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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
PPG icon
151
PPG Industries
PPG
$25.5B
$430K 0.06%
4,027
+24
+0.6% +$2.72K
MSI icon
152
Motorola Solutions
MSI
$77B
$428K 0.06%
984
+201
+26% +$87K
AON icon
153
Aon
AON
$75.7B
$428K 0.06%
1,325
+176
+15% +$58.5K
MDLZ icon
154
Mondelez International
MDLZ
$81.1B
$427K 0.06%
7,339
+1,094
+18% +$63.4K
APH icon
155
Amphenol
APH
$204B
$416K 0.06%
3,289
+505
+18% +$71.1K
COF icon
156
Capital One
COF
$137B
$414K 0.06%
2,270
+360
+19% +$75.3K
ZBH icon
157
Zimmer Biomet
ZBH
$19B
$412K 0.06%
4,540
+335
+8% +$30.7K
WTFC icon
158
Wintrust Financial
WTFC
$11B
$411K 0.06%
2,957
– –
CRM icon
159
Salesforce
CRM
$165B
$410K 0.06%
2,196
+283
+15% +$58.6K
BMY icon
160
Bristol-Myers Squibb
BMY
$132B
$408K 0.06%
6,726
+260
+4% +$15.2K
SPGI icon
161
S&P Global
SPGI
$125B
$397K 0.06%
933
+84
+10% +$39K
LMT icon
162
Lockheed Martin
LMT
$138B
$396K 0.06%
656
+211
+47% +$130K
SCHM icon
163
Schwab US Mid-Cap ETF
SCHM
$15.3B
$384K 0.05%
12,414
– –
MPC icon
164
Marathon Petroleum
MPC
$100B
$382K 0.05%
+1,565
New +$316K
PGR icon
165
Progressive
PGR
$121B
$380K 0.05%
1,919
+424
+28% +$87.5K
NUE icon
166
Nucor
NUE
$61.8B
$379K 0.05%
2,234
+193
+9% +$33.6K
ALSN icon
167
Allison Transmission
ALSN
$10.2B
$376K 0.05%
3,208
– –
C icon
168
Citigroup
C
$233B
$374K 0.05%
3,302
+685
+26% +$78K
NTRS icon
169
Northern Trust
NTRS
$34.8B
$366K 0.05%
2,608
+118
+5% +$17K
FITB
170
Fifth Third Bancorp
FITB
$52.5B
$358K 0.05%
7,645
+1,113
+17% +$54.9K
SJM icon
171
J.M. Smucker
SJM
$12.9B
$354K 0.05%
3,668
+38
+1% +$3.98K
SRE icon
172
Sempra
SRE
$56.5B
$349K 0.05%
3,568
+598
+20% +$54.7K
TEL icon
173
TE Connectivity
TEL
$62.2B
$346K 0.05%
1,656
+212
+15% +$46.8K
TRV icon
174
Travelers Companies
TRV
$77.2B
$344K 0.05%
1,180
+210
+22% +$61.5K
YUM icon
175
Yum! Brands
YUM
$41.2B
$340K 0.05%
2,187
+178
+9% +$28.2K
5 6
7
8 9

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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.