PERSONAL CFO SOLUTIONS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1677501
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$691.9M

Holdings

529

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

PERSONAL CFO SOLUTIONS, LLC disclosed 529 positions worth $691.9M in its Form 13F-HR for Q2 2026, led by $CB (Chubb Ltd) at 9.9% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 77 new positions and exited 68. The portfolio is most concentrated in Technology (29.0% of disclosed assets). All figures are sourced directly from PERSONAL CFO SOLUTIONS, LLC’s Form 13F-HR filing with the SEC under CIK 1677501.

Sector Allocation

TechnologyFinancialsOtherIndustrialsHealthcareConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of PERSONAL CFO SOLUTIONS, LLC's 529 positions.

Showing top 10 of 529 holdings.

Sector Allocation

Technology

$200.5M

Financials

$137.0M

Other

$98.7M

Industrials

$72.8M

Healthcare

$50.0M

Consumer Discretionary

$36.8M

Consumer Staples

$23.3M

Energy

$21.1M

Full Holdings — PERSONAL CFO SOLUTIONS, LLC (Q2 2026)

All 529 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
CB$CBChubb Ltd$68.5M
AAPL$AAPLApple Inc.$42.6M
GOOGL$GOOGLAlphabet Inc.$20.1M
INNOVATOR ETFS TRUST - DEFINED WLT SHLD$19.3M
NVDA$NVDANVIDIA CORP$18.9M
AMZN$AMZNAMAZON COM INC$15.2M
ISHARES TR - MSCI EAFE ETF$14.3M
MSFT$MSFTMICROSOFT CORP$13.5M
GOOG$GOOGAlphabet Inc.$13.0M
THORNBURG ETF TR - MULTI SECTOR BD$11.8M
ITT$ITTITT INC.$11.8M
ISHARES TR - RUS 1000 GRW ETF$9.7M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$8.7M
ISHARES TR - MSCI INTL QUALTY$8.1M
ISHARES TR - EAFE GRWTH ETF$6.9M
SPY$SPYSPDR S&P 500 ETF TRUST$6.7M
AVGO$AVGOBroadcom Inc.$6.5M
TSLA$TSLATesla, Inc.$5.4M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$5.4M
STX$STXSeagate Technology Holdings plc$4.9M
LLY$LLYELI LILLY & Co$4.8M
META$METAMeta Platforms, Inc.$4.8M
LIN$LINLINDE PLC$4.4M
GLD$GLDSPDR GOLD TRUST$4.2M
CVX$CVXCHEVRON CORP$4.0M
BA$BABOEING CO$3.9M
V$VVISA INC.$3.8M
JNJ$JNJJOHNSON & JOHNSON$3.8M
ISHARES TR - IBOXX HI YD ETF$3.7M
AXP$AXPAMERICAN EXPRESS CO$3.5M
ASML$ASMLASML HOLDING NV$3.3M
JPM$JPMJPMORGAN CHASE & CO$3.3M
MRK$MRKMerck & Co., Inc.$3.2M
INTC$INTCINTEL CORP$3.0M
MA$MAMastercard Inc$3.0M
RTX$RTXRTX Corp$2.9M
AMD$AMDADVANCED MICRO DEVICES INC$2.9M
VZ$VZVERIZON COMMUNICATIONS INC$2.9M
LRCX$LRCXLAM RESEARCH CORP$2.9M
MU$MUMICRON TECHNOLOGY INC$2.9M
PM$PMPhilip Morris International Inc.$2.8M
AMAT$AMATAPPLIED MATERIALS INC /DE$2.8M
MO$MOALTRIA GROUP, INC.$2.6M
GE$GEGENERAL ELECTRIC CO$2.6M
UNH$UNHUNITEDHEALTH GROUP INC$2.5M
GS$GSGOLDMAN SACHS GROUP INC$2.5M
ORCL$ORCLORACLE CORP$2.4M
CBRE$CBRECBRE GROUP, INC.$2.3M
BAC$BACBANK OF AMERICA CORP /DE/$2.3M
GEV$GEVGE Vernova Inc.$2.2M
KO$KOCOCA COLA CO$2.2M
NVS$NVSNOVARTIS AG$2.2M
GD$GDGENERAL DYNAMICS CORP$2.2M
SE$SESea Ltd$2.1M
AZN$AZNASTRAZENECA PLC$2.1M
