Cambient Family Office
ADA, MIfiles as CAMBIENT FAMILY OFFICE, LLC
$813m in 328 US stocks at the end of 30 June 2026. The top 10 are 39.5% of the money. It changed about 9.7% of the portfolio this quarter.
Value
$813m
Stocks
328
Top 10 share
39.5%
Turnover
9.7%
What changed this quarter
New
Bought for the first time this quarter.
- Lumentum HoldingsLITE0.4% of the fund
- Honeywell InternationalHON0.2% of the fund
- Honeywell AerospaceHONA0.2% of the fund
- Vanguard Tax-Managed FDSVEA0.2% of the fund
- J P Morgan Exchange Traded FJMUB0.1% of the fund
- J P Morgan Exchange Traded FJMST0.1% of the fund
- SandiskSNDK0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- CVS HealthCVS<0.1% of the fund
- Invesco Exchange Traded FD TRPG<0.1% of the fund
- CorningGLW<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Vanguard World FDVGT<0.1% of the fund
- J P Morgan Exchange Traded FJPST<0.1% of the fund
- US BancorpUSB<0.1% of the fund
- Delta Air LinesDAL<0.1% of the fund
- Citizens Financial GroupCFG<0.1% of the fund
- Synchrony FinancialSYF<0.1% of the fund
- Vertiv HoldingsVRT<0.1% of the fund
- Sherwin-WilliamsSHW<0.1% of the fund
- Valero EnergyVLO<0.1% of the fund
- Moody'sMCO<0.1% of the fund
- Cadence Design SystemsCDNS<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV5.3% of the fund+10%
- Vanguard Index FDSVTI1.8% of the fund+4%
- AlphabetGOOGL1.2% of the fund+10%
- Automatic Data ProcessingADP1.0% of the fund+3%
- Ishares TRSUB1.0% of the fund+99%
- Intuitive SurgicalISRG1.0% of the fund+4%
- GE VernovaGEV0.9% of the fund+22%
- Costco WholesaleCOST0.8% of the fund+3%
- BroadcomAVGO0.7% of the fund+13%
- Ishares TRIEFA0.7% of the fund+3%
- Ishares TRIWR0.6% of the fund+23%
- Micron TechnologyMU0.5% of the fund+18%
- Vanguard Scottsdale FDSVGSH0.5% of the fund+4%
- Ishares TRIEF0.5% of the fund+2%
- Berkshire HathawayBRK-B0.5% of the fund+4%
- Meta PlatformsMETA0.4% of the fund+8%
- Advanced Micro DevicesAMD0.4% of the fund+27%
- TeslaTSLA0.4% of the fund+10%
- Invesco Actively Managed EXCGSY0.4% of the fund+6%
- Ishares TRIWM0.3% of the fund+22%
- Spdr Index SHS FDSGNR0.3% of the fund+16%
- Vanguard Index FDSVOO0.3% of the fund+9%
- Ishares TREEM0.3% of the fund+3%
- Ishares Bitcoin Trust ETFIBIT0.3% of the fund+125%
- Lam ResearchLRCX0.2% of the fund+12%
Cut
Sold some of their stake.
