CAMBIAR INVESTORS LLC

CIK 0000823621 • 6 13F filings • May 13, 2025 – Jul 31, 2026

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Filer information

Filed by: CAMBIAR INVESTORS LLC, Executive Director
Address: 200 Columbine Street, Suite 800, Denver, CO, 80206
Phone: 303-302-9000
AUM: $2.24B

AUM over time

$2.30B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $2.24B146 positionsView on SEC.gov

			% of Portfolio
ACV AUCTIONS INC	COM CL A	$4.6M	0.2%Prev: 0.2%	577,884 SH	Decreased+68,360 SH
ADDUS HOMECARE CORP	COM	$1.5M	0.1%Prev: 0.1%	14,179 SH	Decreased
ADVISORS INNER CIRCLE FD	CAMBIAR AGGRES	$12.4M	0.6%Prev: 0.1%	392,992 SH	Increased+337,992 SH
AEGON LTD	AMER REG 1 CERT	$490K	0.0%	63,600 SH	New
AIRBNB INC	COM CL A	$52.4M	2.3%Prev: 2.1%	386,311 SH	Increased+3,949 SH
ALAMO GROUP INC	COM	$1.5M	0.1%Prev: 0.1%	8,642 SH	Decreased
ALCON AG	ORD SHS	$15.1M	0.7%	191,835 SH	New
ALIGN TECHNOLOGY INC	COM	$11.6M	0.5%Prev: 0.4%	74,210 SH	Increased-1,701 SH
ALPHABET INC	CAP STK CL A	$59.8M	2.7%Prev: 2.5%	190,945 SH	Increased-33,802 SH
AMAZON COM INC	COM	$54.7M	2.4%Prev: 2.5%	237,115 SH	Increased-8,669 SH
AMDOCS LTD	SHS	$4.0M	0.2%Prev: 0.2%	50,239 SH	Decreased-8,849 SH
AMERICAN EXPRESS CO	COM	$34.2M	1.5%Prev: 1.5%	92,399 SH	Increased-4,211 SH
AMERICOLD REALTY TRUST INC	COM	$5.8M	0.3%Prev: 0.2%	452,272 SH	Increased+145,940 SH
AMRIZE LTD	SHS	$58.9M	2.6%Prev: 2.1%	1,088,435 SH	Increased+149,153 SH
APPLIED MATLS INC	COM	$45.8M	2.0%Prev: 1.8%	178,237 SH	Increased-19,645 SH
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$180K	0.0%Prev: 0.0%	11,150 SH	Decreased-5,550 SH
ASML HOLDING N V	N Y REGISTRY SHS	$19.9M	0.9%Prev: 0.9%	18,602 SH	Decreased-2,195 SH
ASTRAZENECA PLC	SPONSORED ADR	$25.4M	1.1%Prev: 0.9%	276,150 SH	Increased+5,326 SH
ATMOS ENERGY CORP	COM	$4.4M	0.2%Prev: 0.2%	26,155 SH	Decreased-5,621 SH
ATMUS FILTRATION TECHNOLOGIE	COM	$1.7M	0.1%Prev: 0.1%	32,917 SH	Decreased-7,835 SH
BARCLAYS PLC	ADR	$20.7M	0.9%Prev: 0.8%	814,900 SH	Increased-72,731 SH
BOK FINL CORP	COM NEW	$6.0M	0.3%Prev: 0.3%	50,350 SH	Decreased-13,308 SH
BORGWARNER INC	COM	$5.5M	0.2%Prev: 0.4%	122,711 SH	Decreased-67,831 SH
BRISTOL-MYERS SQUIBB CO	COM	$53.0M	2.4%Prev: 2.0%	983,176 SH	Increased+25,841 SH
CABOT CORP	COM	$1.1M	0.1%Prev: 0.1%	16,959 SH	Decreased
CANADIAN NATL RY CO	COM	$394K	0.0%	3,985 SH	New
