CFO4Life Group, LLC

CIK

1706351

Location

COPPELL, TX

Portfolio Value

Small $247,303,786

Diversification

Diversified

Filing Date

Global Rank

#3,787 / 8,605 ▼ 160 · as of Mar 2026

Top Industry

Integrated Freight & Logistics 12.8%

3Y Alpha vs SPY

-10.9%

Period ended 3 months ago

Filed May 11, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+32.8%

SPY

+76.0%

Annualised alpha

-10.8%

Max drawdown

−19.9%

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

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

Top Position

12.4%

+0.3 pts

Top 5

40.7%

+1.1 pts

Top 10

56.1%

+1.7 pts

HHI

478

Diversified+29

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$67,323,323	22
Industrials	19.6%	$48,591,142	18
Financial Services	14.3%	$35,363,625	32
Consumer Defensive	10.8%	$26,730,149	9
Consumer Cyclical	9.9%	$24,365,070	10
Communication Services	7.3%	$17,970,578	8
Energy	4.0%	$10,014,004	10
Healthcare	3.9%	$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
XFLT	XAI Floating Rate & Alternative Income Trust	38,800	$931,200
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 positions · $247,303,786 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%	12.37%
AAPL	Apple Inc. Technology	Reduced	119,496	-5,350	$30,326,889	−10.6%	12.26%
MSFT	Microsoft Corp Technology	Reduced	41,932	-3,680	$15,521,968	−29.6%	6.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	58,942	-2,244	$12,275,850	−13.1%	4.96%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	193,470	-17,615	$11,966,119	+57.5%	4.84%
V	Visa Inc. Financial Services	Reduced	28,099	-640	$8,492,641	−15.7%	3.43%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	24,606	-574	$8,092,667	−6.6%	3.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,216	-2,780	$7,538,672	−16.9%	3.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	57,136	-2,085	$7,100,862	+7.6%	2.87%
NVDA	Nvidia Corp Technology	Reduced	39,486	-6,094	$6,886,358	−19.0%	2.78%
MA	Mastercard Inc Financial Services	Reduced	12,604	-594	$6,297,714	−16.4%	2.55%
WM	Waste Management Inc Industrials	Reduced	26,137	-325	$6,006,021	+3.3%	2.43%
META	Meta Platforms, Inc. Communication Services	Reduced	7,870	-436	$4,502,663	−17.9%	1.82%
XOM	ExxonMobil Holdings Corp Energy	Reduced	26,086	-725	$4,425,750	+37.2%	1.79%
CSX	Csx Corp Industrials	Reduced	94,006	-31	$3,858,946	+13.2%	1.56%
AVGO	Broadcom Inc. Technology	Reduced	11,656	-1,517	$3,607,648	−20.9%	1.46%
BLK	BlackRock, Inc. Financial Services	Reduced	2,726	-42	$2,621,621	−11.5%	1.06%
JNJ	Johnson & Johnson Healthcare	Reduced	10,398	-317	$2,541,687	+14.6%	1.03%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,758	-9	$2,443,977	−4.9%	0.99%
APP	AppLovin Corp Communication Services	Reduced	6,029	-285	$2,399,542	−43.6%	0.97%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,422	-673	$2,387,378	−25.2%	0.97%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,283	-797	$2,351,916	−3.9%	0.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,488	-2,241	$2,202,670	−29.7%	0.89%
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%	0.75%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,151	-2,437	$1,731,638	−11.2%	0.70%
LII	Lennox International Inc Industrials	Reduced	3,607	-1,623	$1,674,116	−34.1%	0.68%
COP	Conocophillips Energy	Reduced	11,384	-87	$1,502,688	+39.9%	0.61%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	7,045	-346	$1,479,661	−1.4%	0.60%
LLY	ELI LILLY & Co Healthcare	Reduced	1,547	-328	$1,422,884	−29.4%	0.58%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,294	-633	$1,324,050	−26.4%	0.54%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	54,973	-12,600	$1,302,310	−26.8%	0.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,163	-304	$1,158,848	−8.4%	0.47%
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%
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%	0.33%
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%	0.32%
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%
INTC	Intel Corp Technology	Reduced	16,683	-187	$736,220	+18.3%	0.30%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	3,644	-12	$722,386	−13.2%	0.29%