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CAMBIAR INVESTORS LLC

· CIK 0000823621
13F Portfolio $2.2B AUM 145 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 DAL DELTA AIR LINES INC Industrials 894,062.0 $59.4M 2.75% +111K +14.1% $66.48 +7.6%
2 AMRZ AMRIZE LTD Basic Materials 1,056,207.0 $59.2M 2.74% -32K -3.0% $56.02 -12.5%
3 UNP UNION PAC CORP Industrials 242,831.0 $58.9M 2.73% -9K -3.4% $242.62 +11.0%
4 SLB SLB LIMITED Energy 1,130,095.0 $58.1M 2.69% -200K -15.0% $51.39 +8.5%
5 UBER UBER TECHNOLOGIES INC Technology 796,747.0 $57.3M 2.65% +108K +15.7% $71.93 +3.8%
6 BMY BRISTOL-MYERS SQUIBB CO Healthcare 944,246.0 $57.3M 2.65% -39K -4.0% $60.65 -6.0%
7 HON HONEYWELL INTL INC Industrials 253,300.0 $57.3M 2.65% -11K -4.3% $226.03 -3.7%
8 LH LABCORP HOLDINGS INC Healthcare 205,604.0 $54.9M 2.54% +10K +5.3% $266.81 -4.8%
9 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 185,890.0 $54.4M 2.52% +18K +10.7% $292.75 +35.5%
10 GOOGL ALPHABET INC Communication Services 185,404.0 $53.3M 2.47% -6K -2.9% $287.56 +39.5%
11 TXN TEXAS INSTRS INC Technology 274,501.0 $53.3M 2.47% -41K -13.1% $194.14 +57.8%
12 CME CME GROUP INC Financial Services 171,523.0 $50.7M 2.35% -35K -16.9% $295.35 +1.2%
13 MDY APPLIED MATLS INC Financial Services 148,058.0 $50.6M 2.34% -30K -16.9% $341.79 +92.9%
14 MDT MEDTRONIC PLC Healthcare 575,288.0 $49.8M 2.31% $86.65 -11.2%
15 PNC PNC FINL SVCS GROUP INC Financial Services 235,926.0 $49.1M 2.27% -13K -5.3% $208.09 +2.6%
16 AMZN AMAZON COM INC Consumer Cyclical 233,899.0 $48.7M 2.26% -3K -1.4% $208.27 +26.8%
17 JPM JPMORGAN CHASE & CO Financial Services 159,429.0 $46.9M 2.17% -4K -2.3% $294.16 +2.0%
18 AXP AMERICAN EXPRESS CO Financial Services 149,445.0 $45.2M 2.09% +57K +61.7% $302.48 +3.6%
19 REGN REGENERON PHARMACEUTICALS Healthcare 58,183.0 $45.0M 2.08% -2K -3.3% $772.64 -7.7%
20 SREA SEMPRA Utilities 435,431.0 $42.3M 1.96% -3K -0.6% $97.17 -77.8%
21 PEP PEPSICO INC Consumer Defensive 271,725.0 $42.2M 1.95% -5K -1.7% $155.29 -4.3%
22 FDX FEDEX CORP Industrials 116,764.0 $41.6M 1.93% -17K -12.6% $356.18 +6.7%
23 MA MASTERCARD INCORPORATED Financial Services 81,380.0 $40.7M 1.88% +22K +36.4% $499.66 -1.9%
24 STZ CONSTELLATION BRANDS INC Consumer Defensive 268,528.0 $40.3M 1.87% +22K +8.8% $150.00 -6.3%
25 SYY SYSCO CORP Consumer Defensive 563,470.0 $40.2M 1.86% +69K +13.9% $71.33 +2.4%
26 ON ON SEMICONDUCTOR CORP Technology 638,679.0 $39.5M 1.83% NEW $61.92 +91.2%
