CAMBIAR INVESTORS LLC
150 holdingsFiling period: 2026-06-30Current AUM: $2.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DAL | DELTA AIR LINES INC | 708.7K | $66.4M | $55.9M | 2.43% | -185,400 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 177.8K | $63.5M | $61.3M | 2.66% | -7,652 | 2026-06-30 |
| 3 | UNP | UNION PAC CORP | 228.8K | $62.2M | $65.0M | 2.82% | -14,073 | 2026-06-30 |
| 4 | BMY | BRISTOL-MYERS SQUIBB CO | 1.02M | $58.6M | $64.8M | 2.82% | +73.3K | 2026-06-30 |
| 5 | LH | LABCORP HOLDINGS INC | 205.8K | $57.6M | $66.7M | 2.90% | +241 | 2026-06-30 |
| 6 | UBER | UBER TECHNOLOGIES INC | 794.4K | $57.3M | $56.7M | 2.47% | -2,367 | 2026-06-30 |
| 7 | PNC | PNC FINL SVCS GROUP INC | 229.9K | $56.6M | $55.4M | 2.40% | -6,042 | 2026-06-30 |
| 8 | — | AMRIZE LTD | 1.06M | $56.5M | $56.5M | 2.46% | +4.5K | 2026-06-30 |
| 9 | ELV | ELEVANCE HEALTH INC FORMERLY | 145.0K | $56.1M | $60.5M | 2.63% | -40,936 | 2026-06-30 |
| 10 | AMZN | AMAZON COM INC | 224.6K | $53.5M | $55.8M | 2.42% | -9,320 | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 158.9K | $52.0M | $56.0M | 2.43% | -505 | 2026-06-30 |
| 12 | MA | MASTERCARD INCORPORATED | 99.2K | $50.9M | $56.8M | 2.47% | +17.8K | 2026-06-30 |
| 13 | CME | CME GROUP INC | 228.3K | $50.4M | $62.8M | 2.73% | +56.7K | 2026-06-30 |
| 14 | AXP | AMERICAN EXPRESS CO | 147.6K | $49.9M | $47.9M | 2.08% | -1,832 | 2026-06-30 |
| 15 | — | MEDTRONIC PLC | 612.2K | $47.9M | $47.9M | 2.08% | +36.9K | 2026-06-30 |
| 16 | MAS | MASCO CORP | 574.5K | $46.7M | $39.6M | 1.72% | +32.5K | 2026-06-30 |
| 17 | SYY | SYSCO CORP | 552.8K | $46.2M | $44.0M | 1.91% | -10,689 | 2026-06-30 |
| 18 | DEO | DIAGEO PLC | 547.9K | $44.0M | $47.6M | 2.07% | +54.5K | 2026-06-30 |
| 19 | CNC | CENTENE CORP DEL | 677.3K | $43.5M | $45.8M | 1.99% | -289,535 | 2026-06-30 |
| 20 | PEP | PEPSICO INC | 319.0K | $43.2M | $43.2M | 1.88% | +47.3K | 2026-06-30 |
| 21 | TXN | TEXAS INSTRS INC | 143.7K | $42.8M | $37.9M | 1.64% | -130,797 | 2026-06-30 |
| 22 | AMAT | APPLIED MATLS INC | 55.5K | $40.1M | $23.4M | 1.02% | -92,551 | 2026-06-30 |
| 23 | SRE | SEMPRA | 430.3K | $39.9M | $34.9M | 1.52% | -5,136 | 2026-06-30 |
| 24 | — | APTIV PLC | 643.6K | $39.5M | $39.5M | 1.72% | +223.7K | 2026-06-30 |
| 25 | USB | US BANCORP | 644.2K | $38.9M | $40.1M | 1.74% | -22,074 | 2026-06-30 |
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