13F HOLDINGS REPORT
CAMBIAR INVESTORS LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001172661-26-000277
Total Value
$2.24B
Positions
146
Other Managers
0
Confidential Omitted
No
Holdings (146)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 190,945 | $59.8M | 2.67% |
| 2 | ELEVANCE HEALTH INC FORMERLY | ELV | 167,958 | $58.9M | 2.63% |
| 3 | AMRIZE LTD | AMRZ | 1,088,435 | $58.9M | 2.63% |
| 4 | UNION PAC CORP | UNP | 251,379 | $58.1M | 2.60% |
| 5 | CME GROUP INC | CME | 206,311 | $56.3M | 2.52% |
| 6 | UBER TECHNOLOGIES INC | UBER | 688,700 | $56.3M | 2.51% |
| 7 | MEDTRONIC PLC | MDT | 575,189 | $55.3M | 2.47% |
| 8 | TEXAS INSTRS INC | 882508104 | 315,962 | $54.8M | 2.45% |
| 9 | AMAZON COM INC | AMZN | 237,115 | $54.7M | 2.45% |
| 10 | DELTA AIR LINES INC DEL | DAL | 783,500 | $54.4M | 2.43% |
| 11 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 983,176 | $53.0M | 2.37% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 163,130 | $52.6M | 2.35% |
| 13 | AIRBNB INC | ABNB | 386,311 | $52.4M | 2.34% |
| 14 | PNC FINL SVCS GROUP INC | 693475105 | 249,209 | $52.0M | 2.32% |
| 15 | HONEYWELL INTL INC | 438516106 | 264,644 | $51.6M | 2.31% |
| 16 | CHEVRON CORP NEW | CVX | 338,026 | $51.5M | 2.30% |
| 17 | SLB LIMITED | SLB | 1,330,217 | $51.1M | 2.28% |
| 18 | LABCORP HOLDINGS INC | LH | 195,315 | $49.0M | 2.19% |
| 19 | LAUDER ESTEE COS INC | 518439104 | 448,441 | $47.0M | 2.10% |
| 20 | CHUBB LIMITED | CB | 149,809 | $46.8M | 2.09% |
| 21 | REGENERON PHARMACEUTICALS | REGN | 60,163 | $46.4M | 2.07% |
| 22 | APPLIED MATLS INC | 038222105 | 178,237 | $45.8M | 2.05% |
| 23 | PEPSICO INC | PEP | 276,544 | $39.7M | 1.77% |
| 24 | CENTENE CORP DEL | CNC | 957,159 | $39.4M | 1.76% |
| 25 | MASCO CORP | MAS | 612,832 | $38.9M | 1.74% |
| 26 | SEMPRA | SREA | 438,255 | $38.7M | 1.73% |
| 27 | FEDEX CORP | FDX | 133,547 | $38.6M | 1.72% |
| 28 | ISHARES TR | 464287598 | 177,191 | $37.3M | 1.67% |
| 29 | DIAGEO PLC | DGEAF | 430,013 | $37.1M | 1.66% |
| 30 | US BANCORP DEL | USB-PS | 692,620 | $37.0M | 1.65% |
| 31 | SYSCO CORP | SYY | 494,509 | $36.4M | 1.63% |
| 32 | AMERICAN EXPRESS CO | AXP | 92,399 | $34.2M | 1.53% |
| 33 | MASTERCARD INCORPORATED | MA | 59,674 | $34.1M | 1.52% |
| 34 | CONSTELLATION BRANDS INC | STZ | 246,772 | $34.0M | 1.52% |
| 35 | TE CONNECTIVITY PLC | TEL | 139,283 | $31.7M | 1.42% |
| 36 | COMCAST CORP NEW | CCZ | 997,370 | $29.8M | 1.33% |
| 37 | RTX CORPORATION | RTX | 153,173 | $28.1M | 1.26% |
| 38 | TJX COS INC NEW | 872540109 | 180,477 | $27.7M | 1.24% |
| 39 | ASTRAZENECA PLC | AZN | 276,150 | $25.4M | 1.13% |
| 40 | WEYERHAEUSER CO MTN BE | WY | 1,000,541 | $23.7M | 1.06% |
| 41 | ING GROEP N.V. | INGVF | 769,078 | $21.5M | 0.96% |
| 42 | BARCLAYS PLC | BCLYF | 814,900 | $20.7M | 0.93% |
| 43 | ASML HOLDING N V | ASMLF | 18,602 | $19.9M | 0.89% |
| 44 | ISHARES TR | 464287465 | 206,175 | $19.8M | 0.88% |
| 45 | GRAB HOLDINGS LIMITED | GRABW | 3,748,271 | $18.7M | 0.84% |
| 46 | RYANAIR HOLDINGS PLC | RYAOF | 238,670 | $17.2M | 0.77% |
| 47 | SMURFIT WESTROCK PLC | SW | 402,410 | $15.6M | 0.70% |
