PERSONAL CFO SOLUTIONS, LLC
Filing Date
Global Rank
#2,262
/ 8,232
▲ 126
Top Industry
Insurance - Property & Casualty
13.1%
3Y Alpha vs SPY
-3.9%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.6%
SPY
+76.3%
Annualised alpha
-3.9%
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
455 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.1%
+0.6 pts
Top 5
27.4%
−1.2 pts
Top 10
35.3%
−1.5 pts
HHI
251
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% | $55,243,550 |
| 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 | 4.0% | $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 CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LYG | Lloyds Banking Group plc | +99,543 | 119,159 | $599,369 | |
| KHC | Kraft Heinz Co | +24,661 | 37,898 | $852,326 | |
| CSGP | Costar Group, Inc. | +23,614 | 34,585 | $1,395,158 | |
| TEVA | Teva Pharmaceutical Industries Ltd | +22,441 | 31,483 | $948,267 | |
| CPB | CAMPBELL'S Co | +18,985 | 27,277 | $607,458 | |
| CNC | Centene Corp | +10,861 | 16,296 | $533,531 | |
| HPQ | Hp Inc | +10,628 | 31,056 | $596,585 | |
| BTI | British American Tobacco p.l.c. | +10,390 | 18,345 | $1,072,632 | |
| BBY | Best Buy Co Inc | +9,327 | 13,061 | $838,516 | |
| NOW | ServiceNow, Inc. | +8,845 | 21,580 | $2,256,189 | |
| NVS | Novartis AG | +8,720 | 11,831 | $1,807,185 | |
| NTAP | NetApp, Inc. | +6,715 | 8,966 | $918,028 | |
| MDT | Medtronic plc | +6,643 | 17,689 | $1,532,751 | |
| WT | WisdomTree, Inc. | +6,321 | 28,413 | $413,693 | |
| PSKY | Paramount Skydance Corp | +5,995 | 34,945 | $315,203 | |
| ACN | Accenture plc | +5,527 | 10,242 | $2,030,886 | |
| GSK | GSK plc | +5,415 | 15,430 | $851,581 | |
| LIN | Linde PLC | +5,238 | 8,309 | $4,119,269 | |
| UTZ | Utz Brands, Inc. | +4,759 | 26,212 | $207,599 | |
| SE | Sea Ltd | +4,479 | 19,842 | $1,643,116 | |
| NFLX | Netflix Inc | +3,983 | 27,431 | $2,637,490 | |
| ALL | Allstate Corp | +3,890 | 5,113 | $1,060,129 | |
| NWG | NatWest Group plc | +3,867 | 13,971 | $208,167 | |
| CAH | Cardinal Health Inc | +3,581 | 5,615 | $1,186,505 | |
| DHI | Horton D R Inc /De/ | +3,477 | 5,078 | $696,803 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BCRX | Biocryst Pharmaceuticals Inc | −40,733 | 21,667 | $206,269 | |
| CAG | Conagra Brands Inc. | −20,100 | 19,352 | $304,213 | |
| MO | Altria Group, Inc. | −11,188 | 36,105 | $2,382,568 | |
| NKE | NIKE, Inc. | −8,430 | 11,486 | $606,690 | |
| BP | Bp PLC | −7,981 | 8,512 | $400,064 | |
| SONY | Sony Group Corp | −6,875 | 31,600 | $654,120 | |
| ABT | Abbott Laboratories | −6,521 | 5,325 | $546,717 | |
| AMZN | Amazon Com Inc | −6,067 | 58,801 | $12,246,484 | |
| MCHP | Microchip Technology Inc | −5,573 | 4,449 | $287,449 | |
| BMY | Bristol Myers Squibb Co | −5,345 | 19,653 | $1,191,954 | |
| BSX | Boston Scientific Corp | −4,139 | 4,939 | $309,922 | |
| TGT | Target Corp | −4,057 | 3,838 | $465,165 | |
| NVO | Novo Nordisk A S | −3,979 | 17,891 | $657,494 | |
| XOM | Exxon Mobil Corp | −3,967 | 27,189 | $4,612,885 | |
| LEN | Lennar Corp /New/ | −3,482 | 3,432 | $298,034 | |
| EOG | Eog Resources Inc | −3,461 | 3,456 | $499,633 | |
| AIG | American International Group, Inc. | −3,389 | 5,693 | $428,398 | |
| AAPL | Apple Inc. | −3,123 | 137,617 | $34,925,818 | |
| UHS | Universal Health Services Inc | −3,121 | 1,172 | $209,752 | |
| WMT | Walmart Inc. | −3,106 | 15,851 | $1,969,962 | |
| D | Dominion Energy, Inc | −2,955 | 21,031 | $1,300,136 | |
| T | At&T Inc. | −2,288 | 85,776 | $2,486,646 | |
| FTI | TechnipFMC plc | −2,167 | 5,592 | $386,574 | |
