What does Cloud Capital Management, LLC hold?

Cloud Capital Management, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2060492.

What is Cloud Capital Management, LLC's AUM?

Cloud Capital Management, LLC reported approximately $274.1M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $300.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Cloud Capital Management, LLC's holdings?

All Cloud Capital Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2060492. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Cloud Capital Management, LLC's 13F data updated on 13F Pro?

Cloud Capital Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Cloud Capital Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2060492

Institutional-grade research for retail investors

Sector Allocation

Other80.1%$219.5M
Technology13.9%$38.0M
Consumer Discretionary2.1%$5.7M
Financials1.9%$5.1M
Consumer Staples0.6%$1.7M
Industrials0.5%$1.3M
Communication Services0.4%$1.0M
Healthcare0.3%$968,000
Real Estate0.1%$423,000
Energy0.1%$230,000

AUM History

13fpro.ai/research/fund/cloud-capital-management-llc-2060492

Conviction and streaks

Diversifying · top 10 = 48.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold15.6% weight · held 6 quarters

$AAPLConviction hold5.1% weight · held 6 quarters

$Conviction hold4.9% weight · held 6 quarters

$Conviction hold3.8% weight · held 6 quarters

$Conviction hold3.6% weight · held 6 quarters

$Accumulating+178% shares · 5 quarters running

$Accumulating+451% shares · 5 quarters running

$Accumulating+149% shares · 5 quarters running

$Accumulating+84% shares · 5 quarters running

$Accumulating+313% shares · 5 quarters running

$Trimming-14% shares · 2 quarters running

$Trimming-9% shares · 2 quarters running

$Trimming-23% shares · 2 quarters running

$Trimming-5% shares · 2 quarters running

$GOOGTrimming-20% shares · 2 quarters running

Largest positions — Q2 2026

DIM
$42.7M
AAPL
$14.1M
DIM
$13.5M
AVANTIS
$10.3M
AVANTIS
$9.8M
SCH
$9.3M
DIM
$9.0M
GOOG
$8.5M
SCH
$8.4M
DIM
$6.8M
DIM
$6.7M
VNGRD
$6.4M
MSFT
$5.7M
VNGRD
$5.1M
QQQ
$5.0M
ISHARES
$4.9M
DIM
$4.6M
DIM
$4.4M
AVANTIS
$4.2M
SCH
$4.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cloud-capital-management-llc-2060492

Cloud Capital Management, LLC 13F holdings — Q2 2026

$274.1M portfolio (+19.5% QoQ) · 126 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio

1
DIM U.S. CORE EQY 2 - Exchange Traded Fund
$42.7M
15.6% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Apple Inc.
$AAPL
$14.1M
5.1% of stocks
+4%This quarter+12.7%Since filed4+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
3
DIM INTL CORE EQY 2 - Exchange Traded Fund
$13.5M
4.9% of stocks
+15%This quarter—Since filed—Held
AIQuality—Est. buy—
4
AVANTIS U.S. EQY - Exchange Traded Fund
$10.3M
3.8% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
5
AVANTIS U.S. SMALL CAP VALUE - Exchange Traded Fund
$9.8M
3.6% of stocks
+14%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SCH SHORT-TERM US TRSY - Exchange Traded Fund
$9.3M
3.4% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
7
DIM WORLD EX U.S. CORE EQY 2 - Exchange Traded Fund
$9.0M
3.3% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Alphabet Inc.
$GOOG
$8.5M
3.1% of stocks
+2%This quarter-8.7%Since filed4+ qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
9
SCH INT-TERM US TRSY - Exchange Traded Fund
$8.4M
3.1% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
DIM US CORE EQY 1 - Exchange Traded Fund
$6.8M
2.5% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	DIM U.S. CORE EQY 2 - Exchange Traded Fund	$42.7M	15.6%	+9%	—	—	—	—
2	Apple Inc.$AAPL	$14.1M	5.1%	+4%	+12.7%	4+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
3	DIM INTL CORE EQY 2 - Exchange Traded Fund	$13.5M	4.9%	+15%	—	—	—	—
4	AVANTIS U.S. EQY - Exchange Traded Fund	$10.3M	3.8%	+0.4%	—	—	—	—
5	AVANTIS U.S. SMALL CAP VALUE - Exchange Traded Fund	$9.8M	3.6%	+14%	—	—	—	—
6	SCH SHORT-TERM US TRSY - Exchange Traded Fund	$9.3M	3.4%	+11%	—	—	—	—
7	DIM WORLD EX U.S. CORE EQY 2 - Exchange Traded Fund	$9.0M	3.3%	-3%	—	—	—	—
8	Alphabet Inc.$GOOG	$8.5M	3.1%	+2%	-8.7%	4+ qtrsAdded 3 qtrs in a row	77.7#61	Estimated buy price is Pro: unlock with a free trial
9	SCH INT-TERM US TRSY - Exchange Traded Fund	$8.4M	3.1%	-4%	—	—	—	—
10	DIM US CORE EQY 1 - Exchange Traded Fund	$6.8M	2.5%	-2%	—	—	—	—