27 CVX CHEVRON CORPORATION Energy 182,697.0 $37.8M 1.75% -155K -46.0% $206.90 -9.8%
28 DEO DIAGEO PLC Consumer Defensive 493,349.0 $36.7M 1.70% +63K +14.7% $74.45 +9.7%
29 CHUBB LTD SWITZ 106,782.0 $34.8M 1.61% -43K -28.7% $325.93
30 USB US BANCORP Financial Services 666,268.0 $34.7M 1.60% -26K -3.8% $52.01 +2.7%
31 MAS MASCO CORP Industrials 542,069.0 $32.7M 1.52% -71K -11.6% $60.37 +13.1%
32 COMCAST CORP NEW 1,131,447.0 $32.5M 1.50% +134K +13.4% $28.71
33 CNC CENTENE CORP DEL Healthcare 966,786.0 $31.7M 1.47% +10K +1.0% $32.74 +79.3%
34 EL LAUDER ESTEE COS INC Consumer Defensive 434,686.0 $31.2M 1.45% -14K -3.1% $71.77 +12.6%
35 IWD ISHARES TR 140,276.0 $30.0M 1.39% -37K -20.8% $213.67 +8.7%
36 APTV APTIV PLC Consumer Cyclical 419,944.0 $29.2M 1.35% NEW $69.44 -21.7%
37 TJX TJX COS INC NEW Consumer Cyclical 171,132.0 $27.3M 1.27% -9K -5.2% $159.70 -7.7%
38 AZN ASTRAZENECA PLC Healthcare 133,599.0 $26.3M 1.22% NEW $197.22 -7.9%
39 WY WEYERHAEUSER CO Real Estate 1,043,624.0 $25.5M 1.18% +43K +4.3% $24.43 -4.4%
40 EFA ISHARES TR 237,040.0 $23.0M 1.07% +31K +15.0% $97.13 +4.7%
41 ASML HLDG NV 16,428.0 $21.7M 1.00% -2K -11.7% $1320.83
42 ALC ALCON AG Healthcare 232,649.0 $17.5M 0.81% +41K +21.3% $75.35 -15.5%
43 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 268,264.0 $17.5M 0.81% NEW $65.09 +22.1%
44 VSNT VERSANT MEDIA GROUP INC Industrials 458,921.0 $17.0M 0.79% NEW $37.02 +20.0%
45 ING ING GROEP N.V. Financial Services 630,683.0 $16.4M 0.76% -138K -18.0% $26.05 +15.4%
46 SW SMURFIT WESTROCK PLC Consumer Cyclical 408,283.0 $16.3M 0.75% +6K +1.5% $39.85 +0.4%
47 BCS BARCLAYS PLC Financial Services 701,176.0 $14.8M 0.69% -114K -14.0% $21.16 +6.5%
48 GRAB GRAB HOLDINGS LIMITED Technology 3,794,996.0 $13.9M 0.64% +47K +1.2% $3.66 -2.5%
49 RYAAY RYANAIR HOLDINGS PLC 232,669.0 $13.4M 0.62% -6K -2.5% $57.80
50 SONY SONY GROUP CORP Technology 625,049.0 $12.9M 0.60% +35K +6.0% $20.70 +6.9%
51 CAMX ADVISORS INNER CIRCLE FD 397,673.0 $12.3M 0.57% +5K +1.2% $31.01 +9.5%
52 NVO NOVO-NORDISK A S Healthcare 333,293.0 $12.2M 0.57% NEW $36.75 +24.6%
53 ALGN ALIGN TECHNOLOGY INC Healthcare 66,601.0 $11.4M 0.53% -8K -10.2% $171.43 -8.3%
54 SAP SAP SE Technology 58,401.0 $10.0M 0.46% +7K +12.8% $171.21 -4.1%
55 ICON PLC 87,045.0 $9.6M 0.45% +12K +16.3% $110.66
56 NXP SEMICONDUCTORS N V 31,475.0 $6.2M 0.29% +3K +9.0% $196.86
57 LSCC LATTICE SEMICONDUCTOR CORP Technology 64,307.0 $6.0M 0.28% -13K -17.0% $92.76 +34.6%