| 48 | ALCON AG | ALC | 191,835 | $15.1M | 0.68% |
| 49 | SONY GROUP CORP | SNEJF | 589,953 | $15.1M | 0.67% |
| 50 | ICON PLC | ICLR | 74,822 | $13.6M | 0.61% |
| 51 | SAP SE | SAPGF | 51,797 | $12.6M | 0.56% |
| 52 | ADVISORS INNER CIRCLE FD | 0075W0163 | 392,992 | $12.4M | 0.55% |
| 53 | ALIGN TECHNOLOGY INC | ALGN | 74,210 | $11.6M | 0.52% |
| 54 | GLOBUS MED INC | GMED | 81,544 | $7.1M | 0.32% |
| 55 | REINSURANCE GRP OF AMERICA I | 759351604 | 31,225 | $6.4M | 0.28% |
| 56 | NXP SEMICONDUCTORS N V | NXPI | 28,869 | $6.3M | 0.28% |
| 57 | PHREESIA INC | PHR | 358,474 | $6.1M | 0.27% |
| 58 | LAZARD INC | LAZ | 122,970 | $6.0M | 0.27% |
| 59 | BOK FINL CORP | 05561Q201 | 50,350 | $6.0M | 0.27% |
| 60 | PROSPERITY BANCSHARES INC | PB | 85,361 | $5.9M | 0.26% |
| 61 | TOWER SEMICONDUCTOR LTD | TSEM | 49,864 | $5.9M | 0.26% |
| 62 | AMERICOLD REALTY TRUST INC | COLD | 452,272 | $5.8M | 0.26% |
| 63 | GENTEX CORP | GNTX | 245,971 | $5.7M | 0.26% |
| 64 | LATTICE SEMICONDUCTOR CORP | LSCC | 77,487 | $5.7M | 0.25% |
| 65 | BORGWARNER INC | BWA | 122,711 | $5.5M | 0.25% |
| 66 | SPORTRADAR GROUP AG | SRAD | 230,738 | $5.5M | 0.25% |
| 67 | WEX INC | WEX | 35,633 | $5.3M | 0.24% |
| 68 | ACV AUCTIONS INC | ACVA | 577,884 | $4.6M | 0.21% |
| 69 | LITTELFUSE INC | LFUS | 18,173 | $4.6M | 0.21% |
| 70 | COOPER COS INC | 216648501 | 55,577 | $4.6M | 0.20% |
| 71 | CBOE GLOBAL MKTS INC | 12503M108 | 18,071 | $4.5M | 0.20% |
| 72 | PACKAGING CORP AMER | 695156109 | 21,752 | $4.5M | 0.20% |
| 73 | SOLVENTUM CORP | SOLV | 56,274 | $4.5M | 0.20% |
| 74 | ATMOS ENERGY CORP | ATO | 26,155 | $4.4M | 0.20% |
| 75 | ENERGY TRANSFER L P | ET-PI | 262,523 | $4.3M | 0.19% |
| 76 | LINCOLN ELEC HLDGS INC | 533900106 | 18,005 | $4.3M | 0.19% |
| 77 | HUNT J B TRANS SVCS INC | 445658107 | 21,784 | $4.2M | 0.19% |
| 78 | CF INDS HLDGS INC | 125269100 | 53,871 | $4.2M | 0.19% |
| 79 | WATERS CORP | 941848103 | 10,951 | $4.2M | 0.19% |
| 80 | QUEST DIAGNOSTICS INC | DGX | 23,730 | $4.1M | 0.18% |
| 81 | WEBSTER FINL CORP | 947890109 | 65,278 | $4.1M | 0.18% |
| 82 | TORO CO | TORO | 51,830 | $4.1M | 0.18% |
| 83 | ISHARES TR | 464287457 | 49,242 | $4.1M | 0.18% |
| 84 | FIDELITY NATIONAL FINANCIAL | FNF | 74,570 | $4.1M | 0.18% |
| 85 | AMDOCS LTD | DOX | 50,239 | $4.0M | 0.18% |
| 86 | PINNACLE WEST CAP CORP | PNW | 45,419 | $4.0M | 0.18% |
| 87 | NNN REIT INC | NNN | 101,361 | $4.0M | 0.18% |
| 88 | ESSENTIAL UTILS INC | 29670G102 | 104,260 | $4.0M | 0.18% |
| 89 | HF SINCLAIR CORP | DINO | 83,650 | $3.9M | 0.17% |
| 90 | DOLBY LABORATORIES INC | DLB | 55,053 | $3.5M | 0.16% |
| 91 | EURONET WORLDWIDE INC | EEFT | 45,583 | $3.5M | 0.15% |
| 92 | WILLSCOT HLDGS CORP | WSC | 163,165 | $3.1M | 0.14% |
| 93 | ISHARES TR | 464287507 | 45,755 | $3.0M | 0.13% |
| 94 | LAMB WESTON HLDGS INC | LW | 69,710 | $2.9M | 0.13% |
| 95 | FIRST AMERN FINL CORP | 31847R102 | 32,104 | $2.0M | 0.09% |
| 96 | HUB GROUP INC | HUBG | 44,815 | $1.9M | 0.09% |
| 97 | RENAISSANCERE HLDGS LTD | RNR-PG | 6,541 | $1.8M | 0.08% |
