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Cfo4life LP 13F Portfolio

Portfolio Manager
Cfo4life, L.p.
Performance
0% (N/A)
AUM (13F)
$470.50M
# of Holdings
176
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q4 2022

Cfo4life, L.p. Holdings Map

Top 50 Cfo4life, L.p. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
UPS
UNITED PARCEL SERVICE INC
11.8%319.3K$55.5Mnew2022-Q4: 319.3K sharesโ€”2022-12-31
VOO
VANGUARD INDEX FDS
8.9%119.1K$41.9Mnew2022-Q4: 119.1K sharesโ€”2022-12-31
DAR
DARLING INGREDIENTS INC
6.2%466.4K$29.2Mnew2022-Q4: 466.4K sharesโ€”2022-12-31
UCON
FIRST TR EXCHNG TRADED FD VI
5.52%1.08M$26.0Mnew2022-Q4: 1.08M sharesโ€”2022-12-31
AAPL
APPLE INC
3.84%139.0K$18.1Mnew2022-Q4: 139.0K sharesโ€”2022-12-31
QUAL
ISHARES TR
3.46%142.9K$16.3Mnew2022-Q4: 142.9K sharesโ€”2022-12-31
MTUM
ISHARES TR
3.33%107.3K$15.7Mnew2022-Q4: 107.3K sharesโ€”2022-12-31
VLUE
ISHARES TR
2.72%140.3K$12.8Mnew2022-Q4: 140.3K sharesโ€”2022-12-31
IEMG
ISHARES INC
2.43%244.9K$11.4Mnew2022-Q4: 244.9K sharesโ€”2022-12-31
VTI
VANGUARD INDEX FDS
2.33%57.2K$10.9Mnew2022-Q4: 57.2K sharesโ€”2022-12-31

About Cfo4life, L.p.โ€™s portfolio

Cfo4life, L.p. reports $470.50M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are UPS (11.8%), VOO (8.9%) and DAR (6.2%). Figures reflect the Q4 2022 filing.

Portfolio concentration

Portfolio concentration
UPS โ€” 13.6% ($55.50M)VOO โ€” 10.3% ($41.86M)DAR โ€” 7.2% ($29.19M)UCON โ€” 6.4% ($25.96M)AAPL โ€” 4.4% ($18.06M)QUAL โ€” 4.0% ($16.28M)MTUM โ€” 3.8% ($15.65M)VLUE โ€” 3.1% ($12.79M)IEMG โ€” 2.8% ($11.44M)VTI โ€” 2.7% ($10.94M)Other โ€” 41.6% ($168.99M)
58%in top 10
  • UPS13.6%
  • VOO10.3%
  • DAR7.2%
  • UCON6.4%
  • AAPL4.4%
  • QUAL4.0%
  • MTUM3.8%
  • VLUE3.1%
  • IEMG2.8%
  • VTI2.7%
  • Other41.6%

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Source filings

Holdings on this page are parsed from Cfo4life, L.p.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632248). View Cfo4life, L.p.โ€™s 13F filings on SEC

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