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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
CTVA icon
151
Corteva
CTVA
$8.83B
$503K 0.06%
5,939
+10
+0.2% +$803
2025 Q4
2 quarters
MRVL icon
152
Marvell Technology
MRVL
$247B
$500K 0.06%
+1,678
New +$336K
2026 Q2
0 quarters
MPC icon
153
Marathon Petroleum
MPC
$128B
$475K 0.06%
1,859
+294
+19% +$72.2K
2026 Q1
1 quarter
WMB icon
154
Williams Companies
WMB
$88.9B
$471K 0.06%
6,338
-212
-3% -$15.6K
2025 Q4
2 quarters
BMY icon
155
Bristol-Myers Squibb
BMY
$121B
$468K 0.06%
8,131
+1,405
+21% +$80.7K
2025 Q4
2 quarters
MAS icon
156
Masco
MAS
$13.6B
$461K 0.06%
5,670
+2,304
+68% +$161K
2026 Q1
1 quarter
GLD icon
157
SPDR Gold Trust
GLD
$142B
$459K 0.06%
1,247
– –
2025 Q4
2 quarters
STX icon
158
Seagate
STX
$178B
$458K 0.06%
+474
New +$362K
2026 Q2
0 quarters
SCHM icon
159
Schwab US Mid-Cap ETF
SCHM
$14.6B
$458K 0.06%
12,414
– –
2025 Q4
2 quarters
ALL icon
160
Allstate
ALL
$58B
$454K 0.06%
1,903
+531
+39% +$115K
2025 Q4
2 quarters
SJM icon
161
J.M. Smucker
SJM
$12.8B
$453K 0.06%
4,030
+362
+10% +$36.9K
2025 Q4
2 quarters
COF icon
162
Capital One
COF
$122B
$452K 0.06%
2,252
-18
-0.8% -$3.44K
2025 Q4
2 quarters
MCK icon
163
McKesson
MCK
$109B
$445K 0.05%
588
+23
+4% +$18.2K
2025 Q4
2 quarters
CVS icon
164
CVS Health
CVS
$110B
$442K 0.05%
+4,277
New +$382K
2026 Q2
0 quarters
TMO icon
165
Thermo Fisher Scientific
TMO
$243B
$436K 0.05%
868
-210
-19% -$101K
2025 Q4
2 quarters
ACN icon
166
Accenture
ACN
$128B
$432K 0.05%
3,474
-428
-11% -$74.3K
2025 Q4
2 quarters
CARR icon
167
Carrier Global
CARR
$45.8B
$426K 0.05%
5,802
-51,233
-90% -$3.35M
2025 Q4
2 quarters
WTFC icon
168
Wintrust Financial
WTFC
$9.66B
$425K 0.05%
2,644
-313
-11% -$47.1K
2025 Q4
2 quarters
FCX icon
169
Freeport-McMoran
FCX
$106B
$425K 0.05%
6,754
+1,716
+34% +$110K
2025 Q4
2 quarters
L icon
170
Loews
L
$21.8B
$424K 0.05%
3,742
-502
-12% -$54.4K
2025 Q4
2 quarters
T icon
171
AT&T
T
$152B
$414K 0.05%
19,992
-2,864
-13% -$71.1K
2025 Q4
2 quarters
PFE icon
172
Pfizer
PFE
$161B
$411K 0.05%
17,084
-5,403
-24% -$141K
2025 Q4
2 quarters
RPG icon
173
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
$407K 0.05%
+6,375
New +$362K
2026 Q2
0 quarters
GLW icon
174
Corning
GLW
$135B
$407K 0.05%
+1,592
New +$290K
2026 Q2
0 quarters
QUAL icon
175
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
$394K 0.05%
1,797
+1,740
+3,053% +$365K
2025 Q4
2 quarters
5 6
7
8 9

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TLP
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FA
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BPIM
Brant Point Investment Management New York $813M AUM 60.46% 1-Year Est. Return
DMC
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WAM
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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.