| 98 | TEXAS CAP BANCSHARES INC | 88224Q107 | 20,310 | $1.8M | 0.08% |
| 99 | NETSTREIT CORP | NTST | 102,978 | $1.8M | 0.08% |
| 100 | VANGUARD INDEX FDS | 922908744 | 9,150 | $1.7M | 0.08% |
| 101 | UNITED BANKSHARES INC WEST V | UNTCW | 45,034 | $1.7M | 0.08% |
| 102 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 32,917 | $1.7M | 0.08% |
| 103 | RAMBUS INC DEL | RMBS | 18,494 | $1.7M | 0.08% |
| 104 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 54,281 | $1.7M | 0.08% |
| 105 | U S PHYSICAL THERAPY | USPH | 21,621 | $1.7M | 0.08% |
| 106 | TXNM ENERGY INC | TXNM | 28,008 | $1.6M | 0.07% |
| 107 | MONARCH CASINO & RESORT INC | MCRI | 16,871 | $1.6M | 0.07% |
| 108 | ICHOR HOLDINGS | ICHR | 86,532 | $1.6M | 0.07% |
| 109 | IDACORP INC | IDA | 12,379 | $1.6M | 0.07% |
| 110 | UNIVERSAL DISPLAY CORP | OLED | 13,360 | $1.6M | 0.07% |
| 111 | HEALTHSTREAM INC | HSTM | 67,229 | $1.6M | 0.07% |
| 112 | ADDUS HOMECARE CORP | ADUS | 14,179 | $1.5M | 0.07% |
| 113 | ALAMO GROUP INC | ALG | 8,642 | $1.5M | 0.06% |
| 114 | NOV INC | NOV | 90,358 | $1.4M | 0.06% |
| 115 | INGREDION INC | INGR | 12,751 | $1.4M | 0.06% |
| 116 | DIODES INC | DIOD | 28,349 | $1.4M | 0.06% |
| 117 | HEALTHCARE SVCS GROUP INC | 421906108 | 72,953 | $1.4M | 0.06% |
| 118 | WISDOMTREE TR | WT | 26,370 | $1.3M | 0.06% |
| 119 | EAGLE MATLS INC | 26969P108 | 6,393 | $1.3M | 0.06% |
| 120 | MARCUS & MILLICHAP INC | MMI | 41,458 | $1.1M | 0.05% |
| 121 | CABOT CORP | CBT | 16,959 | $1.1M | 0.05% |
| 122 | GOLDMAN SACHS GROUP INC | GSCE | 1,026 | $901,854 | 0.04% |
| 123 | ISHARES TR | 464288166 | 7,917 | $872,849 | 0.04% |
| 124 | ISHARES TR | 46429B291 | 16,339 | $785,743 | 0.04% |
| 125 | VANGUARD TAX-MANAGED FDS | 921943858 | 12,201 | $762,196 | 0.03% |
| 126 | HALEON PLC | HLNCF | 66,329 | $670,586 | 0.03% |
| 127 | ENI S P A | 26874R108 | 17,340 | $657,880 | 0.03% |
| 128 | ISHARES TR | 464288661 | 4,139 | $493,990 | 0.02% |
| 129 | AEGON LTD | AEFC | 63,600 | $490,356 | 0.02% |
| 130 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,578 | $479,538 | 0.02% |
| 131 | MAGNA INTL INC | 559222401 | 8,475 | $451,718 | 0.02% |
| 132 | MARVELL TECHNOLOGY INC | MRVL | 5,099 | $433,313 | 0.02% |
| 133 | WILLIAMS COS INC | 969457100 | 7,058 | $424,256 | 0.02% |
| 134 | ISHARES TR | 46434V738 | 5,886 | $417,788 | 0.02% |
| 135 | ISHARES TR | 464287440 | 4,313 | $414,738 | 0.02% |
| 136 | CANADIAN NATL RY CO | 136375102 | 3,985 | $393,917 | 0.02% |
| 137 | WELLTOWER INC | WELL | 1,661 | $308,298 | 0.01% |
| 138 | NOVARTIS AG | NVSEF | 2,114 | $291,457 | 0.01% |
| 139 | CORTEVA INC | CTVA | 4,124 | $276,432 | 0.01% |
| 140 | ISHARES TR | 464287408 | 1,296 | $274,843 | 0.01% |
| 141 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,652 | $267,558 | 0.01% |
| 142 | VANGUARD INDEX FDS | 922908652 | 1,272 | $266,001 | 0.01% |
| 143 | VIASAT INC | VSAT | 7,438 | $256,313 | 0.01% |
| 144 | VANGUARD INTL EQUITY INDEX F | 922042775 | 2,794 | $205,527 | 0.01% |
| 145 | ASE TECHNOLOGY HLDG CO LTD | ASX | 11,150 | $179,515 | 0.01% |
| 146 | RE MAX HLDGS INC | RMAX | 12,906 | $97,957 | 0.00% |