Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 504
- +9 vs. Q3 2025
- Portfolio value
- $629.8M
- +$59.9M (+10.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LYGLloyds Banking Group plc | SPONSORED ADR | 19,616 | $104.0K | <0.1% | −2,129−9.8% | Reduced | History |
| HLNHaleon plc | ADR | 14,053 | $142.1K | <0.1% | +182+1.3% | Added | History |
| NWGNatWest Group plc | SPONS ADR | 10,104 | $176.8K | <0.1% | +10,104 | New | History |
| VTRSViatris Inc | Stock | 15,250 | $189.9K | <0.1% | −1,086−6.6% | Reduced | History |
| ELSEquity Lifestyle Properties Inc | COM | 3,302 | $200.2K | <0.1% | +3,302 | New | History |
| CSXCSX Corp | Stock | 5,548 | $201.1K | <0.1% | −2,042−26.9% | Reduced | History |
| KBRKBR, Inc. | COM | 5,016 | $201.6K | <0.1% | +700+16.2% | Added | History |
| FTNTFortinet, Inc. | Stock | 2,543 | $201.9K | <0.1% | −127−4.8% | Reduced | History |
| BMIBadger Meter Inc | COM | 1,158 | $202.0K | <0.1% | +1,158 | New | History |
| EEExcelerate Energy, Inc. | CL A COM | 7,229 | $202.8K | <0.1% | +7,229 | New | History |
| IRIngersoll Rand Inc. | COM | 2,642 | $209.3K | <0.1% | +2,642 | New | History |
| IRMIron Mountain Inc | COM | 2,528 | $209.7K | <0.1% | +78+3.2% | Added | History |
| EGEverest Group, Ltd. | COM | 620 | $210.4K | <0.1% | −13−2.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 981 | $210.7K | <0.1% | −2,146−68.6% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 1,315 | $211.1K | <0.1% | −2−0.2% | Reduced | History |
| CLColgate Palmolive Co | Stock | 2,679 | $211.7K | <0.1% | +2,679 | New | History |
| DTEDte Energy Co | COM | 1,643 | $212.0K | <0.1% | −77−4.5% | Reduced | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 27,653 | $213.2K | <0.1% | +1,661+6.4% | Added | History |
| PKGPackaging Corp of America | Stock | 1,034 | $213.3K | <0.1% | +28+2.8% | Added | History |
| MOG.AMoog Inc. | CL A | 879 | $214.1K | <0.1% | +879 | New | History |
| CTSHCognizant Technology Solutions Corp | CL A | 2,581 | $214.2K | <0.1% | +2,581 | New | History |
| RSGRepublic Services, Inc. | COM | 1,014 | $214.9K | <0.1% | +71+7.5% | Added | History |
| LKFNLakeland Financial Corp | COM | 3,768 | $215.0K | <0.1% | −433−10.3% | Reduced | History |
| VEONVEON Ltd. | SPONSORED ADS | 4,097 | $215.4K | <0.1% | +268+7.0% | Added | History |
| KWRQuaker Chemical Corp | COM | 1,570 | $215.5K | <0.1% | +4+0.3% | Added | History |
| GENGen Digital Inc. | Stock | 7,975 | $216.8K | <0.1% | +7,975 | New | History |
| FITBFifth Third Bancorp | COM | 4,636 | $217.0K | <0.1% | +4,636 | New | History |
| KMIKinder Morgan, Inc. | Stock | 7,896 | $217.1K | <0.1% | +340+4.5% | Added | History |
| RDDTReddit, Inc. | Stock | 949 | $218.1K | <0.1% | +949 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,356 | $219.6K | <0.1% | −126−8.5% | Reduced | History |
| FFord Motor Co | Stock | 16,875 | $221.4K | <0.1% | +3,442+25.6% | Added | History |
| UTZUtz Brands, Inc. | COM CL A | 21,453 | $222.7K | <0.1% | −652−2.9% | Reduced | History |
| SANBanco Santander, S.A. | ADR | 19,023 | $223.1K | <0.1% | −1,109−5.5% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 571 | $223.4K | <0.1% | −25−4.2% | Reduced | History |
| CNCCentene Corp | Stock | 5,435 | $223.7K | <0.1% | +5,435 | New | History |
| OLEDUniversal Display Corp | COM | 1,937 | $226.2K | <0.1% | +238+14.0% | Added | History |
| GPIGroup 1 Automotive Inc | COM | 577 | $226.8K | <0.1% | +101+21.2% | Added | History |
| MTRNMATERION Corp | COM | 1,825 | $226.8K | <0.1% | −459−20.1% | Reduced | History |
| ILMNIllumina, Inc. | COM | 1,737 | $227.8K | <0.1% | +1,737 | New | History |
| SNASnap-on Inc | COM | 663 | $228.6K | <0.1% | −33−4.7% | Reduced | History |
