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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
VST icon
276
Vistra
VST
$46.7B
$205K 0.03%
+1,294
New +$201K
HIG icon
277
Hartford Financial Services
HIG
$37.4B
$203K 0.03%
+1,524
New +$204K
SPXC icon
278
SPX Corp
SPXC
$10.1B
$203K 0.02%
827
-203
-20% -$44.4K
TSM icon
279
TSMC
TSM
$2.16T
$202K 0.02%
+422
New +$171K
IJR icon
280
iShares Core S&P Small-Cap ETF
IJR
$111B
$202K 0.02%
1,359
-16
-1% -$2.2K
KMB icon
281
Kimberly-Clark
KMB
$36.9B
$200K 0.02%
+1,801
New +$178K
BRBR icon
282
BellRing Brands
BRBR
$1.25B
$197K 0.02%
+15,227
New +$184K
F icon
283
Ford
F
$55.6B
$195K 0.02%
14,006
-409
-3% -$5.52K
QDF icon
284
Northern Trust Quality Dividend ETF
QDF
$2.25B
$188K 0.02%
2,087
– –
VNQ icon
285
Vanguard Real Estate ETF
VNQ
$39.4B
$176K 0.02%
1,827
+1,791
+4,975% +$171K
JPIE icon
286
JPMorgan Income ETF
JPIE
$10.6B
$149K 0.02%
+3,245
New +$149K
TDTT icon
287
Northern Trust iBoxx 3-Year Target Duration TIPS ETF
TDTT
$2.54B
$119K 0.01%
4,964
– –
HYG icon
288
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$107K 0.01%
1,340
– –
XLF icon
289
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
$102K 0.01%
+1,909
New +$99.2K
FLO icon
290
Flowers Foods
FLO
$1.51B
$97.6K 0.01%
+12,355
New +$98.9K
VWO icon
291
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$94.5K 0.01%
1,584
+160
+11% +$9.4K
XLV icon
292
State Street Health Care Select Sector SPDR ETF
XLV
$45.5B
$87.6K 0.01%
+552
New +$82.1K
XLI icon
293
State Street Industrial Select Sector SPDR ETF
XLI
$33.1B
$79.1K 0.01%
+427
New +$74.2K
DFCA icon
294
Dimensional California Municipal Bond ETF
DFCA
$723M
$73K 0.01%
+1,455
New +$72.8K
NFRA icon
295
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$3.05B
$67.5K 0.01%
1,053
– –
XLC icon
296
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$65.8K 0.01%
+614
New +$70K
GTM
297
ZoomInfo Technologies
GTM
$1.12B
$53K 0.01%
+18,072
New +$81.2K
XLY icon
298
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$51.4K 0.01%
+438
New +$51.1K
VB icon
299
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
$49.8K 0.01%
164
+93
+131% +$26.7K
XLE icon
300
State Street Energy Select Sector SPDR ETF
XLE
$40.8B
$43K 0.01%
+810
New +$46.3K
10 11
12
13 14

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.