CSCO$CSCOCISCO SYSTEMS, INC.$2.1M
SELECT SECTOR SPDR TR - ST STR ENERG ETF$2.1M
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$2.1M
MCK$MCKMCKESSON CORP$2.0M
GLW$GLWCORNING INC /NY$2.0M
C$CCITIGROUP INC$2.0M
YUM$YUMYUM BRANDS INC$1.9M
NFLX$NFLXNETFLIX INC$1.9M
ABBV$ABBVAbbVie Inc.$1.9M
CARR$CARRCARRIER GLOBAL Corp$1.8M
NOW$NOWServiceNow, Inc.$1.8M
WDC$WDCWESTERN DIGITAL CORP$1.8M
WMT$WMTWalmart Inc.$1.8M
T$TAT&T INC.$1.8M
ET$ETEnergy Transfer LP$1.7M
WRB$WRBBERKLEY W R CORP$1.7M
PFE$PFEPFIZER INC$1.6M
SPDR SERIES TRUST - ST BLOO HIGH ETF$1.6M
MPC$MPCMarathon Petroleum Corp$1.5M
MS$MSMORGAN STANLEY$1.5M
VLO$VLOVALERO ENERGY CORP/TX$1.5M
COST$COSTCOSTCO WHOLESALE CORP /NEW$1.5M
VANGUARD INDEX FDS - GROWTH ETF$1.4M
D$DDOMINION ENERGY, INC$1.4M
PLTR$PLTRPalantir Technologies Inc.$1.4M
QCOM$QCOMQUALCOMM INC/DE$1.4M
CTVA$CTVACorteva, Inc.$1.4M
KLAC$KLACKLA CORP$1.3M
SO$SOSOUTHERN CO$1.3M
AON$AONAon plc$1.3M
RBA$RBARB GLOBAL INC.$1.3M
CAH$CAHCARDINAL HEALTH INC$1.3M
HD$HDHOME DEPOT, INC.$1.3M
WELL$WELLWELLTOWER INC.$1.3M
ACN$ACNAccenture plc$1.3M
TJX$TJXTJX COMPANIES INC /DE/$1.3M
CP$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$1.3M
COF$COFCAPITAL ONE FINANCIAL CORP$1.3M
NTAP$NTAPNetApp, Inc.$1.3M
PG$PGPROCTER & GAMBLE Co$1.3M
APH$APHAMPHENOL CORP /DE/$1.3M
MDT$MDTMedtronic plc$1.3M
CRWD$CRWDCrowdStrike Holdings, Inc.$1.2M
AEP$AEPAMERICAN ELECTRIC POWER CO INC$1.2M
L$LLOEWS CORP$1.2M
WFC$WFCWELLS FARGO & COMPANY/MN$1.2M
AMGN$AMGNAMGEN INC$1.2M
SCHW$SCHWSCHWAB CHARLES CORP$1.2M
BTI$BTIBritish American Tobacco p.l.c.$1.2M
ALL$ALLALLSTATE CORP$1.1M
SPOT$SPOTSpotify Technology S.A.$1.1M
COP$COPCONOCOPHILLIPS$1.1M
APP$APPAppLovin Corp$1.1M
BMY$BMYBRISTOL MYERS SQUIBB CO$1.1M
CVS$CVSCVS HEALTH Corp$1.1M
CCZ$CCZCOMCAST CORP$1.1M
NEE$NEENEXTERA ENERGY INC$1.1M
NSC$NSCNORFOLK SOUTHERN CORP$1.1M
USB$USBUS BANCORP \DE\$1.1M
TEVA$TEVATEVA PHARMACEUTICAL INDUSTRIES LTD$1.1M
DIS$DISWalt Disney Co$1.1M
SHOP$SHOPSHOPIFY INC.$1.1M
ISHARES TR - RUS 1000 VAL ETF$1.1M
MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$1.1M
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$1.1M
REGN$REGNREGENERON PHARMACEUTICALS, INC.$1.1M
VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$1.1M
CAT$CATCATERPILLAR INC$1.0M
FIX$FIXCOMFORT SYSTEMS USA INC$1.0M
EXPE$EXPEExpedia Group, Inc.$1.0M
CNC$CNCCENTENE CORP$974,533
TXN$TXNTEXAS INSTRUMENTS INC$970,832
UBS$UBSUBS Group AG$965,816
PH$PHParker-Hannifin Corp$963,308
ACGL$ACGLARCH CAPITAL GROUP LTD.$955,707
BBY$BBYBEST BUY CO INC$948,842
SELECT SECTOR SPDR TR - ST STR CARE ETF$947,994
SBUX$SBUXSTARBUCKS CORP$937,264
APD$APDAir Products & Chemicals, Inc.$935,923
IBN$IBNICICI BANK LTD$934,520
ETN$ETNEaton Corp plc$920,841
VTR$VTRVentas, Inc.$916,153
AMP$AMPAMERIPRISE FINANCIAL INC$899,165
SELECT SECTOR SPDR TR - ST STR INDL ETF$899,029
SELECT SECTOR SPDR TR - ST STR TECHN ETF$898,838
