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Portfolio (Quarterly) Guide ↗

CAMBIAR INVESTORS LLC

· CIK 0000823621
13F Portfolio $2.2B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 146 New
Page 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ING ING GROEP N.V. Financial Services 769,078.0 $21.5M 0.96% NEW $28.00 +7.3%
42 BCS BARCLAYS PLC Financial Services 814,900.0 $20.7M 0.93% NEW $25.45 -11.5%
43 ASML ASML HOLDING N V Technology 18,602.0 $19.9M 0.89% NEW $1069.86 +40.4%
44 EFA ISHARES TR 206,175.0 $19.8M 0.89% NEW $96.03 +5.9%
45 GRAB GRAB HOLDINGS LIMITED Technology 3,748,271.0 $18.7M 0.84% NEW $4.99 -28.5%
46 RYANAIR HOLDINGS PLC 238,670.0 $17.2M 0.77% NEW $72.19
47 SMURFIT WESTROCK PLC 402,410.0 $15.6M 0.69% NEW $38.67
48 ALC ALCON AG Healthcare 191,835.0 $15.1M 0.68% NEW $78.81 -19.2%
49 SONY SONY GROUP CORP Technology 589,953.0 $15.1M 0.68% NEW $25.60 -13.6%
50 ICLR ICON PLC Healthcare 74,822.0 $13.6M 0.61% NEW $182.22 -35.7%
51 SAP SAP SE Technology 51,797.0 $12.6M 0.56% NEW $242.91 -32.4%
52 CAMX ADVISORS INNER CIRCLE FD 392,992.0 $12.4M 0.55% NEW $31.51 +7.7%
53 ALGN ALIGN TECHNOLOGY INC Healthcare 74,210.0 $11.6M 0.52% NEW $156.15 +0.7%
54 GLOBUS MED INC 81,544.0 $7.1M 0.32% NEW $87.31
55 RGA REINSURANCE GRP OF AMERICA I Financial Services 31,225.0 $6.4M 0.28% NEW $203.46 +3.8%
56 NXPI NXP SEMICONDUCTORS N V Technology 28,869.0 $6.3M 0.28% NEW $217.06 +35.5%
57 PHR PHREESIA INC Healthcare 358,474.0 $6.1M 0.27% NEW $16.92 -48.2%
58 LAZ LAZARD INC Financial Services 122,970.0 $6.0M 0.27% NEW $48.56 -5.4%
59 BOKF BOK FINL CORP Financial Services 50,350.0 $6.0M 0.27% NEW $118.46 +6.7%
60 PB PROSPERITY BANCSHARES INC Financial Services 85,361.0 $5.9M 0.26% NEW $69.11 -3.0%
Page 3 of 8  ·  146 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
Financial Services 19.9%
Healthcare 18.2%
Technology 15.2%
Industrials 14.4%
Consumer Defensive 9.8%
Consumer Cyclical 7.8%
Energy 5.6%
Communication Services 4.4%
Utilities 2.6%
Real Estate 1.8%