- AlphabetGOOG3.4% of the fund-6%
- Bondbloxx ETF TrustXHLF1.3% of the fund-10%
- DeereDE1.3% of the fund-3%
- AbbVieABBV1.1% of the fund-43%
- Cisco SystemsCSCO0.9% of the fund-3%
- Palantir TechnologiesPLTR0.9% of the fund-9%
- Air Products & ChemicalsAPD0.6% of the fund-18%
- Ishares TRSHV0.5% of the fund-38%
- DanaherDHR0.4% of the fund-5%
- Lowe's CompaniesLOW0.3% of the fund-2%
- OracleORCL0.3% of the fund-5%
- IntelINTC0.3% of the fund-82%
- Fidelity Wise Origin BitcoinFBTC0.2% of the fund-22%
- KLAKLAC0.2% of the fund-5%
- American Water Works CompanyAWK0.2% of the fund-3%
- Ishares TRIJH0.2% of the fund-3%
- Circle Internet GroupCRCL0.1% of the fund-3%
- CoherentCOHR0.1% of the fund-10%
- TJX CompaniesTJX<0.1% of the fund-5%
- International Business MachinesIBM<0.1% of the fund-8%
- Verizon CommunicationsVZ<0.1% of the fund-9%
- AutodeskADSK<0.1% of the fund-42%
- ConocoPhillipsCOP<0.1% of the fund-3%
- Waste ManagementWM<0.1% of the fund-9%
- Williams CompaniesWMB<0.1% of the fund-3%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- CintasCTAS-100%
- CME GroupCME-100%
- McCormickMKC-100%
- Boston ScientificBSX-100%
- AdobeADBE-100%
- Xcel EnergyXEL-100%
- Johnson Controls InternationalJCI-100%
- TapestryTPR-100%
- Pimco ETF TRSTPZ-100%
Holdings
- Ishares TRIVV
- Share
- 5.3%
- Value
- $43m
- Shares
- 57,462
+10%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 5.1%
- Value
- $42m
- Shares
- 55,809
Held
- Vanguard Intl Equity Index FVEU
- Share
- 3.8%
- Value
- $31m
- Shares
- 371,365
Held
- Vanguard Index FDSVTI
- Share
- 1.8%
- Value
- $14m
- Shares
- 39,163
+4%
- Ishares TRSHY
- Share
- 1.5%
- Value
- $12m
- Shares
- 149,814
Held
- Bondbloxx ETF TrustXHLF
- Share
- 1.3%
- Value
- $11m
- Shares
- 209,507
-10%
- Ishares TRSUB
- Share
- 1.0%
- Value
- $8m
- Shares
- 75,455
+99%
- Flexshares TRGUNR
- Share
- 0.8%
- Value
- $7m
- Shares
- 137,370
Held
- Ishares TRIEFA
- Share
- 0.7%
- Value
- $5m
- Shares
- 54,839
+3%
- Spdr Series TrustSPTM
- Share
- 0.6%
- Value
- $5m
- Shares
- 56,318
Held
- Ishares TRIWR
- Share
- 0.6%
- Value
- $5m
- Shares
- 45,318
+23%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.6%
- Value
- $5m
- Shares
- 62,108
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.5%
- Value
- $4m
- Shares
- 72,897
+4%
- Ishares TRIEF
- Share
- 0.5%
- Value
- $4m
- Shares
- 44,702
+2%
- Vanguard BD Index FDSVUSB
- Share
- 0.5%
- Value
- $4m
- Shares
- 77,866
Held
- Ishares TRSHV
- Share
- 0.5%
- Value
- $4m
- Shares
- 34,898
-38%
- Spdr Series TrustSPYM
- Share
- 0.4%
- Value
- $4m
- Shares
- 40,918
Held
- Invesco Actively Managed EXCGSY
- Share
- 0.4%
- Value
- $3m
- Shares
- 65,104
+6%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $3m
- Shares
- 8,738
+22%
- Spdr Index SHS FDSGNR
- Share
- 0.3%
- Value
- $3m
- Shares
- 37,249
+16%
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $2m
- Shares
- 3,482
+9%
- Ishares TREEM
- Share
- 0.3%
- Value
- $2m
- Shares
- 34,077
+3%
- IsharesIEMG
- Share
- 0.3%
- Value
- $2m
- Shares
- 26,538
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.3%
- Value
- $2m
- Shares
- 63,811
+125%
- Fidelity Wise Origin BitcoinFBTC
