StockDriftsStockDriftsTop 50 Cfo Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.46% | 41.0K | $10.3M | -4.44%(-1.90K) | $263.24(+17.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.24% | 50.9K | $8.8M | -3.12%(-1.64K) | $186.54(+4.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.05% | 23.9K | $4.9M | +3.56%(+822) | $225.00(+7.85%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.1% | 12.2K | $3.8M | -2.73%(-342) | $344.94(+4.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.02% | 10.0K | $3.7M | +9.78%(+887) | $494.21(-20.99%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.88% | 12.2K | $3.5M | -0.34%(-42) | $278.67(+27.81%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.66% | 4.6K | $3.2M | +107.13%(+2.37K) | $584.83(+64.75%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.56% | 4.6K | $3.1M | -4.54%(-221) | $93.78(+22.25%) | 2026-03-31 | |
| FHEQ | FIDELITY GREENWOOD STREET TR | 2.49% | 102.9K | $3.0M | -2.42%(-2.55K) | $30.80(+7.29%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.36% | 10.0K | $2.9M | +3.10%(+301) | $318.51(+5.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -8.39% |
| Top 20 Holdings Unweighted | — | — | — | — | -8.26% |
Cfo Capital Management LLC reports $121.47M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.5%), NVDA (7.2%) and AMZN (4.0%). The top 20 holdings account for 56.88% of reported assets. Its disclosed equity book has returned -8.39% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cfo Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2114167). View Cfo Capital Management LLC’s 13F filings on SEC