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CFO

Cambient Family Office Portfolio holdings

AUM $813M
This Fund
S&P 500
This Quarter Est. Return
-2.12%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$716M
AUM Growth
+$15.6M
Cap. Flow
+$46.1M
Cap. Flow %
6.43%
Top 10 Hldgs %
38.97%
Holding
282
New
22
Increased
169
Reduced
29
Closed
21

Top Buys

Rank Stock Value
1
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$5.28M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.6M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.81M
4
NVDA icon
NVIDIA
NVDA
+$3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.84M

Top Sells

Rank Stock Value
1
ADSK icon
Autodesk
ADSK
+$3.24M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.99M
3
SYK icon
Stryker
SYK
+$2.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M

Sector Composition

Rank Sector Weight
1 Technology 23.68%
2 Healthcare 10.54%
3 Industrials 8.31%
4 Financials 5.9%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMXC icon
251
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.7B
$14.8K ﹤0.01%
+188
New +$15.1K
QUAL icon
252
iShares MSCI USA Quality Factor ETF
QUAL
$48.4B
$10.9K ﹤0.01%
57
– –
SCHD icon
253
Schwab US Dividend Equity ETF
SCHD
$108B
$9.2K ﹤0.01%
300
– –
IYW icon
254
iShares US Technology ETF
IYW
$25.7B
$9.07K ﹤0.01%
50
– –
SPEM icon
255
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$7.32K ﹤0.01%
156
– –
VTWO icon
256
Vanguard Russell 2000 ETF
VTWO
$17.5B
$6.21K ﹤0.01%
62
– –
IXUS icon
257
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$4.85K ﹤0.01%
56
– –
FNDE icon
258
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.95B
$3.5K ﹤0.01%
92
– –
VNQ icon
259
Vanguard Real Estate ETF
VNQ
$39.1B
$3.19K ﹤0.01%
+36
New +$3.3K
IJS icon
260
iShares S&P Small-Cap 600 Value ETF
IJS
$8.43B
$104 ﹤0.01%
1
– –
SCHH icon
261
Schwab US REIT ETF
SCHH
$11.4B
$14 ﹤0.01%
1
– –
BDX icon
262
Becton Dickinson
BDX
$49.6B
– –
-1,117
Closed -$217K
DD icon
263
DuPont de Nemours
DD
$19.5B
– –
-1,798
Closed -$217K
FTV icon
264
Fortive
FTV
$18.7B
– –
-4,470
Closed -$247K
JMST icon
265
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
– –
-19,659
Closed -$1M
JMUB icon
266
JPMorgan Municipal ETF
JMUB
$8.52B
– –
-19,818
Closed -$1M
JPIE icon
267
JPMorgan Income ETF
JPIE
$10.3B
– –
-3,245
Closed -$151K
JPST icon
268
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
– –
-3,966
Closed -$201K
LHX icon
269
L3Harris
LHX
$53.7B
– –
-950
Closed -$279K
MCO icon
270
Moody's
MCO
$84.6B
– –
-792
Closed -$405K
SSNC icon
271
SS&C Technologies
SSNC
$19.3B
– –
-2,647
Closed -$231K
TYL icon
272
Tyler Technologies
TYL
$13.5B
– –
-442
Closed -$201K
USB icon
273
US Bancorp
USB
$102B
– –
-5,088
Closed -$274K
VGT icon
274
Vanguard Information Technology ETF
VGT
$151B
– –
-2,704
Closed -$255K
XLE icon
275
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
– –
-810
Closed -$36.2K
8 9 10
11
12

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RIM
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UM
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Cambient Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Cambient Family Office held 282 positions worth $716M, up 2.2% from $701M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Cambient Family Office deployed $46.1M of net new capital in Q1 2026, opening 22 new positions and adding to 169 existing holdings. Its largest new stake was Northrop Grumman: 460 shares worth $314K.

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

On the sell side, the largest reduction was Autodesk, an estimated $3.24M trimmed.

  • Cambient Family Office's largest Q1 2026 buy was Northrop Grumman: 460 shares worth $314K.
  • Cambient Family Office added most to BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2026, an estimated $5.28M increase.
  • Cambient Family Office's biggest Q1 2026 reduction was Autodesk, cutting an estimated $3.24M.
  • Cambient Family Office fully exited JPMorgan Ultra-Short Municipal Income ETF in Q1 2026, selling an estimated $1M.
  • Cambient Family Office's ten largest holdings make up 39% of its $716M portfolio in Q1 2026.
  • Cambient Family Office opened 22 new positions and closed 21 in Q1 2026.
  • Cambient Family Office's portfolio value rose 2.2% quarter-over-quarter to $716M.

Based on Cambient Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.