- Share
- 0.2%
- Value
- $2m
- Shares
- 39,742
-22%
- Spdr Series TrustRWR
- Share
- 0.2%
- Value
- $2m
- Shares
- 16,833
+10%
- Ishares TRMUB
- Share
- 0.2%
- Value
- $2m
- Shares
- 16,832
+144%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 23,096
-3%
- Honeywell AerospaceHONA
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,017
New
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,859
New
- IsharesEMXC
- Share
- 0.2%
- Value
- $2m
- Shares
- 17,121
+9007%
- Vanguard Malvern FDSVTIP
- Share
- 0.2%
- Value
- $2m
- Shares
- 33,068
+21%
- Ishares TREFA
- Share
- 0.2%
- Value
- $2m
- Shares
- 15,790
Held
- Flexshares TRQDEF
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,489
+25%
- Ishares TRUSHY
- Share
- 0.2%
- Value
- $1m
- Shares
- 33,701
+3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 6.9% | $56m | 278,401 | Held |
| Ishares TRIVV | 5.3% | $43m | 57,462 | +10% |
| State STR Spdr S&P 500 ETF TSPY | 5.1% | $42m | 55,809 | Held |
| MicrosoftMSFT | 3.9% | $32m | 85,106 | Held |
| Vanguard Intl Equity Index FVEU | 3.8% | $31m | 371,365 | Held |
| Eli LillyLLY | 3.6% | $29m | 24,259 | Held |
| AlphabetGOOG | 3.4% | $28m | 78,891 | -6% |
| AppleAAPL | 3.3% | $27m | 93,332 | Held |
| Amazon.comAMZN | 2.2% | $18m | 74,099 | Held |
| RTXRTX | 2.0% | $16m | 84,674 | Held |
| JPMorgan ChaseJPM | 1.9% | $16m | 47,709 | Held |
| Vanguard Index FDSVTI | 1.8% | $14m | 39,163 | +4% |
| Applied MaterialsAMAT | 1.6% | $13m | 18,326 | Held |
| Ishares TRSHY | 1.5% | $12m | 149,814 | Held |
| Bondbloxx ETF TrustXHLF | 1.3% | $11m | 209,507 | -10% |
| DeereDE | 1.3% | $10m | 16,089 | -3% |
| AlphabetGOOGL | 1.2% | $10m | 26,702 | +10% |
| AbbVieABBV | 1.1% | $9m | 36,055 | -43% |
| Coca-ColaKO | 1.1% | $9m | 110,237 | Held |
| Procter & GamblePG | 1.1% | $9m | 59,872 | Held |
| Arista NetworksANET | 1.0% | $8m | 49,523 | Held |
| Automatic Data ProcessingADP | 1.0% | $8m | 36,768 | +3% |
| Palo Alto NetworksPANW | 1.0% | $8m | 24,159 | Held |
| Ishares TRSUB | 1.0% | $8m | 75,455 | +99% |
| Intuitive SurgicalISRG | 1.0% | $8m | 19,820 | +4% |
| Johnson & JohnsonJNJ | 1.0% | $8m | 30,573 | Held |
| Cisco SystemsCSCO | 0.9% | $7m | 62,978 | -3% |
| Abbott LaboratoriesABT | 0.9% | $7m | 80,795 | Held |
| Palantir TechnologiesPLTR | 0.9% | $7m | 61,439 | -9% |
| GE VernovaGEV | 0.9% | $7m | 5,945 | +22% |
| Costco WholesaleCOST | 0.8% | $7m | 7,335 | +3% |
| Flexshares TRGUNR | 0.8% | $7m | 137,370 | Held |
| Home DepotHD | 0.8% | $6m | 18,390 | Held |
| ExxonMobil HoldingsXOM | 0.7% | $6m | 42,490 | Held |
| Emerson ElectricEMR | 0.7% | $5m | 38,307 | Held |
| BroadcomAVGO | 0.7% | $5m | 14,210 | +13% |
| Ishares TRIEFA | 0.7% | $5m | 54,839 | +3% |
| BlackRockBLK | 0.6% | $5m | 5,457 | Held |
| ChevronCVX | 0.6% | $5m | 31,469 | Held |
| McDonald'sMCD | 0.6% | $5m | 19,028 | Held |
| Spdr Series TrustSPTM | 0.6% | $5m | 56,318 | Held |
| Ishares TRIWR | 0.6% | $5m | 45,318 | +23% |
| Vanguard Scottsdale FDSVCSH | 0.6% | $5m | 62,108 | Held |
| NextEra EnergyNEE | 0.6% | $5m | 54,027 | Held |
| Air Products & ChemicalsAPD | 0.6% | $5m | 15,626 | -18% |
