We are live on ! Find out more
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
GILD icon
101
Gilead Sciences
GILD
$184B
$1.23M 0.15%
9,715
+142
+1% +$18.7K
SPDW icon
102
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.4B
$1.22M 0.15%
24,125
– –
GE icon
103
GE Aerospace
GE
$363B
$1.21M 0.15%
3,248
+135
+4% +$42.3K
ITOT icon
104
iShares Core S&P Total US Stock Market ETF
ITOT
$97B
$1.16M 0.14%
7,045
+850
+14% +$135K
CRCL
105
Circle Internet Group
CRCL
$23.4B
$1.13M 0.14%
18,075
-510
-3% -$49.6K
UNH icon
106
UnitedHealth
UNH
$356B
$1.08M 0.13%
2,593
+127
+5% +$47.1K
BAC icon
107
Bank of America
BAC
$437B
$1.07M 0.13%
18,821
+2,925
+18% +$156K
WFC icon
108
Wells Fargo
WFC
$256B
$1.04M 0.13%
12,568
+814
+7% +$65.4K
MS icon
109
Morgan Stanley
MS
$340B
$1.04M 0.13%
4,958
+100
+2% +$19.8K
JMUB icon
110
JPMorgan Municipal ETF
JMUB
$8.77B
$1.02M 0.13%
+20,175
New +$1.02M
JMST icon
111
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.26B
$1.02M 0.12%
+19,907
New +$1.01M
AMGN icon
112
Amgen
AMGN
$239B
$1.01M 0.12%
2,796
+65
+2% +$22.3K
GS icon
113
Goldman Sachs
GS
$308B
$1.01M 0.12%
996
+35
+4% +$34.1K
SNDK
114
Sandisk
SNDK
$217B
$987K 0.12%
+434
New +$620K
COHR icon
115
Coherent
COHR
$56.4B
$968K 0.12%
2,453
-270
-10% -$95.5K
MANH icon
116
Manhattan Associates
MANH
$12.4B
$955K 0.12%
6,861
+97
+1% +$13.4K
NFLX icon
117
Netflix
NFLX
$342B
$939K 0.12%
13,153
+1,833
+16% +$161K
DELL icon
118
Dell
DELL
$292B
$911K 0.11%
2,111
+593
+39% +$172K
EFV icon
119
iShares MSCI EAFE Value ETF
EFV
$31.9B
$892K 0.11%
11,659
– –
SO icon
120
Southern Company
SO
$103B
$873K 0.11%
9,117
-102
-1% -$9.6K
SCHK icon
121
Schwab 1000 Index ETF
SCHK
$5.85B
$864K 0.11%
23,959
-7
-0% -$244
FISV
122
Fiserv Inc
FISV
$27.9B
$863K 0.11%
17,603
+507
+3% +$28.3K
LIN icon
123
Linde
LIN
$225B
$851K 0.1%
1,640
-19
-1% -$9.62K
PWR icon
124
Quanta Services
PWR
$90.8B
$840K 0.1%
1,167
-18
-2% -$12.3K
UFPI icon
125
UFP Industries
UFPI
$4.89B
$840K 0.1%
9,258
-15
-0.2% -$1.31K
3 4
5
6 7

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.