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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
NVDA icon
1
NVIDIA
NVDA
$5.46T
$48.3M 6.75%
277,107
+16,326
+6% +$3M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$36.4M 5.08%
55,809
-4,402
-7% -$2.99M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$910B
$34.1M 4.76%
52,189
+1,395
+3% +$953K
MSFT icon
4
Microsoft
MSFT
$3.69T
$31.2M 4.35%
84,164
-3,594
-4% -$1.5M
VEU icon
5
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$28M 3.91%
372,903
+59,396
+19% +$4.6M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.21T
$24.2M 3.38%
84,314
+3,085
+4% +$969K
AAPL icon
7
Apple
AAPL
$4.46T
$23.9M 3.33%
94,025
+8,361
+10% +$2.18M
LLY icon
8
Eli Lilly
LLY
$1.08T
$21.9M 3.06%
23,804
+1,208
+5% +$1.22M
RTX icon
9
RTX Corp
RTX
$297B
$16.1M 2.24%
83,328
+399
+0.5% +$79.3K
AMZN icon
10
Amazon
AMZN
$2.86T
$15.2M 2.12%
73,030
+9,875
+16% +$2.17M
JPM icon
11
JPMorgan Chase
JPM
$965B
$13.8M 1.93%
47,074
+1,541
+3% +$468K
ABBV icon
12
AbbVie
ABBV
$443B
$13.8M 1.93%
63,513
-112
-0.2% -$24.8K
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$12.4M 1.73%
149,814
-19,246
-11% -$1.59M
VTI icon
14
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$12M 1.68%
37,512
+160
+0.4% +$53.7K
XHLF icon
15
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.99B
$11.7M 1.64%
233,249
+105,003
+82% +$5.28M
PLTR icon
16
Palantir
PLTR
$430B
$9.87M 1.38%
67,459
+4,181
+7% +$639K
DE icon
17
Deere & Co
DE
$165B
$9.39M 1.31%
16,630
+732
+5% +$413K
ISRG icon
18
Intuitive Surgical
ISRG
$142B
$8.77M 1.22%
19,030
+1,083
+6% +$548K
PG icon
19
Procter & Gamble
PG
$335B
$8.63M 1.2%
59,720
+505
+0.9% +$76.6K
KO icon
20
Coca-Cola
KO
$376B
$8.3M 1.16%
108,413
-1,223
-1% -$92.5K
ABT icon
21
Abbott
ABT
$193B
$8.18M 1.14%
79,639
+2,229
+3% +$252K
GUNR icon
22
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7B
$7.57M 1.06%
137,263
+15,819
+13% +$825K
JNJ icon
23
Johnson & Johnson
JNJ
$632B
$7.35M 1.03%
30,055
+1,799
+6% +$419K
ADP icon
24
Automatic Data Processing
ADP
$110B
$7.33M 1.02%
35,795
-427
-1% -$97.9K
XOM icon
25
ExxonMobil
XOM
$652B
$7.1M 0.99%
41,854
+4,303
+11% +$628K
1
2 3 4 5

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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.