reduction was Intel, cutting an estimated $7M.
  • Cambient Family Office fully exited Cintas in Q2 2026, selling an estimated $275K.
  • Cambient Family Office's ten largest holdings make up 39% of its $813M portfolio in Q2 2026.
  • Cambient Family Office opened 76 new positions and closed 9 in Q2 2026.
  • Cambient Family Office's portfolio value rose 13% quarter-over-quarter to $813M.

Based on Cambient Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.