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Portfolio (Quarterly) Guide ↗

CAMBIENT FAMILY OFFICE, LLC

· CIK 0002105684
13F Portfolio $701M AUM Filed Feb 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 260 New
Page 2 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DE DEERE & CO Industrials 15,898.0 $7.4M 1.06% NEW $467.19 +26.1%
22 GOOGL ALPHABET INC Communication Services 21,873.0 $6.8M 0.98% NEW $312.99 +17.6%
23 XHLF BONDBLOXX ETF TRUST 128,246.0 $6.5M 0.92% NEW $50.37 -0.2%
24 HD HOME DEPOT INC Consumer Cyclical 17,399.0 $6.0M 0.85% NEW $344.10 -2.9%
25 JNJ JOHNSON & JOHNSON Healthcare 28,256.0 $5.8M 0.83% NEW $206.95 +10.4%
26 SHV ISHARES TR 52,064.0 $5.7M 0.82% NEW $110.15 +0.1%
27 ANET ARISTA NETWORKS INC Technology 43,520.0 $5.7M 0.81% NEW $131.03 +29.5%
28 COST COSTCO WHSL CORP NEW Consumer Defensive 6,556.0 $5.7M 0.81% NEW $862.34 +10.3%
29 MCD MCDONALDS CORP Consumer Cyclical 18,487.0 $5.7M 0.81% NEW $305.63 -8.8%
30 GUNR FLEXSHARES TR 121,444.0 $5.6M 0.80% NEW $45.85 +10.5%
31 VCSH VANGUARD SCOTTSDALE FDS 67,607.0 $5.4M 0.77% NEW $79.73 -1.1%
32 ADSK AUTODESK INC Technology 18,193.0 $5.4M 0.77% NEW $296.01 -34.5%
33 BLK BLACKROCK INC Financial Services 5,009.0 $5.4M 0.77% NEW $1070.34 -1.9%
34 SYK STRYKER CORPORATION Healthcare 14,584.0 $5.1M 0.73% NEW $352.35 -12.6%
35 EMR EMERSON ELEC CO Industrials 38,589.0 $5.1M 0.73% NEW $132.72 +13.5%
36 APD AIR PRODS & CHEMS INC Basic Materials 19,669.0 $4.9M 0.69% NEW $247.02 +13.4%
37 CSCO CISCO SYS INC Technology 62,938.0 $4.8M 0.69% NEW $77.03 +55.2%
38 IEFA ISHARES TR 52,789.0 $4.7M 0.67% NEW $89.46 +8.8%
39 CVX CHEVRON CORP NEW Energy 30,877.0 $4.7M 0.67% NEW $152.41 +13.9%
40 PEP PEPSICO INC Consumer Defensive 31,372.0 $4.5M 0.65% NEW $144.91 -2.0%
Page 2 of 13  ·  260 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
Technology 32.8%
Financial Services 16.0%
Healthcare 15.3%
Industrials 10.9%
Communication Services 7.0%
Consumer Cyclical 6.5%
Consumer Defensive 5.9%
Energy 2.1%
Utilities 1.7%
Basic Materials 1.6%