58 TSEM TOWER SEMICONDUCTOR LTD Technology 32,256.0 $5.7M 0.26% -18K -35.3% $175.48 +60.0%
59 BOKF BOK FINL CORP Financial Services 40,472.0 $5.2M 0.24% -10K -19.6% $128.06 -1.3%
60 LAZ LAZARD INC Financial Services 120,864.0 $5.1M 0.24% -2K -1.7% $42.48 +8.2%
61 ENERGY TRANSFER L P 263,683.0 $5.1M 0.24% $19.30
62 GMED GLOBUS MED INC Healthcare 58,111.0 $5.0M 0.23% -23K -28.7% $86.16 -10.4%
63 RGA REINSURANCE GROUP AMER INC Financial Services 24,298.0 $5.0M 0.23% -7K -22.2% $204.16 +3.4%
64 WEX WEX INC Technology 31,931.0 $4.9M 0.23% -4K -10.4% $153.04 -12.4%
65 PB PROSPERITY BANCSHARES INC Financial Services 70,524.0 $4.7M 0.22% -15K -17.4% $67.18 -0.3%
66 GNTX GENTEX CORP Consumer Cyclical 208,838.0 $4.6M 0.21% -37K -15.1% $21.85 +7.1%
67 SRAD SPORTRADAR GROUP AG Technology 271,133.0 $4.5M 0.21% +40K +17.5% $16.74 -24.1%
68 COLD AMERICOLD REALTY TRUST INC Real Estate 379,265.0 $4.3M 0.20% -73K -16.1% $11.46 +27.3%
69 IJH ISHARES TR 62,241.0 $4.2M 0.20% +16K +36.0% $67.53 +6.9%
70 SHY ISHARES TR 49,707.0 $4.1M 0.19% +465.0 +0.9% $82.57 -0.6%
71 LFUS LITTELFUSE INC Technology 11,679.0 $4.0M 0.18% -6K -35.7% $339.35 +35.6%
72 BWA BORGWARNER INC Consumer Cyclical 72,958.0 $4.0M 0.18% -50K -40.5% $54.26 +16.5%
73 DINO HF SINCLAIR CORP Energy 62,006.0 $3.9M 0.18% -22K -25.9% $62.39 +10.1%
74 ATO ATMOS ENERGY CORP Utilities 20,335.0 $3.8M 0.17% -6K -22.2% $184.72 -4.5%
75 WBS WEBSTER FINL CORP Financial Services 52,826.0 $3.7M 0.17% -12K -19.1% $69.42 +3.2%
76 DGX QUEST DIAGNOSTICS INC Healthcare 18,675.0 $3.7M 0.17% -5K -21.3% $195.98 -4.1%
77 PNW PINNACLE WEST CAP CORP Utilities 35,804.0 $3.6M 0.17% -10K -21.2% $100.75 -1.0%
78 PKG PACKAGING CORP AMER Consumer Cyclical 16,513.0 $3.5M 0.16% -5K -24.1% $212.22 +3.7%
79 NNN NNN REIT INC Real Estate 80,862.0 $3.4M 0.16% -20K -20.2% $42.03 +4.1%
80 ESSENTIAL UTILS INC 84,226.0 $3.4M 0.16% -20K -19.2% $40.27
81 ZG ZILLOW GROUP INC Communication Services 81,303.0 $3.4M 0.16% NEW $41.39 -8.5%
82 WSO.B WATSCO INC Industrials 9,147.0 $3.3M 0.15% NEW $363.79 +23.7%
83 CBOE CBOE GLOBAL MKTS INC Financial Services 11,835.0 $3.3M 0.15% -6K -34.5% $281.07 +29.2%
84 COO COOPER COS INC Healthcare 46,110.0 $3.3M 0.15% -9K -17.0% $71.50 -15.6%
85 LUV SOUTHWEST AIRLS CO Industrials 85,863.0 $3.2M 0.15% NEW $37.57 +4.7%
86 CLX CLOROX CO DEL Consumer Defensive 31,089.0 $3.2M 0.15% NEW $103.63 -12.7%
87 DLB DOLBY LABORATORIES INC Technology 51,949.0 $3.1M 0.14% -3K -5.6% $60.06 -9.6%
