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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
FITB
176
Fifth Third Bancorp
FITB
$49.8B
$392K 0.05%
6,897
-748
-10% -$37.9K
AON icon
177
Aon
AON
$75.3B
$389K 0.05%
1,172
-153
-12% -$49.4K
PGR icon
178
Progressive
PGR
$129B
$379K 0.05%
1,733
-186
-10% -$37.5K
NTRS icon
179
Northern Trust
NTRS
$34.2B
$378K 0.05%
2,160
-448
-17% -$73.8K
APP icon
180
Applovin
APP
$104B
$377K 0.05%
732
+188
+35% +$90.7K
DFAT icon
181
Dimensional US Targeted Value ETF
DFAT
$14.6B
$370K 0.05%
5,288
– –
SPGI icon
182
S&P Global
SPGI
$128B
$369K 0.05%
907
-26
-3% -$11K
MSI icon
183
Motorola Solutions
MSI
$80.3B
$365K 0.04%
876
-108
-11% -$45.2K
NRGV icon
184
Energy Vault
NRGV
$715M
$364K 0.04%
77,360
+8,050
+12% +$36K
SCHW
185
Charles Schwab
SCHW
$194B
$363K 0.04%
3,932
-1,020
-21% -$93K
VRTX icon
186
Vertex Pharmaceuticals
VRTX
$140B
$356K 0.04%
716
+11
+2% +$4.88K
GD icon
187
General Dynamics
GD
$102B
$353K 0.04%
996
+77
+8% +$26.4K
CRWD icon
188
CrowdStrike
CRWD
$189B
$352K 0.04%
+1,844
New +$262K
IGF icon
189
iShares Global Infrastructure ETF
IGF
$10.6B
$348K 0.04%
5,218
+1,979
+61% +$133K
BKNG icon
190
Booking.com
BKNG
$161B
$347K 0.04%
1,946
+121
+7% +$20.6K
DIS icon
191
Walt Disney
DIS
$192B
$347K 0.04%
3,573
+157
+5% +$16K
SPG icon
192
Simon Property Group
SPG
$70.9B
$346K 0.04%
1,545
+304
+24% +$62.6K
CRM icon
193
Salesforce
CRM
$168B
$342K 0.04%
2,178
-18
-0.8% -$3.17K
YUM icon
194
Yum! Brands
YUM
$42.6B
$341K 0.04%
2,136
-51
-2% -$7.9K
PH icon
195
Parker-Hannifin
PH
$128B
$340K 0.04%
348
-13
-4% -$11.9K
ECL icon
196
Ecolab
ECL
$81.2B
$330K 0.04%
1,182
-38
-3% -$10K
WELL icon
197
Welltower
WELL
$174B
$326K 0.04%
1,438
-151
-10% -$31.9K
VGT icon
198
Vanguard Information Technology ETF
VGT
$144B
$323K 0.04%
+2,704
New +$296K
ECG
199
Everus Construction Group
ECG
$6.03B
$318K 0.04%
1,915
+12
+0.6% +$1.76K
ZBH icon
200
Zimmer Biomet
ZBH
$19.1B
$314K 0.04%
3,642
-898
-20% -$78.7K
6 7
8
9 10

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.