CBOE GLOBAL MKTS INC	COM	$4.5M	0.2%Prev: 0.2%	18,071 SH	Decreased-2,988 SH
CENTENE CORP DEL	COM	$39.4M	1.8%Prev: 2.4%	957,159 SH	Decreased-514,835 SH
CF INDS HLDGS INC	COM	$4.2M	0.2%	53,871 SH	New
CHEVRON CORP NEW	COM	$51.5M	2.3%Prev: 2.5%	338,026 SH	Decreased-12,002 SH
CHUBB LIMITED	COM	$46.8M	2.1%Prev: 2.0%	149,809 SH	Increased-4,900 SH
CME GROUP INC	COM	$56.3M	2.5%Prev: 1.8%	206,311 SH	Increased+57,411 SH
COMCAST CORP NEW	CL A	$29.8M	1.3%Prev: 2.1%	997,370 SH	Decreased-470,720 SH
CONSTELLATION BRANDS INC	CL A	$34.0M	1.5%Prev: 1.4%	246,772 SH	Increased+19,554 SH
COOPER COS INC	COM	$4.6M	0.2%	55,577 SH	New
CORTEVA INC	COM	$276K	0.0%Prev: 0.0%	4,124 SH	Decreased-1,174 SH
DELTA AIR LINES INC DEL	COM NEW	$54.4M	2.4%Prev: 2.5%	783,500 SH	Increased-174,223 SH
DIAGEO PLC	SPON ADR NEW	$37.1M	1.7%Prev: 2.0%	430,013 SH	Decreased-37,275 SH
DIODES INC	COM	$1.4M	0.1%Prev: 0.1%	28,349 SH	Decreased-174 SH
DOLBY LABORATORIES INC	COM CL A	$3.5M	0.2%Prev: 0.2%	55,053 SH	Decreased-13,340 SH
EAGLE MATLS INC	COM	$1.3M	0.1%	6,393 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$58.9M	2.6%Prev: 2.5%	167,958 SH	Increased+178 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$4.3M	0.2%Prev: 0.2%	262,523 SH	Decreased+580 SH
ENI S P A	SPONSORED ADR	$658K	0.0%Prev: 0.0%	17,340 SH	Decreased-7,775 SH
ESSENTIAL UTILS INC	COM	$4.0M	0.2%Prev: 0.2%	104,260 SH	Decreased-22,188 SH
EURONET WORLDWIDE INC	COM	$3.5M	0.2%Prev: 0.2%	45,583 SH	Decreased-6,100 SH
FEDEX CORP	COM	$38.6M	1.7%	133,547 SH	New
FIDELITY NATIONAL FINANCIAL	COM SHS	$4.1M	0.2%Prev: 0.2%	74,570 SH	Decreased-14,642 SH
FIRST AMERN FINL CORP	COM	$2.0M	0.1%Prev: 0.1%	32,104 SH	Decreased
GENTEX CORP	COM	$5.7M	0.3%Prev: 0.4%	245,971 SH	Decreased-32,866 SH
GLOBUS MED INC	CL A	$7.1M	0.3%Prev: 0.3%	81,544 SH	Increased-34,936 SH
GOLDMAN SACHS GROUP INC	COM	$902K	0.0%Prev: 0.0%	1,026 SH	Decreased-220 SH
GRAB HOLDINGS LIMITED	CLASS A ORD	$18.7M	0.8%Prev: 1.1%	3,748,271 SH	Decreased-138,872 SH
HALEON PLC	SPON ADS	$671K	0.0%Prev: 0.0%	66,329 SH	Increased+326 SH
HEALTHCARE SVCS GROUP INC	COM	$1.4M	0.1%Prev: 0.1%	72,953 SH	Increased
HEALTHSTREAM INC	COM	$1.6M	0.1%Prev: 0.1%	67,229 SH	Decreased
HF SINCLAIR CORP	COM	$3.9M	0.2%Prev: 0.3%	83,650 SH	Decreased-25,770 SH
HONEYWELL INTL INC	COM	$51.6M	2.3%	264,644 SH	New