| COOCooper Companies, Inc. | COM | 2,792 | $228.8K | <0.1% | +2,792 | New | History |
| Cyberark Software LtdM2682V108 | SHS | 514 | $229.3K | <0.1% | +1+0.2% | Added | – |
| GNRCGenerac Holdings Inc. | Stock | 1,684 | $229.6K | <0.1% | +104+6.6% | Added | History |
| DHIHorton D R Inc | COM | 1,601 | $230.6K | <0.1% | −252−13.6% | Reduced | History |
| CNSCohen & Steers, Inc. | COM | 3,675 | $230.7K | <0.1% | −228−5.8% | Reduced | History |
| CPBCAMPBELL'S Co | COM | 8,292 | $231.1K | <0.1% | +573+7.4% | Added | History |
| LOBLive Oak Bancshares, Inc. | COM | 6,763 | $232.3K | <0.1% | +6,763 | New | History |
| MPWRMonolithic Power Systems, Inc. | COM | 257 | $233.0K | <0.1% | −32−11.1% | Reduced | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,603 | $233.0K | <0.1% | +1,118+14.9% | Added | History |
| ITRIItron, Inc. | COM | 2,519 | $233.9K | <0.1% | +419+20.0% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 6,403 | $234.0K | <0.1% | +188+3.0% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,166 | $235.6K | <0.1% | −187−5.6% | Reduced | History |
| MSAMSA Safety Inc | COM | 1,475 | $236.1K | <0.1% | −54−3.5% | Reduced | History |
| CGNXCognex Corp | COM | 6,581 | $236.8K | <0.1% | −183−2.7% | Reduced | History |
| TRNOTerreno Realty Corp | COM | 4,045 | $237.5K | <0.1% | −324−7.4% | Reduced | History |
| CWKCushman & Wakefield Ltd. | COMMON SHARES | 14,676 | $237.6K | <0.1% | +14,676 | New | History |
| CPKChesapeake Utilities Corp | COM | 1,907 | $237.9K | <0.1% | −102−5.1% | Reduced | History |
| APOApollo Global Management, Inc. | COM | 1,645 | $238.1K | <0.1% | −266−13.9% | Reduced | History |
| OSKOshkosh Corp | COM | 1,900 | $238.7K | <0.1% | +298+18.6% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 670 | $239.2K | <0.1% | +54+8.8% | Added | History |
| KMXCarMax Inc | COM | 6,207 | $239.8K | <0.1% | +6,207 | New | History |
| LSTRLandstar System Inc | COM | 1,674 | $240.5K | <0.1% | −213−11.3% | Reduced | History |
| NTAPNetApp, Inc. | Stock | 2,251 | $241.0K | <0.1% | −24−1.1% | Reduced | History |
| CRAICra International, Inc. | COM | 1,202 | $241.3K | <0.1% | −49−3.9% | Reduced | History |
| MUSAMurphy USA Inc. | COM | 598 | $241.5K | <0.1% | −31−4.9% | Reduced | History |
| GEFGreif, Inc | CL A | 3,600 | $243.7K | <0.1% | +3,600 | New | History |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 20,682 | $245.3K | <0.1% | +1,110+5.7% | Added | History |
| CFRCullen/Frost Bankers, Inc. | COM | 1,945 | $246.3K | <0.1% | −28−1.4% | Reduced | History |
| PRDOPerdoceo Education Corp | COM | 8,400 | $246.4K | <0.1% | +1,089+14.9% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,892 | $246.9K | <0.1% | +113+6.4% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 3,692 | $248.8K | <0.1% | +43+1.2% | Added | History |
| FNFabrinet | SHS | 547 | $249.0K | <0.1% | −38−6.5% | Reduced | History |
| FSVFirstService Corp | COM | 1,601 | $249.1K | <0.1% | +208+14.9% | Added | History |
| BBYBest Buy Co Inc | Stock | 3,734 | $249.9K | <0.1% | −403−9.7% | Reduced | History |
| UNFUnifirst Corp | COM | 1,309 | $252.5K | <0.1% | −76−5.5% | Reduced | History |
| RELXRELX PLC | SPONSORED ADR | 6,248 | $252.6K | <0.1% | +1,659+36.2% | Added | History |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,440 | $252.8K | <0.1% | −65−4.3% | Reduced | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 747 | $254.0K | <0.1% | −194−20.6% | Reduced | History |
| ALLAllstate Corp | Stock | 1,223 | $254.6K | <0.1% | +68+5.9% | Added | History |
| ASAmer Sports, Inc. | COM SHS | 6,838 | $255.4K | <0.1% | +6,838 | New | History |
| CHEChemed Corp | COM | 597 | $255.5K | <0.1% | −53−8.2% | Reduced | History |