NGG$NGGNATIONAL GRID PLC$894,384
ADI$ADIANALOG DEVICES INC$893,031
LOW$LOWLOWES COMPANIES INC$884,360
NVO$NVONOVO NORDISK A S$883,383
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$878,879
INCY$INCYINCYTE CORP$872,985
UBER$UBERUber Technologies, Inc$870,818
KHC$KHCKraft Heinz Co$865,470
CW$CWCURTISS WRIGHT CORP$854,297
DE$DEDEERE & CO$840,420
BCS$BCSBARCLAYS PLC$837,711
CI$CICigna Group$837,440
DHI$DHIHORTON D R INC /DE/$833,408
BBVA$BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A.$827,169
CSGP$CSGPCOSTAR GROUP, INC.$823,659
CF$CFCF Industries Holdings, Inc.$810,527
WBD$WBDWarner Bros. Discovery, Inc.$810,357
SXI$SXISTANDEX INTERNATIONAL CORP/DE/$796,698
GSK$GSKGSK plc$787,923
SELECT SECTOR SPDR TR - ST STR STAPL ETF$780,256
SELECT SECTOR SPDR TR - ST STR UTIL ETF$777,636
FERG$FERGFerguson Enterprises Inc. /DE/$777,230
EME$EMEEMCOR Group, Inc.$772,091
SELECT SECTOR SPDR TR - ST STR FINL ETF$771,382
UNP$UNPUNION PACIFIC CORP$754,944
DUK$DUKDuke Energy CORP$750,473
LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$749,927
STT$STTSTATE STREET CORP$747,572
NBIS$NBISNebius Group N.V.$746,323
PLD$PLDPrologis, Inc.$746,121
IDXX$IDXXIDEXX LABORATORIES INC /DE$744,386
ISRG$ISRGINTUITIVE SURGICAL INC$738,492
MCD$MCDMCDONALDS CORP$734,948
HST$HSTHOST HOTELS & RESORTS, INC.$732,735
SELECT SECTOR SPDR TR - ST STR MATER ETF$729,576
VRT$VRTVertiv Holdings Co$712,095
MNST$MNSTMonster Beverage Corp$708,164
LYG$LYGLloyds Banking Group plc$699,669
MSCI$MSCIMSCI Inc.$693,208
EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$693,127
TMUS$TMUST-Mobile US, Inc.$690,727
SELECT SECTOR SPDR TR - ST STR DISCR ETF$685,736
ISHARES TR - 1 3 YR TREAS BD$684,715
EHC$EHCEncompass Health Corp$681,183
SWKS$SWKSSKYWORKS SOLUTIONS, INC.$680,114
ABT$ABTABBOTT LABORATORIES$678,787
DGX$DGXQUEST DIAGNOSTICS INC$677,925
VOYA$VOYAVoya Financial, Inc.$677,353
HPQ$HPQHP INC$670,747
PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$669,286
SNPS$SNPSSYNOPSYS INC$667,465
HWM$HWMHowmet Aerospace Inc.$665,319
MCO$MCOMOODYS CORP /DE/$664,981
BNY$BNYBank of New York Mellon Corp$663,287
TRP$TRPTC ENERGY CORP$657,808
COHR$COHRCOHERENT CORP.$651,664
ECL$ECLECOLAB INC.$649,248
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$646,775
ARE$AREALEXANDRIA REAL ESTATE EQUITIES, INC.$645,072
PSX$PSXPhillips 66$639,939
CEG$CEGConstellation Energy Corp$635,250
INTU$INTUINTUIT INC.$627,582
CPB$CPBCAMPBELL'S Co$626,239
VMI$VMIVALMONT INDUSTRIES INC$619,115
TPR$TPRTAPESTRY, INC.$613,102
CRM$CRMSalesforce, Inc.$610,532
TRV$TRVTRAVELERS COMPANIES, INC.$606,934
NU$NUNu Holdings Ltd.$602,843
SONY$SONYSony Group Corp$602,650
CNQ$CNQCANADIAN NATURAL RESOURCES Ltd$601,265
DHR$DHRDANAHER CORP /DE/$599,571
XEL$XELXCEL ENERGY INC$586,371
FCX$FCXFREEPORT-MCMORAN INC$585,784
NOC$NOCNORTHROP GRUMMAN CORP /DE/$581,647
PEP$PEPPEPSICO INC$581,210
HCA$HCAHCA Healthcare, Inc.$579,665
