Cambiar Investors LLC Top Holdings and 13F Report (2026) About Cambiar Investors LLCInvestment ActivityCambiar Investors LLC has $2.30 billion in total holdings as of June 30, 2026.Cambiar Investors LLC owns shares of 150 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 14.51% of the portfolio was purchased this quarter.About 19.35% of the portfolio was sold this quarter.This quarter, Cambiar Investors LLC has purchased 145 new stocks and bought additional shares in 38 stocks.Cambiar Investors LLC sold shares of 95 stocks and completely divested from 6 stocks this quarter.Largest Holdings Delta Air Lines $66,373,283Alphabet $63,523,232Union Pacific $62,222,176Bristol Myers Squibb $58,629,330LABCORP HOLDINGS INC $57,636,600 Largest New Holdings this Quarter 681919106 - Omnicom Group $38,036,560 Holding17275R102 - Cisco Systems $37,964,364 Holding314352105 - FEDEX FGHT HLDG CO INC $34,365,788 Holding45866F104 - Intercontinental Exchange $32,221,457 Holding438516205 - HONEYWELL INTL INC $29,665,183 Holding Largest Purchases this Quarter Omnicom Group 522,265 shares (about $38.04M)Cisco Systems 323,211 shares (about $37.96M)FEDEX FGHT HLDG CO INC 227,588 shares (about $34.37M)Intercontinental Exchange 261,729 shares (about $32.22M)HONEYWELL INTL INC 132,493 shares (about $29.67M) Largest Sales this Quarter Applied Materials 92,551 shares (about $66.91M)Texas Instruments 130,797 shares (about $38.99M)Estee Lauder Companies 423,979 shares (about $33.47M)SLB 580,830 shares (about $27.00M)onsemi 279,755 shares (about $26.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCambiar Investors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDALDelta Air Lines$66,373,283$17,364,564 â–¼-20.7%708,6622.9%IndustrialsGOOGLAlphabet$63,523,232$2,734,595 â–¼-4.1%177,7522.8%Communication ServicesUNPUnion Pacific$62,222,176$3,827,856 â–¼-5.8%228,7582.7%IndustrialsBMYBristol Myers Squibb$58,629,330$4,221,875 â–²7.8%1,017,5172.5%HealthcareLABCORP HOLDINGS INC$57,636,600$67,480 â–²0.1%205,8452.5%COM SHSUBERUber Technologies$57,322,461$170,803 â–¼-0.3%794,3802.5%IndustrialsPNCThe PNC Financial Services Group$56,602,038$1,487,661 â–¼-2.6%229,8842.5%FinanceAMRIZE LTD$56,537,709$241,875 â–²0.4%1,060,7452.5%SHSELVElevance Health$56,058,060$15,831,179 â–¼-22.0%144,9542.4%HealthcareAMZNAmazon.com$53,526,159$2,221,329 â–¼-4.0%224,5792.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$52,020,593$165,302 â–¼-0.3%158,9242.3%FinanceMAMastercard$50,927,035$9,130,267 â–²21.8%99,1572.2%FinanceCMECME Group$50,409,085$12,531,661 â–²33.1%228,2712.2%FinanceAXPAmerican Express$49,930,097$619,674 â–¼-1.2%147,6132.2%FinanceMDTMedtronic$47,891,937$2,887,156 â–²6.4%612,1942.1%HealthcareMASMasco$46,749,750$2,641,596 â–²6.0%574,5332.0%IndustrialsSYYSysco$46,201,436$893,387 â–¼-1.9%552,7812.0%Consumer