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Portfolio (Quarterly) Guide ↗

CAMBIAR INVESTORS LLC

· CIK 0000823621
13F Portfolio $2.2B AUM 145 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 30 Added 85 Reduced 17 Exited
Page 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WELL WELLTOWER INC Real Estate 1,661.0 $328K 0.01% $197.71 +8.0%
142 WMB WILLIAMS COS INC Energy 4,319.0 $314K 0.01% -3K -38.8% $72.78 -1.8%
143 VEA VANGUARD TAX-MANAGED FDS 3,843.0 $246K 0.01% -8K -68.5% $64.08 +12.3%
144 NVS NOVARTIS AG Healthcare 1,426.0 $218K 0.01% -688.0 -32.5% $152.75 -1.2%
145 CTVA CORTEVA INC Basic Materials 2,578.0 $216K 0.01% -2K -37.5% $83.71 -7.6%
Page 8 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.0%
Healthcare 19.9%
Technology 15.6%
Industrials 14.7%
Consumer Defensive 10.1%
Energy 5.5%
Consumer Cyclical 4.7%
Communication Services 4.6%
Utilities 2.8%
Real Estate 1.9%