NXPI$NXPINXP Semiconductors N.V.$578,303
AER$AERAerCap Holdings N.V.$576,717
KLIC$KLICKULICKE & SOFFA INDUSTRIES INC$575,617
SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$574,334
JBL$JBLJABIL INC$572,913
PGR$PGRPROGRESSIVE CORP/OH/$572,904
PANW$PANWPalo Alto Networks Inc$566,946
DD$DDDuPont de Nemours, Inc.$564,370
ADBE$ADBEADOBE INC.$563,805
URI$URIUNITED RENTALS, INC.$545,929
JBTM$JBTMJBT MAREL Corp$542,005
AKAM$AKAMAKAMAI TECHNOLOGIES INC$539,747
PSMT$PSMTPRICESMART INC$539,655
LFUS$LFUSLITTELFUSE INC /DE$539,481
WCN$WCNWaste Connections, Inc.$538,733
BLK$BLKBlackRock, Inc.$537,508
MSI$MSIMotorola Solutions, Inc.$535,818
MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$532,571
MMM$MMM3M CO$529,849
GIS$GISGENERAL MILLS INC$529,536
NRG$NRGNRG ENERGY, INC.$529,320
FCNCA$FCNCAFIRST CITIZENS BANCSHARES INC /DE/$523,787
TT$TTTrane Technologies plc$523,057
BIIB$BIIBBIOGEN INC.$522,001
TGT$TGTTARGET CORP$519,659
RBC$RBCRBC Bearings INC$517,820
CYD$CYDCHINA YUCHAI INTERNATIONAL LTD$513,450
WM$WMWASTE MANAGEMENT INC$513,428
XYL$XYLXylem Inc.$507,367
NOK$NOKNOKIA CORP$505,979
DVA$DVADAVITA INC.$505,030
ANET$ANETArista Networks, Inc.$501,571
NEM$NEMNEWMONT Corp /DE/$498,818
MLM$MLMMARTIN MARIETTA MATERIALS INC$496,069
SNDK$SNDKSandisk Corp$494,536
ENB$ENBENBRIDGE INC$491,255
GWW$GWWW.W. GRAINGER, INC.$490,144
AJG$AJGArthur J. Gallagher & Co.$489,855
NKE$NKENIKE, Inc.$489,794
TDY$TDYTELEDYNE TECHNOLOGIES INC$487,772
LUV$LUVSOUTHWEST AIRLINES CO$487,540
WT$WTWisdomTree, Inc.$485,567
TEL$TELTE Connectivity plc$484,229
ILMN$ILMNILLUMINA, INC.$483,357
HLT$HLTHilton Worldwide Holdings Inc.$483,149
SMFG$SMFGSUMITOMO MITSUI FINANCIAL GROUP, INC.$479,093
DELL$DELLDell Technologies Inc.$478,680
MDLZ$MDLZMondelez International, Inc.$478,549
BKNG$BKNGBooking Holdings Inc.$475,887
HXL$HXLHEXCEL CORP /DE/$474,533
CXT$CXTCrane NXT, Co.$469,513
FMX$FMXMEXICAN ECONOMIC DEVELOPMENT INC$468,198
BX$BXBlackstone Inc.$465,975
AFRM$AFRMAffirm Holdings, Inc.$465,324
SPG$SPGSIMON PROPERTY GROUP INC.$461,883
APTV$APTVAptiv PLC$460,596
SHEL$SHELShell plc$460,280
ABNB$ABNBAirbnb, Inc.$459,637
MTRN$MTRNMATERION Corp$457,721
CGNX$CGNXCOGNEX CORP$453,780
PBR$PBRPETROBRAS - PETROLEO BRASILEIRO SA$451,194
GNRC$GNRCGENERAC HOLDINGS INC.$450,271
JCI$JCIJohnson Controls International plc$450,143
COR$CORCencora, Inc.$445,363
GM$GMGeneral Motors Co$445,322
DEO$DEODIAGEO PLC$445,239
HPE$HPEHewlett Packard Enterprise Co$442,081
ABVX$ABVXAbivax S.A.$441,490
YOU$YOUClear Secure, Inc.$440,492
NET$NETCloudflare, Inc.$438,070
AYI$AYIACUITY INC. (DE)$435,821
ADSK$ADSKAutodesk, Inc.$428,113
EOG$EOGEOG RESOURCES INC$427,622
VSEC$VSECVSE CORP$424,836
CHTR$CHTRCHARTER COMMUNICATIONS, INC. /MO/$423,928
BMI$BMIBADGER METER INC$423,381
CSX$CSXCSX CORP$423,035
HOOD$HOODRobinhood Markets, Inc.$422,730
TNL$TNLTravel & Leisure Co.$421,348
