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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
(+13%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
39.49%
Holding
337
New
76
Increased
127
Reduced
93
Closed
9
Avg Time Held
1.5
quarters
Top 10 Avg Time Held
1.9
quarters
Top 20 Avg Time Held
1.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$3.84M |
| 3 |
Lumentum
LITE
|
+$2.97M |
| 4 |
HONA
Honeywell Aerospace
HONA
|
+$1.77M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$7M |
| 2 |
AbbVie
ABBV
|
+$5.91M |
| 3 |
Carrier Global
CARR
|
+$3.35M |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$2.38M |
| 5 |
Otis Worldwide
OTIS
|
+$2.01M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 31.59% |
| 2 | Technology | 26.04% |
| 3 | Healthcare | 9.35% |
| 4 | Industrials | 7.7% |
| 5 | Financials | 6.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
226
Everest Group
EG
$14.1B
| $265K | 0.03% |
741
-24
| -3% | -$8.22K |
2025 Q4
2 quarters
|
|
227
Starbucks
SBUX
$103B
| $264K | 0.03% |
2,585
-185
| -7% | -$18.6K |
2026 Q1
1 quarter
|
|
|
Q
228
Qnity Electronics Inc
Q
$26.5B
| $264K | 0.03% |
1,614
-287
| -15% | -$42.3K |
2025 Q4
2 quarters
|
|
229
Newmont
NEM
$124B
| $263K | 0.03% |
2,815
+589
| +26% | +$64.2K |
2025 Q4
2 quarters
|
|
230
CSX Corp
CSX
$87.5B
| $262K | 0.03% |
5,519
+165
| +3% | +$7.45K |
2026 Q1
1 quarter
|
|
231
Vertiv
VRT
$93.5B
| $262K | 0.03% |
+782
| New | +$248K |
2026 Q2
0 quarters
|
|
232
United Parcel Service
UPS
$80.5B
| $261K | 0.03% |
2,428
-202
| -8% | -$21K |
2025 Q4
2 quarters
|
|
233
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.02B
| $258K | 0.03% |
10,839
+1,295
| +14% | +$31.2K |
2025 Q4
2 quarters
|
|
234
Norfolk Southern
NSC
$71.4B
| $257K | 0.03% |
817
-51
| -6% | -$15.7K |
2026 Q1
1 quarter
|
|
235
Sherwin-Williams
SHW
$77.5B
| $256K | 0.03% |
+744
| New | +$238K |
2026 Q2
0 quarters
|
|
236
Royal Caribbean
RCL
$75.5B
| $254K | 0.03% |
795
-76
| -9% | -$21.2K |
2025 Q4
2 quarters
|
|
237
Veralto
VLTO
$23.6B
| $252K | 0.03% |
2,840
+132
| +5% | +$11.5K |
2025 Q4
2 quarters
|
|
238
Valero Energy
VLO
$125B
| $252K | 0.03% |
+968
| New | +$238K |
2026 Q2
0 quarters
|
|
239
Moody's
MCO
$80.4B
| $252K | 0.03% |
+556
| New | +$250K |
2026 Q2
0 quarters
|
|
240
Hilton Worldwide
HLT
$73.5B
| $251K | 0.03% |
760
+9
| +1% | +$2.96K |
2026 Q1
1 quarter
|
|
241
Cadence Design Systems
CDNS
$97.2B
| $250K | 0.03% |
+665
| New | +$233K |
2026 Q2
0 quarters
|
|
242
HCA Healthcare
HCA
$97.7B
| $246K | 0.03% |
631
+9
| +1% | +$3.81K |
2025 Q4
2 quarters
|
|
243
General Motors
GM
$72.6B
| $243K | 0.03% |
3,150
-268
| -8% | -$21.1K |
2026 Q1
1 quarter
|
|
244
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$666M
| $243K | 0.03% |
3,265
| – | – |
2025 Q4
2 quarters
|
|
245
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
| $238K | 0.03% |
+4,474
| New | +$238K |
2026 Q2
0 quarters
|
|
246
United Airlines
UAL
$34.9B
| $237K | 0.03% |
+1,743
| New | +$181K |
2026 Q2
0 quarters
|
|
247
Intuit
INTU
$80.9B
| $236K | 0.03% |
903
+143
| +19% | +$49.8K |
2025 Q4
2 quarters
|
|
248
Public Service Enterprise Group
PEG
$36B
| $235K | 0.03% |
+2,891
| New | +$231K |
2026 Q2
0 quarters
|
|
249
Vornado Realty Trust
VNO
$6.28B
| $232K | 0.03% |
+5,914
| New | +$191K |
2026 Q2
0 quarters
|
|
|
XYZ
250
Block Inc
XYZ
$46.4B
| $232K | 0.03% |
+3,057
| New | +$215K |
2026 Q2
0 quarters
|
|
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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 Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Technology and Healthcare.
- 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.