StaplesDEODiageo$44,036,505$4,381,112 â–²11.0%547,8541.9%Consumer StaplesCNCCentene$43,472,742$18,585,252 â–¼-29.9%677,2511.9%HealthcarePEPPepsiCo$43,189,215$6,397,650 â–²17.4%318,9751.9%Consumer StaplesTXNTexas Instruments$42,833,851$38,986,662 â–¼-47.6%143,7041.9%TechnologyAMATApplied Materials$40,131,561$66,914,373 â–¼-62.5%55,5071.7%TechnologySRESempra Energy$39,892,649$476,159 â–¼-1.2%430,2951.7%UtilitiesAPTIV PLC$39,504,475$13,728,312 â–²53.3%643,6051.7%COM SHSUSBU.S. Bancorp$38,909,318$1,333,270 â–¼-3.3%644,1941.7%FinanceOMCOmnicom Group$38,036,560$38,036,560 â–²New Holding522,2651.7%Communication ServicesCSCOCisco Systems$37,964,364$37,964,364 â–²New Holding323,2111.6%TechnologyREGNRegeneron Pharmaceuticals$35,899,068$380,359 â–¼-1.0%57,5731.6%HealthcareCBChubb$35,833,241$551,658 â–¼-1.5%105,1631.6%FinanceSTZConstellation Brands$35,671,717$1,677,843 â–¼-4.5%256,4651.5%Consumer StaplesFEDEX FGHT HLDG CO INC$34,365,788$34,365,788 â–²New Holding227,5881.5%COMMON STOCKONonsemi$33,932,675$26,448,038 â–¼-43.8%358,9241.5%TechnologyFDXFedEx$32,538,904$4,023,407 â–¼-11.0%103,9151.4%IndustrialsVERSANT MEDIA GROUP INC$32,501,474$15,975,729 â–²96.7%902,5681.4%COM CL AICEIntercontinental Exchange$32,221,457$32,221,457 â–²New Holding261,7291.4%FinanceCVXChevron$30,742,347$458,492 â–²1.5%185,4631.3%EnergyHONEYWELL INTL INC$29,665,183$29,665,183 â–²New Holding132,4931.3%COMASMLASML$29,604,857$3,077,664 â–¼-9.4%14,8811.3%TechnologyHONEYWELL AEROSPACE INC$29,291,774$29,291,774 â–²New Holding132,4941.3%COMWYWeyerhaeuser$26,319,468$1,335,110 â–²5.3%1,099,3931.1%Real EstateSLBSLB$25,535,330$27,002,787 â–¼-51.4%549,2651.1%EnergyTJXTJX Companies$25,372,463$554,036 â–¼-2.1%167,4751.1%Consumer DiscretionaryAZNCFAstraZeneca$24,631,448$701,594 â–¼-2.8%129,8991.1%HealthcareSMURFIT WESTROCK PLC$21,425,504$2,538,332 â–²13.4%463,1540.9%SHSSUNBELT RENTALS HOLDINGS INC$19,652,363$416,467 â–¼-2.1%262,6970.9%SHSINGING Group$18,921,669$869,163 â–¼-4.4%602,9850.8%FinanceGRABGrab$17,065,018$2,757,883 â–²19.3%4,526,5300.7%IndustrialsTSMTaiwan Semiconductor Manufacturing$16,349,131$15,834,788 â–²3,078.6%34,2340.7%TechnologyCNICanadian National Railway$15,695,680$15,220,509 â–²3,203.2%131,6310.7%IndustrialsRYAAYRyanair$14,652,019$413,299 â–¼-2.7%226,2860.6%IndustrialsEFAiShares MSCI EAFE ETF$14,602,723$10,020,992 â–¼-40.7%140,5730.6%ETFNVONovo Nordisk A/S$14,091,148$1,886,918 â–¼-11.8%293,9330.6%HealthcareIWDiShares Russell 1000 Value ETF$14,020,454$19,986,656 â–¼-58.8%57,8330.6%ETFBCSBarclays$13,990,353$4,843,234 â–¼-25.7%520,8620.6%FinanceCAMXCambiar Aggressive Value ETF$13,589,2420.0%397,6730.6%ETFALCAlcon$12,430,409$3,180,339 â–¼-20.4%185,2520.5%HealthcareSONYSony$12,160,051$378,432 â–¼-3.0%606,1840.5%Consumer DiscretionaryLUVSouthwest Airlines$11,873,855$7,458,780 â–²168.9%230,9190.5%IndustrialsALGNAlign