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$421,295
MAR$MARMARRIOTT INTERNATIONAL INC /MD/$420,251
BVN$BVNBUENAVENTURA MINING CO INC$416,422
RGA$RGAREINSURANCE GROUP OF AMERICA INC$415,275
ADM$ADMArcher-Daniels-Midland Co$412,621
MFC$MFCMANULIFE FINANCIAL CORP$412,549
AIG$AIGAMERICAN INTERNATIONAL GROUP, INC.$412,471
ENSG$ENSGENSIGN GROUP, INC$412,362
FTNT$FTNTFortinet, Inc.$411,318
SCHWAB STRATEGIC TR - US LCAP GR ETF$410,394
CDNS$CDNSCADENCE DESIGN SYSTEMS INC$408,911
HON$HONHONEYWELL INTERNATIONAL INC$406,356
UPS$UPSUNITED PARCEL SERVICE INC$406,103
FDX$FDXFEDEX CORP$405,072
MCHP$MCHPMICROCHIP TECHNOLOGY INC$404,036
PIPR$PIPRPIPER SANDLER COMPANIES$403,795
FTI$FTITechnipFMC plc$403,696
AAON$AAONAAON, INC.$400,895
ISHARES TR - RUS 1000 ETF$399,716
CME$CMECME GROUP INC.$399,544
VST$VSTVistra Corp.$399,272
ISHARES TR - TIPS BD ETF$398,763
EXEL$EXELEXELIXIS, INC.$394,581
HAS$HASHASBRO, INC.$394,311
SNOW$SNOWSnowflake Inc.$393,712
SPDR SERIES TRUST - ST STR CONV ETF$390,308
EMR$EMREMERSON ELECTRIC CO$389,559
MOG-A$MOG-AMOOG INC.$388,287
ALHC$ALHCAlignment Healthcare, Inc.$385,591
GFI$GFIGOLD FIELDS LTD$385,402
RCL$RCLROYAL CARIBBEAN CRUISES LTD$384,737
ASND$ASNDAscendis Pharma A/S$384,344
FN$FNFabrinet$384,182
CBOE$CBOECboe Global Markets, Inc.$379,262
USPH$USPHU S PHYSICAL THERAPY INC /NV$379,073
APG$APGAPi Group Corp$377,868
ATO$ATOATMOS ENERGY CORP$377,657
EQIX$EQIXEQUINIX INC$374,543
UFPT$UFPTUFP TECHNOLOGIES INC$367,470
LMAT$LMATLEMAITRE VASCULAR INC$366,661
MORN$MORNMorningstar, Inc.$365,896
ARES$ARESAres Management Corp$363,845
CHRW$CHRWC. H. ROBINSON WORLDWIDE, INC.$361,462
LEN$LENLENNAR CORP /NEW/$360,572
CAG$CAGCONAGRA BRANDS INC.$360,124
AMT$AMTAMERICAN TOWER CORP /MA/$359,963
FISV$FISVFISERV INC$358,654
DOV$DOVDOVER Corp$358,241
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$357,392
POWI$POWIPOWER INTEGRATIONS INC$355,501
OSIS$OSISOSI SYSTEMS INC$353,638
GILD$GILDGILEAD SCIENCES, INC.$351,619
SAP$SAPSAP SE$350,611
LBRT$LBRTLiberty Energy Inc.$350,020
Q$QQnity Electronics, Inc.$349,157
CWK$CWKCushman & Wakefield Ltd.$348,461
PRM$PRMPerimeter Solutions, Inc.$348,033
CLX$CLXCLOROX CO /DE/$346,859
EW$EWEdwards Lifesciences Corp$346,597
WH$WHWYNDHAM HOTELS & RESORTS, INC.$344,082
ASX$ASXASE Technology Holding Co., Ltd.$343,769
SYK$SYKSTRYKER CORP$343,279
CX$CXCEMEX SAB DE CV$342,795
WISDOMTREE TR - EM EX ST-OWNED$342,686
FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT$342,568
PSKY$PSKYParamount Skydance Corp$342,371
BDX$BDXBECTON DICKINSON & CO$342,330
EE$EEExcelerate Energy, Inc.$341,995
LOB$LOBLive Oak Bancshares, Inc.$341,745
WPM$WPMWheaton Precious Metals Corp.$332,580
TROW$TROWPRICE T ROWE GROUP INC$332,573
WMB$WMBWILLIAMS COMPANIES, INC.$332,324
FHN$FHNFIRST HORIZON CORP$329,025
SPDR SERIES TRUST - ST TERM HIGH ETF$327,359
OSK$OSKOSHKOSH CORP$324,167
KWR$KWRQUAKER CHEMICAL CORP$324,120