| HST | Host Hotels & Resorts, Inc. | −2,154 | 31,427 | $602,141 | |
| ENB | Enbridge Inc | −1,993 | 9,107 | $493,052 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 10,517 | $2,074,162 | |
| PSX | Phillips 66 | 3,747 | $682,628 | |
| CHTR | Charter Communications, Inc. /Mo/ | 3,124 | $674,409 | |
| IAU | Ishares Gold Trust | 6,997 | $616,855 | |
| ARE | Alexandria Real Estate Equities, Inc. | 12,634 | $586,470 | |
| SWKS | Skyworks Solutions, Inc. | 10,548 | $564,845 | |
| ED | Consolidated Edison Inc | 3,653 | $413,446 | |
| CLX | Clorox Co /De/ | 3,861 | $400,115 | |
| ESLT | Elbit Systems Ltd | 413 | $350,674 | |
| AA | Alcoa Corp | 4,663 | $309,296 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 1,835 | $304,738 | |
| CHRD | Chord Energy Corp | 2,055 | $292,179 | |
| EXE | EXPAND ENERGY Corp | 2,613 | $286,855 | |
| POWI | Power Integrations Inc | 5,527 | $282,982 | |
| AEIS | Advanced Energy Industries Inc | 859 | $277,207 | |
| FHN | First Horizon Corp | 11,833 | $269,319 | |
| VSEC | Vse Corp | 1,434 | $264,429 | |
| DBVT | DBV Technologies S.A. | 12,643 | $264,112 | |
| RIO | Rio Tinto PLC | 2,820 | $263,077 | |
| EQIX | Equinix Inc | 259 | $253,882 | |
| ROL | Rollins Inc | 4,713 | $251,721 | |
| FANG | Diamondback Energy, Inc. | 1,238 | $244,864 | |
| ESQ | Esquire Financial Holdings, Inc. | 2,135 | $229,512 | |
| CTAS | Cintas Corp | 1,354 | $229,015 | |
| CCI | Crown Castle Inc. | 2,801 | $227,749 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| OMC | Omnicom Group Inc. | 16,956 | $1,369,197 | |
| SLV | iShares Silver Trust | 17,091 | $1,101,002 | |
| RL | Ralph Lauren Corp | 2,902 | $1,026,176 | |
| BWA | Borgwarner Inc | 18,400 | $829,104 | |
| SLB | Slb Limited/Nv | 19,982 | $766,909 | |
| APTV | Aptiv PLC | 9,709 | $738,757 | |
| CPNG | Coupang, Inc. | 30,082 | $709,634 | |
| ADM | Archer-Daniels-Midland Co | 12,039 | $692,122 | |
| RACE | Ferrari N.V. | 1,725 | $637,491 | |
| BG | Bunge Global SA | 6,261 | $557,729 | |
| LKQ | Lkq Corp | 17,845 | $538,919 | |
| MNDY | monday.com Ltd. | 3,302 | $487,243 | |
| BUD | Anheuser-Busch InBev SA/NV | 7,143 | $457,437 | |
| PAYC | Paycom Software, Inc. | 2,651 | $422,463 | |
| LDOS | Leidos Holdings, Inc. | 2,057 | $371,082 | |
| CCK | Crown Holdings, Inc. | 3,286 | $338,359 | |
| CVNA | Carvana Co. | 801 | $338,038 | |
| LTH | Life Time Group Holdings, Inc. | 12,704 | $337,672 | |
| TIGR | UP Fintech Holding Ltd | 32,372 | $309,476 | |
| ACAD | Acadia Pharmaceuticals Inc | 11,306 | $301,983 | |
| WING | Wingstop Inc. | 1,212 | $289,049 | |
| CTRA | Coterra Energy Inc. | 10,869 | $286,072 | |
| VEEV | Veeva Systems Inc | 1,213 | $270,777 | |
| BITB | Bitwise Bitcoin ETF | 5,615 | $267,049 | |
| AES | Aes Corp | 18,487 | $265,103 | |
| No positions match the current search. | ||||
74 positions ·
$120,485,000 total
· Financial 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
Showing 1–50
of 74 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CB |
Chubb Ltd
Financial Services
|
Reduced | 192,182 | $62,637,879 | 51.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 10,580 | $5,069,936 | 4.21% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 12,336 | $3,728,432 | 3.09% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 6,832 | $3,413,677 | 2.83% | |
| AXP |
American Express Co
Financial Services
|
Added | 10,622 | $3,212,942 | 2.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 9,851 | $2,897,770 | 2.41% | |
| AON |
Aon plc
Financial Services
|