Technology$10,799,637$433,288 â–¼-3.9%64,0320.5%HealthcareSAPSAP$9,642,200$642,022 â–²7.1%62,5670.4%TechnologyZGZillow Group$6,717,070$4,166,595 â–²163.4%214,1240.3%Communication ServicesLSCCLattice Semiconductor$6,465,007$3,371,391 â–¼-34.3%42,2660.3%TechnologyCOLDAmericold Realty Trust$5,920,734$41,312 â–¼-0.7%376,6370.3%Real EstateTSEMTower Semiconductor$5,814,357$2,592,847 â–¼-30.8%22,3080.3%TechnologyBOKFBOK Financial$5,507,286$113,465 â–¼-2.0%39,6550.2%FinancePBProsperity Bancshares$5,419,410$269,043 â–²5.2%74,2080.2%FinanceRGAReinsurance Group of America$5,225,661$58,691 â–²1.1%24,5740.2%FinanceGNTXGentex$5,047,809$229,527 â–¼-4.3%199,7550.2%Consumer DiscretionaryGMEDGlobus Medical$4,964,672$373,322 â–²8.1%62,8360.2%HealthcareLAZARD INC$4,662,847$406,189 â–¼-8.0%111,1790.2%COMSRADSportradar Group$4,603,679$544,818 â–²13.4%307,5270.2%Consumer DiscretionaryWEXWEX$4,233,970$271,175 â–¼-6.0%30,0090.2%FinanceWSCWillScot$4,228,567$432,380 â–¼-9.3%146,5200.2%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$4,115,279$33,829 â–²0.8%50,1190.2%ETFACV AUCTIONS INC$3,906,169$121,425 â–¼-3.0%543,2780.2%COM CL AETEnergy Transfer$3,849,296$1,192,323 â–¼-23.6%201,3230.2%EnergyLFUSLittelfuse$3,805,648$1,512,151 â–¼-28.4%8,3580.2%TechnologyDGXQuest Diagnostics$3,622,226$335,941 â–¼-8.5%17,0900.2%HealthcareNNNNNN REIT$3,536,233$226,275 â–¼-6.0%75,9990.2%Real EstatePKGPackaging Corporation of America$3,510,103$424,615 â–¼-10.8%14,7310.2%MaterialsPHRPhreesia$3,495,482$175,156 â–²5.3%339,6970.2%HealthcareSOUTHSTATE BK CORP$3,488,708$441,658 â–²14.5%34,9220.2%COMPNWPinnacle West Capital$3,480,496$350,532 â–¼-9.1%32,5280.2%UtilitiesWSOWatsco$3,466,777$345,052 â–¼-9.1%8,3190.2%IndustrialsSOLVENTUM CORP$3,443,050$182,768 â–²5.6%44,6280.1%COM SHSBWABorgWarner$3,418,471$1,425,940 â–¼-29.4%51,4830.1%Consumer DiscretionaryDINOHF Sinclair$3,369,458$949,260 â–¼-22.0%48,3770.1%EnergyATOAtmos Energy$3,348,929$154,182 â–¼-4.4%19,4400.1%UtilitiesFNFFidelity National Financial$3,301,011$297,768 â–²9.9%69,9960.1%FinanceWTRGEssential Utilities$3,205,283$21,415 â–¼-0.7%83,6670.1%UtilitiesCOOPER COS INC$3,138,675$167,873 â–¼-5.1%43,7690.1%COMIJHiShares Core S&P Mid-Cap ETF$3,065,971$1,733,433 â–¼-36.1%39,7610.1%ETFNXPINXP Semiconductors$3,025,288$5,820,131 â–¼-65.8%10,7650.1%TechnologySAIASaia$2,915,691$222,373 â–¼-7.1%6,9230.1%IndustrialsLWLamb Weston$2,835,156$428,648 â–²17.8%65,6590.1%Consumer StaplesLECOLincoln Electric$2,668,641$105,938 â–¼-3.8%10,0510.1%IndustrialsCLXClorox$2,613,529$353,605 â–¼-11.9%27,3840.1%Consumer StaplesDLBDolby Laboratories$2,455,591$275,887 â–¼-10.1%46,7020.1%TechnologyEEFTEuronet Worldwide$2,449,816$353,727 â–¼-12.6%33,4720.1%FinanceICHRIchor$2,314,764$2,238,301 â–¼-49.2%20,6160.1%TechnologyShowing largest 100 holdings. 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