CL
CFO4Life, L.P. Historical SEC 13F Holdings & Archive (Q4 2022)
CFO4Life, L.P.CIK: 0001632248
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$470.5M
Reporting period: 2022-12-31 · Number of holdings: 176
CFO4Life, L.P. disclosed 176 holdings in its latest 13F filing for the period ending 2022-12-31, with total reported value of $470.5M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 15.53
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 64.85
- Diversification
- 100
- Sizing Uniformity
- 75.78
CFO4Life, L.P.'s disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 26 equally-sized positions, well below its 176 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.42), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 33% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 11.80% | — | +5.62% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.90% | — | — | |
| 3 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 6.20% | — | +122.02% | |
| 4 | UCON | First Trust Smith Unconstrai | ETF-Other | 5.52% | — | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.84% | — | +627.44% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.46% | — | +1003.12% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.33% | — | +212.21% | |
| 8 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 2.72% | — | +82.63% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.43% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.33% | — | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | — | — | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.93% | — | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.85% | — | — | |
| 14 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.84% | — | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | — | +4013.62% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.70% | — | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.63% | — | — | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.35% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.30% | — | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.28% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | — | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | — | — | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 1.01% | — | — | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | — | — | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | — | — | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.79% | — | — | |
| 28 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.72% | — | — | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.67% | — | — | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.65% | — | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | — | +539.97% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | — | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | — | +704.99% | |
| 34 | LII | Lennox International Inc | Stock-Industrials | 0.58% | — | -51.07% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | — | — | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.57% | — | — | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.57% | — | — | |
| 38 | AYXEUR | Alteryx Inc - Class A | Stock-Other | 0.57% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | — | — | |
| 40 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.54% | — | — | |
| 41 | BLKCHF | Blackrock Inc | Stock-Other | 0.53% | — | — | |
| 42 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.46% | — | — | |
| 43 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.46% | — | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | — | +231.20% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | — | +3538.50% | |
| 46 | ISCF | Ishares International Small | ETF-Other | 0.44% | — | — | |
| 47 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.43% | — | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | — | — | |
| 49 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.37% | — | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.35% | — | -75.45% |
1–50 of 176
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+23%
- Stdev
- +11.4%
- Beta
- +0.84
- Alpha
- -2.2%
- Max Drawdown
- -8%
- Annualized Perf
- +14.9%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +2.37
- Stutzer
- +0.37
- Treynor
- +0.17
- Sterling
- +0.96
- Calmar
- +1.86
- Information Ratio
- -1.31
- Tracking Error
- +4.1%
- Stdev Down
- +6.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +29.4%
- Worst 12 Months
- +3.1%
- Efficiency Ratio
- +0.5
- Sharpe
- +1.28
- Stdev Sectors
- +10.7%
- Skewness
- -0.09
- Kurtosis
- -0.05
- Upside Potential
- +3.96
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is CFO4Life, L.P. and what type of investor is it?
CFO4Life, L.P. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-12-31), the firm manages a tracked equity portfolio valued at approximately $470.5M, spread across 176 disclosed positions.
What are CFO4Life, L.P.'s largest equity positions?
Based on the latest 13F filing, CFO4Life, L.P.'s top holdings by market value are:
1. United Parcel Service-cl B (UPS) — $55.5M (11.8%)
2. Vanguard S&p 500 ETF (VOO) — $41.9M (8.9%)
3. Darling Ingredients Inc (DAR) — $29.2M (6.2%)
4. First Trust Smith Unconstrai (UCON) — $26.0M (5.5%)
5. Apple Inc (AAPL) — $18.1M (3.8%)
What changes did CFO4Life, L.P. make in its most recent portfolio filing?
No notable portfolio changes were recorded for CFO4Life, L.P. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does CFO4Life, L.P. focus on?
CFO4Life, L.P. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 37.7%
• Information Technology: 20.6%
• Financials: 9.5%
• Consumer Discretionary: 9.2%
• Health Care: 7.8%
• Consumer Staples: 6.7%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
CFO4Life, L.P. returned an annualized 14.9% over the trailing 36 months — underperforming the S&P 500 by 2.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.84 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.7% of the portfolio concentrated in Industrials.
Its turnover score has fallen from 64 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its UPS position over the past two quarters (+$22.4M, now $55.5M), while trimming USMV over the same stretch (-$5.1M, still holding $1.6M).
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