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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
AMGN icon
101
Amgen
AMGN
$226B
$961K 0.13%
2,731
+478
+21% +$170K
FISV
102
Fiserv Inc
FISV
$29.5B
$954K 0.13%
17,096
+291
+2% +$18K
AMD icon
103
Advanced Micro Devices
AMD
$789B
$951K 0.13%
4,677
+901
+24% +$192K
WFC icon
104
Wells Fargo
WFC
$266B
$936K 0.13%
11,754
+876
+8% +$75.2K
QDEF icon
105
FlexShares Quality Dividend Defensive Index Fund
QDEF
$564M
$927K 0.13%
11,612
+3,677
+46% +$302K
MANH icon
106
Manhattan Associates
MANH
$11.7B
$900K 0.13%
6,764
+5
+0.1% +$749
LRCX icon
107
Lam Research
LRCX
$422B
$899K 0.13%
4,201
+936
+29% +$209K
TJX icon
108
TJX Companies
TJX
$170B
$895K 0.12%
5,604
+704
+14% +$110K
SO icon
109
Southern Company
SO
$107B
$890K 0.12%
9,219
+995
+12% +$92K
GE icon
110
GE Aerospace
GE
$374B
$885K 0.12%
3,113
+433
+16% +$136K
ITOT icon
111
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
$882K 0.12%
6,195
– –
EFV icon
112
iShares MSCI EAFE Value ETF
EFV
$30.1B
$867K 0.12%
11,659
– –
UFPI icon
113
UFP Industries
UFPI
$5.03B
$854K 0.12%
9,273
– –
VZ icon
114
Verizon
VZ
$200B
$848K 0.12%
16,887
+3,914
+30% +$181K
LIN icon
115
Linde
LIN
$220B
$822K 0.11%
1,659
+542
+49% +$256K
GS icon
116
Goldman Sachs
GS
$304B
$813K 0.11%
961
+251
+35% +$224K
MS icon
117
Morgan Stanley
MS
$343B
$799K 0.11%
4,858
+707
+17% +$122K
BAC icon
118
Bank of America
BAC
$448B
$775K 0.11%
15,896
+605
+4% +$31.2K
ACN icon
119
Accenture
ACN
$109B
$774K 0.11%
3,902
+502
+15% +$117K
SCHK icon
120
Schwab 1000 Index ETF
SCHK
$5.98B
$751K 0.1%
23,966
+346
+1% +$11.3K
EFG icon
121
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$743K 0.1%
6,674
– –
COP icon
122
ConocoPhillips
COP
$150B
$740K 0.1%
5,608
+1,329
+31% +$147K
MUB icon
123
iShares National Muni Bond ETF
MUB
$45.9B
$731K 0.1%
6,886
+4,078
+145% +$438K
ITW icon
124
Illinois Tool Works
ITW
$82.9B
$730K 0.1%
2,789
+176
+7% +$47.9K
IBM icon
125
IBM
IBM
$223B
$721K 0.1%
2,974
+434
+17% +$117K
3 4
5
6 7

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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.