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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
520
+16 vs. Q4 2025
Portfolio value
$711.9M
+$82.1M (+13.0%) vs. Q4 2025
Filed
Apr 30, 2026
SEC
Holdings of Personal Cfo Solutions, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CLVTClarivate PLCORD SHS11,944$30.2K<0.1%+11,944NewHistory
GHYPGIM Global High Yield Fund, Inc.COM11,706$136.4K<0.1%+11,706NewHistory
HLNHaleon plcADR15,673$156.9K<0.1%+1,620+11.5%AddedHistory
ADPTAdaptive Biotechnologies CorpCOM11,344$157.5K<0.1%+11,344NewHistory
VTRSViatris IncStock13,654$184.5K<0.1%−1,596−10.5%ReducedHistory
CWKCushman & Wakefield Ltd.COMMON SHARES16,326$200.2K<0.1%+1,650+11.2%AddedHistory
APOApollo Global Management, Inc.COM1,800$200.6K<0.1%+155+9.4%AddedHistory
EGEverest Group, Ltd.COM615$201.0K<0.1%−5−0.8%ReducedHistory
PCORProcore Technologies, Inc.COM3,528$201.1K<0.1%−300−7.8%ReducedHistory
SHWSherwin Williams CoCOM627$201.1K<0.1%+627NewHistory
FSVFirstService CorpCOM1,445$201.1K<0.1%−156−9.7%ReducedHistory
KMIKinder Morgan, Inc.Stock6,042$202.6K<0.1%−1,854−23.5%ReducedHistory
GENGen Digital Inc.Stock10,759$202.6K<0.1%+2,784+34.9%AddedHistory
PANWPalo Alto Networks IncStock1,269$203.4K<0.1%+1,269NewHistory
RNRRenaissancere Holdings LtdCOM686$203.9K<0.1%+686NewHistory
PYPLPayPal Holdings, Inc.Stock4,554$206.0K<0.1%+4,554NewHistory
PEGAPegasystems IncCOM4,844$206.2K<0.1%+4,844NewHistory
ELSEquity Lifestyle Properties IncCOM3,275$206.2K<0.1%−27−0.8%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM21,667$206.3K<0.1%−40,733−65.3%ReducedHistory
Global X FDS37954Y715RBTCS ARTFL INTE6,209$206.3K<0.1%+6,209New–
AGMFederal Agricultural Mortgage CorpCL C1,396$207.0K<0.1%−44−3.1%ReducedHistory
UTZUtz Brands, Inc.COM CL A26,212$207.6K<0.1%+4,759+22.2%AddedHistory
CELHCelsius Holdings, Inc.COM NEW5,900$209.3K<0.1%−131−2.2%ReducedHistory
AZZAzz IncCOM1,674$209.5K<0.1%+1,674NewHistory
UHSUniversal Health Services IncCL B1,172$209.8K<0.1%−3,121−72.7%ReducedHistory
CMGChipotle Mexican Grill IncCOM6,580$210.6K<0.1%−640−8.9%ReducedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK8,639$211.0K<0.1%+8,639NewHistory
COINCoinbase Global, Inc.COM CL A1,212$211.6K<0.1%−44−3.5%ReducedHistory
BMIBadger Meter IncCOM1,398$213.0K<0.1%+240+20.7%AddedHistory
ARGXArgenx SESPONSORED ADR293$214.0K<0.1%−60−17.0%ReducedHistory
MKCMcCormick & Co IncStock4,266$215.2K<0.1%+4,266NewHistory
NWGNatWest Group plcSPONS ADR13,971$215.5K<0.1%+3,867+38.3%AddedHistory
iShares Russell Midcap ETF464287499ETF2,217$215.6K<0.1%−703−24.1%Reduced–
DARDarling Ingredients Inc.COM3,486$215.6K<0.1%+3,486NewHistory
VEONVEON Ltd.SPONSORED ADS4,689$217.1K<0.1%+592+14.4%AddedHistory
ITWIllinois Tool Works IncStock832$218.0K<0.1%+832NewHistory
FTNTFortinet, Inc.Stock2,670$218.2K<0.1%+127+5.0%AddedHistory
OLEDUniversal Display CorpCOM2,382$218.3K<0.1%+445+23.0%AddedHistory
HLNEHamilton Lane INCCL A2,186$218.4K<0.1%−114−5.0%ReducedHistory
CMICummins IncStock407$219.0K<0.1%+407NewHistory
QQnity Electronics, Inc.COMMON STOCK1,899$219.1K<0.1%+1,899NewHistory
SFBSServisFirst Bancshares, Inc.COM3,022$220.1K<0.1%+3,022NewHistory
NXSTNexstar Media Group, Inc.COMMON STOCK1,218$220.3K<0.1%−463−27.5%ReducedHistory
