Cloud Capital Management, LLC

CIK

2060492

Location

SEATTLE, WA

Portfolio Value

Micro $71,464,234

Diversification

Diversified

Filing Date

Global Rank

#6,495 / 8,517 ▲ 726

Top Industry

Consumer Electronics 26.0%

3Y Alpha vs SPY

+12.9%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

6 quarters · since Mar 2025

Clone Performance

May 2025–Aug 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

+48.9%

SPY

+31.5%

Annualised alpha

+13.0%

Max drawdown

−11.9%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.7%

−3.0 pts

Top 5

58.1%

−4.9 pts

Top 10

76.2%

−2.8 pts

HHI

878

Diversified−173

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.2%	$27,292,416	15
Unclassified	24.1%	$17,225,990	7
Communication Services	16.6%	$11,855,525	3
Consumer Cyclical	8.3%	$5,955,500	4
Financial Services	6.1%	$4,390,533	9
Consumer Defensive	2.4%	$1,711,934	5
Industrials	2.0%	$1,410,526	5
Healthcare	1.4%	$966,878	3
Real Estate	0.6%	$424,263	2
Energy	0.3%	$230,669	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,861	48,696	$14,090,674
NVDA	Nvidia Corp	+1,475	11,583	$2,317,642
QQQ	Invesco Qqq Trust, Series 1	+778	6,812	$5,016,356
AMZN	Amazon Com Inc	+730	15,758	$3,755,761
LYG	Lloyds Banking Group plc	+386	14,988	$87,380
TSLA	Tesla, Inc.	+366	4,190	$1,762,314
BRK-B	Berkshire Hathaway Inc	+226	1,064	$532,414
GOOGL	Alphabet Inc.	+84	27,749	$9,819,004
CIFR	Cipher Digital Inc.	+30	15,530	$380,485
VRT	Vertiv Holdings Co	+24	919	$307,699
DHR	Danaher Corp /De/	+16	2,198	$418,675
ASML	Asml Holding NV	+15	272	$541,127
ARES	Ares Management Corp	+12	2,516	$280,055
VEU	Vanguard FTSE All-World Ex-US ETF	+12	46,757	$3,915,898
BWIN	Baldwin Insurance Group, Inc.	+10	9,508	$252,722
EPD	Enterprise Products Partners L.P.	+9	6,275	$230,669
DLR	Digital Realty Trust, Inc.	+9	1,555	$279,246
CAT	Caterpillar Inc	+4	563	$599,538
HIG	Hartford Insurance Group, Inc.	+3	2,106	$279,087
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2	1,552	$741,188
SE	Sea Ltd	+1	2,434	$233,250
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−6,453	15,337	$5,721,007
ALLT	Allot Ltd.	−3,444	74,687	$660,979
DCOR	Dimensional US Core Equity 1 ETF	−1,710	83,536	$6,848,281
IREN	IREN Ltd	−440	26,480	$1,210,930
PM	Philip Morris International Inc.	−272	1,956	$353,859
JNJ	Johnson & Johnson	−223	1,299	$329,907
META	Meta Platforms, Inc.	−200	1,788	$1,007,162
VEA	Vanguard FTSE Developed Markets ETF	−164	3,468	$247,095
AVGO	Broadcom Inc.	−164	1,355	$511,851
JPM	Jpmorgan Chase & Co	−67	1,400	$458,262
STX	Seagate Technology Holdings plc	−66	490	$472,850
COKE	Coca-Cola Consolidated, Inc.	−60	2,972	$567,414
V	Visa Inc.	−52	3,204	$1,099,260
LLY	ELI LILLY & Co	−49	182	$218,296
GLD	Spdr Gold Trust	−38	1,531	$563,989
VIG	Vanguard Dividend Appreciation ETF	−24	990	$234,253
WMT	Walmart Inc.	−13	3,372	$381,912
BA	Boeing Co	−12	1,052	$227,726
COST	Costco Wholesale Corp /New	−2	435	$406,929
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
TMUS	T-Mobile US, Inc.	6,137	$1,029,359
MU	Micron Technology Inc	368	$424,778
AMD	Advanced Micro Devices Inc	608	$353,193
LRCX	Lam Research Corp	786	$340,597
INTC	Intel Corp	2,202	$307,465
URI	United Rentals, Inc.	233	$263,963
AMAT	Applied Materials Inc /De	297	$214,731
NOW	ServiceNow, Inc.	2,154	$213,849
SBUX	Starbucks Corp	1,998	$204,175
MHD	Blackrock Muniholdings Fund, Inc.	16,002	$190,423
OPEN	Opendoor Technologies Inc.	31,389	$145,017
SRXH	SRX Global Inc.	20,000	$1,820
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
XOM	ExxonMobil Holdings Corp	1,658	$281,296
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $71,464,234 total · filing declares 126 positions · $272,997 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	48,696	+1,861	$14,090,674	+18.5%	19.72%