MRVL$MRVLMarvell Technology, Inc.$323,509
CFG$CFGCITIZENS FINANCIAL GROUP INC/RI$322,960
ESLT$ESLTELBIT SYSTEMS LTD$320,638
MTDR$MTDRMatador Resources Co$319,419
PPL$PPLPPL Corp$318,814
MSA$MSAMSA Safety Inc$317,635
MUSA$MUSAMurphy USA Inc.$317,187
BAX$BAXBAXTER INTERNATIONAL INC$315,566
PWR$PWRQUANTA SERVICES, INC.$313,577
CL$CLCOLGATE PALMOLIVE CO$313,449
HOMB$HOMBHOME BANCSHARES INC$313,414
POR$PORPORTLAND GENERAL ELECTRIC CO /OR/$313,345
WCC$WCCWESCO INTERNATIONAL INC$313,319
STM$STMSTMicroelectronics N.V.$313,268
ISHARES TR - IBOXX INV CP ETF$313,249
SHW$SHWSHERWIN WILLIAMS CO$311,600
TTE$TTETotalEnergies SE$310,664
RPM$RPMRPM INTERNATIONAL INC/DE/$310,553
PHG$PHGKONINKLIJKE PHILIPS NV$309,892
PPG$PPGPPG INDUSTRIES INC$308,974
NE$NENoble Corp plc$307,096
ADP$ADPAUTOMATIC DATA PROCESSING INC$306,904
MWA$MWAMueller Water Products, Inc.$306,361
NSSC$NSSCNAPCO SECURITY TECHNOLOGIES, INC$306,305
KMX$KMXCARMAX INC$306,074
VIV$VIVTELEFONICA BRASIL S.A.$305,419
SBAC$SBACSBA COMMUNICATIONS CORP$304,217
HONA$HONAHoneywell Aerospace Inc.$302,659
MPWR$MPWRMONOLITHIC POWER SYSTEMS, INC.$301,825
CCL$CCLCarnival Corp Ltd.$300,274
IRM$IRMIRON MOUNTAIN INC$300,141
ATI$ATIATI INC$298,804
CHE$CHECHEMED CORP$298,700
GEF$GEFGREIF, INC$294,910
STZ$STZCONSTELLATION BRANDS, INC.$294,394
CMI$CMICUMMINS INC$292,837
TLN$TLNTalen Energy Corp$290,501
LSTR$LSTRLANDSTAR SYSTEM INC$288,353
NLY$NLYANNALY CAPITAL MANAGEMENT INC$288,236
BC$BCBRUNSWICK CORP$287,084
CFR$CFRCULLEN/FROST BANKERS, INC.$285,690
RSG$RSGREPUBLIC SERVICES, INC.$285,675
TAK$TAKTAKEDA PHARMACEUTICAL CO LTD$284,787
NUE$NUENUCOR CORP$284,730
ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$284,015
TSN$TSNTYSON FOODS, INC.$282,898
KFRC$KFRCKFORCE INC$281,394
IBP$IBPInstalled Building Products, Inc.$280,069
THC$THCTENET HEALTHCARE CORP$280,059
AGM$AGMFEDERAL AGRICULTURAL MORTGAGE CORP$279,542
CTRE$CTRECareTrust REIT, Inc.$279,357
BE$BEBloom Energy Corp$277,576
CCJ$CCJCAMECO CORP$277,467
MET$METMETLIFE INC$276,403
PHM$PHMPULTEGROUP INC/MI/$276,088
ERIC$ERICERICSSON LM TELEPHONE CO$275,606
ZTS$ZTSZoetis Inc.$274,226
CNS$CNSCOHEN & STEERS, INC.$273,558
AEIS$AEISADVANCED ENERGY INDUSTRIES INC$273,061
EXE$EXEEXPAND ENERGY Corp$271,290
TER$TERTERADYNE, INC$270,713
RIO$RIORIO TINTO PLC$269,551
SKM$SKMSK TELECOM CO LTD$269,425
LMT$LMTLOCKHEED MARTIN CORP$269,166
AVA$AVAAVISTA CORP$268,404
IFF$IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$266,720
PRDO$PRDOPERDOCEO EDUCATION Corp$265,964
GEN$GENGen Digital Inc.$262,938
SFBS$SFBSServisFirst Bancshares, Inc.$262,649
TILE$TILEINTERFACE INC$261,734
DLR$DLRDIGITAL REALTY TRUST, INC.$261,277
UGP$UGPULTRAPAR HOLDINGS INC$260,940
TRNO$TRNOTerreno Realty Corp$260,792
AA$AAAlcoa Corp$260,435
PATK$PATKPATRICK INDUSTRIES INC$259,418
APO$APOApollo Global Management, Inc.$259,002
AZZ$AZZAZZ INC$257,979
FLEX$FLEXFLEX LTD.$256,395
EFX$EFXEQUIFAX INC$253,887
