account_balance
Investment manager · 13F filer · SEC CIK 2114167
Cfo Capital Management LLC
Reported value$121Mas of Mar 31, 2026
Positions104 9 new, 15 sold out
Top 10 weight38.8%AAPL alone is 8%
FiledMay 434 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.5%Trimmed −4%
NVDANVIDIA Corp
7.2%Trimmed −3%
AMZNAmazon.com Inc
4.0%Added +4%
AVGOBroadcom Inc.
3.1%Trimmed −3%
MSFTMicrosoft Corp
3.0%Added +10%
GOOGAlphabet Inc.
2.9%
CATCaterpillar Inc
2.7%Added +107%
VGTVanguard World Fd
2.6%Trimmed −5%
FHEQFidelity Greenwood Street Tr
2.5%Trimmed −2%
JPMJPMorgan Chase & Co
2.4%Added +3%
VUGVanguard Index FDS
2.2%Added +7%
JNJJohnson & Johnson
2.2%Trimmed −3%
AAPLApple Inc.
8.5%Trimmed −4%
NVDANVIDIA Corp
7.2%Trimmed −3%
AMZNAmazon.com Inc
4.0%+4%
AVGOBroadcom Inc.
3.1%−3%
MSFTMicrosoft Corp
3.0%+10%
GOOGAlphabet Inc.
2.9%
CATCaterpillar Inc
2.7%
VGTVanguard World Fd
2.6%
FHEQFidelity Greenwood Street Tr
2.5%
VUG2.2%
JNJ2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.5% Trimmed −4%NVDA NVIDIA Corp 7.2% Trimmed −3%AMZN Amazon.com Inc 4.0% Added +4%AVGO Broadcom Inc. 3.1% Trimmed −3%MSFT Microsoft Corp 3.0% Added +10%GOOG Alphabet Inc. 2.9% HeldCAT Caterpillar Inc 2.7% Added +107%
VGT Vanguard World Fd 2.6% Trimmed −5%
FHEQ Fidelity Greenwood Street Tr 2.5% Trimmed −2%
JPM JPMorgan Chase & Co 2.4% Added +3%VUG Vanguard Index FDS 2.2% Added +7%
JNJ Johnson & Johnson 2.2% Trimmed −3%What changed
Biggest moves since Dec 31, 2025
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