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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 9 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPGI S&P GLOBAL INC Financial Services 933.0 $397K 0.06% +84.0 +9.9% $425.33 -3.4%
162 LMT LOCKHEED MARTIN CORP Industrials 656.0 $396K 0.06% +211.0 +47.4% $604.37 -15.5%
163 SCHM SCHWAB STRATEGIC TR 12,414.0 $384K 0.05% $30.96 +16.6%
164 MPC MARATHON PETE CORP Energy 1,565.0 $382K 0.05% NEW $244.18 -0.5%
165 PGR PROGRESSIVE CORP Financial Services 1,919.0 $380K 0.05% +424.0 +28.4% $198.23 +3.3%
166 NUE NUCOR CORP Basic Materials 2,234.0 $379K 0.05% +193.0 +9.5% $169.66 +43.7%
167 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,208.0 $376K 0.05% $117.06 +1.7%
168 C CITIGROUP INC Financial Services 3,302.0 $374K 0.05% +685.0 +26.2% $113.40 +26.2%
169 NTRS NORTHERN TR CORP Financial Services 2,608.0 $366K 0.05% +118.0 +4.7% $140.33 +22.6%
170 FITB FIFTH THIRD BANCORP Financial Services 7,645.0 $358K 0.05% +1K +17.0% $46.86 +12.6%
171 SJM SMUCKER J M CO Consumer Defensive 3,668.0 $354K 0.05% +38.0 +1.1% $96.44 +15.0%
172 SRE SEMPRA Utilities 3,568.0 $349K 0.05% +598.0 +20.1% $97.77 -7.2%
173 TEL TE CONNECTIVITY PLC Technology 1,656.0 $346K 0.05% +212.0 +14.7% $209.01 +4.1%
174 TRV TRAVELERS COMPANIES INC Financial Services 1,180.0 $344K 0.05% +210.0 +21.6% $291.68 +5.5%
175 YUM YUM BRANDS INC Consumer Cyclical 2,187.0 $340K 0.05% +178.0 +8.9% $155.48 -2.2%
176 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,667.0 $338K 0.05% +1K +43.8% $92.31 -5.9%
177 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,121.0 $334K 0.05% +539.0 +34.1% $157.28 -14.9%
178 DFAT DIMENSIONAL ETF TRUST 5,288.0 $330K 0.05% $62.45 +9.7%
179 DIS DISNEY WALT CO Communication Services 3,416.0 $329K 0.05% -435.0 -11.3% $96.38 +7.8%
180 INTU INTUIT Technology 760.0 $329K 0.05% +31.0 +4.2% $432.37 -38.2%
Page 9 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%