BF-A$BF-ABROWN FORMAN CORP$253,745
ESQ$ESQEsquire Financial Holdings, Inc.$252,660
AS$ASAmer Sports, Inc.$252,548
E$EENI SPA$251,310
DTB$DTBDTE ENERGY CO$251,253
IR$IRIngersoll Rand Inc.$250,024
ON$ONON SEMICONDUCTOR CORP$249,207
SAN$SANBanco Santander, S.A.$247,817
ALC$ALCALCON INC$246,464
FITB$FITBFIFTH THIRD BANCORP$245,182
KGS$KGSKodiak Gas Services, Inc.$243,965
ADPT$ADPTAdaptive Biotechnologies Corp$243,887
HUM$HUMHUMANA INC$243,643
EGP$EGPEASTGROUP PROPERTIES INC$243,210
CMPS$CMPSCOMPASS Pathways plc$243,097
MTZ$MTZMASTEC INC$241,731
AWK$AWKAmerican Water Works Company, Inc.$241,713
MMSI$MMSIMERIT MEDICAL SYSTEMS INC$239,535
ALG$ALGALAMO GROUP INC$239,442
MTSI$MTSIMACOM Technology Solutions Holdings, Inc.$238,872
EQNR$EQNREQUINOR ASA$238,793
ENTG$ENTGENTEGRIS INC$237,718
ITRI$ITRIITRON, INC.$237,438
STT$STTSTATE STREET CORP$237,264
EL$ELESTEE LAUDER COMPANIES INC$236,094
ATEN$ATENA10 Networks, Inc.$234,696
LPLA$LPLALPL Financial Holdings Inc.$233,735
TPB$TPBTurning Point Brands, Inc.$233,542
UAL$UALUnited Airlines Holdings, Inc.$232,010
UFPI$UFPIUFP INDUSTRIES INC$230,462
VEON$VEONVEON Ltd.$229,985
FANG$FANGDiamondback Energy, Inc.$228,602
CPK$CPKCHESAPEAKE UTILITIES CORP$228,011
HSTM$HSTMHEALTHSTREAM INC$227,979
WSC$WSCWillScot Holdings Corp$226,964
SNY$SNYSanofi$226,354
KNSL$KNSLKinsale Capital Group, Inc.$224,861
ELS$ELSEQUITY LIFESTYLE PROPERTIES INC$223,586
CMG$CMGCHIPOTLE MEXICAN GRILL INC$223,176
RNR$RNRRENAISSANCERE HOLDINGS LTD$222,464
DAR$DARDARLING INGREDIENTS INC.$221,866
CHRD$CHRDChord Energy Corp$221,840
IRMD$IRMDIRADIMED CORP$220,863
SSL$SSLSASOL LTD$220,763
INTA$INTAIntapp, Inc.$219,882
BCRX$BCRXBIOCRYST PHARMACEUTICALS INC$219,260
EG$EGEVEREST GROUP, LTD.$218,982
BIPC$BIPCBrookfield Infrastructure Corp$217,631
RJF$RJFRAYMOND JAMES FINANCIAL INC$217,514
SEIC$SEICSEI INVESTMENTS CO$216,808
ISHARES TR - RUS MDCP VAL ETF$215,791
PAYX$PAYXPAYCHEX INC$215,774
CTAS$CTASCINTAS CORP$215,571
KMB$KMBKIMBERLY CLARK CORP$215,528
CCI$CCICROWN CASTLE INC.$215,386
ITW$ITWILLINOIS TOOL WORKS INC$214,646
HII$HIIHUNTINGTON INGALLS INDUSTRIES, INC.$213,605
UHS$UHSUNIVERSAL HEALTH SERVICES INC$212,663
RELX$RELXRELX PLC$212,409
DBVT$DBVTDBV Technologies S.A.$212,216
ING$INGING GROEP NV$211,434
ELV$ELVElevance Health, Inc.$211,073
NTRA$NTRANatera, Inc.$210,917
OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$210,629
BUD$BUDAnheuser-Busch InBev SA/NV$208,561
MKC$MKCMCCORMICK & CO INC$207,777
FAST$FASTFASTENAL CO$207,176
OLED$OLEDUNIVERSAL DISPLAY CORP \PA\$205,460
NVR$NVRNVR INC$204,402
CASY$CASYCASEYS GENERAL STORES INC$204,343
SNA$SNASnap-on Inc$203,268
UTZ$UTZUtz Brands, Inc.$203,172
ROST$ROSTROSS STORES, INC.$201,649
TFC$TFCTRUIST FINANCIAL CORP$201,227
LITE$LITELumentum Holdings Inc.$200,357
NWG$NWGNatWest Group plc$190,303
QXO$QXOQXO, Inc.$188,715
VTRS$VTRSViatris Inc$177,074
HLN$HLNHaleon plc$153,333

