CFO4Life Group, LLC
Top Portfolio Positions
136 positions ·
$249,334,669 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
311,009 | $30,597,065 | 12.27% | |
| AAPL |
Apple Inc.
Technology
|
119,496 | $30,326,889 | 12.16% | |
| MSFT |
Microsoft Corp
Technology
|
41,932 | $15,521,968 | 6.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,942 | $12,275,850 | 4.92% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
193,470 | $11,966,119 | 4.80% | |
| V |
Visa Inc.
Financial Services
|
28,099 | $8,492,641 | 3.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
24,606 | $8,092,667 | 3.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,216 | $7,538,672 | 3.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
57,136 | $7,100,862 | 2.85% | |
| NVDA |
Nvidia Corp
Technology
|
39,486 | $6,886,358 | 2.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BCSF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,298 | 33,895 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $455,900 | 32,775 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $448,846 | 31,813 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $460,254 | 30,908 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $494,251 | 30,072 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $546,397 | 31,499 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $505,065 | 30,730 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $484,277 | 29,989 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $454,069 | 29,248 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $424,660 | 28,461 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $521,570 | 34,408 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $448,731 | 33,547 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $383,446 | 32,490 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $372,859 | 31,646 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $366,214 | 30,823 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $467,131 | 34,666 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $523,683 | 33,927 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $499,987 | 33,201 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $612,099 | 41,659 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $617,225 | 40,745 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $687,125 | 46,955 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $599,762 | 49,939 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $391,730 | 38,789 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $416,268 | 37,945 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $354,807 | 39,392 | Shares | Sole | 2020-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||