| PepsiCoPEP | 0.6% | $5m | 33,402 | Held |
| Micron TechnologyMU | 0.5% | $4m | 3,677 | +18% |
| Vanguard Scottsdale FDSVGSH | 0.5% | $4m | 72,897 | +4% |
| Ishares TRIEF | 0.5% | $4m | 44,702 | +2% |
| Vanguard BD Index FDSVUSB | 0.5% | $4m | 77,866 | Held |
| Ishares TRSHV | 0.5% | $4m | 34,898 | -38% |
| Berkshire HathawayBRK-B | 0.5% | $4m | 7,555 | +4% |
| SynopsysSNPS | 0.5% | $4m | 8,340 | Held |
| Spdr Series TrustSPYM | 0.4% | $4m | 40,918 | Held |
| Meta PlatformsMETA | 0.4% | $3m | 6,136 | +8% |
| Advanced Micro DevicesAMD | 0.4% | $3m | 5,949 | +27% |
| Robinhood MarketsHOOD | 0.4% | $3m | 34,000 | Held |
| TeslaTSLA | 0.4% | $3m | 7,812 | +10% |
| Invesco Actively Managed EXCGSY | 0.4% | $3m | 65,104 | +6% |
| DanaherDHR | 0.4% | $3m | 17,077 | -5% |
| CaterpillarCAT | 0.4% | $3m | 2,877 | Held |
| Lumentum HoldingsLITE | 0.4% | $3m | 3,328 | New |
| Lowe's CompaniesLOW | 0.3% | $3m | 12,819 | -2% |
| OracleORCL | 0.3% | $3m | 17,951 | -5% |
| Ishares TRIWM | 0.3% | $3m | 8,738 | +22% |
| Spdr Index SHS FDSGNR | 0.3% | $3m | 37,249 | +16% |
| StrykerSYK | 0.3% | $2m | 7,668 | Held |
| WalmartWMT | 0.3% | $2m | 21,159 | Held |
| Vanguard Index FDSVOO | 0.3% | $2m | 3,482 | +9% |
| Ishares TREEM | 0.3% | $2m | 34,077 | +3% |
| IsharesIEMG | 0.3% | $2m | 26,538 | Held |
| IntelINTC | 0.3% | $2m | 15,249 | -82% |
| Ishares Bitcoin Trust ETFIBIT | 0.3% | $2m | 63,811 | +125% |
| Lam ResearchLRCX | 0.2% | $2m | 4,686 | +12% |
| Fidelity Wise Origin BitcoinFBTC | 0.2% | $2m | 39,742 | -22% |
| VisaV | 0.2% | $2m | 5,887 | +14% |
| XylemXYL | 0.2% | $2m | 17,060 | Held |
| KLAKLAC | 0.2% | $2m | 6,666 | -5% |
| Spdr Series TrustRWR | 0.2% | $2m | 16,833 | +10% |
| EatonETN | 0.2% | $2m | 4,339 | Held |
| American ExpressAXP | 0.2% | $2m | 5,460 | +2% |
| American Water Works CompanyAWK | 0.2% | $2m | 13,953 | -3% |
| Honeywell InternationalHON | 0.2% | $2m | 8,146 | New |
| Ishares TRMUB | 0.2% | $2m | 16,832 | +144% |
| Ishares TRIJH | 0.2% | $2m | 23,096 | -3% |
| Honeywell AerospaceHONA | 0.2% | $2m | 8,017 | New |
| Vanguard Tax-Managed FDSVEA | 0.2% | $2m | 24,859 | New |
| IsharesEMXC | 0.2% | $2m | 17,121 | +9007% |
| Union PacificUNP | 0.2% | $2m | 6,200 | Held |
| Vanguard Malvern FDSVTIP | 0.2% | $2m | 33,068 | +21% |
| MerckMRK | 0.2% | $2m | 12,738 | Held |
| Ishares TREFA | 0.2% | $2m | 15,790 | Held |
| Philip Morris InternationalPM | 0.2% | $2m | 8,935 | +3% |
| Texas InstrumentsTXN | 0.2% | $2m | 5,396 | Held |
| CumminsCMI | 0.2% | $2m | 2,199 | Held |
| Altria GroupMO | 0.2% | $1m | 20,268 | +6% |
| Flexshares TRQDEF | 0.2% | $1m | 14,489 | +25% |
| Ishares TRUSHY | 0.2% | $1m | 33,701 | +3% |
| MastercardMA | 0.2% | $1m | 2,422 | +11% |
| Ameriprise FinancialAMP | 0.2% | $1m | 2,705 | +3% |
Showing the largest 100 of 328.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 16.0% since 31 December 2025.
Where the money is
Technology24.9%
Health care9.3%
Industrials8.8%
Financial services6.1%
Media & telecom5.4%
Retail & consumer5.0%
Everyday goods4.6%
Energy1.7%
Utilities1.2%
Materials1.1%
Real estate0.2%
Other31.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.