Personal-Cfo-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "ARES",
  "FSV",
  "HLNE",
  "GTES",
  "ACAD",
  null,
  "SNDR",
  "TROW",
  "NLY",
  "ENTG",
  "RBC",
  "FTI",
  "RBA.TO",
  "SNOW",
  "LBRT",
  "NXRT",
  "ACN",
  "ITT",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  "AXP",
  "AEG",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "AYI",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "KMX",
  "CP.TO",
  "BMA",
  "SAN",
  "WRB",
  "BSX",
  "CCI",
  "COF",
  "DUK",
  "D",
  "ERJ",
  "EHC",
  null,
  "RL",
  "EOG",
  "SXI",
  "QFIN",
  "UMH",
  "EXPE",
  "EXPD",
  "UNF",
  "TIGR",
  "UTZ",
  "ADPT",
  "GD",
  null,
  "GILD",
  "GIS",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "AGM",
  "LEN",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "PAM",
  null,
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  "ENSG",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "AESI",
  "MSFT",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "FCNCA",
  "GE",
  "HXL",
  "HMY",
  "INCY",
  "HES",
  "NVS",
  "TEVA",
  "NU",
  null,
  "OMC",
  "ORLY",
  "ICLR",
  "ADM",
  "BX",
  "AMP",
  "ANSS",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IJK",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "SPGI",
  "RELX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "SPG",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  null,
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UPS",
  "MET",
  "PSMT",
  "RCL",
  "HOMB",
  "SCHW",
  "MNST",
  "POR",
  "ALC",
  "LKQ",
  "SBAC",
  "EME",
  "LYG",
  "TTE",
  "GDDY",
  "SNY",
  "TSM",
  "IT",
  "GSK",
  null,
  "RMD",
  null,
  "VTR",
  null,
  "DD",
  "VRTX",
  null,
  "K",
  "TT",
  "VNET",
  "GGAL",
  "MTDR",
  "PRGO",
  "MUSA",
  "VOYA",
  "ATO",
  "ADSK",
  "AON",
  "THC",
  "GM",
  "APTV",
  "ACGL",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "EL",
  "FI",
  "DRI",
  "DOV",
  "TAP",
  "F",
  "GNRC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "WCN",
  "EFX",
  "AEP",
  "IPG",
  "IFF",
  "LKFN",
  "KC",
  "KT",
  "BIPC",
  "LSTR",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "HCA",
  "LMAT",
  "HII",
  "AL",
  "ELS",
  "HDB",
  "RGA",
  null,
  "VEU",
  "USB",
  "VUG",
  "VLO",
  "VMI",
  "VRNA",
  "VEEV",
  "VTRS",
  "V",
  null,
  "WBD",
  "WMT",
  "WCC",
  "WU",
  "WFC",
  "WELL",
  "WING",
  "WTW",
  "WMB",
  "WT",
  null,
  "WH",
  "XEL",
  "WDAY",
  "YPF",
  "YUM",
  "XYL",
  "EXPI",
  "DTE",
  "POWI",
  "GRMN",
  "NXST",
  "NOG",
  "CNQ",
  "SCHD",
  "ET",
  "BIIB",
  "CHKP",
  "SCHG",
  "MSCI",
  "NSC",
  "JCI",
  "NXPI",
  "HST",
  "MFC",
  "SO",
  "USPH",
  "UFPI",
  "OTIS",
  "ROL",
  "CRM",
  "TDY",
  "PSO",
  "SPOT",
  "LYV",
  null,
  "TNL",
  "UHS",
  "GEV",
  "MELI",
  "OLED",
  "ZBH",
  "MCK",
  "NTAP",
  "PSA",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "STE",
  "KMB",
  "ADP",
  "AVA",
  "BAC",
  "BBVA",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BCRX",
  "BA",
  "BAH",
  "BWA",
  "BMY",
  "BTI",
  "BF-B",
  "BR",
  "BG",
  "CBT",
  "BWXT",
  "CPB",
  "CDNS",
  "CARR",
  "CCL",
  "CBRE",
  "CASY",
  "CF",
  "CPK",
  "CHE",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "NET",
  "C",
  "YOU",
  "CME",
  "KO",
  "CGNX",
  "CNS",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CNXC",
  "STZ",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRAI",
  "CRWD",
  "CVS",
  "CCK",
  "CFR",
  "CW",
  "CYBR",
  "DHR",
  "DE",
  "DXCM",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "TRNO",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 448
Total Value: 492527198
Accession Number: 0001677501-25-000006
Form Type: 13F-HR
CIK: personal-cfo-solutions
Manager Name: Personal-Cfo-Solutions

