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Equibles

PERSONAL CFO SOLUTIONS, LLC

Location
CHESTER, NJ
Portfolio Value
Micro $37,246,295
Diversification
Diversified
Filing Date
Global Rank
#2,558 / 8,588 ▲ 32
Top Industry
Insurance - Property & Casualty 13.1%
3Y Alpha vs SPY
-4.2%
Period ended 3 months ago
Filed Apr 30, 2026 · 48d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+59.0%
SPY
+76.8%
Annualised alpha
-4.2%
Max drawdown
−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

456 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
12.1%
+0.6 pts
Top 5
27.4%
−1.2 pts
Top 10
35.3%
−1.5 pts
HHI
251
Jun 2023 → Mar 2026 · range 128 – 280
Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 24.1% $125,179,170
Financial Services 23.2% $120,485,000
Industrials 10.7% $55,523,606
Healthcare 9.7% $50,438,630
Communication Services 7.2% $37,246,295
Consumer Cyclical 7.1% $36,952,442
Energy 4.6% $23,681,948
Consumer Defensive 3.9% $20,492,986
Basic Materials 2.9% $15,100,816
Unclassified 2.4% $12,314,037
Utilities 2.1% $11,105,080
Real Estate 2.0% $10,295,665

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
LYG +99,543 119,159 $599,369
KHC +24,661 37,898 $852,326
CSGP +23,614 34,585 $1,395,158
TEVA +22,441 31,483 $948,267
CPB +18,985 27,277 $607,458
CNC +10,861 16,296 $533,531
HPQ +10,628 31,056 $596,585
BTI +10,390 18,345 $1,072,632
BBY +9,327 13,061 $838,516
NOW +8,845 21,580 $2,256,189
NVS +8,720 11,831 $1,807,185
NTAP +6,715 8,966 $918,028
MDT +6,643 17,689 $1,532,751
WT +6,321 28,413 $413,693
PSKY +5,995 34,945 $315,203
ACN +5,527 10,242 $2,030,886
GSK +5,415 15,430 $851,581
LIN +5,238 8,309 $4,119,269
UTZ +4,759 26,212 $207,599
SE +4,479 19,842 $1,643,116
NFLX +3,983 27,431 $2,637,490
ALL +3,890 5,113 $1,060,129
NWG +3,867 13,971 $208,167
CAH +3,581 5,615 $1,186,505
DHI +3,477 5,078 $696,803

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
BCRX −40,733 21,667 $206,269
CAG −20,100 19,352 $304,213
MO −11,188 36,105 $2,382,568
NKE −8,430 11,486 $606,690
BP −7,981 8,512 $400,064
SONY −6,875 31,600 $654,120
ABT −6,521 5,325 $546,717
AMZN −6,067 58,801 $12,246,484
MCHP −5,573 4,449 $287,449
BMY −5,345 19,653 $1,191,954
BSX −4,139 4,939 $309,922
TGT −4,057 3,838 $465,165
NVO −3,979 17,891 $657,494
XOM −3,967 27,189 $4,612,885
LEN −3,482 3,432 $298,034
EOG −3,461 3,456 $499,633
AIG −3,389 5,693 $428,398
AAPL −3,123 137,617 $34,925,818
UHS −3,121 1,172 $209,752
WMT −3,106 15,851 $1,969,962
D −2,955 21,031 $1,300,136
T −2,288 85,776 $2,486,646
FTI −2,167 5,592 $386,574
HST −2,154 31,427 $602,141
ENB −1,993 9,107 $493,052

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
AZN 10,517 $2,074,162
PSX 3,747 $682,628
CHTR 3,124 $674,409
IAU 6,997 $616,855
ARE 12,634 $586,470
SWKS 10,548 $564,845
ED 3,653 $413,446
CLX 3,861 $400,115
ESLT 413 $350,674
AA 4,663 $309,296
CHRW 1,835 $304,738
CHRD 2,055 $292,179
EXE 2,613 $286,855
POWI 5,527 $282,982
AEIS 859 $277,207
FHN 11,833 $269,319
VSEC 1,434 $264,429
DBVT 12,643 $264,112
RIO 2,820 $263,077
EQIX 259 $253,882
ROL 4,713 $251,721
FANG 1,238 $244,864
ESQ 2,135 $229,512
CTAS 1,354 $229,015
CCI 2,801 $227,749

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
OMC 16,956 $1,369,197
SLV 17,091 $1,101,002
RL 2,902 $1,026,176
BWA 18,400 $829,104
SLB 19,982 $766,909
APTV 9,709 $738,757
CPNG 30,082 $709,634
ADM 12,039 $692,122
RACE 1,725 $637,491
BG 6,261 $557,729
LKQ 17,845 $538,919
MNDY 3,302 $487,243
BUD 7,143 $457,437
PAYC 2,651 $422,463
LDOS 2,057 $371,082
CCK 3,286 $338,359
CVNA 801 $338,038
LTH 12,704 $337,672
TIGR 32,372 $309,476
ACAD 11,306 $301,983
WING 1,212 $289,049
CTRA 10,869 $286,072
VEEV 1,213 $270,777
BITB 5,615 $267,049
AES 18,487 $265,103

Portfolio Positions

Export CSV View 13F filing
16 positions · $37,246,295 total · Communication Services only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
VEON
VEON Ltd.
Communication Services 		4,689 $217,100 0.58%
NXST
Nexstar Media Group, Inc.
Communication Services 		1,218 $220,250 0.59%
PSKY
Paramount Skydance Corp
Communication Services 		34,945 $315,203 0.85%
VIV
Telefonica Brasil S.A.
Communication Services 		21,793 $346,726 0.93%
CHTR
Charter Communications, Inc. /Mo/
Communication Services 		3,124 $674,409 1.81%
WBD
Warner Bros. Discovery, Inc.
Communication Services 		32,582 $894,701 2.40%
TMUS
T-Mobile US, Inc.
Communication Services 		4,569 $959,627 2.58%
APP
AppLovin Corp
Communication Services 		2,461 $979,478 2.63%
SPOT
Spotify Technology S.A.
Communication Services 		2,141 $1,038,192 2.79%
DIS
Walt Disney Co
Communication Services 		10,809 $1,041,771 2.80%
CMCSA
Comcast Corp
Communication Services 		48,898 $1,403,861 3.77%
T
At&T Inc.
Communication Services 		85,776 $2,486,646 6.68%
NFLX
Netflix Inc
Communication Services 		27,431 $2,637,490 7.08%
VZ
Verizon Communications Inc
Communication Services 		67,015 $3,364,153 9.03%
META
Meta Platforms, Inc.
Communication Services 		7,392 $4,229,184 11.35%
GOOGL
Alphabet Inc.
Communication Services 		57,162 $16,437,504 44.13%

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