METMetlife IncStock3,118$220.5K<0.1%−280−8.2%ReducedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1030,516$220.9K<0.1%+30,516NewHistory
LKFNLakeland Financial CorpCOM3,859$221.5K<0.1%+91+2.4%AddedHistory
HOODRobinhood Markets, Inc.Stock3,198$221.6K<0.1%+835+35.3%AddedHistory
ADPAutomatic Data Processing IncStock1,093$223.8K<0.1%−111−9.2%ReducedHistory
CNSCohen & Steers, Inc.COM3,597$225.0K<0.1%−78−2.1%ReducedHistory
ASAmer Sports, Inc.COM SHS6,847$225.4K<0.1%+9+0.1%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A5,711$225.7K<0.1%−206−3.5%ReducedHistory
IRIngersoll Rand Inc.COM2,818$225.8K<0.1%+176+6.7%AddedHistory
MMSIMerit Medical Systems IncCOM3,290$226.8K<0.1%+315+10.6%AddedHistory
ELEstee Lauder Companies IncCL A3,164$227.1K<0.1%−381−10.7%ReducedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF6,282$227.5K<0.1%+6,282New–
CCICrown Castle Inc.REIT2,801$227.7K<0.1%+2,801NewHistory
SANBanco Santander, S.A.ADR20,199$227.8K<0.1%+1,176+6.2%AddedHistory
CTASCintas CorpStock1,354$229.1K<0.1%+1,354NewHistory
ESQEsquire Financial Holdings, Inc.COM2,135$229.5K<0.1%+2,135NewHistory
EEExcelerate Energy, Inc.CL A COM6,899$230.6K<0.1%−330−4.6%ReducedHistory
CHEChemed CorpCOM620$234.3K<0.1%+23+3.9%AddedHistory
CPKChesapeake Utilities CorpCOM1,851$235.2K<0.1%−56−2.9%ReducedHistory
iShares Tr46435U218ESG MSCI LEADR2,104$239.0K<0.1%+2,104New–
ADSKAutodesk, Inc.COM1,004$240.4K<0.1%+39+4.0%AddedHistory
SNOWSnowflake Inc.Stock1,607$242.4K<0.1%+30+1.9%AddedHistory
MSAMSA Safety IncCOM1,482$242.9K<0.1%+7+0.5%AddedHistory
FUTUFutu Holdings LtdSPON ADS CL A1,778$243.2K<0.1%+65+3.8%AddedHistory
ICEIntercontinental Exchange, Inc.Stock1,546$243.2K<0.1%+190+14.0%AddedHistory
LPLALPL Financial Holdings Inc.COM809$243.3K<0.1%+139+20.7%AddedHistory
TRNOTerreno Realty CorpCOM3,934$243.7K<0.1%−111−2.7%ReducedHistory
ITRIItron, Inc.COM2,727$244.4K<0.1%+208+8.3%AddedHistory
DLRDigital Realty Trust, Inc.COM1,356$244.4K<0.1%−357−20.8%ReducedHistory
AFRMAffirm Holdings, Inc.COM CL A5,343$244.8K<0.1%+2,177+68.8%AddedHistory
FANGDiamondback Energy, Inc.Stock1,238$244.9K<0.1%+1,238NewHistory
BCBrunswick CorpCOM3,377$245.7K<0.1%−371−9.9%ReducedHistory
BAXBaxter International IncStock14,637$246.0K<0.1%+112+0.8%AddedHistory
CTRECareTrust REIT, Inc.COM6,713$248.7K<0.1%−386−5.4%ReducedHistory
DTEDte Energy CoCOM1,688$248.8K<0.1%+45+2.7%AddedHistory
MELIMercadolibre IncCOM144$249.0K<0.1%−291−66.9%ReducedHistory
MTRNMATERION CorpCOM1,733$250.6K<0.1%−92−5.0%ReducedHistory
KMXCarMax IncCOM6,040$251.1K<0.1%−167−2.7%ReducedHistory
ROLRollins IncCOM4,713$251.7K<0.1%+4,713NewHistory
NUENucor CorpCOM1,487$252.3K<0.1%−1,729−53.8%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM3,465$252.7K<0.1%−227−6.1%ReducedHistory
RSGRepublic Services, Inc.COM1,154$252.8K<0.1%+140+13.8%AddedHistory
RELXRELX PLCSPONSORED ADR7,638$253.2K<0.1%+1,390+22.2%AddedHistory
KWRQuaker Chemical CorpCOM2,042$253.6K<0.1%+472+30.1%AddedHistory
EQIXEquinix IncCOM259$253.7K<0.1%+259NewHistory
CORCencora, Inc.Stock808$253.8K<0.1%−1,021−55.8%ReducedHistory
Global X Uranium ETF37954Y871ETF5,312$257.3K<0.1%+5,312New–
AWKAmerican Water Works Company, Inc.Stock1,899$258.4K<0.1%+7+0.4%AddedHistory
RMDResmed IncCOM1,151$258.4K<0.1%−44−3.7%ReducedHistory
NLYAnnaly Capital Management IncREIT11,878$259.5K<0.1%+89+0.8%AddedHistory
