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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
ORLY icon
176
O'Reilly Automotive
ORLY
$74.9B
$338K 0.05%
3,667
+1,117
+44% +$105K
ICE icon
177
Intercontinental Exchange
ICE
$87.2B
$334K 0.05%
2,121
+539
+34% +$87.9K
DFAT icon
178
Dimensional US Targeted Value ETF
DFAT
$14.8B
$330K 0.05%
5,288
– –
DIS icon
179
Walt Disney
DIS
$181B
$329K 0.05%
3,416
-435
-11% -$46K
INTU icon
180
Intuit
INTU
$98B
$329K 0.05%
760
+31
+4% +$14.8K
PSX icon
181
Phillips 66
PSX
$92.8B
$327K 0.05%
1,796
+214
+14% +$33.5K
ECL icon
182
Ecolab
ECL
$77.4B
$325K 0.05%
1,220
+99
+9% +$27.9K
PH icon
183
Parker-Hannifin
PH
$134B
$323K 0.05%
361
+56
+18% +$53K
DUK icon
184
Duke Energy
DUK
$97.1B
$322K 0.05%
2,461
+749
+44% +$93.6K
EQIX icon
185
Equinix
EQIX
$106B
$317K 0.04%
+323
New +$287K
GD icon
186
General Dynamics
GD
$106B
$315K 0.04%
919
-40
-4% -$14.2K
PLD icon
187
Prologis
PLD
$134B
$315K 0.04%
2,386
+523
+28% +$69.9K
VRTX icon
188
Vertex Pharmaceuticals
VRTX
$131B
$315K 0.04%
705
+123
+21% +$57.4K
WELL icon
189
Welltower
WELL
$169B
$314K 0.04%
1,589
+431
+37% +$85.2K
NOC icon
190
Northrop Grumman
NOC
$81.6B
$314K 0.04%
+460
New +$318K
BKNG icon
191
Booking.com
BKNG
$160B
$307K 0.04%
1,825
+375
+26% +$69K
EXC icon
192
Exelon
EXC
$47B
$300K 0.04%
6,112
+393
+7% +$18.3K
FCX icon
193
Freeport-McMoran
FCX
$93.6B
$296K 0.04%
5,038
+1,007
+25% +$60.8K
HCA icon
194
HCA Healthcare
HCA
$89.1B
$294K 0.04%
622
+125
+25% +$62.9K
ALL icon
195
Allstate
ALL
$65.9B
$286K 0.04%
1,372
+205
+18% +$42K
CTAS icon
196
Cintas
CTAS
$80.3B
$275K 0.04%
1,625
+84
+5% +$16.1K
CME icon
197
CME Group
CME
$96.1B
$273K 0.04%
925
+64
+7% +$19K
BNY
198
Bank of New York Mellon
BNY
$110B
$262K 0.04%
+2,210
New +$263K
BA icon
199
Boeing
BA
$182B
$260K 0.04%
1,305
+214
+20% +$48.7K
UPS icon
200
United Parcel Service
UPS
$89.8B
$259K 0.04%
2,630
+15
+0.6% +$1.61K
6 7
8
9 10

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UM
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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.