All holdings — Cloud Capital Management, LLC (Q2 2026)

Sort

126 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	DIM EMRGNG MKTS CORE EQY 2 - Exchange Traded Fund	—	$6.7M	2.4%	164K	+9%	—	—	13F
12	—	VNGRD SHORT-TERM INF-PROT SEC - Exchange Traded Fund	—	$6.4M	2.3%	127K	-9%	—	—	13F
13	$MSFT	MICROSOFT CORP	Technology	$5.7M	2.1%	15K	-30%	4+ qtrs	79.8	13F
14	—	VNGRD INT-TERM CORP BND - Exchange Traded Fund	—	$5.1M	1.9%	62K	+24%	—	—	13F
15	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$5.0M	1.8%	6,812	+13%	4+ qtrsAdded 3 qtrs in a row	—	13F
16	—	ISHARES CORE MSCI INTL DEV MKTS - Exchange Traded Fundetf/fund	—	$4.9M	1.8%	56K	+5%	—	—	13F
17	—	DIM INTL CORE EQY MKT - Exchange Traded Fund	—	$4.6M	1.7%	110K	+0.9%	—	—	13F
18	—	DIM US MKTWIDE VALUE - Exchange Traded Fund	—	$4.4M	1.6%	81K	+13%	—	—	13F
19	—	AVANTIS INTL SMALL CAP VALUE - Exchange Traded Fund	—	$4.2M	1.6%	41K	+10%	—	—	13F
20	—	SCH US TIPS - Exchange Traded Fund	—	$4.2M	1.5%	157K	-2%	—	—	13F
21	—	VNGRD SHORT-TERM CORP BND - Exchange Traded Fund	—	$4.1M	1.5%	52K	+20%	—	—	13F
22	—	VNGRD FTSE ALL-WORLD EX-US IDX - Exchange Traded Fund	—	$3.9M	1.4%	47K	+0.0%	—	—	13F
23	—	VNGRD MORN VALUE - Exchange Traded Fund	—	$3.9M	1.4%	18K	+0.8%	—	—	13F
24	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.8M	1.4%	16K	+5%	4+ qtrsAdded 3 qtrs in a row	67.5	13F
25	—	JPMORGAN CALIFORNIA TAX FREE BND - Exchange Traded Fund	—	$3.4M	1.2%	67K	New	—	—	13F
26	—	DIM U.S. SMALL CAP - Exchange Traded Fund	—	$3.3M	1.2%	41K	+0.3%
27	—	VNGRD S&P 500 - Exchange Traded Fund	—	$3.3M	1.2%	4,833	+0.7%
28	—	ISHARES RUSSELL 1000 GROWTH - Exchange Traded Fund	—	$3.0M	1.1%	24K	+272%
29	—	DIM INTL VALUE - Exchange Traded Fund	—	$2.6M	1.0%	49K	+4%
30	—	AVANTIS U.S. LARGE CAP VALUE - Exchange Traded Fund	—	$2.6M	0.9%	28K	+11%
31	$NVDA	NVIDIA CORP	Technology	$2.3M	0.8%	12K	+15%
32	—	VNGRD MORN TOTAL STOCK MKT - Exchange Traded Fund	—	$2.3M	0.8%	6,161	+1%
33	—	DIM US SMALL CAP VALUE - Exchange Traded Fund	—	$1.9M	0.7%	49K	+0.3%
34	—	DIM CORE FIXED INC - Exchange Traded Fund	—	$1.8M	0.7%	42K	+12%
35	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.8M	0.6%	4,190	+10%
36	—	SCH U.S. LARGE-CAP GROWTH - Exchange Traded Fund	—	$1.6M	0.6%	46K	-0.8%
37	$GOOGL	Alphabet Inc.	Technology	$1.3M	0.5%	3,577	-9%
38	—	DIM U.S. TARGETED VALUE - Exchange Traded Fund	—	$1.3M	0.5%	18K	+34%
39	—	DIM US CORE EQY MKT - Exchange Traded Fund	—	$1.2M	0.5%	24K	+0.2%
40	$IREN	IREN Ltd	Financials	$1.2M	0.4%	26K	-2%
41	—	SCH INTL SMALL-CAP EQY - Exchange Traded Fund	—	$1.1M	0.4%	24K	+0.3%
42	—	AVANTIS INTL SMALL CAP EQY - Exchange Traded Fund	—	$1.1M	0.4%	15K	+13%
43	$V	VISA INC.	Financials	$1.1M	0.4%	3,204	-2%
44	—	JPMORGAN BETA JAPAN - Exchange Traded Fund	—	$1.0M	0.4%	14K	—
45	$TMUS	T-Mobile US, Inc.	Communication Services	$1.0M	0.4%	6,137	New