HUB GROUP INC	CL A	$1.9M	0.1%Prev: 0.1%	44,815 SH	Increased
HUNT J B TRANS SVCS INC	COM	$4.2M	0.2%Prev: 0.2%	21,784 SH	Decreased-12,185 SH
ICHOR HOLDINGS	SHS	$1.6M	0.1%	86,532 SH	New
ICON PLC	SHS	$13.6M	0.6%Prev: 0.6%	74,822 SH	Decreased-4,208 SH
IDACORP INC	COM	$1.6M	0.1%Prev: 0.1%	12,379 SH	Decreased
ING GROEP N.V.	SPONSORED ADR	$21.5M	1.0%Prev: 1.2%	769,078 SH	Decreased-207,553 SH
INGREDION INC	COM	$1.4M	0.1%	12,751 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$268K	0.0%Prev: 0.0%	1,652 SH	Decreased-531 SH
ISHARES TR	1 3 YR TREAS BD	$4.1M	0.2%Prev: 0.1%	49,242 SH	Increased+24,811 SH
ISHARES TR	3 7 YR TREAS BD	$494K	0.0%Prev: 0.0%	4,139 SH	Decreased
ISHARES TR	7-10 YR TRSY BD	$415K	0.0%Prev: 0.0%	4,313 SH	Decreased
ISHARES TR	A RATE CP BD ETF	$786K	0.0%Prev: 0.0%	16,339 SH	Decreased-69 SH
ISHARES TR	AGENCY BOND ETF	$873K	0.0%Prev: 0.0%	7,917 SH	Decreased-11 SH
ISHARES TR	CORE MSCI EURO	$418K	0.0%Prev: 0.0%	5,886 SH	Increased+1,200 SH
ISHARES TR	CORE S&P MCP ETF	$3.0M	0.1%Prev: 0.2%	45,755 SH	Decreased-18,337 SH
ISHARES TR	MSCI EAFE ETF	$19.8M	0.9%Prev: 0.4%	206,175 SH	Increased+123,126 SH
ISHARES TR	RUS 1000 VAL ETF	$37.3M	1.7%Prev: 1.3%	177,191 SH	Increased+37,606 SH
ISHARES TR	S&P 500 VAL ETF	$275K	0.0%Prev: 0.0%	1,296 SH	Increased+228 SH
JPMORGAN CHASE & CO.	COM	$52.6M	2.3%Prev: 2.5%	163,130 SH	Decreased-9,388 SH
LABCORP HOLDINGS INC	COM SHS	$49.0M	2.2%Prev: 2.6%	195,315 SH	Decreased-2,554 SH
LAMB WESTON HLDGS INC	COM	$2.9M	0.1%Prev: 0.2%	69,710 SH	Decreased-13,820 SH
LATTICE SEMICONDUCTOR CORP	COM	$5.7M	0.3%Prev: 0.3%	77,487 SH	Decreased-14,993 SH
LAUDER ESTEE COS INC	CL A	$47.0M	2.1%Prev: 2.2%	448,441 SH	Decreased-97,906 SH
LAZARD INC	COM	$6.0M	0.3%Prev: 0.3%	122,970 SH	Increased+14,374 SH
LINCOLN ELEC HLDGS INC	COM	$4.3M	0.2%Prev: 0.3%	18,005 SH	Decreased-6,607 SH
LITTELFUSE INC	COM	$4.6M	0.2%Prev: 0.3%	18,173 SH	Decreased-4,141 SH
MAGNA INTL INC	COM	$452K	0.0%Prev: 0.0%	8,475 SH	Increased+4,025 SH
MARCUS & MILLICHAP INC	COM	$1.1M	0.1%Prev: 0.1%	41,458 SH	Decreased-231 SH
MARVELL TECHNOLOGY INC	COM	$433K	0.0%Prev: 0.0%	5,099 SH	Decreased-630 SH
MASCO CORP	COM	$38.9M	1.7%Prev: 0.2%	612,832 SH	Increased+539,339 SH
MASTERCARD INCORPORATED	CL A	$34.1M	1.5%Prev: 1.6%	59,674 SH	Decreased-1,962 SH
MEDTRONIC PLC	SHS	$55.3M	2.5%Prev: 2.6%	575,189 SH	Decreased-14,226 SH
