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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
RAVI icon
201
FlexShares Ultra-Short Income Fund
RAVI
$1.5B
$258K 0.04%
3,423
– –
GM icon
202
General Motors
GM
$75.8B
$255K 0.04%
+3,418
New +$272K
MAR icon
203
Marriott International
MAR
$91.9B
$252K 0.04%
+769
New +$253K
EG icon
204
Everest Group
EG
$14B
$250K 0.03%
765
+23
+3% +$7.57K
MRSH
205
Marsh
MRSH
$90B
$250K 0.03%
1,441
-55
-4% -$9.89K
SLB icon
206
SLB Ltd
SLB
$77.3B
$250K 0.03%
4,830
-5,171
-52% -$251K
DELL icon
207
Dell
DELL
$320B
$249K 0.03%
+1,518
New +$202K
NSC icon
208
Norfolk Southern
NSC
$75.9B
$249K 0.03%
+868
New +$258K
SBUX icon
209
Starbucks
SBUX
$124B
$248K 0.03%
+2,770
New +$262K
NEM icon
210
Newmont
NEM
$120B
$241K 0.03%
2,226
+129
+6% +$14.9K
RCL icon
211
Royal Caribbean
RCL
$82.9B
$241K 0.03%
871
+128
+17% +$38.1K
NOW icon
212
ServiceNow
NOW
$132B
$240K 0.03%
2,298
+419
+22% +$49.3K
VLTO icon
213
Veralto
VLTO
$23.8B
$240K 0.03%
2,708
+104
+4% +$9.89K
MKC icon
214
McCormick & Company Non-Voting
MKC
$14.6B
$235K 0.03%
4,668
+75
+2% +$4.78K
BSX icon
215
Boston Scientific
BSX
$74.9B
$232K 0.03%
3,699
+855
+30% +$68.4K
SPG icon
216
Simon Property Group
SPG
$71.7B
$231K 0.03%
+1,241
New +$237K
TDTF icon
217
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$230K 0.03%
9,544
+4,365
+84% +$105K
NRGV icon
218
Energy Vault
NRGV
$669M
$229K 0.03%
69,310
– –
IVW icon
219
iShares S&P 500 Growth ETF
IVW
$77.9B
$229K 0.03%
2,021
– –
TT icon
220
Trane Technologies
TT
$105B
$228K 0.03%
+548
New +$233K
HLT icon
221
Hilton Worldwide
HLT
$72.2B
$228K 0.03%
+751
New +$228K
AZO icon
222
AutoZone
AZO
$49.6B
$226K 0.03%
+67
New +$240K
ECG
223
Everus Construction Group
ECG
$7.02B
$225K 0.03%
+1,903
New +$197K
ADBE icon
224
Adobe
ADBE
$108B
$221K 0.03%
909
+105
+13% +$29.1K
CSX icon
225
CSX Corp
CSX
$92.9B
$220K 0.03%
+5,354
New +$210K
7 8
9
10 11

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UM
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SCM
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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.