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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
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
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 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
JNJ icon
26
Johnson & Johnson
JNJ
$630B
$7.76M 0.96%
30,573
+518
+2% +$121K
2025 Q4
2 quarters
CSCO icon
27
Cisco
CSCO
$467B
$7.4M 0.91%
62,978
-1,874
-3% -$196K
2025 Q4
2 quarters
ABT icon
28
Abbott
ABT
$172B
$7.33M 0.9%
80,795
+1,156
+1% +$106K
2025 Q4
2 quarters
PLTR icon
29
Palantir
PLTR
$502B
$7.17M 0.88%
61,439
-6,020
-9% -$821K
2025 Q4
2 quarters
GEV icon
30
GE Vernova
GEV
$268B
$6.99M 0.86%
5,945
+1,061
+22% +$1.08M
2025 Q4
2 quarters
COST icon
31
Costco
COST
$420B
$6.86M 0.84%
7,335
+236
+3% +$235K
2025 Q4
2 quarters
GUNR icon
32
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.03B
$6.77M 0.83%
137,370
+107
+0.1% +$5.76K
2025 Q4
2 quarters
HD icon
33
Home Depot
HD
$290B
$6.49M 0.8%
18,390
+89
+0.5% +$29K
2025 Q4
2 quarters
XOM icon
34
ExxonMobil
XOM
$695B
$5.81M 0.71%
42,490
+636
+2% +$95.2K
2025 Q4
2 quarters
EMR icon
35
Emerson Electric
EMR
$90.3B
$5.48M 0.67%
38,307
+380
+1% +$53.5K
2025 Q4
2 quarters
AVGO icon
36
Broadcom
AVGO
$1.73T
$5.37M 0.66%
14,210
+1,646
+13% +$660K
2025 Q4
2 quarters
IEFA icon
37
iShares Core MSCI EAFE ETF
IEFA
$190B
$5.3M 0.65%
54,839
+1,762
+3% +$169K
2025 Q4
2 quarters
BLK icon
38
Blackrock
BLK
$168B
$5.25M 0.65%
5,457
+88
+2% +$91K
2025 Q4
2 quarters
CVX icon
39
Chevron
CVX
$416B
$5.22M 0.64%
31,469
-438
-1% -$81.5K
2025 Q4
2 quarters
MCD icon
40
McDonald's
MCD
$166B
$5.14M 0.63%
19,028
+19
+0.1% +$5.45K
2025 Q4
2 quarters
SPTM icon
41
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.3B
$5.11M 0.63%
56,318
-1,129
-2% -$99.4K
2025 Q4
2 quarters
IWR icon
42
iShares Russell Mid-Cap ETF
IWR
$56.6B
$5M 0.62%
45,318
+8,399
+23% +$883K
2025 Q4
2 quarters
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
$4.91M 0.6%
62,108
– –
2025 Q4
2 quarters
NEE icon
44
NextEra Energy
NEE
$161B
$4.74M 0.58%
54,027
+712
+1% +$64.4K
2025 Q4
2 quarters
APD icon
45
Air Products & Chemicals
APD
$62.6B
$4.58M 0.56%
15,626
-3,399
-18% -$989K
2025 Q4
2 quarters
PEP icon
46
PepsiCo
PEP
$172B
$4.52M 0.56%
33,402
+604
+2% +$90.3K
2025 Q4
2 quarters
MU icon
47
Micron Technology
MU
$1.16T
$4.24M 0.52%
3,677
+572
+18% +$429K
2025 Q4
2 quarters
VGSH icon
48
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
$4.24M 0.52%
72,897
+2,705
+4% +$158K
2025 Q4
2 quarters
IEF icon
49
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
$4.23M 0.52%
44,702
+1,023
+2% +$96.8K
2025 Q4
2 quarters
VUSB icon
50
Vanguard Ultra-Short Bond ETF
VUSB
$10.1B
$3.88M 0.48%
77,866
– –
2025 Q4
2 quarters
1
2
3 4 5

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
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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.