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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
GSBD icon
251
Goldman Sachs BDC
GSBD
$1.14B
$232K 0.03%
23,664
– –
UBER icon
252
Uber
UBER
$164B
$229K 0.03%
+3,173
New +$233K
HST icon
253
Host Hotels & Resorts
HST
$15.8B
$227K 0.03%
+9,226
New +$206K
EOG icon
254
EOG Resources
EOG
$77B
$225K 0.03%
+1,733
New +$236K
SLB icon
255
SLB Ltd
SLB
$79.1B
$224K 0.03%
4,791
-39
-0.8% -$2.09K
URI icon
256
United Rentals
URI
$65.6B
$223K 0.03%
+197
New +$187K
FTNT icon
257
Fortinet
FTNT
$113B
$223K 0.03%
+1,450
New +$168K
KEYS icon
258
Keysight
KEYS
$54.5B
$222K 0.03%
+634
New +$216K
ELV icon
259
Elevance Health
ELV
$86.5B
$219K 0.03%
+567
New +$210K
GWW icon
260
W.W. Grainger
GWW
$61.3B
$218K 0.03%
+160
New +$197K
AYI icon
261
Acuity Brands
AYI
$10.2B
$217K 0.03%
+577
New +$171K
JBL icon
262
Jabil
JBL
$32.3B
$216K 0.03%
+561
New +$194K
NOC icon
263
Northrop Grumman
NOC
$77.1B
$215K 0.03%
423
-37
-8% -$21.3K
ED icon
264
Consolidated Edison
ED
$39.6B
$215K 0.03%
+1,946
New +$212K
ICE icon
265
Intercontinental Exchange
ICE
$90.8B
$215K 0.03%
1,744
-377
-18% -$56.6K
ALSN icon
266
Allison Transmission
ALSN
$10.9B
$212K 0.03%
1,882
-1,326
-41% -$161K
AZO icon
267
AutoZone
AZO
$49.4B
$211K 0.03%
66
-1
-1% -$3.32K
ES icon
268
Eversource Energy
ES
$26.8B
$211K 0.03%
+2,916
New +$202K
MRSH
269
Marsh
MRSH
$92.3B
$210K 0.03%
1,260
-181
-13% -$30.3K
ADM icon
270
Archer Daniels Midland
ADM
$38.2B
$209K 0.03%
+2,740
New +$209K
FDX icon
271
FedEx
FDX
$79B
$209K 0.03%
+665
New +$242K
MNST icon
272
Monster Beverage
MNST
$95.5B
$208K 0.03%
+4,334
New +$182K
TROW icon
273
T. Rowe Price
TROW
$24.1B
$208K 0.03%
+1,832
New +$187K
AFL icon
274
Aflac
AFL
$58.2B
$207K 0.03%
+1,768
New +$204K
CI icon
275
Cigna
CI
$73.8B
$206K 0.03%
747
-3,195
-81% -$903K
9 10
11
12 13

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.