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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
504
+9 vs. Q3 2025
Portfolio value
$629.8M
+$59.9M (+10.5%) vs. Q3 2025
Filed
Jan 22, 2026
SEC
Holdings of Personal Cfo Solutions, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
HSTHost Hotels & Resorts, Inc.COM33,581$595.4K0.1%−985−2.8%ReducedHistory
DUKDuke Energy CORPStock5,137$602.1K0.1%−426−7.7%ReducedHistory
NOCNorthrop Grumman CorpStock1,056$602.4K0.1%+133+14.4%AddedHistory
EPDEnterprise Products Partners L.P.Stock18,811$603.1K0.1%+25+0.1%AddedHistory
VRTXVertex Pharmaceuticals IncStock1,344$609.3K0.1%+165+14.0%AddedHistory
PEPPepsiCo IncStock4,263$611.8K0.1%+192+4.7%AddedHistory
ARESAres Management CorpCL A COM STK3,798$613.9K0.1%+9+0.2%AddedHistory
CORCencora, Inc.Stock1,829$617.7K0.1%−92−4.8%ReducedHistory
EMBJEmbraer S.A.ADR9,638$620.4K0.1%+709+7.9%AddedHistory
CFCF Industries Holdings, Inc.COM8,087$625.4K0.1%−540−6.3%ReducedHistory
TXNTexas Instruments IncStock3,625$628.8K0.1%+174+5.0%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock2,171$637.3K0.1%−49−2.2%ReducedHistory
RACEFerrari N.V.COM1,725$637.7K0.1%+5+0.3%AddedHistory
ADIAnalog Devices IncStock2,353$638.0K0.1%+41+1.8%AddedHistory
NEMNEWMONT CorpStock6,393$638.4K0.1%−1,066−14.3%ReducedHistory
MCHPMicrochip Technology IncStock10,022$638.6K0.1%−496−4.7%ReducedHistory
DEDeere & CoStock1,386$645.4K0.1%+162+13.2%AddedHistory
UNPUnion Pacific CorpStock2,837$656.3K0.1%+298+11.7%AddedHistory
INTCIntel CorpStock17,895$660.3K0.1%+961+5.7%AddedHistory
BXBlackstone Inc.COM4,321$666.1K0.1%−56−1.3%ReducedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM11,703$669.9K0.1%−4,210−26.5%Reduced–
State Street Materials Select Sector SPDR ETF81369Y100ETF14,795$671.0K0.1%−369−2.4%ReducedConverted for a 2-for-1 split–
MUMicron Technology IncStock2,362$674.0K0.1%+136+6.1%AddedHistory
TTTrane Technologies plcSHS1,737$675.9K0.1%−121−6.5%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF5,766$678.8K0.1%−381−6.2%Reduced–
CAGConagra Brands Inc.Stock39,452$682.9K0.1%−943−2.3%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF5,775$689.6K0.1%−169−2.8%ReducedConverted for a 2-for-1 split–
ADMArcher-Daniels-Midland CoStock12,039$692.1K0.1%−581−4.6%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,637$696.7K0.1%−48−1.3%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF17,294$697.8K0.1%+159+0.9%Added–
CPNGCoupang, Inc.CL A30,082$709.6K0.1%−439−1.4%ReducedHistory
LENLennar CorpCL A6,914$710.7K0.1%−307−4.3%ReducedHistory
ETNEaton Corp plcStock2,232$710.9K0.1%+73+3.4%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,619$716.5K0.1%−107−2.3%Reduced–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR30,776$717.4K0.1%+1,307+4.4%AddedHistory
WELLWelltower Inc.REIT3,885$721.1K0.1%+1,240+46.9%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,253$724.2K0.1%+3,253NewHistory
