Institutional Investor · CIK 0000823621
CAMBIAR INVESTORS LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
149
Total Value
$2.30B
Total Shares
28.67M
Latest Filing
Jul 31, 2026
CIK
0000823621
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Industrials | Airlines, Airports & Air Services | 2026-06-30 | 2026-07-31 | 708,662 | $66.37M | 0.1078% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 177,752 | $63.52M | 0.0015% | SH | — | View |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-31 | 228,758 | $62.22M | 0.0385% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 1,017,517 | $58.63M | 0.0498% | SH | — | View | |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-31 | 205,845 | $57.64M | 0.2510% | SH | — | View | |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 794,380 | $57.32M | 0.0377% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 229,884 | $56.60M | 0.0576% | SH | — | View | |
Elevance Health Inc.(ANTM) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 144,954 | $56.06M | 0.0610% | SH | — | View |
Elevance Health Inc.(ELV) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 144,954 | $56.06M | 0.0668% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 224,579 | $53.53M | 0.0021% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 158,924 | $52.02M | 0.0059% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 99,157 | $50.93M | 0.0113% | SH | — | View |
CME Group Inc.(CME) | Financial Services | Financial - Data & Stock Exchanges | 2026-06-30 | 2026-07-31 | 228,271 | $50.41M | 0.0635% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 147,613 | $49.93M | 0.0219% | SH | — | View | |
Medtronic Plc(2M6.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-31 | 612,194 | $47.89M | 0.0478% | SH | — | View |
Masco Corporation(MAS) | Basic Materials | Construction Materials | 2026-06-30 | 2026-07-31 | 574,533 | $46.75M | 0.2914% | SH | — | View |
Sysco Corporation(SYY) | Consumer Defensive | Food Distribution | 2026-06-30 | 2026-07-31 | 552,781 | $46.20M | 0.1156% | SH | — | View |
Diageo plc(DEO) | Consumer Defensive | Beverages - Alcoholic | 2026-06-30 | 2026-07-31 | 547,854 | $44.04M | 0.0986% | SH | — | View |
Centene Corp.(CNC) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 677,251 | $43.47M | 0.1371% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 318,975 | $43.19M | 0.0234% | SH | — | View |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 143,704 | $42.83M | 0.0157% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 55,507 | $40.13M | 0.0070% | SH | — | View |
Sempra(SRE) | Utilities | Diversified Utilities | 2026-06-30 | 2026-07-31 | 430,295 | $39.89M | 0.0658% | SH | — | View |
U.s. Bancorp R(UB5.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 644,194 | $38.91M | 0.0414% | SH | — | View |
Omnicom Group Inc.(OMC) | Communication Services | Advertising Agencies | 2026-06-30 | 2026-07-31 | 522,265 | $38.04M | 0.1904% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-31 | 323,211 | $37.96M | 0.0082% | SH | — | View |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-31 | 57,573 | $35.90M | 0.0559% | SH | — | View | |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-31 | 105,163 | $35.83M | 0.0273% | SH | — | View |
| Consumer Defensive | Beverages - Alcoholic | 2026-06-30 | 2026-07-31 | 256,465 | $35.67M | 0.1502% | SH | — | View | |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-31 | 227,588 | $34.37M | 0.1522% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 358,924 | $33.93M | 0.0922% | SH | — | View | |
FedEx Corporation(FDX) | Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-31 | 103,915 | $32.54M | 0.0439% | SH | — | View |
Versant Media Group, Inc.…(VSNTV) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 902,568 | $32.50M | 0.6261% | SH | — | View |
