Cloud Capital Management, LLC

CIK

2060492

Location

SEATTLE, WA

Portfolio Value

Small $262,065,232

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,500 / 8,807 ▲ 24

Top Industry

Consumer Electronics 25.5%

Period ended 4 months ago

Filed Aug 13, 2026 · 2mo

6 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.0% of the book (60%+)

Turnover

Low turnover

18.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.6 quarters (4 to under 12)

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share against every 13F filer's combined book at 20% or less, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

39.6%

−2.9 pts

Top 5

70.8%

−6.4 pts

Top 10

85.0%

−4.6 pts

HHI

1,911

Moderately concentrated−293

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.9%	$206,840,886	21
Technology	10.4%	$27,292,416	15
Communication Services	4.5%	$11,855,525	3
Consumer Cyclical	2.3%	$5,955,500	4
Financial Services	2.1%	$5,376,635	10
Consumer Defensive	0.7%	$1,711,934	5
Industrials	0.5%	$1,410,526	5
Healthcare	0.4%	$966,878	3
Real Estate	0.2%	$424,263	2
Energy	0.1%	$230,669	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+154,793	2,309,116	$103,669,515
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+66,131	110,792	$6,189,747
FNDA	Schwab Fundamental U.S. Small Company ETF	+32,810	966,059	$24,952,770
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+27,981	128,728	$0
ACSG	American Century Small Cap Growth Insights ETF	+22,086	304,431	$32,860,553
BNDW	Vanguard Total World Bond ETF	+20,724	114,120	$9,243,440
EDV	Vanguard World Funds Extended Duration ETF	+6,617	10,228	$946,331
AAPL	Apple Inc.	+1,861	48,696	$14,090,674
STT	State Street Corp	+1,695	18,394	$986,102
BIV	Vanguard Intermediate-Term Bond ETF	+1,485	10,439	$766,326
NVDA	Nvidia Corp	+1,475	11,583	$2,317,642
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+988	1,738	$396
AAPX	T-Rex 2X Long Apple Daily Target ETF	+787	24,453	$0
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
VB	Vanguard Morningstar Small-Cap ETF	+246	30,259	$9,910,039
BRK-B	Berkshire Hathaway Inc	+226	1,064	$532,414
SJCP	SanJac Alpha Core Plus Bond ETF	+150	18,344	$208,846
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
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−12,238	126,725	$6,365,396
MSFT	Microsoft Corp	−6,453	15,337	$5,721,007
ALLT	Allot Ltd.	−3,444	74,687	$660,979
VEU	Vanguard FTSE All-World Ex-US ETF	−680	62,971	$4,883,711
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
AVGO	Broadcom Inc.	−164	1,355	$511,851
VEA	Vanguard FTSE Developed Markets ETF	−164	3,468	$247,095
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

14 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
—		3,190	$257,815
AFGR	First Trust Active Factor Large Cap Growth ETF	5,696	$248,402
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

