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Portfolio (Quarterly) Guide ↗

CAMBIENT FAMILY OFFICE, LLC

· CIK 0002105684
13F Portfolio $716M AUM 261 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 164 Added 27 Reduced 21 Exited
Page 12 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 751.0 $228K 0.03% NEW $304.07 +14.7%
222 AZO AUTOZONE INC Consumer Cyclical 67.0 $226K 0.03% NEW $3377.73 -9.3%
223 ECG EVERUS CONSTR GROUP Industrials 1,903.0 $225K 0.03% NEW $118.06 +33.6%
224 ADBE ADOBE INC Technology 909.0 $221K 0.03% +105.0 +13.1% $243.08 -19.7%
225 CSX CSX CORP Industrials 5,354.0 $220K 0.03% NEW $41.05 +11.2%
226 Q QNITY ELECTRONICS INC Technology 1,901.0 $219K 0.03% -617.0 -24.5% $115.37 +46.5%
227 GSBD GOLDMAN SACHS BDC INC Financial Services 23,664.0 $218K 0.03% $9.20 +1.2%
228 IGF ISHARES TR 3,239.0 $217K 0.03% +897.0 +38.3% $67.00 -1.0%
229 APP APPLOVIN CORP Technology 544.0 $217K 0.03% +66.0 +13.8% $397.99 +18.0%
230 EWX SPDR INDEX SHS FDS 3,265.0 $216K 0.03% $66.12 +15.2%
231 XEL XCEL ENERGY INC Utilities 2,670.0 $214K 0.03% NEW $80.02 -3.3%
232 EBAY EBAY INC. Consumer Cyclical 2,339.0 $213K 0.03% NEW $91.02 +18.9%
233 JCI JOHNSON CONTROLS INTERNATION Industrials 1,571.0 $206K 0.03% NEW $131.33 +10.3%
234 SPXC SPX TECHNOLOGIES INC Industrials 1,030.0 $206K 0.03% $199.94 +21.5%
235 MAS MASCO CORP Industrials 3,366.0 $203K 0.03% NEW $60.37 +23.2%
236 TPR TAPESTRY INC Consumer Cyclical 1,438.0 $203K 0.03% NEW $141.11 +1.7%
237 STPZ PIMCO ETF TR 3,721.0 $201K 0.03% $54.11 -1.5%
238 IJR ISHARES TR 1,375.0 $171K 0.02% $124.32 +15.2%
239 F FORD MTR CO Consumer Cyclical 14,415.0 $166K 0.02% +2K +16.2% $11.54 +21.8%
240 QDF FLEXSHARES TR 2,087.0 $165K 0.02% $79.09 +13.0%
Page 12 of 14  ·  261 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 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%