46	—	AVANTIS EMRGNG MKTS EQY - Exchange Traded Fund	—	$1.0M	0.4%	11K	+0.3%
47	$META	Meta Platforms, Inc.	Technology	$1.0M	0.4%	1,788	-10%
48	—	STATE ST FINANCIAL SEL SECTR SPDR - Exchange Traded Fund	—	$986K	0.4%	18K	+10%
49	—	VNGRD FTSE EMRGNG MKTS - Exchange Traded Fund	—	$966K	0.3%	16K	-4%
50	—	DIM EMRGNG CORE EQY MKT - Exchange Traded Fund	—	$951K	0.3%	24K	+3%
51	—	AVANTIS EMRGNG MKTS VALUE - Exchange Traded Fund	—	$853K	0.3%	13K	+7%
52	—	ISHARES 1-5 YEAR INVST GRADE CORP BND - Exchange Traded Fund	—	$826K	0.3%	16K	+1%
53	—	AVANTIS EMRGNG MKTS SMALL CAP EQY - Exchange Traded Fund	—	$817K	0.3%	12K	+8%
54	—	VNGRD TOTAL BND MKT - Exchange Traded Fund	—	$766K	0.3%	10K	+17%
55	—	AVANTIS INTL EQY - Exchange Traded Fund	—	$756K	0.3%	8,482	+0.2%
56	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$742K	0.3%	1,552	+0.1%
57	—	DIM US LARGE CAP VALUE - Exchange Traded Fund	—	$738K	0.3%	19K	+0.3%
58	—	AVANTIS ALL INTL MKTS EQY - Exchange Traded Fund	—	$669K	0.2%	8,132	+0.6%
59	$ALLT	Allot Ltd.	Technology	$660K	0.2%	75K	-4%
60	—	TAPPALPHA S&P 500 GROWTH & DAILY INC - Exchange Traded Fund	—	$625K	0.2%	24K	+3%
61	—	AVANTIS U.S SMALL CAP EQY - Exchange Traded Fund	—	$610K	0.2%	8,326	+39%
62	$CAT	CATERPILLAR INC	Industrials	$598K	0.2%	563	+0.7%
63	—	DIM U.S. EQY MKT - Exchange Traded Fund	—	$593K	0.2%	7,394	+0.0%
64	$COKE	Coca-Cola Consolidated, Inc.	Consumer Staples	$566K	0.2%	2,972	-2%
65	—	VNGRD MORN MEGA CAP GROWTH - Exchange Traded Fund	—	$566K	0.2%	6,445	+400%
66	$GLD	SPDR GOLD TRUST	Financials	$563K	0.2%	1,531	-2%
67	—	JPMORGAN LIMITED DURATION BND - Exchange Traded Fund	—	$545K	0.2%	10K	-0.2%
68	$ASML	ASML HOLDING NV	Technology	$541K	0.2%	272	+6%
69	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$531K	0.2%	1,064	+27%
70	$AVGO	Broadcom Inc.	Technology	$511K	0.2%	1,355	-11%
71	—	ISHARES SHORT-TERM NATIONAL MUNI BND - Exchange Traded Fund	—	$498K	0.2%	4,676	+0.6%
72	—	JPMORGAN BETA CANADA - Exchange Traded Fund	—	$496K	0.2%	4,990	—
73	$STX	Seagate Technology Holdings plc	Technology	$473K	0.2%	490	-12%
74	$JPM	JPMORGAN CHASE & CO	Financials	$458K	0.2%	1,400	-5%
75	—	JPMORGAN INC - Exchange Traded Fund	—	$454K	0.2%	9,873	-5%
76	—	ISHARES CORE S&P MID-CAP - Exchange Traded Fund	—	$451K	0.2%	5,862	New
77	$MU	MICRON TECHNOLOGY INC	Technology	$425K	0.2%	368	New
78	—	ISHARES CORE DIV GROWTH - Exchange Traded Fund	—	$422K	0.1%	5,569	New
79	$DHR	DANAHER CORP /DE/	Healthcare	$419K	0.1%	2,198	+0.7%
80	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$406K	0.1%	435	-0.5%
81	—	VNGRD MORN SMALL-CAP - Exchange Traded Fund	—	$399K	0.1%	1,320	—
82	—	VNGRD S&P 500 GROWTH - Exchange Traded Fund	—	$396K	0.1%	1,738	+132%
83	—	DIM WORLD EQY - Exchange Traded Fund	—	$384K	0.1%	4,650	+8%
84	$WMT	Walmart Inc.	Consumer Staples	$382K	0.1%	3,372	-0.4%
85	$CIFR	Cipher Digital Inc.	Financials	$380K	0.1%	16K	+0.2%
