Institutions / Personal Cfo Solutions, LLC / Activity
Activity — Personal Cfo Solutions, LLC
109 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 45783Y855 Common stock | $19.33M | +564K | 563,980 2.79% of portfolio | medium |
| Q2 2026 as of | New | G0593M107 Common stock | $2.11M | +11K | 11,123 0.30% of portfolio | low |
| Q2 2026 as of | New | Loews Corp Common stock | $1.18M | +10K | 10,419 0.17% of portfolio | low |
| Q2 2026 as of | New | 636274409 Common stock | $894.4K | +11K | 10,512 0.13% of portfolio | low |
| Q2 2026 as of | New | 81369Y308 Common stock | $780.3K | +9K | 9,393 0.11% of portfolio | low |
| Q2 2026 as of | New | 81369Y605 Common stock | $771.4K | +14K | 14,389 0.11% of portfolio | low |
| Q2 2026 as of | New | Nebius Group N.V. Common stock | $746.3K | +3K | 2,702 0.11% of portfolio | low |
| Q2 2026 as of | New | 464287457 Common stock | $684.7K | +8K | 8,339 0.10% of portfolio | low |
| Q2 2026 as of | New | Skyworks Solutions, Inc. Common stock | $680.1K | +10K | 10,031 0.10% of portfolio | low |
| Q2 2026 as of | New | 87807B107 Common stock | $657.8K | +10K | 9,831 0.10% of portfolio | low |
| Q2 2026 as of | New | Alexandria Real Estate Equities Inc Common stock | $645.1K | +12K | 12,042 0.09% of portfolio | low |
| Q2 2026 as of | New | Phillips 66 Common stock | $639.9K | +4K | 3,786 0.09% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $574.3K | +3K | 3,361 0.08% of portfolio | low |
| Q2 2026 as of | New | Palo Alto Networks Inc Common stock | $566.9K | +2K | 1,663 0.08% of portfolio | low |
| Q2 2026 as of | New | DuPont de Nemours, Inc. Common stock | $564.4K | +4K | 4,162 0.08% of portfolio | low |
| Q2 2026 as of | New | 654902204 Common stock | $506.0K | +38K | 38,101 0.07% of portfolio | low |
| Q2 2026 as of | New | Davita Inc. Common stock | $505.0K | +2K | 2,270 0.07% of portfolio | low |
| Q2 2026 as of | New | Sandisk Corp Common stock | $494.5K | +218 | 218 0.07% of portfolio | low |
| Q2 2026 as of | New | Dell Technologies Inc. Common stock | $478.7K | +1K | 1,109 0.07% of portfolio | low |
| Q2 2026 as of | New | FMX Mexican Economic Development Inc ADR | $468.2K | +4K | 3,661 0.07% of portfolio | low |
| Q2 2026 as of | New | Petroleo Brasileiro S.A. Petrobras Common stock | $451.2K | +28K | 27,920 0.07% of portfolio | low |
| Q2 2026 as of | New | Vse Corp Common stock | $424.8K | +2K | 1,859 0.06% of portfolio | low |
| Q2 2026 as of | New | Charter Communications, Inc. Common stock | $423.9K | +3K | 2,981 0.06% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $406.4K | +2K | 1,750 0.06% of portfolio | low |
| Q2 2026 as of | New | Piper Sandler Cos Common stock | $403.8K | +6K | 5,582 0.06% of portfolio | low |
| Q2 2026 as of | New | Exelixis, Inc. Common stock | $394.6K | +7K | 7,252 0.06% of portfolio | low |
| Q2 2026 as of | New | Alignment Healthcare, Inc. Common stock | $385.6K | +16K | 16,195 0.06% of portfolio | low |
| Q2 2026 as of | New | K08588103 Common stock | $384.3K | +1K | 1,441 0.06% of portfolio | low |
| Q2 2026 as of | New | Equinix Inc Common stock | $374.5K | +359 | 359 0.05% of portfolio | low |
| Q2 2026 as of | New | CH Robinson Worldwide Inc Common stock | $361.5K | +2K | 1,913 0.05% of portfolio | low |
| Q2 2026 as of | New | Power Integrations Inc Common stock | $355.5K | +4K | 4,244 0.05% of portfolio | low |
| Q2 2026 as of | New | Qnity Electronics, Inc. Common stock | $349.2K | +2K | 2,138 0.05% of portfolio | low |
| Q2 2026 as of | New | Perimeter Solutions, Inc. Common stock | $348.0K | +10K | 9,763 0.05% of portfolio | low |
| Q2 2026 as of | New | Clorox Co /De Common stock | $346.9K | +4K | 3,634 0.05% of portfolio | low |
| Q2 2026 as of | New | Edwards Lifesciences Corp Common stock | $346.6K | +4K | 3,832 0.05% of portfolio | low |
| Q2 2026 as of | New | ASX ASE Technology Holding Co., Ltd. ADR | $343.8K | +8K | 7,619 0.05% of portfolio | low |
| Q2 2026 as of | New | Stryker Corp Common stock | $343.3K | +1K | 1,087 0.05% of portfolio | low |
| Q2 2026 as of | New | First Horizon Corp Common stock | $329.0K | +13K | 12,749 0.05% of portfolio | low |
| Q2 2026 as of | New | Marvell Technology, Inc. Common stock | $323.5K | +1K | 1,086 0.05% of portfolio | low |
| Q2 2026 as of | New | M3760D101 Common stock | $320.6K | +422 | 422 0.05% of portfolio | low |
| Q2 2026 as of | New | Quanta Services Inc Common stock | $313.6K | +436 | 436 0.05% of portfolio | low |
| Q2 2026 as of | New | 861012102 Common stock | $313.3K | +4K | 4,183 0.05% of portfolio | low |
| Q2 2026 as of | New | Sherwin Williams Co Common stock | $311.6K | +905 | 905 0.05% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $302.7K | +1K | 1,369 0.04% of portfolio | low |
| Q2 2026 as of | New | G2004J103 Common stock | $300.3K | +11K | 10,510 0.04% of portfolio | low |
| Q2 2026 as of | New | ATI Inc Common stock | $298.8K | +2K | 1,516 0.04% of portfolio | low |
| Q2 2026 as of | New | Cummins Inc Common stock | $292.8K | +411 | 411 0.04% of portfolio | low |
| Q2 2026 as of | New | Talen Energy Corp Common stock | $290.5K | +756 | 756 0.04% of portfolio | low |
| Q2 2026 as of | New | TAK Takeda Pharmaceutical Co Ltd ADR | $284.8K | +18K | 17,738 0.04% of portfolio | low |
| Q2 2026 as of | New | Kforce Inc Common stock | $281.4K | +6K | 5,997 0.04% of portfolio | low |