MONARCH CASINO & RESORT INC	COM	$1.6M	0.1%Prev: 0.1%	16,871 SH	Decreased
NETSTREIT CORP	COM	$1.8M	0.1%Prev: 0.1%	102,978 SH	Decreased
NNN REIT INC	COM	$4.0M	0.2%Prev: 0.2%	101,361 SH	Decreased-20,381 SH
NOV INC	COM	$1.4M	0.1%Prev: 0.1%	90,358 SH	Decreased-26,261 SH
NOVARTIS AG	SPONSORED ADR	$291K	0.0%Prev: 0.0%	2,114 SH	Increased
NXP SEMICONDUCTORS N V	COM	$6.3M	0.3%Prev: 0.2%	28,869 SH	Increased+8,833 SH
PACKAGING CORP AMER	COM	$4.5M	0.2%Prev: 0.3%	21,752 SH	Decreased-4,654 SH
PEPSICO INC	COM	$39.7M	1.8%	276,544 SH	New
PHREESIA INC	COM	$6.1M	0.3%Prev: 0.3%	358,474 SH	Increased+117,681 SH
PINNACLE WEST CAP CORP	COM	$4.0M	0.2%Prev: 0.2%	45,419 SH	Decreased-8,333 SH
PNC FINL SVCS GROUP INC	COM	$52.0M	2.3%Prev: 2.3%	249,209 SH	Increased-5,827 SH
PROSPERITY BANCSHARES INC	COM	$5.9M	0.3%Prev: 0.3%	85,361 SH	Decreased-11,449 SH
QUEST DIAGNOSTICS INC	COM	$4.1M	0.2%Prev: 0.2%	23,730 SH	Decreased-3,668 SH
RAMBUS INC DEL	COM	$1.7M	0.1%Prev: 0.1%	18,494 SH	Decreased-5,253 SH
RE MAX HLDGS INC	CL A	$98K	0.0%	12,906 SH	New
REGENERON PHARMACEUTICALS	COM	$46.4M	2.1%Prev: 1.5%	60,163 SH	Increased+1,069 SH
REINSURANCE GRP OF AMERICA I	COM NEW	$6.4M	0.3%Prev: 0.3%	31,225 SH	Decreased-4,824 SH
RENAISSANCERE HLDGS LTD	COM	$1.8M	0.1%Prev: 0.1%	6,541 SH	Decreased-1,333 SH
RTX CORPORATION	COM	$28.1M	1.3%Prev: 1.2%	153,173 SH	Increased-6,256 SH
RYANAIR HOLDINGS PLC	SPONSORED ADR	$17.2M	0.8%Prev: 0.7%	238,670 SH	Increased-17,660 SH
SAP SE	SPON ADR	$12.6M	0.6%Prev: 0.5%	51,797 SH	Increased+13,530 SH
SEMPRA	COM	$38.7M	1.7%Prev: 2.3%	438,255 SH	Decreased-117,285 SH
SLB LIMITED	COM STK	$51.1M	2.3%	1,330,217 SH	New
SMURFIT WESTROCK PLC	SHS	$15.6M	0.7%	402,410 SH	New
SOLVENTUM CORP	COM SHS	$4.5M	0.2%	56,274 SH	New
SONY GROUP CORP	SPONSORED ADR	$15.1M	0.7%Prev: 0.8%	589,953 SH	Decreased-28,851 SH
SPORTRADAR GROUP AG	CLASS A ORD SHS	$5.5M	0.2%Prev: 0.3%	230,738 SH	Decreased-5,346 SH
SYSCO CORP	COM	$36.4M	1.6%Prev: 1.6%	494,509 SH	Increased+71,221 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$480K	0.0%Prev: 0.8%	1,578 SH	Decreased-57,601 SH
TE CONNECTIVITY PLC	ORD SHS	$31.7M	1.4%Prev: 1.6%	139,283 SH	Decreased-25,058 SH
TEXAS CAP BANCSHARES INC	COM	$1.8M	0.1%Prev: 0.1%	20,310 SH	Increased
TEXAS INSTRS INC	COM	$54.8M	2.4%Prev: 2.0%	315,962 SH	Increased+78,985 SH
