PERSONAL CFO SOLUTIONS, LLC
Filing Date
Global Rank
#2,558
/ 8,586
▲ 32
Top Industry
Insurance - Property & Casualty
13.1%
3Y Alpha vs SPY
-4.6%
Period ended 3 months ago
Filed Apr 30, 2026 · 47d
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
+58.7%
SPY
+78.1%
Annualised alpha
-4.6%
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, 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% | $55,523,606 |
| 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 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. | ||||
20 positions ·
$11,105,080 total
· Utilities 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 | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SO |
Southern Co
Utilities
|
Added | 13,834 | $1,335,257 | 12.02% | |
| D |
Dominion Energy, Inc
Utilities
|
Reduced | 21,031 | $1,300,136 | 11.71% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 11,455 | $1,063,940 | 9.58% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 2,587 | $722,419 | 6.51% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 5,223 | $683,899 | 6.16% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 8,315 | $673,099 | 6.06% | |
| ATO |
Atmos Energy Corp
Utilities
|
Added | 3,568 | $659,080 | 5.93% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 4,326 | $567,052 | 5.11% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 7,082 | $562,594 | 5.07% | |
| PPL |
PPL Corp
Utilities
|
Added | 13,395 | $511,689 | 4.61% | |
| ED |
Consolidated Edison Inc
Utilities
|
NEW | 3,653 | $413,446 | 3.72% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 2,428 | $365,001 | 3.29% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
Reduced | 6,546 | $345,432 | 3.11% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Reduced | 2,264 | $330,860 | 2.98% | |
| AVA |
Avista Corp
Utilities
|
Reduced | 8,067 | $323,809 | 2.92% | |
| KEP |
Korea Electric Power Corp
Utilities
|
Added | 19,825 | $282,506 | 2.54% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Added | 1,899 | $258,434 | 2.33% | |
| DTE |
Dte Energy Co
Utilities
|
Added | 1,688 | $246,819 | 2.22% | |
| CPK |
Chesapeake Utilities Corp
Utilities
|
Reduced | 1,851 | $233,910 | 2.11% | |
| BIPC |
Brookfield Infrastructure Corp
Utilities
|
Reduced | 5,711 | $225,698 | 2.03% |