CFO4Life Group, LLC

CIK

1706351

Location

COPPELL, TX

Portfolio Value

Small $249,334,669

Diversification

Diversified

Filing Date

Global Rank

#3,769 / 8,622 ▼ 150 · as of Mar 2026

Top Industry

Integrated Freight & Logistics 12.8%

3Y Alpha vs SPY

-10.0%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+28.9%

SPY

+67.9%

Annualised alpha

-10.0%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

136 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

+0.2 pts

Top 5

40.4%

+0.9 pts

Top 10

55.7%

+1.5 pts

HHI

470

Diversified+26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.4%	$68,396,710	22
Industrials	19.5%	$48,695,796	18
Financial Services	14.2%	$35,363,625	32
Consumer Defensive	10.7%	$26,730,149	9
Consumer Cyclical	10.1%	$25,217,912	10
Communication Services	7.2%	$17,970,578	8
Energy	4.0%	$10,014,004	10
Healthcare	3.8%	$9,525,969	14
Unclassified	2.2%	$5,447,860	6
Real Estate	0.4%	$905,496	3
Utilities	0.3%	$844,874	3
Basic Materials	0.1%	$221,696	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
MBIO	Mustang Bio, Inc.	+7,500	20,461	$14,895
HBAN	Huntington Bancshares Inc /Md/	+4,274	17,528	$274,313
CORZ	Core Scientific, Inc./tx	+4,000	33,078	$494,846
CII	BlackRock Enhanced Large Cap Core Fund, Inc.	+2,206	35,321	$742,447
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,994	9,788	$577,785
BCSF	Bain Capital Specialty Finance, Inc.	+1,120	33,895	$420,298
WFC	Wells Fargo & Company/Mn	+873	8,070	$642,452
BDJ	BlackRock Enhanced Equity Dividend Trust	+523	26,459	$228,076
GBDC	GOLUB CAPITAL BDC, Inc.	+377	13,443	$170,188
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	+318	14,852	$130,400
DELL	Dell Technologies Inc.	+223	2,667	$437,734
KRG	Kite Realty Group Trust	+141	13,683	$335,917
MU	Micron Technology Inc	+88	2,315	$782,099
MAT	Mattel Inc /De/	+78	14,696	$213,532
IBIT	iShares Bitcoin Trust ETF	+75	6,682	$256,722
RSG	Republic Services, Inc.	+30	1,048	$229,532
PTC	Ptc Inc.	+29	1,655	$235,820
GEV	GE Vernova Inc.	+24	386	$336,939
LAMR	Lamar Advertising Co/New	+23	2,582	$327,036
TEL	TE Connectivity plc	+17	1,543	$322,517
CARR	CARRIER GLOBAL Corp	+7	8,044	$452,957
SSB	SouthState Bank Corp	+3	5,509	$509,692
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DAR	Darling Ingredients Inc.	−17,615	193,470	$11,966,119
BXSL	Blackstone Secured Lending Fund	−12,600	54,973	$1,302,310
EPD	Enterprise Products Partners L.P.	−10,196	17,338	$656,069
T	At&T Inc.	−6,305	21,682	$628,561
NVDA	Nvidia Corp	−6,094	39,486	$6,886,358
AAPL	Apple Inc.	−5,350	119,496	$30,326,889
LYG	Lloyds Banking Group plc	−4,331	22,828	$114,824
MSFT	Microsoft Corp	−3,680	41,932	$15,521,968
IRT	Independence Realty Trust, Inc.	−3,336	16,289	$242,543
ENB	Enbridge Inc	−3,221	10,110	$547,355
TXN	Texas Instruments Inc	−2,912	5,376	$1,043,696
GOOGL	Alphabet Inc.	−2,780	26,216	$7,538,672
PEP	Pepsico Inc	−2,437	11,151	$1,731,638
AMZN	Amazon Com Inc	−2,244	58,942	$12,275,850
JPM	Jpmorgan Chase & Co	−2,241	7,488	$2,202,670
WMT	Walmart Inc.	−2,085	57,136	$7,100,862
BAC	Bank Of America Corp /De/	−1,863	13,191	$643,061
CSCO	Cisco Systems, Inc.	−1,859	26,515	$2,057,298
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	−1,750	46,237	$666,737
VZ	Verizon Communications Inc	−1,639	9,709	$487,391
LII	Lennox International Inc	−1,623	3,607	$1,674,116
AVGO	Broadcom Inc.	−1,517	11,656	$3,607,648
NFLX	Netflix Inc	−1,494	3,048	$293,065
FSK	FS KKR Capital Corp	−1,435	22,185	$225,843
PFE	Pfizer Inc	−1,413	25,583	$718,370
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PAGP	Plains Gp Holdings LP	9,339	$226,750
MSDL	Morgan Stanley Direct Lending Fund	14,813	$206,789
CGBD	Carlyle Secured Lending, Inc.	12,084	$132,198
OWL	Blue Owl Capital Inc.	10,665	$97,371
VENU	Venu Holding Corp	10,000	$33,100
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
MPLX	Mplx LP	18,500	$987,345
RDDT	Reddit, Inc.	2,600	$597,662
AMAT	Applied Materials Inc /De	1,378	$354,132
PDI	PIMCO Dynamic Income Fund	19,632	$347,682
EW	Edwards Lifesciences Corp	3,653	$311,418
OXLC	Oxford Lane Capital Corp.	19,282	$282,288
AGNC	AGNC Investment Corp.	26,129	$280,102
NOW	ServiceNow, Inc.	1,784	$273,290
MCK	Mckesson Corp	327	$268,234
INTU	Intuit Inc.	402	$266,292
TMO	Thermo Fisher Scientific Inc.	447	$259,014
ABT	Abbott Laboratories	2,064	$258,598
ISRG	Intuitive Surgical Inc	444	$251,463
ET	Energy Transfer LP	14,847	$244,827
PINS	Pinterest, Inc.	8,883	$229,980
AMT	American Tower Corp /Ma/	1,303	$228,767
PTY	Pimco Corporate & Income Opportunity Fund	17,458	$225,208
CTAS	Cintas Corp	1,174	$220,794
LIN	Linde PLC	517	$220,443