New Positions (77)

ISHARES TR - RUS 1000 GRW ETF$9.7M
L$L LOEWS CORP$1.2M
NGG$NGG NATIONAL GRID PLC$894,384
SELECT SECTOR SPDR TR - ST STR FINL ETF$771,382
NBIS$NBIS Nebius Group N.V.$746,323
SELECT SECTOR SPDR TR - ST STR DISCR ETF$685,736
TRP$TRP TC ENERGY CORP$657,808
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$574,334
NOK$NOK NOKIA CORP$505,979
DVA$DVA DAVITA INC.$505,030
SNDK$SNDK Sandisk Corp$494,536
DELL$DELL Dell Technologies Inc.$478,680
FMX$FMX MEXICAN ECONOMIC DEVELOPMENT INC$468,198
APTV$APTV Aptiv PLC$460,596
PBR$PBR PETROBRAS - PETROLEO BRASILEIRO SA$451,194

Exited Positions (68)

INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
ISHARES TR
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
SCHWAB STRATEGIC TR
XOM.R34088$XOM.R34088 EXXON MOBIL CORP
INNOVATOR ETFS TRUST
ISHARES TR
FIRST TR EXCHANGE-TRADED FD
ISHARES TR
ISHARES TR
ISHARES TR

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for PERSONAL CFO SOLUTIONS, LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track PERSONAL CFO SOLUTIONS, LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for PERSONAL CFO SOLUTIONS, LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: PERSONAL CFO SOLUTIONS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For PERSONAL CFO SOLUTIONS, LLC (SEC CIK: 1677501), 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.

Every holding in PERSONAL CFO SOLUTIONS, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.