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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 35,655 | $17.2M | 2.7% | +978+2.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 58,417 | $18.3M | 2.9% | −180−0.3% | Reduced | History |
| AAPLApple Inc. | Stock | 140,740 | $38.3M | 6.1% | +34,322+32.3% | Added | History |
| CBChubb Ltd | Stock | 193,025 | $60.2M | 9.6% | −126−0.1% | Reduced | 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 |