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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
V icon
76
Visa
V
$717B
$2.02M 0.25%
5,887
+739
+14% +$237K
XYL icon
77
Xylem
XYL
$26.3B
$2.02M 0.25%
17,060
+105
+0.6% +$12.1K
KLAC icon
78
KLA
KLAC
$240B
$2.01M 0.25%
6,666
-324
-5% -$64.3K
RWR icon
79
State Street SPDR Dow Jones REIT ETF
RWR
$1.88B
$1.9M 0.23%
16,833
+1,519
+10% +$166K
ETN icon
80
Eaton
ETN
$159B
$1.85M 0.23%
4,339
+27
+0.6% +$10.9K
AXP icon
81
American Express
AXP
$227B
$1.85M 0.23%
5,460
+118
+2% +$37.8K
AWK icon
82
American Water Works
AWK
$27.3B
$1.84M 0.23%
13,953
-497
-3% -$63.9K
HON icon
83
Honeywell
HON
$68.4B
$1.82M 0.22%
8,146
-8,219
-50% -$1.83M
MUB icon
84
iShares National Muni Bond ETF
MUB
$45.6B
$1.81M 0.22%
16,832
+9,946
+144% +$1.06M
IJH icon
85
iShares Core S&P Mid-Cap ETF
IJH
$125B
$1.78M 0.22%
23,096
-818
-3% -$60K
HONA
86
Honeywell Aerospace
HONA
$50.8B
$1.77M 0.22%
+8,017
New +$1.77M
VEA icon
87
Vanguard FTSE Developed Markets ETF
VEA
$240B
$1.77M 0.22%
+24,859
New +$1.73M
EMXC icon
88
iShares MSCI Emerging Markets ex China ETF
EMXC
$25B
$1.75M 0.22%
17,121
+16,933
+9,007% +$1.6M
UNP icon
89
Union Pacific
UNP
$184B
$1.69M 0.21%
6,200
+23
+0.4% +$6.04K
VTIP icon
90
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.9B
$1.66M 0.2%
33,068
+5,848
+21% +$294K
MRK icon
91
Merck
MRK
$386B
$1.65M 0.2%
12,738
+183
+1% +$21.4K
EFA icon
92
iShares MSCI EAFE ETF
EFA
$80.4B
$1.64M 0.2%
15,790
– –
PM icon
93
Philip Morris
PM
$302B
$1.63M 0.2%
8,935
+299
+3% +$51.9K
TXN icon
94
Texas Instruments
TXN
$237B
$1.61M 0.2%
5,396
+5
+0.1% +$1.39K
CMI icon
95
Cummins
CMI
$78.8B
$1.57M 0.19%
2,199
+17
+0.8% +$11.2K
MO icon
96
Altria Group
MO
$114B
$1.48M 0.18%
20,268
+1,219
+6% +$85.1K
QDEF icon
97
Northern Trust Quality Dividend Defensive ETF
QDEF
$562M
$1.26M 0.16%
14,489
+2,877
+25% +$246K
USHY icon
98
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$1.25M 0.15%
33,701
+973
+3% +$36K
MA icon
99
Mastercard
MA
$525B
$1.24M 0.15%
2,422
+237
+11% +$118K
AMP icon
100
Ameriprise Financial
AMP
$49.5B
$1.24M 0.15%
2,705
+91
+3% +$41.7K
2 3
4
5 6

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.