88 FNF FIDELITY NATL FINL INC Financial Services 63,682.0 $3.0M 0.14% -11K -14.6% $46.38 +3.0%
89 SSB SOUTHSTATE BK CORP Financial Services 30,501.0 $2.8M 0.13% NEW $92.52 -0.7%
90 WSC WILLSCOT HLDGS CORP Industrials 161,502.0 $2.8M 0.13% -2K -1.0% $17.36 +50.5%
91 SOLV SOLVENTUM CORP Healthcare 42,259.0 $2.8M 0.13% -14K -24.9% $65.30 +14.0%
92 PHR PHREESIA INC Healthcare 322,675.0 $2.7M 0.12% -36K -10.0% $8.38 +4.7%
93 SAIA SAIA INC Industrials 7,451.0 $2.6M 0.12% NEW $351.28 +30.7%
94 LECO LINCOLN ELEC HLDGS INC Industrials 10,450.0 $2.6M 0.12% -8K -42.0% $249.08 +6.9%
95 EEFT EURONET WORLDWIDE INC Technology 38,305.0 $2.5M 0.12% -7K -16.0% $66.37 +5.3%
96 ACVA ACV AUCTIONS INC Consumer Cyclical 560,166.0 $2.4M 0.11% -18K -3.1% $4.24 +39.6%
97 LW LAMB WESTON HLDGS INC Consumer Defensive 55,732.0 $2.4M 0.11% -14K -20.1% $42.26 +0.2%
98 ICHR ICHOR HOLDINGS Technology 40,551.0 $1.9M 0.09% -46K -53.1% $46.61 +59.9%
99 DIOD DIODES INC Technology 27,523.0 $1.9M 0.09% -826.0 -2.9% $68.26 +51.8%
100 IDA IDACORP INC Utilities 12,379.0 $1.8M 0.08% $142.97 -0.5%
101 NOV NOV INC Energy 90,358.0 $1.7M 0.08% $18.81 +9.6%
102 NTST NETSTREIT CORP Real Estate 87,857.0 $1.7M 0.08% -15K -14.7% $18.83 +9.1%
103 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 52,281.0 $1.6M 0.08% -2K -3.7% $31.49 +3.7%
104 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 28,917.0 $1.6M 0.08% -4K -12.2% $56.77 -9.0%
105 TXNM TXNM ENERGY INC Utilities 28,008.0 $1.6M 0.08% $58.46 +1.5%
106 TCBI TEXAS CAP BANCSHARES INC Financial Services 17,221.0 $1.6M 0.08% -3K -15.2% $94.88 +2.4%
107 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 16,871.0 $1.6M 0.07% $95.60 +22.3%
108 RMBS* RAMBUS INC DEL 18,494.0 $1.6M 0.07% $86.03
109 FAF FIRST AMERN FINL CORP Financial Services 26,104.0 $1.6M 0.07% -6K -18.7% $60.29 +11.1%
110 RENAISSANCERE HLDGS LTD 5,274.0 $1.6M 0.07% -1K -19.4% $297.23
111 MTUS METALLUS INC Basic Materials 92,806.0 $1.5M 0.07% NEW $16.34 +11.8%
112 ADUS ADDUS HOMECARE CORP Healthcare 16,072.0 $1.5M 0.07% +2K +13.3% $93.65 -2.9%
113 HALO HALOZYME THERAPEUTICS INC Healthcare 23,261.0 $1.5M 0.07% NEW $64.63 +7.1%
114 HCSG HEALTHCARE SVCS GROUP INC Healthcare 80,850.0 $1.5M 0.07% +8K +10.8% $18.55 +16.5%
115 TRNO TERRENO RLTY CORP Real Estate 23,445.0 $1.4M 0.07% NEW $61.42 +7.0%
116 INGR INGREDION INC Consumer Defensive 12,751.0 $1.4M 0.07% $112.66 -9.2%
