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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
XLP icon
301
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$42K 0.01%
+505
New +$42.2K
VUG icon
302
Vanguard Morningstar Growth ETF
VUG
$225B
$41K 0.01%
+476
New +$40.1K
IWF icon
303
iShares Russell 1000 Growth ETF
IWF
$125B
$37.3K ﹤0.01%
+300
New +$36.2K
VO icon
304
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$34.8K ﹤0.01%
432
– –
SCZ icon
305
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$33.4K ﹤0.01%
406
– –
DFAC icon
306
Dimensional US Core Equity 2 ETF
DFAC
$49.2B
$32.3K ﹤0.01%
+728
New +$31.1K
IGV icon
307
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$31.7K ﹤0.01%
350
– –
SCHD icon
308
Schwab US Dividend Equity ETF
SCHD
$112B
$29.6K ﹤0.01%
934
+634
+211% +$20.1K
MTUM icon
309
iShares MSCI USA Momentum Factor ETF
MTUM
$24.6B
$23K ﹤0.01%
+67
New +$20K
DFUV icon
310
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$22.2K ﹤0.01%
+403
New +$21.2K
DUHP icon
311
Dimensional US High Profitability ETF
DUHP
$12.7B
$21.2K ﹤0.01%
+509
New +$20.3K
XLU icon
312
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$18.8K ﹤0.01%
+414
New +$18.8K
VCIT icon
313
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
$18.7K ﹤0.01%
226
– –
IWV icon
314
iShares Russell 3000 ETF
IWV
$20.2B
$17.9K ﹤0.01%
42
– –
VHT icon
315
Vanguard Health Care ETF
VHT
$19.8B
$16.7K ﹤0.01%
+56
New +$15.6K
DFIC icon
316
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$13.4K ﹤0.01%
+360
New +$13.5K
IYW icon
317
iShares US Technology ETF
IYW
$24.8B
$12.6K ﹤0.01%
50
– –
HYGV icon
318
Northern Trust High Yield Value-Scored Bond ETF
HYGV
$1.08B
$9.94K ﹤0.01%
+247
New +$9.94K
DFIV icon
319
Dimensional International Value ETF
DFIV
$22.1B
$9.51K ﹤0.01%
+176
New +$9.67K
DIHP icon
320
Dimensional International High Profitability ETF
DIHP
$6.69B
$8.84K ﹤0.01%
+259
New +$8.77K
IWD icon
321
iShares Russell 1000 Value ETF
IWD
$84.2B
$8.48K ﹤0.01%
+35
New +$8.15K
SPEM icon
322
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$8.08K ﹤0.01%
156
– –
VTWO icon
323
Vanguard Russell 2000 ETF
VTWO
$17.2B
$7.53K ﹤0.01%
62
– –
IXUS icon
324
iShares Core MSCI Total International Stock ETF
IXUS
$61.2B
$5.34K ﹤0.01%
56
– –
FNDE icon
325
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.2B
$3.63K ﹤0.01%
92
– –
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.