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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 | |
|---|---|---|---|---|---|---|---|
276
Vistra
VST
$54.2B
| $205K | 0.03% |
+1,294
| New | +$201K |
2026 Q2
0 quarters
|
|
277
Hartford Financial Services
HIG
$35B
| $203K | 0.03% |
+1,524
| New | +$204K |
2026 Q2
0 quarters
|
|
278
SPX Corp
SPXC
$8.49B
| $203K | 0.02% |
827
-203
| -20% | -$44.4K |
2025 Q4
2 quarters
|
|
279
TSMC
TSM
$2.35T
| $202K | 0.02% |
+422
| New | +$171K |
2026 Q2
0 quarters
|
|
280
iShares Core S&P Small-Cap ETF
IJR
$104B
| $202K | 0.02% |
1,359
-16
| -1% | -$2.2K |
2025 Q4
2 quarters
|
|
281
Kimberly-Clark
KMB
$32.5B
| $200K | 0.02% |
+1,801
| New | +$178K |
2026 Q2
0 quarters
|
|
282
BellRing Brands
BRBR
$994M
| $197K | 0.02% |
+15,227
| New | +$184K |
2026 Q2
0 quarters
|
|
283
Ford
F
$48.5B
| $195K | 0.02% |
14,006
-409
| -3% | -$5.52K |
2025 Q4
2 quarters
|
|
284
Northern Trust Quality Dividend ETF
QDF
$2.21B
| $188K | 0.02% |
2,087
| – | – |
2025 Q4
2 quarters
|
|
285
Vanguard Real Estate ETF
VNQ
$35.8B
| $176K | 0.02% |
1,827
+1,791
| +4,975% | +$171K |
2026 Q1
1 quarter
|
|
286
JPMorgan Income ETF
JPIE
$10.9B
| $149K | 0.02% |
+3,245
| New | +$149K |
2026 Q2
0 quarters
|
|
287
Northern Trust iBoxx 3-Year Target Duration TIPS ETF
TDTT
$2.57B
| $119K | 0.01% |
4,964
| – | – |
2025 Q4
2 quarters
|
|
288
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.3B
| $107K | 0.01% |
1,340
| – | – |
2025 Q4
2 quarters
|
|
289
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| $102K | 0.01% |
+1,909
| New | +$99.2K |
2026 Q2
0 quarters
|
|
290
Flowers Foods
FLO
$1.23B
| $97.6K | 0.01% |
+12,355
| New | +$98.9K |
2026 Q2
0 quarters
|
|
291
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $94.5K | 0.01% |
1,584
+160
| +11% | +$9.4K |
2025 Q4
2 quarters
|
|
292
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
| $87.6K | 0.01% |
+552
| New | +$82.1K |
2026 Q2
0 quarters
|
|
293
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
| $79.1K | 0.01% |
+427
| New | +$74.2K |
2026 Q2
0 quarters
|
|
294
Dimensional California Municipal Bond ETF
DFCA
$560M
| $73K | 0.01% |
+1,455
| New | +$72.8K |
2026 Q2
0 quarters
|
|
295
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$2.97B
| $67.5K | 0.01% |
1,053
| – | – |
2025 Q4
2 quarters
|
|
296
State Street Communication Services Select Sector SPDR ETF
XLC
$23B
| $65.8K | 0.01% |
+614
| New | +$70K |
2026 Q2
0 quarters
|
|
|
GTM
297
ZoomInfo Technologies
GTM
$1.13B
| $53K | 0.01% |
+18,072
| New | +$81.2K |
2026 Q2
0 quarters
|
|
298
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
| $51.4K | 0.01% |
+438
| New | +$51.1K |
2026 Q2
0 quarters
|
|
299
Vanguard Morningstar Small-Cap ETF
VB
$78.1B
| $49.8K | 0.01% |
164
+93
| +131% | +$26.7K |
2025 Q4
2 quarters
|
|
300
State Street Energy Select Sector SPDR ETF
XLE
$41.3B
| $43K | 0.01% |
+810
| New | +$46.3K |
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.