Added | 6,331 | $2,043,520 | 1.70% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 2,395 | $2,026,146 | 1.68% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 37,026 | $1,805,017 | 1.50% | |
| C |
Citigroup Inc
Financial Services
|
Added | 13,969 | $1,584,224 | 1.31% | |
| WRB |
Berkley W R Corp
Financial Services
|
Added | 23,802 | $1,577,596 | 1.31% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 15,845 | $1,261,420 | 1.05% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 6,482 | $1,182,511 | 0.98% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 6,941 | $1,142,280 | 0.95% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 12,004 | $1,128,135 | 0.94% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 5,113 | $1,060,129 | 0.88% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Added | 10,238 | $982,745 | 0.82% | |
| USB |
US Bancorp De
Financial Services
|
Added | 18,832 | $979,452 | 0.81% | |
| MSCI |
MSCI Inc.
Financial Services
|
Reduced | 1,744 | $940,033 | 0.78% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Added | 53,619 | $909,914 | 0.76% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 2,023 | $899,021 | 0.75% | |
| IBN |
Icici Bank Ltd
Financial Services
|
Added | 32,633 | $845,194 | 0.70% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 825 | $793,410 | 0.66% | |
| UBS |
UBS Group AG
Financial Services
|
Added | 19,222 | $751,003 | 0.62% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 47,042 | $675,993 | 0.56% | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
Added | 30,911 | $669,532 | 0.56% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 1,522 | $663,972 | 0.55% | |
| BCS |
Barclays PLC
Financial Services
|
Added | 31,328 | $662,900 | 0.55% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 3,105 | $615,535 | 0.51% | |
| LYG |
Lloyds Banking Group plc
Financial Services
|
Added | 119,159 | $599,369 | 0.50% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 4,669 | $553,883 | 0.46% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 2,627 | $546,652 | 0.45% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 2,510 | $543,615 | 0.45% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,802 | $532,220 | 0.44% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 1,822 | $531,440 | 0.44% | |
| VOYA |
Voya Financial, Inc.
Financial Services
|
Reduced | 7,498 | $512,263 | 0.43% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
Added | 253 | $476,818 | 0.40% | |
| AIG |
American International Group, Inc.
Financial Services
|
Reduced | 5,693 | $428,398 | 0.36% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 2,404 | $416,973 | 0.35% | |
| WT |
WisdomTree, Inc.
Financial Services
|
Added | 28,413 | $413,693 | 0.34% | |
| ARES |
Ares Management Corp
Financial Services
|
Reduced | 3,615 | $394,396 | 0.33% | |
| SMFG |
Sumitomo Mitsui Financial Group, Inc.
Financial Services
|
Added | 19,777 | $390,595 | 0.32% | |
| RGA |
Reinsurance Group Of America Inc
Financial Services
|
Added | 1,898 | $387,495 | 0.32% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 3,363 | $386,711 | 0.32% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 1,147 | $322,387 | 0.27% | |
| MORN |
Morningstar, Inc.
Financial Services
|
Added | 1,840 | $311,052 | 0.26% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Added | 8,941 | $307,928 | 0.26% | |
| HOMB |
Home Bancshares Inc
Financial Services
|
Reduced | 10,896 | $293,429 | 0.24% | |
| LOB |
Live Oak Bancshares, Inc.
Financial Services
|
Added | 8,606 | $284,600 | 0.24% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Reduced | 4,605 | $276,161 | 0.23% |