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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WBS WEBSTER FINL CORP Financial Services 65,278.0 $4.1M 0.18% NEW $62.94 +13.8%
82 TTC TORO CO Industrials 51,830.0 $4.1M 0.18% NEW $78.72 +13.6%
83 SHY ISHARES TR 49,242.0 $4.1M 0.18% NEW $82.82 -0.9%
84 FNF FIDELITY NATIONAL FINANCIAL Financial Services 74,570.0 $4.1M 0.18% NEW $54.59 -12.5%
85 DOX AMDOCS LTD Technology 50,239.0 $4.0M 0.18% NEW $80.51 -23.1%
86 PNW PINNACLE WEST CAP CORP Utilities 45,419.0 $4.0M 0.18% NEW $88.70 +12.5%
87 NNN NNN REIT INC Real Estate 101,361.0 $4.0M 0.18% NEW $39.63 +10.4%
88 WTRG ESSENTIAL UTILS INC Utilities 104,260.0 $4.0M 0.18% NEW $38.36 -2.2%
89 DINO HF SINCLAIR CORP Energy 83,650.0 $3.9M 0.17% NEW $46.08 +49.1%
90 DLB DOLBY LABORATORIES INC Technology 55,053.0 $3.5M 0.16% NEW $64.22 -15.5%
91 EEFT EURONET WORLDWIDE INC Technology 45,583.0 $3.5M 0.15% NEW $76.11 -8.2%
92 WSC WILLSCOT HLDGS CORP Industrials 163,165.0 $3.1M 0.14% NEW $18.83 +38.8%
93 IJH ISHARES TR 45,755.0 $3.0M 0.14% NEW $66.00 +9.4%
94 LW LAMB WESTON HLDGS INC Consumer Defensive 69,710.0 $2.9M 0.13% NEW $41.89 +1.1%
95 FAF FIRST AMERN FINL CORP Financial Services 32,104.0 $2.0M 0.09% NEW $61.44 +9.1%
96 HUBG HUB GROUP INC Industrials 44,815.0 $1.9M 0.09% NEW $42.61 -12.5%
97 RNR RENAISSANCERE HLDGS LTD Financial Services 6,541.0 $1.8M 0.08% NEW $281.16 +2.4%
98 TCBI TEXAS CAP BANCSHARES INC Financial Services 20,310.0 $1.8M 0.08% NEW $90.54 +7.3%
99 NTST NETSTREIT CORP Real Estate 102,978.0 $1.8M 0.08% NEW $17.64 +16.5%
100 VTV VANGUARD INDEX FDS 9,150.0 $1.7M 0.08% NEW $190.99 +8.2%
Page 5 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%