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CFO

Cambient Family Office Portfolio holdings

AUM $813M
This Fund
S&P 500
This Quarter Est. Return
-2.12%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$716M
AUM Growth
+$15.6M
Cap. Flow
+$46.1M
Cap. Flow %
6.43%
Top 10 Hldgs %
38.97%
Holding
282
New
22
Increased
169
Reduced
29
Closed
21

Top Buys

Rank Stock Value
1
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$5.28M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.6M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.81M
4
NVDA icon
NVIDIA
NVDA
+$3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.84M

Top Sells

Rank Stock Value
1
ADSK icon
Autodesk
ADSK
+$3.24M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.99M
3
SYK icon
Stryker
SYK
+$2.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M

Sector Composition

Rank Sector Weight
1 Technology 23.68%
2 Healthcare 10.54%
3 Industrials 8.31%
4 Financials 5.9%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
26
Costco
COST
$427B
$7.07M 0.99%
7,099
+543
+8% +$529K
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.24T
$7.01M 0.98%
24,369
+2,496
+11% +$784K
CVX icon
28
Chevron
CVX
$388B
$6.6M 0.92%
31,907
+1,030
+3% +$188K
AMAT icon
29
Applied Materials
AMAT
$424B
$6.24M 0.87%
18,256
+754
+4% +$254K
SHV icon
30
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$6.24M 0.87%
56,489
+4,425
+8% +$488K
ANET icon
31
Arista Networks
ANET
$257B
$6.11M 0.85%
49,765
+6,245
+14% +$835K
HD icon
32
Home Depot
HD
$341B
$6.02M 0.84%
18,301
+902
+5% +$329K
MCD icon
33
McDonald's
MCD
$193B
$5.91M 0.82%
19,009
+522
+3% +$166K
APD icon
34
Air Products & Chemicals
APD
$68B
$5.53M 0.77%
19,025
-644
-3% -$178K
BLK icon
35
Blackrock
BLK
$183B
$5.16M 0.72%
5,369
+360
+7% +$379K
PEP icon
36
PepsiCo
PEP
$192B
$5.09M 0.71%
32,798
+1,426
+5% +$222K
CSCO icon
37
Cisco
CSCO
$447B
$5.03M 0.7%
64,852
+1,914
+3% +$150K
EMR icon
38
Emerson Electric
EMR
$91.6B
$4.97M 0.69%
37,927
-662
-2% -$95.2K
NEE icon
39
NextEra Energy
NEE
$179B
$4.95M 0.69%
53,315
+5,198
+11% +$462K
VCSH icon
40
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$4.92M 0.69%
62,108
-5,499
-8% -$438K
IEFA icon
41
iShares Core MSCI EAFE ETF
IEFA
$196B
$4.81M 0.67%
53,077
+288
+0.5% +$26.9K
SPTM icon
42
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$4.54M 0.63%
57,447
+11,550
+25% +$954K
GEV icon
43
GE Vernova
GEV
$279B
$4.27M 0.6%
4,884
+3,275
+204% +$2.56M
IEF icon
44
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$4.17M 0.58%
43,679
+39,597
+970% +$3.81M
VGSH icon
45
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$4.11M 0.57%
70,192
+48,353
+221% +$2.84M
SUB icon
46
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$4.03M 0.56%
37,858
+8,018
+27% +$858K
PANW icon
47
Palo Alto Networks
PANW
$323B
$3.93M 0.55%
24,538
+4,391
+22% +$738K
AVGO icon
48
Broadcom
AVGO
$1.99T
$3.89M 0.54%
12,564
+2,266
+22% +$746K
VUSB icon
49
Vanguard Ultra-Short Bond ETF
VUSB
$9.34B
$3.88M 0.54%
77,866
-6,752
-8% -$337K
INTC icon
50
Intel
INTC
$527B
$3.73M 0.52%
84,437
+3,202
+4% +$147K
1
2
3 4 5

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Cambient Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Cambient Family Office held 282 positions worth $716M, up 2.2% from $701M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Cambient Family Office deployed $46.1M of net new capital in Q1 2026, opening 22 new positions and adding to 169 existing holdings. Its largest new stake was Northrop Grumman: 460 shares worth $314K.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Autodesk, an estimated $3.24M trimmed.

  • Cambient Family Office's largest Q1 2026 buy was Northrop Grumman: 460 shares worth $314K.
  • Cambient Family Office added most to BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2026, an estimated $5.28M increase.
  • Cambient Family Office's biggest Q1 2026 reduction was Autodesk, cutting an estimated $3.24M.
  • Cambient Family Office fully exited JPMorgan Ultra-Short Municipal Income ETF in Q1 2026, selling an estimated $1M.
  • Cambient Family Office's ten largest holdings make up 39% of its $716M portfolio in Q1 2026.
  • Cambient Family Office opened 22 new positions and closed 21 in Q1 2026.
  • Cambient Family Office's portfolio value rose 2.2% quarter-over-quarter to $716M.

Based on Cambient Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.