EOGEOG Resources IncStock6,917$726.3K0.1%−525−7.1%ReducedHistory
PGRProgressive CorpStock3,200$728.7K0.1%−131−3.9%ReducedHistory
HONHoneywell International IncCOM3,780$737.4K0.1%+469+14.2%AddedHistory
CSGPCostar Group, Inc.COM10,971$737.7K0.1%−839−7.1%ReducedHistory
APTVAptiv PLCStock9,709$738.8K0.1%−557−5.4%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF17,327$739.7K0.1%−295−1.7%ReducedConverted for a 2-for-1 split–
BCSBarclays PLCADR29,153$742.0K0.1%−377−1.3%ReducedHistory
INCYIncyte CorpCOM7,635$754.1K0.1%+36+0.5%AddedHistory
SLBSLB LimitedStock19,982$766.9K0.1%−1,113−5.3%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF10,479$770.8K0.1%−16−0.2%Reduced–
TGTTarget CorpStock7,895$771.7K0.1%−562−6.6%ReducedHistory
AIGAmerican International Group, Inc.Stock9,082$777.0K0.1%+940+11.5%AddedHistory
PEGPublic Service Enterprise Group IncCOM9,787$785.9K0.1%−552−5.3%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A47,037$787.4K0.1%−1,743−3.6%ReducedHistory
APDAir Products & Chemicals, Inc.Stock3,210$792.9K0.1%−68−2.1%ReducedHistory
MCOMoodys CorpStock1,600$817.5K0.1%−19−1.2%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS51,749$820.7K0.1%+2,040+4.1%AddedHistory
BWABorgwarner IncCOM18,400$829.1K0.1%−1,020−5.3%ReducedHistory
iShares MSCI Eafe ETF464287465ETF8,635$829.2K0.1%+157+1.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF5,825$838.6K0.1%00.0%UnchangedConverted for a 2-for-1 split–
CRWDCrowdStrike Holdings, Inc.Stock1,807$847.2K0.1%+383+26.9%AddedHistory
CVSCVS Health CorpStock10,735$851.9K0.1%−440−3.9%ReducedHistory
WCNWaste Connections, Inc.COM4,860$852.3K0.1%−144−2.9%ReducedHistory
USBUS Bancorp DECOM NEW16,165$862.6K0.1%+628+4.0%AddedHistory
BSXBoston Scientific CorpStock9,078$865.6K0.1%+403+4.6%AddedHistory
MELIMercadolibre IncCOM435$876.2K0.1%−77−15.0%ReducedHistory
UBSUBS Group AGStock19,048$882.1K0.1%−305−1.6%ReducedHistory
MCDMcDonalds CorpStock2,939$898.2K0.1%+42+1.4%AddedHistory
AMDAdvanced Micro Devices IncStock4,241$908.3K0.1%+682+19.2%AddedHistory
IBNIcici Bank LtdADR30,772$917.0K0.1%+630+2.1%AddedHistory
AMGNAmgen IncStock2,822$923.8K0.1%+26+0.9%AddedHistory
UHSUniversal Health Services IncCL B4,293$936.0K0.1%−430−9.1%ReducedHistory
DHRDanaher CorpStock4,125$944.3K0.1%+549+15.4%AddedHistory
GLWCorning IncCOM10,905$954.9K0.2%+547+5.3%AddedHistory
NEENextera Energy IncStock11,934$958.0K0.2%+240+2.1%AddedHistory
PHParker-Hannifin CorpStock1,091$959.2K0.2%−232−17.5%ReducedHistory
ACGLArch Capital Group Ltd.Stock10,093$968.1K0.2%+48+0.5%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,264$969.7K0.2%−91−1.4%Reduced–
CEGConstellation Energy CorpStock2,746$970.1K0.2%+292+11.9%AddedHistory
MPCMarathon Petroleum CorpStock5,994$974.9K0.2%−223−3.6%ReducedHistory
AMPAmeriprise Financial IncCOM1,990$975.9K0.2%−49−2.4%ReducedHistory
SONYSony Group CorpSPONSORED ADR38,475$984.9K0.2%+9,380+32.2%AddedHistory
