Cloud Capital Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan California Tax Free Bond ETF
JCAL
|
+$3.35M |
| 2 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$3.27M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.76M |
| 4 |
T-Mobile US
TMUS
|
+$1.16M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.61M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$615K |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$387K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$287K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
|
SRXH
126
SRX Global
SRXH
$21.7M
| $0 | ﹤0.01% |
+333
| New | +$2.53K |
2026 Q2
0 quarters
|
|
|
127
ExxonMobil
XOM
$753B
| – | – |
-1,658
| Closed | -$281K | – |
|
Similar funds
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 U.S. Core Equity 2 Portfolio ETF Class Shares 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.