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 |
|---|---|---|---|---|---|---|---|
| LBRTLiberty Energy Inc. | COM CL A | 19,656 | $362.8K | 0.1% | +2,903+17.3% | Added | History |
| CYDChina Yuchai International Ltd | COM | 10,275 | $364.8K | 0.1% | +513+5.3% | Added | History |
| DDDuPont de Nemours, Inc. | COM | 9,134 | $367.2K | 0.1% | +2,207+31.9% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 2,739 | $369.4K | 0.1% | +2,739 | New | History |
| MORNMorningstar, Inc. | COM | 1,704 | $370.3K | 0.1% | +804+89.3% | Added | History |
| LDOSLeidos Holdings, Inc. | COM | 2,057 | $371.0K | 0.1% | −205−9.1% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 3,545 | $371.3K | 0.1% | −115−3.1% | Reduced | History |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 13,443 | $374.1K | 0.1% | +717+5.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 3,790 | $375.9K | 0.1% | −375−9.0% | Reduced | History |
| SNYSanofi | SPONSORED ADR | 7,772 | $376.6K | 0.1% | +1,629+26.5% | Added | History |
| SPGSimon Property Group Inc. | REIT | 2,043 | $378.1K | 0.1% | −100−4.7% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 2,350 | $380.7K | 0.1% | −73−3.0% | Reduced | History |
| ALCAlcon Inc | Stock | 4,832 | $380.8K | 0.1% | +67+1.4% | Added | History |
| OSISOsi Systems Inc | COM | 1,496 | $381.6K | 0.1% | +279+22.9% | Added | History |
| FIXComfort Systems USA Inc | COM | 410 | $382.7K | 0.1% | −163−28.4% | Reduced | History |
| SHELShell plc | ADR | 5,223 | $383.8K | 0.1% | +62+1.2% | Added | History |
| PIPRPiper Sandler Companies | COM | 1,131 | $384.3K | 0.1% | +205+22.1% | Added | History |
| PSKYParamount Skydance Corp | COM CL B | 28,950 | $387.9K | 0.1% | −343−1.2% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 7,704 | $391.3K | 0.1% | +1,680+27.9% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 1,253 | $391.7K | 0.1% | −2−0.2% | Reduced | History |
| JBTMJBT Marel Corp | COM | 2,618 | $394.5K | 0.1% | +518+24.7% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,377 | $395.6K | 0.1% | +342+33.0% | Added | History |
| TNLTravel & Leisure Co. | COM | 5,699 | $402.0K | 0.1% | −1,214−17.6% | Reduced | History |
| SBACSba Communications Corp | CL A | 2,084 | $403.2K | 0.1% | −29−1.4% | Reduced | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,447 | $403.6K | 0.1% | +283+24.3% | Added | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 28,546 | $406.8K | 0.1% | +1,517+5.6% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 3,551 | $409.4K | 0.1% | +62+1.8% | Added | History |
| JCIJohnson Controls International plc | Stock | 3,430 | $410.7K | 0.1% | +577+20.2% | Added | History |
| WCCWesco International Inc | COM | 1,685 | $412.3K | 0.1% | −123−6.8% | Reduced | History |
| JBLJabil Inc | Stock | 1,809 | $412.5K | 0.1% | +470+35.1% | Added | History |
| TDYTeledyne Technologies Inc | COM | 808 | $412.9K | 0.1% | +16+2.0% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 3,791 | $416.7K | 0.1% | −384−9.2% | Reduced | – |
| TELTE Connectivity plc | Stock | 1,831 | $416.7K | 0.1% | +81+4.6% | Added | History |
| CAHCardinal Health Inc | Stock | 2,034 | $417.9K | 0.1% | +2,034 | New | History |
| STZConstellation Brands, Inc. | Stock | 3,040 | $419.5K | 0.1% | +209+7.4% | Added | History |
| NETCloudflare, Inc. | CL A COM | 2,135 | $420.9K | 0.1% | −176−7.6% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 2,651 | $422.5K | 0.1% | −1,112−29.6% | Reduced | History |
| BIIBBiogen Inc. | COM | 2,403 | $422.9K | 0.1% | −35−1.4% | Reduced | History |
| DEODiageo PLC | SPON ADR NEW | 4,953 | $427.3K | 0.1% | +35+0.7% | Added | History |
| NRGNRG Energy, Inc. | Stock | 2,685 | $427.5K | 0.1% | +260+10.7% | Added | History |
| NVSNovartis AG | ADR | 3,111 | $428.9K | 0.1% | +551+21.5% | Added | History |
| EMEEMCOR Group, Inc. | Stock | 701 | $429.0K | 0.1% | +187+36.4% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,976 | $436.3K | 0.1% | +1,443+94.1% | Added | History |
| PPLPPL Corp | COM | 12,631 | $442.3K | 0.1% | +5,548+78.3% | Added | History |
| INTAIntapp, Inc. | COM | 9,701 | $444.5K | 0.1% | +3,412+54.3% | Added | History |
| iShares Inc464286392 | MSCI WORLD ETF | 2,418 | $449.1K | 0.1% | +2,418 | New | – |
| WMWaste Management Inc | Stock | 2,045 | $449.4K | 0.1% | −533−20.7% | Reduced | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 7,955 | $450.4K | 0.1% | +46+0.6% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 6,276 | $453.1K | 0.1% | +699+12.5% | Added | History |
