Institutions / Cambiar Investors LLC
Cambiar Investors LLC
CIK 823621 · Institution · as of Dec 31, 2025
Portfolio value
$2.24B
Positions
146
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 146 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $59.77M | 2.7% |
| Elevance Health Inc | $58.88M | 2.6% |
| Amrize Ltd | $58.86M | 2.6% |
| Union Pacific Corp | $58.15M | 2.6% |
| CME Group Inc | $56.34M | 2.5% |
| Uber Technologies, Inc | $56.27M | 2.5% |
| Medtronic plc | $55.25M | 2.5% |
| Texas Instruments Inc | $54.82M | 2.4% |
| Amazon.com Inc | $54.73M | 2.4% |
| Delta Air Lines, Inc. | $54.37M | 2.4% |
| Bristol Myers Squibb Co | $53.03M | 2.4% |
| JPMorgan Chase & Co | $52.56M | 2.3% |
| Airbnb, Inc. | $52.43M | 2.3% |
| The PNC Financial Services Group, Inc. | $52.02M | 2.3% |
| Honeywell International Inc | $51.63M | 2.3% |
| Chevron Corp | $51.52M | 2.3% |
| Slb LIMITED/NV | $51.05M | 2.3% |
| Labcorp Holdings Inc. | $49.00M | 2.2% |
| Estee Lauder Cos Inc/The | $46.96M | 2.1% |
| Chubb Ltd | $46.76M | 2.1% |
| Regeneron Pharmaceuticals, Inc. | $46.44M | 2.1% |
| Applied Materials Inc /De | $45.81M | 2.0% |
| Pepsico Inc | $39.69M | 1.8% |
| Centene Corp | $39.39M | 1.8% |
| Masco Corp /De | $38.89M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.