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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
IWM icon
76
iShares Russell 2000 ETF
IWM
$82.4B
$1.77M 0.25%
7,139
-6,129
-46% -$1.58M
AXP icon
77
American Express
AXP
$232B
$1.62M 0.23%
5,342
+259
+5% +$86.8K
IJH icon
78
iShares Core S&P Mid-Cap ETF
IJH
$128B
$1.61M 0.23%
23,914
+68
+0.3% +$4.72K
V icon
79
Visa
V
$682B
$1.56M 0.22%
5,148
+752
+17% +$242K
RWR icon
80
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$1.55M 0.22%
15,314
+10,190
+199% +$1.05M
ETN icon
81
Eaton
ETN
$176B
$1.54M 0.22%
4,312
+483
+13% +$172K
EFA icon
82
iShares MSCI EAFE ETF
EFA
$80.3B
$1.53M 0.21%
15,790
+2,626
+20% +$263K
MRK icon
83
Merck
MRK
$334B
$1.52M 0.21%
12,555
+1,134
+10% +$131K
UNP icon
84
Union Pacific
UNP
$177B
$1.5M 0.21%
6,177
+474
+8% +$116K
PM icon
85
Philip Morris
PM
$294B
$1.44M 0.2%
8,636
+640
+8% +$111K
VTIP icon
86
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$1.36M 0.19%
27,220
+22,092
+431% +$1.1M
GILD icon
87
Gilead Sciences
GILD
$171B
$1.33M 0.19%
9,573
+431
+5% +$60.4K
MO icon
88
Altria Group
MO
$109B
$1.28M 0.18%
19,049
+403
+2% +$25.9K
ADSK icon
89
Autodesk
ADSK
$54.5B
$1.27M 0.18%
5,306
-12,887
-71% -$3.24M
USHY icon
90
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$1.21M 0.17%
32,728
+22,583
+223% +$842K
CMI icon
91
Cummins
CMI
$87B
$1.17M 0.16%
2,182
+91
+4% +$51.5K
AMP icon
92
Ameriprise Financial
AMP
$50.4B
$1.16M 0.16%
2,614
+63
+2% +$30.4K
SPDW icon
93
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$1.1M 0.15%
24,125
– –
MA icon
94
Mastercard
MA
$497B
$1.09M 0.15%
2,185
+293
+15% +$154K
NFLX icon
95
Netflix
NFLX
$326B
$1.09M 0.15%
11,320
+2,289
+25% +$202K
IBIT icon
96
iShares Bitcoin Trust
IBIT
$47.2B
$1.09M 0.15%
28,297
+19,993
+241% +$866K
CI icon
97
Cigna
CI
$73.5B
$1.05M 0.15%
3,942
-88
-2% -$24.3K
MU icon
98
Micron Technology
MU
$1.07T
$1.05M 0.15%
3,105
+804
+35% +$315K
TXN icon
99
Texas Instruments
TXN
$250B
$1.05M 0.15%
5,391
+799
+17% +$162K
KLAC icon
100
KLA
KLAC
$274B
$1.03M 0.14%
6,990
+930
+15% +$136K
2 3
4
5 6

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RIM
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CCM
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UM
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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.