GOOGL	Alphabet Inc. Communication Services	Added	27,749	+84	$9,819,004	+23.7%	13.74%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	83,536	-1,710	$6,848,281	+11.5%	9.58%
MSFT	Microsoft Corp Technology	Reduced	15,337	-6,453	$5,721,007	+99812.8%	8.01%
QQQ	Invesco Qqq Trust, Series 1	Added	6,812	+778	$5,016,356	+44.0%	7.02%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	46,757	+12	$3,915,898	+11.5%	5.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,758	+730	$3,755,761	+20.0%	5.26%
NVDA	Nvidia Corp Technology	Added	11,583	+1,475	$2,317,642	+31.5%	3.24%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,190	+366	$1,762,314	+24.0%	2.47%
IREN	IREN Ltd Financial Services	Reduced	26,480	-440	$1,210,930	+31.2%	1.69%
V	Visa Inc. Financial Services	Reduced	3,204	-52	$1,099,260	+11.7%	1.54%
TMUS	T-Mobile US, Inc. Communication Services	NEW	6,137	NEW	$1,029,359	NEW	1.44%
META	Meta Platforms, Inc. Communication Services	Reduced	1,788	-200	$1,007,162	−11.5%	1.41%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,552	+2	$741,188	+41.5%	1.04%
ALLT	Allot Ltd. Technology	Reduced	74,687	-3,444	$660,979	+27.0%	0.92%
CAT	Caterpillar Inc Industrials	Added	563	+4	$599,538	+51.4%	0.84%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Reduced	2,972	-60	$567,414	−2.4%	0.79%
GLD	Spdr Gold Trust	Reduced	1,531	-38	$563,989	−16.5%	0.79%
ASML	Asml Holding NV Technology	Added	272	+15	$541,127	+59.4%	0.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,064	+226	$532,414	+32.6%	0.75%
AVGO	Broadcom Inc. Technology	Reduced	1,355	-164	$511,851	+8.9%	0.72%
STX	Seagate Technology Holdings plc Technology	Reduced	490	-66	$472,850	+117.1%	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,400	-67	$458,262	+6.2%	0.64%
MU	Micron Technology Inc Technology	NEW	368	NEW	$424,778	NEW	0.59%
DHR	Danaher Corp /De/ Healthcare	Added	2,198	+16	$418,675	+1.2%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	435	-2	$406,929	−6.5%	0.57%
VB	Vanguard Morningstar Small-Cap ETF	Held	1,320	0	$400,118	+15.7%	0.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,372	-13	$381,912	−9.2%	0.53%
CIFR	Cipher Digital Inc. Technology	Added	15,530	+30	$380,485	+90.7%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,956	-272	$353,859	−3.9%	0.50%
AMD	Advanced Micro Devices Inc Technology	NEW	608	NEW	$353,193	NEW	0.49%
LRCX	Lam Research Corp Technology	NEW	786	NEW	$340,597	NEW	0.48%
JNJ	Johnson & Johnson Healthcare	Reduced	1,299	-223	$329,907	−11.3%	0.46%
VRT	Vertiv Holdings Co Industrials	Added	919	+24	$307,699	+37.2%	0.43%
INTC	Intel Corp Technology	NEW	2,202	NEW	$307,465	NEW	0.43%
ARES	Ares Management Corp Financial Services	Added	2,516	+12	$280,055	+2.5%	0.39%
DLR	Digital Realty Trust, Inc. Real Estate	Added	1,555	+9	$279,246	+0.2%	0.39%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	2,106	+3	$279,087	−1.9%	0.39%
URI	United Rentals, Inc. Industrials	NEW	233	NEW	$263,963	NEW	0.37%
BWIN	Baldwin Insurance Group, Inc. Financial Services	Added	9,508	+10	$252,722	+21.3%	0.35%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	3,468	-164	$247,095	+6.2%	0.35%
VIG	Vanguard Dividend Appreciation ETF	Reduced	990	-24	$234,253	+7.4%	0.33%
SE	Sea Ltd Consumer Cyclical	Added	2,434	+1	$233,250	+15.8%	0.33%
EPD	Enterprise Products Partners L.P. Energy	Added	6,275	+9	$230,669	−2.7%	0.32%
BA	Boeing Co Industrials	Reduced	1,052	-12	$227,726	+7.5%	0.32%
LLY	ELI LILLY & Co Healthcare	Reduced	182	-49	$218,296	+2.7%	0.31%
AMAT	Applied Materials Inc /De Technology	NEW	297	NEW	$214,731	NEW	0.30%
NOW	ServiceNow, Inc. Technology	NEW	2,154	NEW	$213,849	NEW	0.30%
SBUX	Starbucks Corp Consumer Cyclical	NEW	1,998	NEW	$204,175	NEW	0.29%
MHD	Blackrock Muniholdings Fund, Inc. Financial Services	NEW	16,002	NEW	$190,423	NEW	0.27%

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.