69 tracked positions · $262,065,232 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 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	2,309,116	+154,793	$103,669,515	+19.2%	39.56%
ACSG	American Century Small Cap Growth Insights ETF	Added	304,431	+22,086	$32,860,553	+20.2%	12.54%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	966,059	+32,810	$24,952,770	+3.9%	9.52%
AAPL	Apple Inc. Technology	Added	48,696	+1,861	$14,090,674	+18.5%	5.38%
VB	Vanguard Morningstar Small-Cap ETF	Added	30,259	+246	$9,910,039	+2766.4%	3.78%
GOOGL	Alphabet Inc. Communication Services	Added	27,749	+84	$9,819,004	+23.7%	3.75%
BNDW	Vanguard Total World Bond ETF	Added	114,120	+20,724	$9,243,440	+22.0%	3.53%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Reduced	126,725	-12,238	$6,365,396	−8.3%	2.43%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	110,792	+66,131	$6,189,747	+125.7%	2.36%
MSFT	Microsoft Corp Technology	Reduced	15,337	-6,453	$5,721,007	+99812.8%	2.18%
QQQ	Invesco Qqq Trust, Series 1	Added	6,812	+778	$5,016,356	+44.0%	1.91%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	62,971	-680	$4,883,711	+10.4%	1.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,758	+730	$3,755,761	+20.0%	1.43%
NVDA	Nvidia Corp Technology	Added	11,583	+1,475	$2,317,642	+31.5%	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,190	+366	$1,762,314	+24.0%	0.67%
IREN	IREN Ltd Financial Services	Reduced	26,480	-440	$1,210,930	+31.2%	0.46%
V	Visa Inc. Financial Services	Reduced	3,204	-52	$1,099,260	+11.7%	0.42%
TMUS	T-Mobile US, Inc. Communication Services	NEW	6,137	NEW	$1,029,359	NEW	0.39%
META	Meta Platforms, Inc. Communication Services	Reduced	1,788	-200	$1,007,162	−11.5%	0.38%
STT	State Street Corp Financial Services	Added	18,394	+1,695	$986,102	+19.6%	0.38%
EDV	Vanguard World Funds Extended Duration ETF	Added	10,228	+6,617	$946,331	—	0.36%
BIV	Vanguard Intermediate-Term Bond ETF	Added	10,439	+1,485	$766,326	+16.2%	0.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,552	+2	$741,188	+41.5%	0.28%
ALLT	Allot Ltd. Technology	Reduced	74,687	-3,444	$660,979	+27.0%	0.25%
CAT	Caterpillar Inc Industrials	Added	563	+4	$599,538	+51.4%	0.23%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Reduced	2,972	-60	$567,414	−2.4%	0.22%
GLD	Spdr Gold Trust	Reduced	1,531	-38	$563,989	−16.5%	0.22%
ASML	Asml Holding NV Technology	Added	272	+15	$541,127	+59.4%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,064	+226	$532,414	+32.6%	0.20%
AVGO	Broadcom Inc. Technology	Reduced	1,355	-164	$511,851	+8.9%	0.20%
STX	Seagate Technology Holdings plc Technology	Reduced	490	-66	$472,850	+117.1%	0.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,400	-67	$458,262	+6.2%	0.17%
MU	Micron Technology Inc Technology	NEW	368	NEW	$424,778	NEW	0.16%
DHR	Danaher Corp /De/ Healthcare	Added	2,198	+16	$418,675	+1.2%	0.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	435	-2	$406,929	−6.5%	0.16%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,372	-13	$381,912	−9.2%	0.15%
CIFR	Cipher Digital Inc. Technology	Added	15,530	+30	$380,485	+90.7%	0.15%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,956	-272	$353,859	−3.9%	0.14%
AMD	Advanced Micro Devices Inc Technology	NEW	608	NEW	$353,193	NEW	0.13%
LRCX	Lam Research Corp Technology	NEW	786	NEW	$340,597	NEW	0.13%
JNJ	Johnson & Johnson Healthcare	Reduced	1,299	-223	$329,907	−11.3%	0.13%
VRT	Vertiv Holdings Co Industrials	Added	919	+24	$307,699	+37.2%	0.12%
INTC	Intel Corp Technology	NEW	2,202	NEW	$307,465	NEW	0.12%
ARES	Ares Management Corp Financial Services	Added	2,516	+12	$280,055	+2.5%	0.11%
DLR	Digital Realty Trust, Inc. Real Estate	Added	1,555	+9	$279,246	+0.2%	0.11%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	2,106	+3	$279,087	−1.9%	0.11%
		Held	5,783	0	$275,906	+4.8%	0.11%
URI	United Rentals, Inc. Industrials	NEW	233	NEW	$263,963	NEW	0.10%
		NEW	3,190	NEW	$257,815	NEW	0.10%
BWIN	Baldwin Insurance Group, Inc. Financial Services	Added	9,508	+10	$252,722	+21.3%	0.10%

Showing the top 50 of 69 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.