Skip to main content

Comprehensive Financial Management LLC

CIK
1799802
City
Los Gatos
State / Country
CA

Top Portfolio Positions

31 positions · $2,832,614,763 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in AUR

Export CSV

Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,344,428 569,036
2025-12-31 $2,185,098 569,036
2025-09-30 $3,067,104 569,036
2025-06-30 $2,981,748 569,036
2025-03-31 $3,826,767 569,036
2024-12-31 $3,584,926 569,036
2024-09-30 $3,368,693 569,036
2024-06-30 $1,576,229 569,036
2024-03-31 $1,604,681 569,036
2023-12-31 $2,486,687 569,036
2023-09-30 $1,337,234 569,036
2023-06-30 $1,672,965 569,036
2023-03-31 $790,960 569,036
2022-12-31 $688,533 569,036
2022-09-30 $1,257,569 569,036
2022-06-30 $1,086,858 569,036
2022-03-31 $3,771,679 674,719
2021-12-31 $7,597,335 674,719