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CCM
CFO Capital Management Portfolio holdings
AUM
$121M
This Fund
S&P 500
This Quarter
Est. Return
+2.74%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100.14%
Top 10 Holdings %
Top 10 Hldgs %
39.23%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$11.5M |
| 2 |
NVIDIA
NVDA
|
+$9.77M |
| 3 |
Amazon
AMZN
|
+$5.28M |
| 4 |
Microsoft
MSFT
|
+$4.55M |
| 5 |
Broadcom
AVGO
|
+$4.48M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.88% |
| 2 | Financials | 8.72% |
| 3 | Communication Services | 8.23% |
| 4 | Healthcare | 7.4% |
| 5 | Consumer Discretionary | 5.52% |
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CFO Capital Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for CFO Capital Management, which disclosed 110 positions worth $133M. Its ten largest holdings account for 39% of the portfolio.
Its largest position is Apple: 42,877 shares worth $11.7M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, followed by Financials and Communication Services.
- CFO Capital Management's largest Q4 2025 buy was Apple: 42,877 shares worth $11.7M.
- CFO Capital Management's ten largest holdings make up 39% of its $133M portfolio in Q4 2025.
- CFO Capital Management disclosed 110 positions in Q4 2025, its first 13F filing on record.
Based on CFO Capital Management's 13F filing for Q4 2025, filed 2 Mar 2026.