Cambient Family Office, LLC reported 232 positions worth $560.77M for the quarter ended Jun 30, 2026, up 11.9% on the prior quarter. It opened 46 new positions, added to 97, trimmed 86 and exited 8. Its largest holding is Nvidia Corp at 9.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LITE Lumentum Holdings Inc. | +3,328 | – | $2.86M | 0.509% |
| HONA Honeywell Aerospace Inc. | +8,017 | – | $1.77M | 0.316% |
| GEV GE Vernova Inc. | +1,061 | +21.7% | $1.25M | 1.25% |
| IBIT iShares Bitcoin Trust ETF | +35.5K | +125.5% | $1.18M | 0.379% |
| SNDK Sandisk Corp | +434 | – | $986.78K | 0.176% |
| GOOGL Alphabet Inc. | +2,333 | +9.6% | $833.73K | 1.7% |
| AMD Advanced Micro Devices Inc | +1,272 | +27.2% | $738.90K | 0.616% |
| WDC Western Digital Corp | +1,119 | – | $714.71K | 0.127% |
| MU Micron Technology Inc | +572 | +18.4% | $660.24K | 0.757% |
| AVGO Broadcom Inc. | +1,646 | +13.1% | $621.76K | 0.957% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | -69.2K | -81.9% | $9.66M | 0.38% |
| ABBV AbbVie Inc. | -27.5K | -43.2% | $6.91M | 1.62% |
| CARR CARRIER GLOBAL Corp | -51.2K | -89.8% | $3.76M | 0.076% |
| OTIS Otis Worldwide Corp | -26.9K | -87.0% | $1.92M | 0.051% |
| GOOG Alphabet Inc. | -5,423 | -6.4% | $1.92M | 4.97% |
| APD Air Products & Chemicals, Inc. | -3,399 | -17.9% | $996.54K | 0.817% |
| CI Cigna Group | -3,195 | -81.1% | $880.77K | 0.037% |
| PLTR Palantir Technologies Inc. | -6,020 | -8.9% | $702.35K | 1.28% |
| FBTC Fidelity Wise Origin Bitcoin Fund | -11.1K | -21.8% | $567.17K | 0.362% |
| ADSK Autodesk, Inc. | -2,230 | -42.0% | $433.55K | 0.107% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LITE Lumentum Holdings Inc. | +3,328 | $2.86M | 0.509% |
| HONA Honeywell Aerospace Inc. | +8,017 | $1.77M | 0.316% |
| SNDK Sandisk Corp | +434 | $986.78K | 0.176% |
| WDC Western Digital Corp | +1,119 | $714.71K | 0.127% |
| MRVL Marvell Technology, Inc. | +1,678 | $499.83K | 0.089% |
| STX Seagate Technology Holdings plc | +474 | $457.74K | 0.082% |
| CVS CVS HEALTH Corp | +4,277 | $442.44K | 0.079% |
| GLW Corning Inc | +1,592 | $406.63K | 0.073% |
| CRWD CrowdStrike Holdings, Inc. | +1,844 | $351.80K | 0.063% |
| USB Us Bancorp \De\ | +4,988 | $303.85K | 0.054% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CTAS Cintas Corp | -1,625 | $274.85K | 0.055% |
| CME Cme Group Inc. | -925 | $273.18K | 0.055% |
| MKC Mccormick & Co Inc | -4,668 | $235.45K | 0.047% |
| BSX Boston Scientific Corp | -3,699 | $232.10K | 0.046% |
| ADBE Adobe Inc. | -909 | $220.96K | 0.044% |
| XEL Xcel Energy Inc | -2,670 | $213.65K | 0.043% |
| JCI Johnson Controls International plc | -1,571 | $206.33K | 0.041% |
| TPR Tapestry, Inc. | -1,438 | $202.92K | 0.04% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 278.4K | $55.71M | 9.93% | +1,294 | +0.5% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 85.1K | $31.75M | 5.66% | +942 | +1.1% | Added | 0% |
| 3 | LLY ELI LILLY & Co | Healthcare | 24.3K | $29.10M | 5.19% | +455 | +1.9% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 78.9K | $27.87M | 4.97% | -5,423 | -6.4% | Reduced | 0% |
| 5 | AAPL Apple Inc. | Technology | 93.3K | $27.01M | 4.82% | -693 | -0.7% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 74.1K | $17.66M | 3.15% | +1,069 | +1.5% | Added | 0% |
| 7 | RTX RTX Corp | Industrials | 84.7K | $16.07M | 2.86% | +1,346 | +1.6% | Added | 0.01% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 47.7K | $15.62M | 2.78% | +635 | +1.3% | Added | 0% |
| 9 | AMAT Applied Materials Inc | Technology | 18.3K | $13.25M | 2.36% | +70 | +0.4% | Added | 0% |
| 10 | DE Deere & Co | Industrials | 16.1K | $10.23M | 1.82% | -541 | -3.3% | Reduced | 0.01% |
| 11 | GOOGL Alphabet Inc. | Technology | 26.7K | $9.54M | 1.7% | +2,333 | +9.6% | Added | 0% |
| 12 | ABBV AbbVie Inc. | Healthcare | 36.1K | $9.07M | 1.62% | -27.5K | -43.2% | Reduced | 0% |
| 13 | KO Coca Cola Co | Consumer Staples | 110.2K | $9.02M | 1.61% | +1,824 | +1.7% | Added | 0% |
| 14 | PG PROCTER & GAMBLE Co | Consumer Staples | 59.9K | $8.78M | 1.57% | +152 | +0.3% | Added | 0% |
| 15 | ANET Arista Networks, Inc. | Technology | 49.5K | $8.41M | 1.5% | -242 | -0.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Cambient Family Office.
As of its Q2 2026 13F filing, Cambient Family Office, LLC’s five largest positions were Nvidia Corp (NVDA) at 9.9%, Microsoft Corp (MSFT) at 5.7%, ELI LILLY & Co (LLY) at 5.2%, Alphabet Inc. (GOOG) at 5.0%, Apple Inc. (AAPL) at 4.8% of the reported portfolio.
Cambient Family Office, LLC reported a 13F portfolio worth $560.77M across 232 positions for Q2 2026. That is up 11.9% from the previous quarter.
Its largest purchases by value were Lumentum Holdings Inc. ($2.86M), Honeywell Aerospace Inc. ($1.77M), GE Vernova Inc. ($1.25M). It opened 46 new positions.
Its largest sales by value were Intel Corp ($9.66M), AbbVie Inc. ($6.91M), CARRIER GLOBAL Corp ($3.76M). It exited 8 positions entirely.
From the Form 13F-HR reports Cambient Family Office, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.