| Financial Services | Financial - Data & Stock Exchanges | 2026-06-30 | 2026-07-31 | 261,729 | $32.22M | 0.0466% | SH | — | View | |
Intercontinental Exchange, Inc.(IC2.DE) | Financial Services | Financial - Data & Stock Exchanges | 2026-06-30 | 2026-07-31 | 261,729 | $32.22M | 0.0466% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 185,463 | $30.74M | 0.0093% | SH | — | View |
| Industrials | Conglomerates | 2026-06-30 | 2026-07-31 | 132,493 | $29.67M | 0.0418% | SH | — | View | |
ASML Holding N.V.(ASME.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 14,881 | $29.60M | 0.0039% | SH | — | View |
Honeywell Aerospace Inc(HONA) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 132,494 | $29.29M | 0.0418% | SH | — | View |
| Real Estate | REIT - Specialty | 2026-06-30 | 2026-07-31 | 1,099,393 | $26.32M | 0.1525% | SH | — | View | |
Slb N.V.(SLB) | Energy | Oil & Gas Equipment & Services | 2026-06-30 | 2026-07-31 | 549,265 | $25.54M | 0.0370% | SH | — | View |
| Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-31 | 167,475 | $25.37M | 0.0152% | SH | — | View | |
AstraZeneca PLC(AZN) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 129,899 | $24.63M | 0.0084% | SH | — | View |
| Consumer Cyclical | Packaging & Containers | 2026-06-30 | 2026-07-31 | 463,154 | $21.43M | 0.0883% | SH | — | View | |
| Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-31 | 262,697 | $19.65M | 0.0641% | SH | — | View | |
ING Groep N.V.(ING) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 602,985 | $18.92M | 0.0211% | SH | — | View |
Grab Holdings Limited(GRAB) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 4,526,530 | $17.07M | 0.1139% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 34,234 | $16.35M | 0.0007% | SH | — | View | |
| Industrials | Railroads | 2026-06-30 | 2026-07-31 | 131,631 | $15.70M | 0.0218% | SH | — | View | |
Ryanair Holdings plc(RYAAY) | Industrials | Airlines, Airports & Air Services | 2026-06-30 | 2026-07-31 | 226,286 | $14.65M | 0.0436% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 140,573 | $14.60M | 0.0193% | SH | — | View | |
Novo Nordisk A/S(NVO) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 293,933 | $14.09M | 0.0066% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 57,833 | $14.02M | 0.0184% | SH | — | View | |
Barclays PLC(BCS) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 520,862 | $13.99M | 0.0154% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 397,673 | $13.59M | 21.2192% | SH | — | View | |
Alcon Inc.(ALC.SW) | Healthcare | Medical - Specialties | 2026-06-30 | 2026-07-31 | 185,252 | $12.43M | 0.0380% | SH | — | View |
Sony Group Corporation(SONY) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 606,184 | $12.16M | 0.0103% | SH | — | View |
Southwest Airlines Co.(SWN.DE) | Industrials | Airlines, Airports & Air Services | 2026-06-30 | 2026-07-31 | 230,919 | $11.87M | 0.0472% | SH | — | View |
Align Technology, Inc.(ALGN) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-31 | 64,032 | $10.80M | 0.0894% | SH | — | View |
SSgA SPDR ETFs Europe…(SPF2.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 62,567 | $9.64M | 0.0906% | SH | — | View |
| Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 214,124 | $6.72M | 0.0891% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 42,266 | $6.47M | 0.0308% | SH | — | View | |
| Real Estate | REIT - Industrial | 2026-06-30 | 2026-07-31 | 376,637 | $5.92M | 0.1320% | SH | — | View | |
Tower Semiconductor Ltd.(TSEM) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 22,308 | $5.81M | 0.0198% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 39,655 | $5.51M | 0.0653% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 74,208 | $5.42M | 0.0617% | SH | — | View | |
| Financial Services | Insurance - Reinsurance | 2026-06-30 | 2026-07-31 | 24,574 | $5.23M | 0.0375% | SH | — | View | |
