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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
PLD icon
201
Prologis
PLD
$136B
$313K 0.04%
2,312
-74
-3% -$10.5K
ORLY icon
202
O'Reilly Automotive
ORLY
$73.1B
$310K 0.04%
3,367
-300
-8% -$27.4K
EQIX icon
203
Equinix
EQIX
$106B
$307K 0.04%
295
-28
-9% -$30K
DUK icon
204
Duke Energy
DUK
$94.8B
$305K 0.04%
2,413
-48
-2% -$6.05K
JPST icon
205
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$305K 0.04%
+6,032
New +$305K
USB icon
206
US Bancorp
USB
$97.2B
$304K 0.04%
+4,988
New +$279K
EXC icon
207
Exelon
EXC
$45.7B
$300K 0.04%
6,440
+328
+5% +$15.2K
TEL icon
208
TE Connectivity
TEL
$58.3B
$298K 0.04%
1,478
-178
-11% -$37.9K
DAL icon
209
Delta Air Lines
DAL
$55B
$294K 0.04%
+3,139
New +$237K
ALB icon
210
Albemarle
ALB
$15.7B
$294K 0.04%
2,166
-726
-25% -$128K
SRE icon
211
Sempra
SRE
$54.9B
$292K 0.04%
3,130
-438
-12% -$40.7K
BA icon
212
Boeing
BA
$167B
$292K 0.04%
1,349
+44
+3% +$9.79K
MAR icon
213
Marriott International
MAR
$93.3B
$290K 0.04%
783
+14
+2% +$5.16K
OTIS icon
214
Otis Worldwide
OTIS
$27.2B
$288K 0.04%
4,022
-26,882
-87% -$2.01M
CFG icon
215
Citizens Financial Group
CFG
$29.4B
$287K 0.04%
+4,090
New +$264K
PSX icon
216
Phillips 66
PSX
$94.5B
$283K 0.03%
1,677
-119
-7% -$20.5K
SYF icon
217
Synchrony
SYF
$26.3B
$281K 0.03%
+3,695
New +$271K
MDLZ icon
218
Mondelez International
MDLZ
$80.4B
$281K 0.03%
4,815
-2,524
-34% -$152K
IVW icon
219
iShares S&P 500 Growth ETF
IVW
$76.1B
$278K 0.03%
2,021
– –
TT icon
220
Trane Technologies
TT
$100B
$277K 0.03%
564
+16
+3% +$7.48K
LMT icon
221
Lockheed Martin
LMT
$128B
$274K 0.03%
538
-118
-18% -$63.8K
BNY
222
Bank of New York Mellon
BNY
$111B
$273K 0.03%
1,885
-325
-15% -$44.4K
RAVI icon
223
Northern Trust Ultra-Short Fixed Income ETF
RAVI
$1.52B
$271K 0.03%
3,590
+167
+5% +$12.6K
NOW icon
224
ServiceNow
NOW
$131B
$268K 0.03%
2,699
+401
+17% +$39.7K
EBAY icon
225
eBay
EBAY
$47.2B
$265K 0.03%
2,369
+30
+1% +$3.2K
7 8
9
10 11

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.