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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

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
CTVA icon
151
Corteva
CTVA
$55.4B
$503K 0.06%
5,939
+10
+0.2% +$803
MRVL icon
152
Marvell Technology
MRVL
$216B
$500K 0.06%
+1,678
New +$336K
MPC icon
153
Marathon Petroleum
MPC
$99.7B
$475K 0.06%
1,859
+294
+19% +$72.2K
WMB icon
154
Williams Companies
WMB
$86.9B
$471K 0.06%
6,338
-212
-3% -$15.6K
BMY icon
155
Bristol-Myers Squibb
BMY
$139B
$468K 0.06%
8,131
+1,405
+21% +$80.7K
MAS icon
156
Masco
MAS
$14.4B
$461K 0.06%
5,670
+2,304
+68% +$161K
GLD icon
157
SPDR Gold Trust
GLD
$156B
$459K 0.06%
1,247
– –
STX icon
158
Seagate
STX
$186B
$458K 0.06%
+474
New +$362K
SCHM icon
159
Schwab US Mid-Cap ETF
SCHM
$15B
$458K 0.06%
12,414
– –
ALL icon
160
Allstate
ALL
$65.1B
$454K 0.06%
1,903
+531
+39% +$115K
SJM icon
161
J.M. Smucker
SJM
$13.4B
$453K 0.06%
4,030
+362
+10% +$36.9K
COF icon
162
Capital One
COF
$133B
$452K 0.06%
2,252
-18
-0.8% -$3.44K
MCK icon
163
McKesson
MCK
$106B
$445K 0.05%
588
+23
+4% +$18.2K
CVS icon
164
CVS Health
CVS
$119B
$442K 0.05%
+4,277
New +$382K
TMO icon
165
Thermo Fisher Scientific
TMO
$232B
$436K 0.05%
868
-210
-19% -$101K
ACN icon
166
Accenture
ACN
$114B
$432K 0.05%
3,474
-428
-11% -$74.3K
CARR icon
167
Carrier Global
CARR
$48.2B
$426K 0.05%
5,802
-51,233
-90% -$3.35M
WTFC icon
168
Wintrust Financial
WTFC
$10.2B
$425K 0.05%
2,644
-313
-11% -$47.1K
FCX icon
169
Freeport-McMoran
FCX
$115B
$425K 0.05%
6,754
+1,716
+34% +$110K
L icon
170
Loews
L
$22.7B
$424K 0.05%
3,742
-502
-12% -$54.4K
T icon
171
AT&T
T
$177B
$414K 0.05%
19,992
-2,864
-13% -$71.1K
PFE icon
172
Pfizer
PFE
$163B
$411K 0.05%
17,084
-5,403
-24% -$141K
RPG icon
173
Invesco S&P 500 Pure Growth ETF
RPG
$1.95B
$407K 0.05%
+6,375
New +$362K
GLW icon
174
Corning
GLW
$127B
$407K 0.05%
+1,592
New +$290K
QUAL icon
175
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$394K 0.05%
1,797
+1,740
+3,053% +$365K
5 6
7
8 9

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.