Gentex Corporation(GNTX) | Consumer Cyclical | Auto - Parts | 2026-06-30 | 2026-07-31 | 199,755 | $5.05M | 0.0938% | SH | — | View |
Globus Medical, Inc.(GMED) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-31 | 62,836 | $4.96M | 0.0466% | SH | — | View |
Lazard Inc(LAZ) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 111,179 | $4.66M | 0.1141% | SH | — | View |
Sportradar Group AG(SRAD) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 307,527 | $4.60M | 0.1039% | SH | — | View |
WEX Inc.(WEX) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 30,009 | $4.23M | 0.0881% | SH | — | View |
| Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-31 | 146,520 | $4.23M | 0.0810% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 50,119 | $4.12M | 0.0164% | SH | — | View | |
ACV Auctions Inc.(ACVA) | Consumer Cyclical | Auto - Dealerships | 2026-06-30 | 2026-07-31 | 543,278 | $3.91M | 0.3112% | SH | — | View |
| Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-31 | 201,323 | $3.85M | 0.0059% | SH | — | View | |
Energy Transfer LP(ETPC) | Energy | Oil & Gas Energy | 2026-06-30 | 2026-07-31 | 201,323 | $3.85M | N/A | SH | — | View |
Littelfuse, Inc.(LFUS) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-31 | 8,358 | $3.81M | 0.0329% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-31 | 17,090 | $3.62M | 0.0155% | SH | — | View | |
NNN REIT, Inc.(NNN) | Real Estate | REIT - Retail | 2026-06-30 | 2026-07-31 | 75,999 | $3.54M | 0.0399% | SH | — | View |
| Consumer Cyclical | Packaging & Containers | 2026-06-30 | 2026-07-31 | 14,731 | $3.51M | 0.0165% | SH | — | View | |
Phreesia, Inc.(PHR) | Healthcare | Medical - Healthcare Information Services | 2026-06-30 | 2026-07-31 | 339,697 | $3.50M | 0.5496% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 34,922 | $3.49M | 0.0360% | SH | — | View | |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 32,528 | $3.48M | 0.0268% | SH | — | View | |
Watsco, Inc.(WSO) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-31 | 8,319 | $3.47M | 0.0202% | SH | — | View |
Solventum Corporation(SOLV) | Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-07-31 | 44,628 | $3.44M | 0.0258% | SH | — | View |
BorgWarner Inc.(BWA) | Consumer Cyclical | Auto - Parts | 2026-06-30 | 2026-07-31 | 51,483 | $3.42M | 0.0251% | SH | — | View |
HF Sinclair Corporation(DINO) | Energy | Oil & Gas Refining & Marketing | 2026-06-30 | 2026-07-31 | 48,377 | $3.37M | 0.0272% | SH | — | View |
| Utilities | Regulated Gas | 2026-06-30 | 2026-07-31 | 19,440 | $3.35M | 0.0116% | SH | — | View | |
| Financial Services | Insurance - Specialty | 2026-06-30 | 2026-07-31 | 69,996 | $3.30M | 0.0260% | SH | — | View | |
| Utilities | Regulated Water | 2026-06-30 | 2026-07-31 | 83,667 | $3.21M | 0.0295% | SH | — | View | |
| Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-07-31 | 43,769 | $3.14M | 0.0224% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 39,761 | $3.07M | 0.0024% | SH | — | View | |
NXP Semiconductors N.V.(NXPI) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 10,765 | $3.03M | 0.0043% | SH | — | View |
Saia, Inc.(SAIA) | Industrials | Trucking | 2026-06-30 | 2026-07-31 | 6,923 | $2.92M | 0.0260% | SH | — | View |
| Consumer Defensive | Packaged Foods | 2026-06-30 | 2026-07-31 | 65,659 | $2.84M | 0.0478% | SH | — | View | |
| Industrials | Manufacturing - Tools & Accessories | 2026-06-30 | 2026-07-31 | 10,051 | $2.67M | 0.0184% | SH | — | View | |
The Clorox Company(CLX) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 27,384 | $2.61M | 0.0226% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-31 | 46,702 | $2.46M | 0.0491% | SH | — | View | |
Euronet Worldwide, Inc.(EEFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 33,472 | $2.45M | 0.0879% | SH | — | View |
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