TJX COS INC NEW	COM	$27.7M	1.2%Prev: 1.2%	180,477 SH	Increased-6,373 SH
TORO CO	COM	$4.1M	0.2%Prev: 0.2%	51,830 SH	Decreased-10,228 SH
TOWER SEMICONDUCTOR LTD	SHS NEW	$5.9M	0.3%Prev: 0.1%	49,864 SH	Increased+18,839 SH
TXNM ENERGY INC	COM	$1.6M	0.1%Prev: 0.1%	28,008 SH	Increased
U S PHYSICAL THERAPY	COM	$1.7M	0.1%Prev: 0.1%	21,621 SH	Decreased
UBER TECHNOLOGIES INC	COM	$56.3M	2.5%Prev: 2.9%	688,700 SH	Decreased+31,412 SH
UNION PAC CORP	COM	$58.1M	2.6%Prev: 2.5%	251,379 SH	Increased+18,409 SH
UNITED BANKSHARES INC WEST V	COM	$1.7M	0.1%Prev: 0.1%	45,034 SH	Decreased-5,051 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$1.7M	0.1%Prev: 0.1%	54,281 SH	Decreased-11,103 SH
UNIVERSAL DISPLAY CORP	COM	$1.6M	0.1%Prev: 0.1%	13,360 SH	Increased+2,705 SH
US BANCORP DEL	COM NEW	$37.0M	1.7%Prev: 1.6%	692,620 SH	Increased-21,244 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$266K	0.0%	1,272 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.1%Prev: 0.0%	9,150 SH	Increased+5,911 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$206K	0.0%	2,794 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$762K	0.0%Prev: 0.0%	12,201 SH	Increased+8,400 SH
VIASAT INC	COM	$256K	0.0%Prev: 0.0%	7,438 SH	Decreased-1,607 SH
WATERS CORP	COM	$4.2M	0.2%Prev: 0.2%	10,951 SH	Decreased-4,954 SH
WEBSTER FINL CORP	COM	$4.1M	0.2%Prev: 0.3%	65,278 SH	Decreased-27,728 SH
WELLTOWER INC	COM	$308K	0.0%Prev: 0.0%	1,661 SH	Decreased-506 SH
WEX INC	COM	$5.3M	0.2%Prev: 0.3%	35,633 SH	Decreased-5,086 SH
WEYERHAEUSER CO MTN BE	COM NEW	$23.7M	1.1%Prev: 1.3%	1,000,541 SH	Decreased-187,839 SH
WILLIAMS COS INC	COM	$424K	0.0%Prev: 0.0%	7,058 SH	Decreased-443 SH
WILLSCOT HLDGS CORP	COM CL A	$3.1M	0.1%Prev: 0.2%	163,165 SH	Decreased-38,014 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.3M	0.1%Prev: 0.1%	26,370 SH	Increased+1,142 SH

Sold (vs prior filing)

ADVANCED ENERGY INDS — $1.8M
CNH INDL N V — $14.0M
EPAM SYS INC — $4.4M
FLUTTER ENTMT PLC — $77.5M
FRONTDOOR INC — $1.9M
MOLINA HEALTHCARE INC — $3.3M
MOTOROLA SOLUTIONS INC — $229K
PPG INDS INC — $43.5M
SCHLUMBERGER LTD — $47.3M
TARGET CORP — $43.9M
WNS HLDGS LTD — $2.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001172661-26-000277	$2.24B	View
Nov 3, 2025	Q3 2025	13F-HR	0001172661-25-004536	$2.20B	View
Jul 31, 2026	Q2 2026