117 ALG ALAMO GROUP INC Industrials 8,670.0 $1.4M 0.07% $164.97 -10.7%
118 EAGLE MATLS INC 7,469.0 $1.4M 0.07% +1K +16.8% $189.45
119 USPH U S PHYSICAL THERAPY Healthcare 18,621.0 $1.4M 0.07% -3K -13.9% $74.96 -13.2%
120 HSTM HEALTHSTREAM INC Healthcare 67,229.0 $1.4M 0.06% $20.71 +10.0%
121 UBSI UNITED BANKSHARES INC WEST V Financial Services 33,478.0 $1.4M 0.06% -12K -25.7% $41.42 +2.1%
122 BANR BANNER CORP Financial Services 21,852.0 $1.3M 0.06% NEW $60.68 +3.1%
123 HUBG HUB GROUP INC Industrials 34,815.0 $1.3M 0.06% -10K -22.3% $36.04 +3.5%
124 AGZ ISHARES TR 9,686.0 $1.1M 0.05% +2K +22.3% $109.71 -0.9%
125 RTX RTX CORPORATION Industrials 5,367.0 $1.0M 0.05% -148K -96.5% $192.90 -8.9%
126 USFR WISDOMTREE TR 19,269.0 $970K 0.04% -7K -26.9% $50.34 +0.2%
127 QLTA ISHARES TR 18,083.0 $861K 0.04% +2K +10.7% $47.59 -1.1%
128 TEL TE CONNECTIVITY PLC Technology 3,603.0 $753K 0.04% -136K -97.4% $209.02 -1.1%
129 GS GOLDMAN SACHS GROUP INC Financial Services 779.0 $659K 0.03% -247.0 -24.1% $845.99 +14.5%
130 E ENI SPA Energy 10,480.0 $593K 0.03% -7K -39.6% $56.61 -2.3%
131 HLN HALEON PLC Healthcare 51,017.0 $511K 0.02% -15K -23.1% $10.01 -11.0%
132 IEI ISHARES TR 4,139.0 $491K 0.02% $118.60 -1.4%
133 MRVL MARVELL TECHNOLOGY INC Technology 4,847.0 $480K 0.02% -252.0 -4.9% $99.05 +84.3%
134 AEG AEGON LTD Financial Services 63,600.0 $462K 0.02% $7.26 +15.6%
135 IEF ISHARES TR 4,740.0 $452K 0.02% +427.0 +9.9% $95.44 -2.0%
136 CNI CANADIAN NATL RY CO Industrials 3,985.0 $410K 0.02% $102.77 +9.4%
137 VTV VANGUARD INDEX FDS 2,056.0 $403K 0.02% -7K -77.5% $196.20 +5.3%
138 MGA MAGNA INTL INC Consumer Cyclical 6,545.0 $365K 0.02% -2K -22.8% $55.81 +13.5%
139 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,077.0 $364K 0.02% -501.0 -31.8% $337.95 +23.6%
140 IEUR ISHARES TR 4,711.0 $331K 0.01% -1K -20.0% $70.27 +4.2%
141 WELL WELLTOWER INC Real Estate 1,661.0 $328K 0.01% $197.71 +10.1%
142 WMB WILLIAMS COS INC Energy 4,319.0 $314K 0.01% -3K -38.8% $72.78 +6.7%
143 VEA VANGUARD TAX-MANAGED FDS 3,843.0 $246K 0.01% -8K -68.5% $64.08 +7.8%
144 NVS NOVARTIS AG Healthcare 1,426.0 $218K 0.01% -688.0 -32.5% $152.75 -2.0%
145 CTVA CORTEVA INC Basic Materials 2,578.0 $216K 0.01% -2K -37.5% $83.71 -0.5%

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 20.9%
Healthcare 19.8%
Industrials 14.7%
Technology 11.4%
Consumer Defensive 10.1%
Consumer Cyclical 7.1%
Energy 5.3%
Basic Materials 3.1%
Communication Services 2.9%
Utilities 2.7%