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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
HON icon
51
Honeywell
HON
$74.2B
$3.7M 0.52%
16,365
+857
+6% +$196K
IWR icon
52
iShares Russell Mid-Cap ETF
IWR
$58.3B
$3.59M 0.5%
36,919
-61
-0.2% -$6.09K
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.5M 0.49%
7,294
+730
+11% +$358K
DHR icon
54
Danaher
DHR
$143B
$3.41M 0.48%
17,929
+434
+2% +$92.4K
SNPS icon
55
Synopsys
SNPS
$78.8B
$3.28M 0.46%
8,281
+1,269
+18% +$574K
META icon
56
Meta Platforms (Facebook)
META
$1.52T
$3.27M 0.46%
5,708
+1,154
+25% +$740K
CARR icon
57
Carrier Global
CARR
$52.2B
$3.21M 0.45%
57,035
+618
+1% +$36.6K
SPYM
58
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$3.13M 0.44%
40,918
– –
LOW icon
59
Lowe's Companies
LOW
$122B
$3.1M 0.43%
13,130
+350
+3% +$91.3K
GSY icon
60
Invesco Ultra Short Duration ETF
GSY
$3.88B
$3.07M 0.43%
61,285
-3,473
-5% -$175K
FBTC icon
61
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$3M 0.42%
50,852
-3,656
-7% -$243K
ORCL icon
62
Oracle
ORCL
$450B
$2.78M 0.39%
18,870
+1,208
+7% +$196K
WMT icon
63
Walmart Inc
WMT
$921B
$2.66M 0.37%
21,391
+12,890
+152% +$1.58M
TSLA icon
64
Tesla
TSLA
$1.34T
$2.65M 0.37%
7,125
+1,057
+17% +$435K
SYK icon
65
Stryker
SYK
$131B
$2.57M 0.36%
7,812
-6,772
-46% -$2.43M
GNR icon
66
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
$2.4M 0.33%
32,122
+20,809
+184% +$1.47M
OTIS icon
67
Otis Worldwide
OTIS
$27.8B
$2.38M 0.33%
30,904
-249
-0.8% -$21.8K
HOOD icon
68
Robinhood
HOOD
$89.3B
$2.37M 0.33%
34,178
+3,170
+10% +$278K
CAT icon
69
Caterpillar
CAT
$393B
$2.03M 0.28%
2,862
+282
+11% +$195K
XYL icon
70
Xylem
XYL
$28.1B
$2.03M 0.28%
16,955
+1,438
+9% +$189K
AWK icon
71
American Water Works
AWK
$27.1B
$1.97M 0.27%
14,450
-124
-0.9% -$16.4K
VOO icon
72
Vanguard S&P 500 ETF
VOO
$1.04T
$1.91M 0.27%
3,189
+1
+0% +$625
EEM icon
73
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$1.88M 0.26%
33,173
-8,517
-20% -$501K
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$1.84M 0.26%
26,396
+4,512
+21% +$326K
CRCL
75
Circle Internet Group
CRCL
$19.1B
$1.77M 0.25%
18,585
+13,843
+292% +$1.17M
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.