| HPQHP Inc | Stock | 20,428 | $455.1K | 0.1% | −1,064−5.0% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 7,143 | $457.4K | 0.1% | +51+0.7% | Added | History |
| BDXBecton Dickinson & Co | Stock | 2,371 | $460.2K | 0.1% | −233−8.9% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 86 | $460.6K | 0.1% | +6+7.5% | Added | History |
| CMECME Group Inc. | COM | 1,695 | $463.0K | 0.1% | +252+17.5% | Added | History |
| Victory Portfolios II92647N527 | CORE BD ETF | 9,969 | $472.1K | 0.1% | −299−2.9% | Reduced | – |
| ATOAtmos Energy Corp | COM | 2,828 | $474.0K | 0.1% | +73+2.6% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 221 | $474.6K | 0.1% | +35+18.8% | Added | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 23,980 | $477.2K | 0.1% | +1,127+4.9% | Added | History |
| ENSGEnsign Group, Inc | COM | 2,755 | $480.0K | 0.1% | −17−0.6% | Reduced | History |
| GFIGold Fields Ltd | SPONSORED ADR | 11,057 | $482.8K | 0.1% | +521+4.9% | Added | History |
| XELXcel Energy Inc | Stock | 6,540 | $483.0K | 0.1% | +575+9.6% | Added | History |
| AKAMAkamai Technologies Inc | COM | 5,554 | $484.6K | 0.1% | −109−1.9% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 62,400 | $486.7K | 0.1% | +212+0.3% | Added | History |
| MNDYmonday.com Ltd. | SHS | 3,302 | $487.2K | 0.1% | −38−1.1% | Reduced | History |
| CATCaterpillar Inc | Stock | 856 | $490.6K | 0.1% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 10,015 | $491.2K | 0.1% | −3,337−25.0% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,653 | $492.1K | 0.1% | −126−4.5% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 799 | $497.6K | 0.1% | −9−1.1% | Reduced | History |
| SXIStandex International Corp | COM | 2,323 | $504.7K | 0.1% | −35−1.5% | Reduced | History |
| USPHU S Physical Therapy Inc | COM | 6,469 | $505.2K | 0.1% | −556−7.9% | Reduced | History |
| CNQCanadian Natural Resources Ltd | COM | 14,948 | $506.0K | 0.1% | +118+0.8% | Added | History |
| VSTVistra Corp. | Stock | 3,197 | $515.8K | 0.1% | −115−3.5% | Reduced | History |
| KLACKLA Corp | COM NEW | 425 | $515.9K | 0.1% | +42+11.0% | Added | History |
| MMM3M Co | Stock | 3,230 | $517.2K | 0.1% | −309−8.7% | Reduced | History |
| GMGeneral Motors Co | COM | 6,368 | $517.9K | 0.1% | +333+5.5% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 1,790 | $519.1K | 0.1% | +56+3.2% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 4,496 | $522.0K | 0.1% | +101+2.3% | Added | History |
| NUENucor Corp | COM | 3,216 | $524.6K | 0.1% | +114+3.7% | Added | History |
| ENBEnbridge Inc | Stock | 11,100 | $530.9K | 0.1% | +7+0.1% | Added | History |
| DGXQuest Diagnostics Inc | COM | 3,063 | $531.6K | 0.1% | +7+0.2% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,136 | $534.8K | 0.1% | −63−1.0% | Reduced | – |
| LKQLKQ Corp | COM | 17,845 | $538.9K | 0.1% | −1,238−6.5% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,595 | $541.6K | 0.1% | −747−22.4% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 2,553 | $554.1K | 0.1% | −196−7.1% | Reduced | History |
| PLDPrologis, Inc. | REIT | 4,365 | $557.3K | 0.1% | +639+17.1% | Added | History |
| VMIValmont Industries Inc | COM | 1,386 | $557.5K | 0.1% | −117−7.8% | Reduced | History |
| BGBunge Global SA | COM SHS | 6,261 | $557.8K | 0.1% | −337−5.1% | Reduced | History |
| VOYAVoya Financial, Inc. | COM | 7,527 | $560.7K | 0.1% | −50−0.7% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 4,572 | $561.1K | 0.1% | +76+1.7% | Added | History |
| WDCWestern Digital Corp | COM | 3,276 | $564.4K | 0.1% | +334+11.4% | Added | History |
| CWCurtiss Wright Corp | Stock | 1,037 | $571.9K | 0.1% | +151+17.0% | Added | History |
| BPBP PLC | ADR | 16,493 | $572.8K | 0.1% | −771−4.5% | Reduced | History |
| GISGeneral Mills Inc | Stock | 12,346 | $574.1K | 0.1% | +1,955+18.8% | Added | History |
| ECLEcolab Inc. | Stock | 2,195 | $576.2K | 0.1% | +31+1.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,105 | $577.5K | 0.1% | +350+46.4% | Added | History |
| XYLXylem Inc. | COM | 4,253 | $579.2K | 0.1% | +58+1.4% | Added | History |
| AJGArthur J. Gallagher & Co. | COM | 2,239 | $579.4K | 0.1% | +170+8.2% | Added | History |
| MNSTMonster Beverage Corp | COM | 7,582 | $581.3K | 0.1% | +4,219+125.5% | Added | History |
| ABNBAirbnb, Inc. | Stock | 4,294 | $582.8K | 0.1% | +10+0.2% | Added | History |
| EHCEncompass Health Corp | COM | 5,590 | $593.4K | 0.1% | +177+3.3% | 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 |