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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
Avg Time Held
1.5 quarters
Top 10 Avg Time Held
1.9 quarters
Top 20 Avg Time Held
1.7 quarters

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 Miscellaneous 31.59%
2 Technology 26.04%
3 Healthcare 9.35%
4 Industrials 7.7%
5 Financials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
XLK icon
126
State Street Technology Select Sector SPDR ETF
XLK
$130B
$839K 0.1%
4,402
+60
+1% +$10.3K
2025 Q4
2 quarters
EFG icon
127
iShares MSCI EAFE Growth ETF
EFG
$15.1B
$830K 0.1%
6,674
– –
2025 Q4
2 quarters
QCOM icon
128
Qualcomm
QCOM
$187B
$820K 0.1%
4,440
+139
+3% +$26K
2025 Q4
2 quarters
GNTX icon
129
Gentex
GNTX
$4.43B
$814K 0.1%
32,222
+3,589
+13% +$84.9K
2025 Q4
2 quarters
TJX icon
130
TJX Companies
TJX
$153B
$807K 0.1%
5,329
-275
-5% -$43.5K
2025 Q4
2 quarters
C icon
131
Citigroup
C
$217B
$807K 0.1%
5,763
+2,461
+75% +$320K
2025 Q4
2 quarters
IBM icon
132
IBM
IBM
$214B
$768K 0.09%
2,731
-243
-8% -$61.2K
2025 Q4
2 quarters
ITW icon
133
Illinois Tool Works
ITW
$75.2B
$753K 0.09%
2,769
-20
-0.7% -$5.19K
2025 Q4
2 quarters
PNC icon
134
PNC Financial Services
PNC
$87.5B
$753K 0.09%
3,059
-5
-0.2% -$1.12K
2025 Q4
2 quarters
SYY icon
135
Sysco
SYY
$38.4B
$724K 0.09%
8,666
+204
+2% +$15.4K
2025 Q4
2 quarters
WDC icon
136
Western Digital
WDC
$149B
$715K 0.09%
+1,119
New +$544K
2026 Q2
0 quarters
APH icon
137
Amphenol
APH
$215B
$687K 0.08%
7,778
+1,200
+18% +$86.5K
2025 Q4
2 quarters
NVS icon
138
Novartis
NVS
$273B
$668K 0.08%
4,264
– –
2025 Q4
2 quarters
VZ icon
139
Verizon
VZ
$173B
$654K 0.08%
15,447
-1,440
-9% -$67.6K
2025 Q4
2 quarters
CEG icon
140
Constellation Energy
CEG
$106B
$652K 0.08%
2,627
+390
+17% +$110K
2025 Q4
2 quarters
ENB icon
141
Enbridge
ENB
$104B
$652K 0.08%
12,023
-8
-0.1% -$439
2025 Q4
2 quarters
PPG icon
142
PPG Industries
PPG
$23.1B
$632K 0.08%
5,208
+1,181
+29% +$132K
2025 Q4
2 quarters
TRV icon
143
Travelers Companies
TRV
$76.9B
$609K 0.07%
1,844
+664
+56% +$201K
2025 Q4
2 quarters
ADI icon
144
Analog Devices
ADI
$197B
$598K 0.07%
1,506
+24
+2% +$9.5K
2025 Q4
2 quarters
ADSK icon
145
Autodesk
ADSK
$49.2B
$598K 0.07%
3,076
-2,230
-42% -$509K
2025 Q4
2 quarters
COP icon
146
ConocoPhillips
COP
$161B
$565K 0.07%
5,439
-169
-3% -$20K
2025 Q4
2 quarters
WM icon
147
Waste Management
WM
$83.5B
$561K 0.07%
2,518
-249
-9% -$55.4K
2025 Q4
2 quarters
MMM icon
148
3M
MMM
$82.5B
$537K 0.07%
3,318
+11
+0.3% +$1.67K
2025 Q4
2 quarters
TGT icon
149
Target
TGT
$69.8B
$530K 0.07%
4,058
+101
+3% +$12.8K
2025 Q4
2 quarters
NUE icon
150
Nucor
NUE
$56.8B
$514K 0.06%
2,301
+67
+3% +$15.2K
2025 Q4
2 quarters
4 5
6
7 8

Similar funds

REA
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TLP
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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
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TVPW
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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 Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Technology and Healthcare.

  • 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.