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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 NAUT

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Shares Held

Position Value (USD)

20 quarters on record
Report Date Value (USD) Shares
2026-03-31 $8,565,561 2,207,619
2025-12-31 $4,304,857 2,207,619
2025-09-30 $1,865,438 2,207,619
2025-06-30 $1,600,523 2,207,619
2025-03-31 $1,900,759 2,207,619
2024-12-31 $3,708,799 2,207,619
2024-09-30 $6,291,717 2,207,620
2024-06-30 $5,165,830 2,207,620
2024-03-31 $6,490,399 2,207,619
2023-12-31 $6,600,780 2,207,619
2023-09-30 $6,976,076 2,207,619
2023-06-30 $8,543,485 2,207,619
2023-03-31 $6,162,194 2,224,619
2022-12-31 $4,004,314 2,224,619
2022-09-30 $4,716,192 2,224,619
2022-06-30 $5,984,225 2,224,619
2022-03-31 $9,654,846 2,224,619
2021-12-31 $11,523,526 2,224,619
2021-09-30 $13,659,160 2,224,619
2021-06-30 $22,468,651 2,224,619