PANW	Palo Alto Networks Inc	1,180	$217,356
PAYC	Paycom Software, Inc.	1,356	$216,092
ECC	Eagle Point Credit Co	36,175	$208,368
LPLA	LPL Financial Holdings Inc.	583	$208,230
DHR	Danaher Corp /De/	876	$200,533
XFLT	XAI Floating Rate & Alternative Income Trust	38,800	$186,240
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $249,334,669 total · 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 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UPS	United Parcel Service Inc Industrials	Reduced	311,009	-751	$30,597,065	−1.1%	12.27%
AAPL	Apple Inc. Technology	Reduced	119,496	-5,350	$30,326,889	−10.6%	12.16%
MSFT	Microsoft Corp Technology	Reduced	41,932	-3,680	$15,521,968	−29.6%	6.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	58,942	-2,244	$12,275,850	−13.1%	4.92%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	193,470	-17,615	$11,966,119	+57.5%	4.80%
V	Visa Inc. Financial Services	Reduced	28,099	-640	$8,492,641	−15.7%	3.41%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	24,606	-574	$8,092,667	−6.6%	3.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,216	-2,780	$7,538,672	−16.9%	3.02%
WMT	Walmart Inc. Consumer Defensive	Reduced	57,136	-2,085	$7,100,862	+7.6%	2.85%
NVDA	Nvidia Corp Technology	Reduced	39,486	-6,094	$6,886,358	−19.0%	2.76%
MA	Mastercard Inc Financial Services	Reduced	12,604	-594	$6,297,714	−16.4%	2.53%
WM	Waste Management Inc Industrials	Reduced	26,137	-325	$6,006,021	+3.3%	2.41%
META	Meta Platforms, Inc. Communication Services	Reduced	7,870	-436	$4,502,663	−17.9%	1.81%
XOM	ExxonMobil Holdings Corp Energy	Reduced	26,086	-725	$4,425,750	+37.2%	1.78%
CSX	Csx Corp Industrials	Reduced	94,006	-31	$3,858,946	+13.2%	1.55%
AVGO	Broadcom Inc. Technology	Reduced	11,656	-1,517	$3,607,648	−20.9%	1.45%
BLK	BlackRock, Inc. Financial Services	Reduced	2,726	-42	$2,621,621	−11.5%	1.05%
JNJ	Johnson & Johnson Healthcare	Reduced	10,398	-317	$2,541,687	+14.6%	1.02%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,758	-9	$2,443,977	−4.9%	0.98%
APP	AppLovin Corp Communication Services	Reduced	6,029	-285	$2,399,542	−43.6%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,422	-673	$2,387,378	−25.2%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,283	-797	$2,351,916	−3.9%	0.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,488	-2,241	$2,202,670	−29.7%	0.88%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,515	-1,859	$2,057,298	−5.9%	0.83%
PB	Prosperity Bancshares Inc Financial Services	Reduced	28,844	-358	$1,937,739	−4.0%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,876	-857	$1,857,379	−21.9%	0.74%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,151	-2,437	$1,731,638	−11.2%	0.69%
LII	Lennox International Inc Industrials	Reduced	3,607	-1,623	$1,674,116	−34.1%	0.67%
COP	Conocophillips Energy	Reduced	11,384	-87	$1,502,688	+39.9%	0.60%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	7,045	-346	$1,479,661	−1.4%	0.59%
LLY	ELI LILLY & Co Healthcare	Reduced	1,547	-328	$1,422,884	−29.4%	0.57%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,294	-633	$1,324,050	−26.4%	0.53%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	54,973	-12,600	$1,302,310	−26.8%	0.52%
KLAC	Kla Corp Technology	Reduced	810	-148	$1,192,652	+2.5%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,163	-304	$1,158,848	−8.4%	0.46%
EME	EMCOR Group, Inc. Industrials	Reduced	1,472	-38	$1,086,792	+17.6%	0.44%
KO	Coca Cola Co Consumer Defensive	Reduced	14,284	-1,176	$1,086,298	+0.5%	0.44%
TXN	Texas Instruments Inc Technology	Reduced	5,376	-2,912	$1,043,696	−27.4%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,399	-552	$936,045	−24.2%	0.38%
AXP	American Express Co Financial Services	Reduced	3,093	-26	$935,570	−18.9%	0.38%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	211	-5	$888,377	−23.2%	0.36%
CVX	Chevron Corp Energy	Reduced	4,285	-315	$886,566	+26.5%	0.36%
APH	Amphenol Corp /De/ Technology	Reduced	6,679	-28	$843,891	−6.9%	0.34%
NTRS	Northern Trust Corp Financial Services	Reduced	5,802	-163	$809,785	−0.6%	0.32%
C	Citigroup Inc Financial Services	Reduced	6,976	-348	$791,148	−7.4%	0.32%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	5,842	-47	$790,013	−2.6%	0.32%
MU	Micron Technology Inc Technology	Added	2,315	+88	$782,099	+23.0%	0.31%
NVS	Novartis AG Healthcare	Reduced	5,010	-699	$765,277	−2.8%	0.31%
BE	Bloom Energy Corp Industrials	Reduced	5,541	-1,001	$750,750	+32.1%	0.30%
CII	BlackRock Enhanced Large Cap Core Fund, Inc. Financial Services	Added	35,321	+2,206	$742,447	−4.1%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.