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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
EG icon
226
Everest Group
EG
$14.4B
$265K 0.03%
741
-24
-3% -$8.22K
SBUX icon
227
Starbucks
SBUX
$121B
$264K 0.03%
2,585
-185
-7% -$18.6K
Q
228
Qnity Electronics Inc
Q
$26.5B
$264K 0.03%
1,614
-287
-15% -$42.3K
NEM icon
229
Newmont
NEM
$142B
$263K 0.03%
2,815
+589
+26% +$64.2K
CSX icon
230
CSX Corp
CSX
$95.4B
$262K 0.03%
5,519
+165
+3% +$7.45K
VRT icon
231
Vertiv
VRT
$98.5B
$262K 0.03%
+782
New +$248K
UPS icon
232
United Parcel Service
UPS
$89.5B
$261K 0.03%
2,428
-202
-8% -$21K
TDTF icon
233
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.05B
$258K 0.03%
10,839
+1,295
+14% +$31.2K
NSC icon
234
Norfolk Southern
NSC
$78.9B
$257K 0.03%
817
-51
-6% -$15.7K
SHW icon
235
Sherwin-Williams
SHW
$85.1B
$256K 0.03%
+744
New +$238K
RCL icon
236
Royal Caribbean
RCL
$78.2B
$254K 0.03%
795
-76
-9% -$21.2K
VLTO icon
237
Veralto
VLTO
$24.1B
$252K 0.03%
2,840
+132
+5% +$11.5K
VLO icon
238
Valero Energy
VLO
$98B
$252K 0.03%
+968
New +$238K
MCO icon
239
Moody's
MCO
$88.9B
$252K 0.03%
+556
New +$250K
HLT icon
240
Hilton Worldwide
HLT
$74.1B
$251K 0.03%
760
+9
+1% +$2.96K
CDNS icon
241
Cadence Design Systems
CDNS
$91.4B
$250K 0.03%
+665
New +$233K
HCA icon
242
HCA Healthcare
HCA
$92.8B
$246K 0.03%
631
+9
+1% +$3.81K
GM icon
243
General Motors
GM
$75.3B
$243K 0.03%
3,150
-268
-8% -$21.1K
EWX icon
244
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$692M
$243K 0.03%
3,265
– –
IGIB icon
245
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.8B
$238K 0.03%
+4,474
New +$238K
UAL icon
246
United Airlines
UAL
$38.1B
$237K 0.03%
+1,743
New +$181K
INTU icon
247
Intuit
INTU
$97.8B
$236K 0.03%
903
+143
+19% +$49.8K
PEG icon
248
Public Service Enterprise Group
PEG
$36.5B
$235K 0.03%
+2,891
New +$231K
VNO icon
249
Vornado Realty Trust
VNO
$7.46B
$232K 0.03%
+5,914
New +$191K
XYZ
250
Block Inc
XYZ
$49.7B
$232K 0.03%
+3,057
New +$215K
8 9
10
11 12

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.