My Personal CFO, LLC
Filing Date
Global Rank
#6,078
/ 8,232
▲ 46
Top Industry
Software - Infrastructure
51.5%
3Y Alpha vs SPY
-2.1%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
18 quarters · since Dec 2021
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
+67.4%
SPY
+76.3%
Annualised alpha
-2.1%
Max drawdown
−17.9%
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
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.9%
−2.1 pts
Top 5
78.7%
+3.1 pts
Top 10
92.4%
+2.0 pts
HHI
1,467
Diversified−1
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 64.9% | $43,095,410 |
| Unclassified | 22.0% | $14,627,574 |
| Financial Services | 6.6% | $4,358,813 |
| Healthcare | 2.9% | $1,906,578 |
| Communication Services | 1.7% | $1,129,977 |
| Consumer Cyclical | 0.9% | $595,435 |
| Energy | 0.6% | $366,465 |
| Industrials | 0.4% | $284,800 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STGW | Stagwell Inc | −500,882 | 90,000 | $566,100 | |
| AAPL | Apple Inc. | −1,979 | 43,221 | $10,969,057 | |
| NVDA | Nvidia Corp | −1,250 | 13,885 | $2,421,544 | |
| META | Meta Platforms, Inc. | −1,001 | 394 | $225,419 | |
| AMAT | Applied Materials Inc /De | −1,000 | 4,841 | $1,654,605 | |
| AMZN | Amazon Com Inc | −452 | 1,523 | $317,195 | |
| QQQ | Invesco Qqq Trust, Series 1 | −384 | 14,310 | $8,259,445 | |
| AMD | Advanced Micro Devices Inc | −235 | 5,891 | $1,198,406 | |
| HD | Home Depot, Inc. | −222 | 846 | $278,240 | |
| GOOGL | Alphabet Inc. | −124 | 1,177 | $338,458 | |
| JPM | Jpmorgan Chase & Co | −75 | 2,785 | $819,235 | |
| BRK-B | Berkshire Hathaway Inc | −40 | 5,730 | $2,745,816 | |
| CAT | Caterpillar Inc | −10 | 402 | $284,800 | |
| GS | Goldman Sachs Group Inc | −5 | 309 | $261,410 | |
| XOM | Exxon Mobil Corp | −1 | 2,160 | $366,465 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
1 positions ·
$366,465 total
· Energy only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 2,160 | $366,465 | 100.00% |