CI

CAMBIAR INVESTORS LLC

13F
CAMBIAR INVESTORS LLC
Last update 2025-05-13 154 Stocks (9 new)
Value $2.36 Bil Turnover 8 %
Countries:

CAMBIAR INVESTORS LLC Profile

Cambiar Investors is an investment management company based out of Denver, Colorado. The company was founded in 1973 and is currently headed by Brian M. Barish, who holds a variety of roles including being the President, Chief Investment Officer, and Director of Research in the company. The company currently has 45 employees with 11 of them being investment professionals. Cambiar Investors conducts its research in house and focuses on attention on individual companies rather than industries, utilizing a fundamental analysis and a bottom up investment approach. The company conducts business through active management, focusing on understanding where “value is eroding and accumulating within their assigned sectors” in order to be able to capitalize on the short sighted short-term market with its long term approach. Cambiar Investors invests most heavily in the finance sector, which alone makes up approximately a quarter of its total asset allocations, and the firm also invests in the consumer discretionary, information technology, health care, industrials, and utilities and telecommunications sectors, among others to a lesser degree in order of decreasing allocation. Cambiar Investors currently has over $9.2 billion in total assets under management spread across over 12,700 accounts, of which over 8,100 are discretionary accounts, making up the bulk $8.3 billion of its held assets, and 4,600 are non-discretionary accounts, making up the remaining $800 million of its assets. Although its total number of held accounts has been volatile in recent years, its total assets under management has been steadily increasing, growing from $4 billion in 2010 to well over twice that amount today. Cambiar Investors mainly caters to individuals, which alone makes up almost three quarters of its entire client base, and the firm also caters to a variety of other clientele. The company current offers a variety of mutual funds including its Global Select, Large Cap Value, SMID Value, International Equity, and Aggressive Value strategies.
CAMBIAR INVESTORS LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UBER
Uber Technologies Inc
969,545
70,641.1
+2.61%
2.990
+0.08%
0.050
+24.57%
+52.87%
192,826.6
Software
CME
CME Group Inc
260,038
68,985.5
-3.56%
2.920
-0.09%
0.070
+5.09%
+19.55%
99,098.8
Capital Markets
ELV
Elevance Health Inc
152,402
66,288.8
+23.25%
2.810
+0.53%
0.070
-22.86%
-8.08%
75,961.5
Healthcare Plans
BMY
Bristol-Myers Squibb Co
1,011,934
61,717.9
-2.64%
2.620
-0.06%
0.050
-5.92%
-15.00%
94,488.8
Drug Manufacturers
LH
Labcorp Holdings Inc
262,944
61,197.6
-2.05%
2.590
-0.05%
0.310
+9.00%
+7.74%
20,560.9
Medical Diagnostics & Research
MDT
Medtronic PLC
649,070
58,325.4
-0.87%
2.470
-0.02%
0.050
+9.22%
+13.51%
114,314.4
Medical Devices & Instruments
CVX
Chevron Corp
347,333
58,105.3
-8.54%
2.460
-0.19%
0.020
+13.37%
+6.47%
261,029.1
Oil & Gas
TXN
Texas Instruments Inc
306,481
55,074.6
-1.66%
2.330
-0.04%
0.030
+45.67%
+18.31%
198,374.0
Semiconductors
CB
Chubb Ltd
176,863
53,410.9
-1.47%
2.260
-0.03%
0.040
-2.88%
+0.43%
110,478.3
Insurance
GOOGL
Alphabet Inc
333,617
51,590.5
-2.57%
2.190
-0.07%
0.000
+16.58%
-3.63%
2,214,529.6
Interactive Media

CAMBIAR INVESTORS LLC's Historical Top Holdings Breakdowns

CAMBIAR INVESTORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COP
ConocoPhillips
2025-03-31
New Buy
New Buy
+2.00%
â—Ź
88.6 ($99.73) 105.85
$92.55
-7.20%
New holding
448,516
448,516
EFA
iShares MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-1.67%
â—Ź
74.85 ($80.6) 84.89
$88.02
9.21%
Reduce -81.68%
125,541
-559,617
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-1.50%
â—Ź
142.06 ($156.47) 167.7
$155.17
-0.83%
Reduce -99.49%
1,340
-262,476
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+1.35%
â—Ź
634.14 ($687.82) 744.83
$547.96
-20.33%
New holding
50,310
50,310
SYY
Sysco Corp
2025-03-31
Reduce
Reduce
-0.70%
â—Ź
70 ($73.3) 77.13
$76.37
4.19%
Reduce -32.65%
477,809
-231,622
GS
The Goldman Sachs Group Inc
2025-03-31
Reduce
Reduce
-0.60%
â—Ź
524.81 ($601.74) 672.19
$702.51
16.75%
Reduce -36.54%
45,973
-26,474
TEL
TE Connectivity PLC
2025-03-31
Reduce
Reduce
-0.57%
â—Ź
140.64 ($148) 156.98
$175.44
18.54%
Reduce -29.59%
239,012
-100,422
CVE
Cenovus Energy Inc
2025-03-31
Add
Add
+0.53%
â—Ź
12.24 ($14.4) 15.63
$14.22
-1.25%
Add 36.4%
3,347,074
893,282
ELV
Elevance Health Inc
2025-03-31
Add
Add
+0.53%
â—Ź
365.83 ($401.43) 436.25
$336.21
-16.25%
Add 23.25%
152,402
28,752
UNP
Union Pacific Corp
2025-03-31
Reduce
Reduce
-0.53%
â—Ź
225.21 ($240.72) 254.42
$231.14
-3.98%
Reduce -22.73%
199,331
-58,644

CAMBIAR INVESTORS LLC Total Holding History ($B)

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CAMBIAR INVESTORS LLC's Asset Allocation

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CAMBIAR INVESTORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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CAMBIAR INVESTORS LLC's Hypothetical Growth since 2025-03-31

CAMBIAR INVESTORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CAMBIAR INVESTORS LLC's Holdings Heat Map

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