86	—	VNGRD MORN MEGA CAP VALUE - Exchange Traded Fund	—	$379K	0.1%	2,322	—
87	—	DIM EMRGNG MKTS VALUE - Exchange Traded Fund	—	$363K	0.1%	8,545	+0.5%
88	$PM	Philip Morris International Inc.	Consumer Staples	$356K	0.1%	1,956	-12%
89	$AMD	ADVANCED MICRO DEVICES INC	Technology	$353K	0.1%	608	New
90	$LRCX	LAM RESEARCH CORP	Technology	$340K	0.1%	786	New
91	$JNJ	JOHNSON & JOHNSON	Healthcare	$330K	0.1%	1,299	-15%
92	—	ISHARES IBNDS DEC 2026 TERM CORP - Exchange Traded Fund	—	$314K	0.1%	13K	-30%
93	$INTC	INTEL CORP	Technology	$307K	0.1%	2,202	New
94	$VRT	Vertiv Holdings Co	Technology	$307K	0.1%	919	+3%
95	—	JPMORGAN BETA DEV ASIA PACIFIC EX-JAPAN - Exchange Traded Fund	—	$305K	0.1%	5,109	—
96	—	DIM US VECTOR EQY - Exchange Traded Fund	—	$304K	0.1%	4,576	+0.3%
97	$HIG	HARTFORD INSURANCE GROUP, INC.	Financials	$280K	0.1%	2,106	+0.1%
98	$ARES	Ares Management Corp	Financials	$280K	0.1%	2,516	+0.5%
99	$DLR	DIGITAL REALTY TRUST, INC.	Real Estate	$279K	0.1%	1,555	+0.6%
100	—	STATE ST SPDR PORT S&P 500 HIGH DIV - Exchange Traded Fund	—	$275K	0.1%	5,783	—
101	—	ISHARES SEL DIV - Exchange Traded Fund	—	$264K	0.1%	1,694	New
102	$URI	UNITED RENTALS, INC.	Industrials	$263K	0.1%	233	New
103	—	ARK INNOVATION - Exchange Traded Fund	—	$257K	0.1%	3,190	New
104	—	DIM INTL SMALL CAP VALUE - Exchange Traded Fund	—	$252K	0.1%	6,304	+9%
105	$BWIN	Baldwin Insurance Group, Inc.	Financials	$252K	0.1%	9,508	+0.1%
106	—	FRST TST SMITH OPPORTUNISTIC FIXED INC - Exchange Traded Fund	—	$248K	0.1%	5,696	New
107	—	VNGRD FTSE DEV MKTS - Exchange Traded Fund	—	$247K	0.1%	3,468	-5%
108	—	ISHARES 20 YEAR TRSY BND - Exchange Traded Fund	—	$243K	0.1%	2,815	-4%
109	—	VNGRD DIV APP - Exchange Traded Fund	—	$234K	0.1%	990	-2%
110	$SE	Sea Ltd	Industrials	$233K	0.1%	2,434	+0.0%
111	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$230K	0.1%	6,275	+0.1%
112	$BA	BOEING CO	Industrials	$227K	0.1%	1,052	-1%
113	—	VNGRD INFORMATION TECH - Exchange Traded Fund	—	$222K	0.1%	1,461	New
114	$LLY	ELI LILLY & Co	Healthcare	$219K	0.1%	182	-21%
115	$AMAT	APPLIED MATERIALS INC /DE	Technology	$215K	0.1%	297	New
116	$NOW	ServiceNow, Inc.	Technology	$213K	0.1%	2,154	New
117	—	SCH INTL EQY - Exchange Traded Fund	—	$210K	0.1%	7,585	New
118	—	VERT GLOBAL SUSTAINABLE REAL ESTATE - Exchange Traded Fund	—	$208K	0.1%	18K	+0.8%
119	—	DIM US HIGH PROFITABILITY - Exchange Traded Fund	—	$204K	0.1%	4,922	New
120	—	SCHAMENTAL U.S. LARGE COMPANY - Exchange Traded Fund	—	$203K	0.1%	6,562	New
121	$SBUX	STARBUCKS CORP	Consumer Discretionary	$203K	0.1%	1,998	New
122	$MHD	BLACKROCK MUNIHOLDINGS FUND, INC.	Other	$190K	0.1%	16K	New
123	$OPEN	Opendoor Technologies Inc.	Real Estate	$144K	0.1%	31K	New
124	$LYG	Lloyds Banking Group plc	Financials	$87K	0.0%	15K	+3%
125	$SRFM	SURF AIR MOBILITY INC.	Industrials	$11K	0.0%	10K	—
126	$SRXH	SRX Global Inc.	Consumer Staples	$0	0.0%	20K	New

