CFO CAPITAL MANAGEMENT LLC
Top Portfolio Positions
70 positions ·
$98,608,883 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
78,656 | $13,344,776 | 13.53% |
| AAPL |
Apple Inc.
Technology
|
40,973 | $10,398,537 | 10.55% |
| NVDA |
Nvidia Corp
Technology
|
50,873 | $8,872,251 | 9.00% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,916 | $4,980,985 | 5.05% |
| AVGO |
Broadcom Inc.
Technology
|
12,173 | $3,767,665 | 3.82% |
| MSFT |
Microsoft Corp
Technology
|
9,961 | $3,687,263 | 3.74% |
| CAT |
Caterpillar Inc
Industrials
|
4,588 | $3,250,414 | 3.30% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,008 | $2,943,953 | 2.99% |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,309 | $2,676,896 | 2.71% |
| JNJ |
Johnson & Johnson
Healthcare
|
10,850 | $2,652,174 | 2.69% |
Portfolio Trend
Holdings in PDX
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,052 | 13,647 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $800,741 | 42,638 | Shares | Sole | 2026-03-02 | |
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