CF
Cambient Family Office, LLC 13F Portfolio & Top Holdings (Q2 2026)
Cambient Family Office, LLCCIK: 0002105684
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$813.0M
Reporting period: 2026-06-30 · Number of holdings: 328
CAMBIENT FAMILY OFFICE, LLC disclosed 328 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $813.0M and a quarterly turnover rate of 22.9%.
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Personality snowflake
- Concentration
- 8.72
- Portfolio Stability
- 22.89
- Momentum
- 100
- Sector conviction
- 61.11
- Diversification
- 100
- Sizing Uniformity
- 75.16
Cambient Family Office, LLC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 46 equally-sized positions, well below its 328 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.48), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 67% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim ABBV
-43.2% -$4.7M
Add AMAT
+0.4% $7.0M
Add IVV
+10.1% $8.9M
Add LLY
+1.9% $7.2M
Sold out HON
Trim PLTR
-8.9% -$2.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 328 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.85% | +0.10% | +0.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.29% | +0.53% | +10.10% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.14% | +0.06% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -0.45% | +1.12% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.83% | -0.08% | -0.41% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.58% | +0.52% | +1.91% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.43% | +0.05% | -6.43% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.32% | -0.01% | -0.74% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.05% | +1.46% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.98% | -0.26% | +1.62% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | -0.01% | +1.35% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.78% | +0.10% | +4.40% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.63% | +0.76% | +0.38% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.51% | -0.22% | — | |
| 15 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.30% | -0.34% | -10.18% | |
| 16 | DE | Deere & Co | Stock-Industrials | 1.26% | -0.05% | -3.25% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.19% | +9.57% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.12% | -0.81% | -43.23% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | -0.05% | +1.68% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.12% | +0.25% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 1.03% | +0.18% | -0.49% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.02% | — | +2.72% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.01% | +0.46% | -1.54% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.99% | +0.43% | +99.31% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.97% | -0.25% | +4.15% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.07% | +1.72% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | +0.21% | -2.89% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.24% | +1.45% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.88% | -0.50% | -8.92% | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 0.86% | +0.26% | +21.72% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.15% | +3.32% | |
| 32 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.83% | -0.23% | +0.08% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.04% | +0.49% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.28% | +1.52% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.02% | +1.00% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.12% | +13.10% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.02% | +3.32% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.65% | -0.07% | +1.64% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.28% | -1.37% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.19% | +0.10% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.63% | — | -1.97% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.61% | +0.12% | +22.75% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | -0.09% | — | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.11% | +1.34% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.56% | -0.21% | -17.87% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.15% | +1.84% | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.52% | +0.37% | +18.42% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.52% | -0.05% | +3.85% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.52% | -0.06% | +2.34% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.48% | -0.06% | — |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4%
Performance Last 4 Quarters
+11.1%
- Stdev
- +15.6%
- Beta
- +0.82
- Alpha
- +1.9%
- Max Drawdown
- -0.4%
- Annualized Perf
- +23.3%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.1
- Stutzer
- +0.45
- Treynor
- +0.27
- Sterling
- —
- Calmar
- +54.95
- Information Ratio
- -0.55
- Tracking Error
- +4.6%
- Stdev Down
- +7.2%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.5
- Sharpe
- +1.42
- Stdev Sectors
- +10.1%
- Skewness
- -0.15
- Kurtosis
- -0.66
- Upside Potential
- +4.62
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
Cambient Family Office, LLC's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: Lumentum Holdings Inc (LITE); New buy: ; New buy: ; New buy: Vanguard Ftse Developed ETF (VEA).