CTVACorteva, Inc.Stock14,702$985.4K0.2%−1,865−11.3%ReducedHistory
WBDWarner Bros. Discovery, Inc.Stock34,300$988.5K0.2%−1,502−4.2%ReducedHistory
HCAHCA Healthcare, Inc.COM2,153$1.01M0.2%−174−7.5%ReducedHistory
BLKBlackRock, Inc.Stock949$1.02M0.2%00.0%UnchangedHistory
APHAmphenol CorpCL A7,548$1.02M0.2%−159−2.1%ReducedHistory
RLRalph Lauren CorpCL A2,902$1.03M0.2%−174−5.7%ReducedHistory
CRMSalesforce, Inc.Stock3,896$1.03M0.2%+173+4.6%AddedHistory
VLOValero Energy CorpStock6,382$1.04M0.2%−165−2.5%ReducedHistory
COPConocoPhillipsStock11,226$1.05M0.2%−324−2.8%ReducedHistory
MDTMedtronic plcStock11,046$1.06M0.2%+309+2.9%AddedHistory
LRCXLam Research CorpStock6,199$1.06M0.2%−728−10.5%ReducedHistory
AMATApplied Materials IncStock4,221$1.08M0.2%−1,560−27.0%ReducedHistory
SBUXStarbucks CorpStock12,884$1.08M0.2%+269+2.1%AddedHistory
CPCanadian Pacific Kansas City LtdCOM14,749$1.09M0.2%−206−1.4%ReducedHistory
LOWLowes Companies IncStock4,527$1.09M0.2%+105+2.4%AddedHistory
MSMorgan StanleyStock6,151$1.09M0.2%−422−6.4%ReducedHistory
SLViShares Silver TrustETF17,091$1.10M0.2%−11,977−41.2%ReducedHistory
IDXXIDEXX Laboratories IncCOM1,640$1.11M0.2%+3+0.2%AddedHistory
NSCNorfolk Southern CorpStock3,846$1.11M0.2%−482−11.1%ReducedHistory
GEVGE Vernova Inc.Stock1,702$1.11M0.2%+75+4.6%AddedHistory
NVONovo Nordisk A SADR21,870$1.11M0.2%+308+1.4%AddedHistory

Sold out since Q3 2025 (27)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Personal Cfo Solutions, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
IPGInterpublic Group of Companies, Inc.COM23,743$662.7K0.1%History
EBAYeBay IncCOM4,405$400.7K0.1%History
PANWPalo Alto Networks IncStock1,697$345.5K0.1%History
ALSumisho Air Lease CorpCL A5,183$329.9K0.1%History
CBTCabot CorpCOM4,004$304.5K0.1%History
STESTERIS plcSHS USD1,215$300.6K0.1%History
GRFSGrifols SASP ADR REP B NVT24,522$244.2K<0.1%History
WTWWillis Towers Watson PLCSHS697$240.8K<0.1%History
KTKT CorpSPONSORED ADR12,332$240.5K<0.1%History
CNXCConcentrix CorpStock5,143$237.4K<0.1%History
PRGOPERRIGO Co plcSHS10,589$235.8K<0.1%History
SHOEShoe Station Group IncCOM11,173$232.3K<0.1%History
YSGYatsen Holding LtdSPONSORED ADS25,422$230.3K<0.1%History
PSAPublic StorageCOM774$223.7K<0.1%History
STSensata Technologies Holding plcSHS7,243$221.3K<0.1%History
PACPacific Airport GroupSPON ADS B932$221.1K<0.1%History
DASHDoorDash, Inc.Stock812$220.8K<0.1%History
PYPLPayPal Holdings, Inc.Stock3,258$218.5K<0.1%History
ROLRollins IncCOM3,597$211.3K<0.1%History
BRBroadridge Financial Solutions, Inc.Stock880$209.6K<0.1%History
GDDYGoDaddy Inc.CL A1,504$205.8K<0.1%History
NOGNorthern Oil & Gas, Inc.COM8,283$205.4K<0.1%History
DRIDarden Restaurants IncCOM1,075$204.7K<0.1%History
EXASExact Sciences CorpCOM3,736$204.4K<0.1%History
SHWSherwin Williams CoCOM586$203.0K<0.1%History
KCKingsoft Cloud Holdings LtdADS12,174$181.6K<0.1%History
UMHUmh Properties, Inc.COM10,564$156.9K<0.1%History