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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
SHV icon
51
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$3.85M 0.47%
34,898
-21,591
-38% -$2.38M
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.08T
$3.78M 0.47%
7,555
+261
+4% +$125K
SNPS icon
53
Synopsys
SNPS
$78.3B
$3.72M 0.46%
8,340
+59
+0.7% +$27.7K
SPYM
54
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$3.6M 0.44%
40,918
– –
META icon
55
Meta Platforms (Facebook)
META
$1.45T
$3.46M 0.43%
6,136
+428
+7% +$262K
AMD icon
56
Advanced Micro Devices
AMD
$782B
$3.46M 0.43%
5,949
+1,272
+27% +$522K
HOOD icon
57
Robinhood
HOOD
$101B
$3.41M 0.42%
34,000
-178
-0.5% -$14.9K
TSLA icon
58
Tesla
TSLA
$1.38T
$3.29M 0.4%
7,812
+687
+10% +$273K
GSY icon
59
Invesco Ultra Short Duration ETF
GSY
$3.89B
$3.26M 0.4%
65,104
+3,819
+6% +$192K
DHR icon
60
Danaher
DHR
$152B
$3.26M 0.4%
17,077
-852
-5% -$155K
CAT icon
61
Caterpillar
CAT
$373B
$3.06M 0.38%
2,877
+15
+0.5% +$13.2K
LITE icon
62
Lumentum
LITE
$79.4B
$2.86M 0.35%
+3,328
New +$2.97M
LOW icon
63
Lowe's Companies
LOW
$120B
$2.83M 0.35%
12,819
-311
-2% -$70.6K
ORCL icon
64
Oracle
ORCL
$417B
$2.63M 0.32%
17,951
-919
-5% -$167K
IWM icon
65
iShares Russell 2000 ETF
IWM
$81.7B
$2.63M 0.32%
8,738
+1,599
+22% +$449K
GNR icon
66
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.2B
$2.51M 0.31%
37,249
+5,127
+16% +$375K
SYK icon
67
Stryker
SYK
$127B
$2.42M 0.3%
7,668
-144
-2% -$45.4K
WMT icon
68
Walmart Inc
WMT
$839B
$2.4M 0.29%
21,159
-232
-1% -$28.8K
VOO icon
69
Vanguard S&P 500 ETF
VOO
$1.02T
$2.39M 0.29%
3,482
+293
+9% +$195K
EEM icon
70
iShares MSCI Emerging Markets ETF
EEM
$31.3B
$2.33M 0.29%
34,077
+904
+3% +$59K
IEMG icon
71
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$2.2M 0.27%
26,538
+142
+0.5% +$11.3K
INTC icon
72
Intel
INTC
$462B
$2.13M 0.26%
15,249
-69,188
-82% -$7M
IBIT icon
73
iShares Bitcoin Trust
IBIT
$59.6B
$2.12M 0.26%
63,811
+35,514
+126% +$1.44M
LRCX icon
74
Lam Research
LRCX
$394B
$2.03M 0.25%
4,686
+485
+12% +$147K
FBTC icon
75
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.7B
$2.03M 0.25%
39,742
-11,110
-22% -$694K
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
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.