| CTRECareTrust REIT, Inc. | COM | 7,099 | $256.7K | <0.1% | +558+8.5% | Added | History |
| MWAMueller Water Products, Inc. | COM SER A | 10,811 | $257.5K | <0.1% | +1,993+22.6% | Added | History |
| TTEKTetra Tech Inc | COM | 7,746 | $259.8K | <0.1% | −468−5.7% | Reduced | History |
| CCJCameco Corp | Stock | 2,843 | $260.1K | <0.1% | −45−1.6% | Reduced | History |
| VNTVontier Corp | Stock | 7,043 | $261.9K | <0.1% | +1,050+17.5% | Added | History |
| MMSIMerit Medical Systems Inc | COM | 2,975 | $262.2K | <0.1% | +2,975 | New | History |
| BF.BBrown Forman Corp | Stock | 10,076 | $262.6K | <0.1% | +416+4.3% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 2,884 | $263.1K | <0.1% | +12+0.4% | Added | History |
| NLYAnnaly Capital Management Inc | REIT | 11,789 | $263.6K | <0.1% | −392−3.2% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 1,713 | $265.0K | <0.1% | +366+27.2% | Added | History |
| AESAES Corp | Stock | 18,487 | $265.1K | <0.1% | −1,348−6.8% | Reduced | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,615 | $267.1K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 7,220 | $267.1K | <0.1% | −1,536−17.5% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 2,363 | $267.3K | <0.1% | −406−14.7% | Reduced | History |
| METMetlife Inc | Stock | 3,398 | $268.2K | <0.1% | +92+2.8% | Added | History |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 5,917 | $268.6K | <0.1% | −321−5.1% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 556 | $268.9K | <0.1% | +45+8.8% | Added | History |
| WTWisdomTree, Inc. | COM | 22,092 | $269.3K | <0.1% | +4,628+26.5% | Added | History |
| VEEVVeeva Systems Inc | Stock | 1,213 | $270.8K | <0.1% | +50+4.3% | Added | History |
Sold out since Q3 2025 (27)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| IPGInterpublic Group of Companies, Inc. | COM | 23,743 | $662.7K | 0.1% | History |
| EBAYeBay Inc | COM | 4,405 | $400.7K | 0.1% | History |
| PANWPalo Alto Networks Inc | Stock | 1,697 | $345.5K | 0.1% | History |
| ALSumisho Air Lease Corp | CL A | 5,183 | $329.9K | 0.1% | History |
| CBTCabot Corp | COM | 4,004 | $304.5K | 0.1% | History |
| STESTERIS plc | SHS USD | 1,215 | $300.6K | 0.1% | History |
| GRFSGrifols SA | SP ADR REP B NVT | 24,522 | $244.2K | <0.1% | History |
| WTWWillis Towers Watson PLC | SHS | 697 | $240.8K | <0.1% | History |
| KTKT Corp | SPONSORED ADR | 12,332 | $240.5K | <0.1% | History |
| CNXCConcentrix Corp | Stock | 5,143 | $237.4K | <0.1% | History |
| PRGOPERRIGO Co plc | SHS | 10,589 | $235.8K | <0.1% | History |
| SHOEShoe Station Group Inc | COM | 11,173 | $232.3K | <0.1% | History |
| YSGYatsen Holding Ltd | SPONSORED ADS | 25,422 | $230.3K | <0.1% | History |
| PSAPublic Storage | COM | 774 | $223.7K | <0.1% | History |
| STSensata Technologies Holding plc | SHS | 7,243 | $221.3K | <0.1% | History |
| PACPacific Airport Group | SPON ADS B | 932 | $221.1K | <0.1% | History |
| DASHDoorDash, Inc. | Stock | 812 | $220.8K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,258 | $218.5K | <0.1% | History |
| ROLRollins Inc | COM | 3,597 | $211.3K | <0.1% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 880 | $209.6K | <0.1% | History |
| GDDYGoDaddy Inc. | CL A | 1,504 | $205.8K | <0.1% | History |
| NOGNorthern Oil & Gas, Inc. | COM | 8,283 | $205.4K | <0.1% | History |
| DRIDarden Restaurants Inc | COM | 1,075 | $204.7K | <0.1% | History |
| EXASExact Sciences Corp | COM | 3,736 | $204.4K | <0.1% | History |
| SHWSherwin Williams Co | COM | 586 | $203.0K | <0.1% | History |
| KCKingsoft Cloud Holdings Ltd | ADS | 12,174 | $181.6K | <0.1% | History |
| UMHUmh Properties, Inc. | COM | 10,564 | $156.9K | <0.1% | History |