DXCMDexcom IncCOM4,145$260.3K<0.1%−233−5.3%ReducedHistory
IRMIron Mountain IncCOM2,550$262.7K<0.1%+22+0.9%AddedHistory
iShares Tr464288414NATIONAL MUN ETF2,476$262.9K<0.1%+2,476New–
LSTRLandstar System IncCOM1,642$263.2K<0.1%−32−1.9%ReducedHistory
GEFGreif, IncCL A3,902$263.9K<0.1%+302+8.4%AddedHistory
DBVTDBV Technologies S.A.SPONSORED ADS12,643$264.1K<0.1%+12,643NewHistory
BF.BBrown Forman CorpStock9,911$264.4K<0.1%−165−1.6%ReducedHistory

Sold out since Q4 2025 (51)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Personal Cfo Solutions, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Fidelity MSCI Financials Index ETF316092501ETF116,387$9.05M1.4%–
iShares Russell 1000 Growth ETF464287614ETF18,329$8.68M1.4%–
OMCOmnicom Group Inc.COM16,956$1.37M0.2%History
SLViShares Silver TrustETF17,091$1.10M0.2%History
RLRalph Lauren CorpCL A2,902$1.03M0.2%History
BWABorgwarner IncCOM18,400$829.1K0.1%History
SLBSLB LimitedStock19,982$766.9K0.1%History
APTVAptiv PLCStock9,709$738.8K0.1%History
CPNGCoupang, Inc.CL A30,082$709.6K0.1%History
ADMArcher-Daniels-Midland CoStock12,039$692.1K0.1%History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF5,775$689.6K0.1%–
RACEFerrari N.V.COM1,725$637.7K0.1%History
BGBunge Global SACOM SHS6,261$557.8K0.1%History
LKQLKQ CorpCOM17,845$538.9K0.1%History
MNDYmonday.com Ltd.SHS3,302$487.2K0.1%History
BUDAnheuser-Busch InBev SA/NVADR7,143$457.4K0.1%History
iShares Inc464286392MSCI WORLD ETF2,418$449.1K0.1%–
PAYCPaycom Software, Inc.Stock2,651$422.5K0.1%History
LDOSLeidos Holdings, Inc.COM2,057$371.0K0.1%History
CCKCrown Holdings, Inc.COM3,286$338.3K0.1%History
CVNACarvana Co.CL A801$338.0K0.1%History
LTHLife Time Group Holdings, Inc.COMMON STOCK12,704$337.7K0.1%History
iShares Tr464288281JPMORGAN USD EMG3,400$327.4K0.1%–
TIGRUP Fintech Holding LtdSPONSORED ADS32,372$309.5K<0.1%History
ACADAcadia Pharmaceuticals IncCOM11,306$302.0K<0.1%History
WINGWingstop Inc.COM1,212$289.1K<0.1%History
CTRACoterra Energy Inc.Stock10,869$286.1K<0.1%History
Schwab U.S. Large-Cap Growth ETF808524300ETF8,441$275.3K<0.1%–
VEEVVeeva Systems IncStock1,213$270.8K<0.1%History
BITBBitwise Bitcoin ETFSHS BEN INT5,615$267.1K<0.1%History
AESAES CorpStock18,487$265.1K<0.1%History
ORLYO Reilly Automotive IncStock2,884$263.1K<0.1%History
TTEKTetra Tech IncCOM7,746$259.8K<0.1%History
UNFUnifirst CorpCOM1,309$252.5K<0.1%History
CRAICra International, Inc.COM1,202$241.3K<0.1%History
HDBHDFC Bank LtdSPONSORED ADS6,403$234.0K<0.1%History
MPWRMonolithic Power Systems, Inc.COM257$233.0K<0.1%History
Cyberark Software LtdM2682V108SHS514$229.3K<0.1%–
COOCooper Companies, Inc.COM2,792$228.8K<0.1%History
SNASnap-on IncCOM663$228.6K<0.1%History
GPIGroup 1 Automotive IncCOM577$226.8K<0.1%History
KNSLKinsale Capital Group, Inc.Stock571$223.4K<0.1%History
FFord Motor CoStock16,875$221.4K<0.1%History
RDDTReddit, Inc.Stock949$218.1K<0.1%History
FITBFifth Third BancorpCOM4,636$217.0K<0.1%History
CTSHCognizant Technology Solutions CorpCL A2,581$214.2K<0.1%History
PKGPackaging Corp of AmericaStock1,034$213.3K<0.1%History
AEGAegon Ltd.AMER REG 1 CERT27,653$213.2K<0.1%History
RJFRaymond James Financial IncCOM1,315$211.1K<0.1%History
WDAYWorkday, Inc.CL A981$210.7K<0.1%History
KBRKBR, Inc.COM5,016$201.6K<0.1%History