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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 5 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 4,312.0 $1.5M 0.21% +483.0 +12.6% $357.67 +17.9%
82 EFA ISHARES TR 15,790.0 $1.5M 0.21% +3K +19.9% $97.13 +7.5%
83 MRK MERCK & CO INC Healthcare 12,555.0 $1.5M 0.21% +1K +9.9% $121.14 -6.0%
84 UNP UNION PAC CORP Industrials 6,177.0 $1.5M 0.21% +474.0 +8.3% $242.62 +5.9%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 8,636.0 $1.4M 0.20% +640.0 +8.0% $166.83 +6.9%
86 VTIP VANGUARD MALVERN FDS 27,220.0 $1.4M 0.19% +22K +430.8% $49.95 +0.5%
87 GILD GILEAD SCIENCES INC Healthcare 9,573.0 $1.3M 0.19% +431.0 +4.7% $139.37 -11.2%
88 MO ALTRIA GROUP INC Consumer Defensive 19,049.0 $1.3M 0.18% +403.0 +2.2% $67.05 +3.1%
89 ADSK AUTODESK INC Technology 5,306.0 $1.3M 0.18% -13K -70.8% $239.40 -19.0%
90 USHY ISHARES TR 32,728.0 $1.2M 0.17% +23K +222.6% $36.84 +0.5%
91 CMI CUMMINS INC Industrials 2,182.0 $1.2M 0.16% +91.0 +4.3% $538.02 +33.2%
92 AMP AMERIPRISE FINL INC Financial Services 2,614.0 $1.2M 0.16% +63.0 +2.5% $444.40 +5.2%
93 SPDW SPDR INDEX SHS FDS 24,125.0 $1.1M 0.15% $45.65 +13.5%
94 MA MASTERCARD INCORPORATED Financial Services 2,185.0 $1.1M 0.15% +293.0 +15.5% $499.65 -2.0%
95 NFLX NETFLIX INC. Communication Services 11,320.0 $1.1M 0.15% +2K +25.4% $96.15 -19.5%
96 IBIT ISHARES BITCOIN TRUST ETF Financial Services 28,297.0 $1.1M 0.15% +20K +240.8% $38.42 -7.3%
97 CI THE CIGNA GROUP Healthcare 3,942.0 $1.1M 0.15% -88.0 -2.2% $266.74 +4.7%
98 MU MICRON TECHNOLOGY INC Technology 3,105.0 $1.0M 0.15% +804.0 +34.9% $337.98 +235.5%
99 TXN TEXAS INSTRS INC Technology 5,391.0 $1.0M 0.15% +799.0 +17.4% $194.14 +66.3%
100 KLAC KLA CORP Technology 699.0 $1.0M 0.14% +93.0 +15.3% $1472.38 -82.4%
Page 5 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%