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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 | |
|---|---|---|---|---|---|---|---|
326
iShares S&P Small-Cap 600 Value ETF
IJS
$7.66B
| $120 | ﹤0.01% |
1
| – | – |
2025 Q4
2 quarters
|
|
327
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.64B
| $41 | ﹤0.01% |
+1
| New | +$39 |
2026 Q2
0 quarters
|
|
328
Schwab US REIT ETF
SCHH
$10.7B
| $15 | ﹤0.01% |
1
| – | – |
2025 Q4
2 quarters
|
|
329
Adobe
ADBE
$94.3B
| – | – |
-909
| Closed | -$221K | – |
|
330
Boston Scientific
BSX
$61.9B
| – | – |
-3,699
| Closed | -$232K | – |
|
331
CME Group
CME
$101B
| – | – |
-925
| Closed | -$273K | – |
|
332
Cintas
CTAS
$80.4B
| – | – |
-1,625
| Closed | -$275K | – |
|
333
Johnson Controls International
JCI
$95.4B
| – | – |
-1,571
| Closed | -$206K | – |
|
334
McCormick & Company Non-Voting
MKC
$12.1B
| – | – |
-4,668
| Closed | -$235K | – |
|
335
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$532M
| – | – |
-3,721
| Closed | -$201K | – |
|
336
Tapestry
TPR
$23.2B
| – | – |
-1,438
| Closed | -$203K | – |
|
337
Xcel Energy
XEL
$46.1B
| – | – |
-2,670
| Closed | -$214K | – |
|
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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.