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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
FITB
176
Fifth Third Bancorp
FITB
$45.9B
$392K 0.05%
6,897
-748
-10% -$37.9K
2025 Q4
2 quarters
AON icon
177
Aon
AON
$58B
$389K 0.05%
1,172
-153
-12% -$49.4K
2025 Q4
2 quarters
PGR icon
178
Progressive
PGR
$126B
$379K 0.05%
1,733
-186
-10% -$37.5K
2025 Q4
2 quarters
NTRS icon
179
Northern Trust
NTRS
$30.8B
$378K 0.05%
2,160
-448
-17% -$73.8K
2025 Q4
2 quarters
APP icon
180
Applovin
APP
$92.7B
$377K 0.05%
732
+188
+35% +$90.7K
2025 Q4
2 quarters
DFAT icon
181
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$13.8B
$370K 0.05%
5,288
– –
2025 Q4
2 quarters
SPGI icon
182
S&P Global
SPGI
$120B
$369K 0.05%
907
-26
-3% -$11K
2025 Q4
2 quarters
MSI icon
183
Motorola Solutions
MSI
$73.5B
$365K 0.04%
876
-108
-11% -$45.2K
2025 Q4
2 quarters
NRGV icon
184
Energy Vault
NRGV
$591M
$364K 0.04%
77,360
+8,050
+12% +$36K
2025 Q4
2 quarters
SCHW
185
Charles Schwab
SCHW
$167B
$363K 0.04%
3,932
-1,020
-21% -$93K
2025 Q4
2 quarters
VRTX icon
186
Vertex Pharmaceuticals
VRTX
$129B
$356K 0.04%
716
+11
+2% +$4.88K
2025 Q4
2 quarters
GD icon
187
General Dynamics
GD
$89.6B
$353K 0.04%
996
+77
+8% +$26.4K
2025 Q4
2 quarters
CRWD icon
188
CrowdStrike
CRWD
$282B
$352K 0.04%
+1,844
New +$262K
2026 Q2
0 quarters
IGF icon
189
iShares Global Infrastructure ETF
IGF
$10.4B
$348K 0.04%
5,218
+1,979
+61% +$133K
2025 Q4
2 quarters
BKNG icon
190
Booking.com
BKNG
$120B
$347K 0.04%
1,946
+121
+7% +$20.6K
2025 Q4
2 quarters
DIS icon
191
Walt Disney
DIS
$187B
$347K 0.04%
3,573
+157
+5% +$16K
2025 Q4
2 quarters
SPG icon
192
Simon Property Group
SPG
$64.5B
$346K 0.04%
1,545
+304
+24% +$62.6K
2026 Q1
1 quarter
CRM icon
193
Salesforce
CRM
$189B
$342K 0.04%
2,178
-18
-0.8% -$3.17K
2025 Q4
2 quarters
YUM icon
194
Yum! Brands
YUM
$39.5B
$341K 0.04%
2,136
-51
-2% -$7.9K
2025 Q4
2 quarters
PH icon
195
Parker-Hannifin
PH
$121B
$340K 0.04%
348
-13
-4% -$11.9K
2025 Q4
2 quarters
ECL icon
196
Ecolab
ECL
$79B
$330K 0.04%
1,182
-38
-3% -$10K
2025 Q4
2 quarters
WELL icon
197
Welltower
WELL
$162B
$326K 0.04%
1,438
-151
-10% -$31.9K
2025 Q4
2 quarters
VGT icon
198
Vanguard Information Technology ETF
VGT
$157B
$323K 0.04%
+2,704
New +$296K
2026 Q2
0 quarters
ECG
199
Everus Construction Group
ECG
$6.25B
$318K 0.04%
1,915
+12
+0.6% +$1.76K
2026 Q1
1 quarter
ZBH icon
200
Zimmer Biomet
ZBH
$17B
$314K 0.04%
3,642
-898
-20% -$78.7K
2025 Q4
2 quarters
6 7
8
9 10

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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.