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CIK: 0002114167
Total reported value
$121.5M
$121.5M
110 檔
29.2%
According to the latest 13F quarterly dataset, Cfo Capital Management LLC managed an equity portfolio of $121.5M at the end of Q4 2025, spanning 110 distinct U.S. exchange-listed positions.
During Q4 2025, Cfo Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.73% | -0.27% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.34% | -0.10% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.99% | +0.06% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.27% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.24% | -0.14% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.89% | -0.01% | — | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.75% | -0.19% | — | |
| 8 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 2.44% | +0.05% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | +0.02% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.21% | +0.03% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | -0.04% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.12% | — | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.92% | -0.74% | — | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.90% | -0.22% | — | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.83% | -1.11% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | +0.45% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | -0.06% | — | |
| 18 | ATFV | Alger 35 ETF | ETF-Other | 1.52% | +0.07% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.46% | — | — | |
| 20 | NBIS | Nebius Group N.V. | Stock-Other | 1.46% | +0.47% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.12% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.14% | -0.13% | — | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.10% | -1.10% | EXIT | |
| 24 | INVN | Alger Russell Innovation ETF | ETF-Other | 1.07% | -0.53% | — | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.07% | +0.15% | — | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | +1.71% | — | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | +0.07% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.39% | — | |
| 29 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 0.91% | +0.04% | — | |
| 30 | HDV | Ishares Core High Dividend E | ETF-Other | 0.91% | +0.24% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.03% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.03% | — | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.84% | +0.19% | — | |
| 34 | IONQ | Ionq Inc | Stock-Tech | 0.80% | -0.80% | EXIT | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.78% | EXIT | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | +0.13% | — | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | — | — | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.16% | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | +0.41% | — | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.69% | -0.69% | EXIT | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.67% | +0.35% | — | |
| 42 | VHT | Vanguard Health Care ETF | ETF-Other | 0.67% | +0.06% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | -0.07% | — | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.65% | +0.10% | — | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.63% | -0.63% | EXIT | |
| 46 | PDX | Pimco Dynamic Income Strat | Stock-Other | 0.60% | -0.35% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | — | — | |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.59% | +0.12% | — | |
| 49 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.58% | +0.09% | — | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.08% | — |
According to official SEC Form 13F filings, Cfo Capital Management LLC reported a total U.S. public equity portfolio value of $121.5M across 110 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 29.2% of total reported equity market value during Q4 2025.
During Q4 2025, Cfo Capital Management LLC's top holdings by market value included AAPL (8.7%)、NVDA (7.3%)、AMZN (4.0%). The largest single position, AAPL, represented 8.7% of total portfolio value.
In Q4 2025, Cfo Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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