What changed in Q2 2026

Against the previous quarter's 13F: 22 new, 67 added to, 30 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (22)

JPMORGAN CALIFORNIA TAX FREE BND - Exchange Traded Fund$3.4M
first bought this quarter
$TMUST-Mobile US, Inc.$1.0M
first bought this quarter
ISHARES CORE S&P MID-CAP - Exchange Traded Fund$451K
first bought this quarter
$MUMICRON TECHNOLOGY INC$425K
first bought this quarter
ISHARES CORE DIV GROWTH - Exchange Traded Fund$422K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$353K
first bought this quarter

+16 more in the Excel export

Added to (67)

DIM U.S. CORE EQY 2 - Exchange Traded Fund+9%
now $42.7M
ISHARES RUSSELL 1000 GROWTH - Exchange Traded Fund+272%
now $3.0M
DIM INTL CORE EQY 2 - Exchange Traded Fund+15%
now $13.5M
AVANTIS U.S. SMALL CAP VALUE - Exchange Traded Fund+14%
now $9.8M
VNGRD INT-TERM CORP BND - Exchange Traded Fund+24%
now $5.1M
SCH SHORT-TERM US TRSY - Exchange Traded Fund+11%
now $9.3M

+61 more in the Excel export

Trimmed (30)

$MSFTMICROSOFT CORP-30%
now $5.7M · held 4+ qtrs
VNGRD SHORT-TERM INF-PROT SEC - Exchange Traded Fund-9%
now $6.4M
SCH INT-TERM US TRSY - Exchange Traded Fund-4%
now $8.4M
DIM WORLD EX U.S. CORE EQY 2 - Exchange Traded Fund-3%
now $9.0M
DIM US CORE EQY 1 - Exchange Traded Fund-2%
now $6.8M
ISHARES IBNDS DEC 2026 TERM CORP - Exchange Traded Fund-30%
now $314K

+24 more in the Excel export

Sold out (1)

$XOM.R34088EXXON MOBIL CORPwas $281K
held 3+ qtrs

Firm AUM (Form ADV): $300.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Cloud Capital Management, LLC has filed, 5 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Cloud Capital Management?

Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Cloud Capital Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+1.7%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

48%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

89%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Cloud Capital Management, LLC disclosed 126 positions worth $274.1M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 22 new positions and exited 1 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (80.1% of disclosed assets). All figures are sourced directly from Cloud Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 2060492.

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AI-Powered Hedge Fund Analysis: Cloud Capital Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Cloud Capital Management, LLC (SEC CIK: 2060492), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

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