Portfolio (Quarterly)
Guide ↗
CAMBIENT FAMILY OFFICE, LLC
· CIK 0002105684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JMST | J P MORGAN EXCHANGE TRADED F | — | 19,659 | $1.0M | 0.14% | SOLD |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 19,818 | $1.0M | 0.14% | SOLD |
| 3 | MCO | MOODYS CORP | Financial Services | 792 | $405K | 0.06% | SOLD |
| 4 | XLF | SELECT SECTOR SPDR TR | — | 6,803 | $373K | 0.05% | SOLD |
| 5 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 950 | $279K | 0.04% | SOLD |
| 6 | USB | US BANCORP DEL | Financial Services | 5,088 | $274K | 0.04% | SOLD |
| 7 | VGT | VANGUARD WORLD FD | — | 338 | $255K | 0.04% | SOLD |
| 8 | FTV | FORTIVE CORP | Technology | 4,470 | $247K | 0.04% | SOLD |
| 9 | XLP | SELECT SECTOR SPDR TR | — | 3,138 | $244K | 0.04% | SOLD |
| 10 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 2,647 | $231K | 0.03% | SOLD |
| 11 | DD | DUPONT DE NEMOURS INC | Basic Materials | 5,394 | $217K | 0.03% | SOLD |
| 12 | BDX | BECTON DICKINSON & CO | Healthcare | 1,117 | $217K | 0.03% | SOLD |
| 13 | — | J P MORGAN EXCHANGE TRADED F | — | 3,966 | $201K | 0.03% | SOLD |
| 14 | TYL | TYLER TECHNOLOGIES INC | Technology | 442 | $201K | 0.03% | SOLD |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 3,245 | $151K | 0.02% | SOLD |
| 16 | XLY | SELECT SECTOR SPDR TR | — | 1,223 | $146K | 0.02% | SOLD |
| 17 | XLV | SELECT SECTOR SPDR TR | — | 552 | $85K | 0.01% | SOLD |
| 18 | XLC | SELECT SECTOR SPDR TR | — | 614 | $72K | 0.01% | SOLD |
| 19 | XLI | SELECT SECTOR SPDR TR | — | 427 | $66K | 0.01% | SOLD |
| 20 | XLE | SELECT SECTOR SPDR TR | — | 810 | $36K | 0.01% | SOLD |
Sector Allocation
Technology
30.5%
Financial Services
14.9%
Healthcare
14.1%
Industrials
11.7%
Consumer Cyclical
7.1%
Communication Services
7.0%
Consumer Defensive
6.9%
Energy
3.1%
Utilities
2.6%
Basic Materials
1.9%