Showing top 200 changes by size (of 338 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.8% | +0.38% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +10.10% | Add |
| 3 | LLY | Eli Lilly & Co | +0.5% | +1.91% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.5% | -1.54% | Trim |
| 5 | SUB | Ishares Short-term National | +0.4% | +99.31% | Add |
| 6 | MU | Micron Technology Inc | +0.4% | +18.42% | Add |
| 7 | LITE | Lumentum Holdings Inc | +0.4% | NEW | New buy |
| 8 | AMD | Advanced Micro Devices | +0.3% | +27.20% | Add |
| 9 | GEV | GE Vernova Inc | +0.3% | +21.72% | Add |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | ✓ | +0.2% | NEW | New buy | |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +9006.91% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.2% | -2.89% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.57% | Add |
| 16 | ANET | Arista Networks Inc | +0.2% | -0.49% | Trim |
| 17 | JMUB | Jpmorgan Municipal ETF | +0.1% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.1% | +13.10% | Add |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +22.75% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | +11.54% | Add |
| 21 | MUB | Ishares National Muni Bond E | +0.1% | +144.44% | Add |
| 22 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | New buy |
| 23 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 24 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +125.50% | Add |
| 25 | KLAC | Kla CORP | +0.1% | +853.65% | Add |
| 26 | NVDA | Nvidia CORP | +0.1% | +0.47% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.40% | Add |
| 28 | CAT | Caterpillar Inc | +0.1% | +0.52% | Add |
| 29 | HOOD | Robinhood Markets Inc - A | +0.1% | -0.52% | Trim |
| 30 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 31 | DELL | Dell Technologies -c | +0.1% | +39.06% | Add |
| 32 | IWM | Ishares Russell 2000 ETF | +0.1% | +22.40% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 34 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | -6.43% | Trim |
| 37 | AMZN | Amazon.com Inc | +0.1% | +1.46% | Add |
| 38 | TXN | Texas Instruments Inc | +0.1% | +0.09% | Add |
| 39 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 40 | C | Citigroup Inc | +0.1% | +74.53% | Add |
| 41 | RPG | Invesco S&p 500 Pure Growth | +0.1% | NEW | New buy |
| 42 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 43 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +3052.63% | Add |
| 44 | UNH | Unitedhealth Group Inc | 0% | +5.15% | Add |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 46 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 47 | JPST | Jpmorgan Ultra-short Income | 0% | NEW | New buy |
| 48 | USB | US Bancorp | 0% | NEW | New buy |
| 49 | DAL | Delta Air Lines Inc | 0% | NEW | New buy |
| 50 | CFG | Citizens Financial Group | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Cambient Family Office, LLC and what type of investor is it?
Cambient Family Office, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $813.0M, spread across 328 disclosed positions.
What are Cambient Family Office, LLC's largest equity positions?
Based on the latest 13F filing, Cambient Family Office, LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $55.7M (6.8%)
2. Ishares Core S&p 500 ETF (IVV) — $43.0M (5.3%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $41.8M (5.1%)
4. Microsoft CORP (MSFT) — $31.7M (3.9%)
5. Vanguard Ftse All-world Ex-u (VEU) — $31.1M (3.8%)
What changes did Cambient Family Office, LLC make in its most recent portfolio filing?
In the latest reported quarter, Cambient Family Office, LLC made 196 notable position adjustments: 53 new positions were initiated, 89 existing holdings were added to, 44 positions were partially reduced, and 10 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: Lumentum Holdings Inc (LITE); New buy: ; New buy: ; New buy: Vanguard Ftse Developed ETF (VEA)
What sectors does Cambient Family Office, LLC focus on?
Cambient Family Office, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 38.5%
• Health Care: 13.9%
• Industrials: 10.8%
• Financials: 8.2%
• Communication Services: 7.9%
• Consumer Discretionary: 7.4%
Investment Profile
Cambient Family Office, LLC returned an annualized 23.3% over the trailing 6 months — outperforming the S&P 500 by 1.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 38.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 23 over the past 2 quarters — a shift toward more active trading.
It has added to its AMAT position over the past two quarters (+$8.8M, now $13.2M), while trimming ABBV over the same stretch (-$5.5M, still holding $9.1M).
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Developer Access
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