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CCM

Cloud Capital Management Portfolio holdings

AUM $274M
1-Year Est. Return 23.67%
This Fund
S&P 500
This Quarter Est. Return
+11.87%
1 Year Est. Return
+23.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$44.7M
Cap. Flow
+$17.4M
Cap. Flow %
6.35%
Top 10 Hldgs %
48.33%
Holding
127
New
22
Increased
64
Reduced
32
Closed
1

Top Buys

Rank Stock Value
1
JCAL
JPMorgan California Tax Free Bond ETF
JCAL
+$3.35M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.27M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.76M
4
TMUS icon
T-Mobile US
TMUS
+$1.16M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.12M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.61M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$615K
3
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$387K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$287K
5
XOM icon
ExxonMobil
XOM
+$281K

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.29%
2 Technology 9.95%
3 Communication Services 4.32%
4 Consumer Discretionary 2.17%
5 Financials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
76
iShares Core S&P Mid-Cap ETF
IJH
$126B
$451K 0.16%
+5,862
New +$430K
MU icon
77
Micron Technology
MU
$1.15T
$425K 0.16%
+368
New +$276K
DGRO icon
78
iShares Core Dividend Growth ETF
DGRO
$43.6B
$422K 0.15%
+5,569
New +$411K
DHR icon
79
Danaher
DHR
$146B
$419K 0.15%
2,198
+16
+0.7% +$2.9K
COST icon
80
Costco
COST
$406B
$406K 0.15%
435
-2
-0.5% -$1.99K
VB icon
81
Vanguard Morningstar Small-Cap ETF
VB
$81B
$399K 0.15%
1,320
– –
VOOG icon
82
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$396K 0.14%
1,738
-2,762
-61% -$219K
DFAW icon
83
Dimensional World Equity ETF
DFAW
$1.7B
$384K 0.14%
4,650
+359
+8% +$29K
WMT icon
84
Walmart Inc
WMT
$850B
$382K 0.14%
3,372
-13
-0.4% -$1.61K
CIFR icon
85
Cipher Digital
CIFR
$7.36B
$380K 0.14%
15,530
+30
+0.2% +$633
MGV icon
86
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.8B
$379K 0.14%
2,322
– –
DFEV icon
87
Dimensional Emerging Markets Value ETF
DFEV
$2.21B
$363K 0.13%
8,545
+43
+0.5% +$1.76K
PM icon
88
Philip Morris
PM
$284B
$356K 0.13%
1,956
-272
-12% -$47.2K
AMD icon
89
Advanced Micro Devices
AMD
$780B
$353K 0.13%
+608
New +$249K
LRCX icon
90
Lam Research
LRCX
$385B
$340K 0.12%
+786
New +$239K
JNJ icon
91
Johnson & Johnson
JNJ
$663B
$330K 0.12%
1,299
-223
-15% -$52K
IBDR icon
92
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.27B
$314K 0.11%
12,978
-5,499
-30% -$133K
INTC icon
93
Intel
INTC
$506B
$307K 0.11%
+2,202
New +$223K
VRT icon
94
Vertiv
VRT
$108B
$307K 0.11%
919
+24
+3% +$7.61K
BBAX icon
95
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.97B
$305K 0.11%
5,109
– –
DXUV
96
Dimensional US Vector Equity ETF
DXUV
$601M
$304K 0.11%
4,576
+12
+0.3% +$774
ARES icon
97
Ares Management
ARES
$31.6B
$280K 0.1%
2,516
+12
+0.5% +$1.44K
HIG icon
98
Hartford Financial Services
HIG
$37.5B
$280K 0.1%
2,106
+3
+0.1% +$401
DLR icon
99
Digital Realty Trust
DLR
$69.9B
$279K 0.1%
1,555
+9
+0.6% +$1.72K
SPYD icon
100
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.67B
$275K 0.1%
5,783
– –
2 3
4
5 6

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CB
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KCM
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CP
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MFP
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Cloud Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Cloud Capital Management held 127 positions worth $274M, up 19% from $229M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Cloud Capital Management deployed $17.4M of net new capital in Q2 2026, opening 22 new positions and adding to 64 existing holdings. Its largest new stake was JPMorgan California Tax Free Bond ETF: 66,643 shares worth $3.35M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Microsoft, an estimated $2.61M trimmed.

  • Cloud Capital Management's largest Q2 2026 buy was JPMorgan California Tax Free Bond ETF: 66,643 shares worth $3.35M.
  • Cloud Capital Management added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $3.27M increase.
  • Cloud Capital Management's biggest Q2 2026 reduction was Microsoft, cutting an estimated $2.61M.
  • Cloud Capital Management fully exited ExxonMobil in Q2 2026, selling an estimated $281K.
  • Cloud Capital Management's ten largest holdings make up 48% of its $274M portfolio in Q2 2026.
  • Cloud Capital Management opened 22 new positions and closed 1 in Q2 2026.
  • Cloud Capital Management's portfolio value rose 19% quarter-over-quarter to $274M.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.