Data Enrichment

95% identified

424 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

448 positions • $492.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TYSON FOODS, INC.

TSN|902494103

Shares:9.5K

Value:$608.3K

% of Portfolio:0.1% ($608.3K/$492.5M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:3.3K

Value:$607.1K

% of Portfolio:0.1% ($607.1K/$492.5M)

Bank of New York Mellon Corp

BK|064058100

Shares:7.1K

Value:$597.1K

% of Portfolio:0.1% ($597.1K/$492.5M)

AMPHENOL CORP /DE/

APH|032095101

Shares:9.1K

Value:$595.2K

% of Portfolio:0.1% ($595.2K/$492.5M)

Coterra Energy Inc.

CTRA|127097103

Shares:20.5K

Value:$593.0K

% of Portfolio:0.1% ($593.0K/$492.5M)

Atlassian Corp

TEAM|049468101

Shares:2.8K

Value:$591.2K

% of Portfolio:0.1% ($591.2K/$492.5M)

LAM RESEARCH CORP

LRCX|512807306

Shares:8.1K

Value:$587.3K

% of Portfolio:0.1% ($587.3K/$492.5M)

Encompass Health Corp

EHC|29261A100

Shares:5.8K

Value:$582.7K

% of Portfolio:0.1% ($582.7K/$492.5M)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.5K

Value:$582.1K

% of Portfolio:0.1% ($582.1K/$492.5M)

Expedia Group, Inc.

EXPE|30212P303

Shares:3.4K

Value:$575.6K

% of Portfolio:0.1% ($575.6K/$492.5M)

92647N527

Shares:12.1K

Value:$568.3K

% of Portfolio:0.1% ($568.3K/$492.5M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.2K

Value:$561.9K

% of Portfolio:0.1% ($561.9K/$492.5M)

Ares Management Corp

ARES|03990B101

Shares:3.8K

Value:$561.1K

% of Portfolio:0.1% ($561.1K/$492.5M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:2.9K

Value:$559.4K

% of Portfolio:0.1% ($559.4K/$492.5M)

464287432

Shares:6.1K

Value:$556.2K

% of Portfolio:0.1% ($556.2K/$492.5M)

GARTNER INC

IT|366651107

Shares:1.3K

Value:$555.7K

% of Portfolio:0.1% ($555.7K/$492.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.6K

Value:$555.6K

% of Portfolio:0.1% ($555.6K/$492.5M)

Marathon Petroleum Corp

MPC|56585A102

Shares:3.8K

Value:$553.3K

% of Portfolio:0.1% ($553.3K/$492.5M)

03073E105

Shares:2.0K

Value:$548.4K

% of Portfolio:0.1% ($548.4K/$492.5M)

DEERE & CO

DE|244199105

Shares:1.2K

Value:$544.8K

% of Portfolio:0.1% ($544.8K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TYSON FOODS, INC.(TSNcusip902494103)	9.5K	QoQ +42.90% (+2.9K) YoY +24.28% (+1.9K)	All Managers (Combined)	$608.3K	0.1% ($608.3K/$492.5M)	QoQ +58.73% (+$225.1K) YoY +35.02% (+$157.8K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	3.3K	QoQ +25.97% (+682) YoY +27.37% (-711)	All Managers (Combined)	$607.1K	0.1% ($607.1K/$492.5M)	QoQ +4.62% (+$26.8K) YoY -13.97% (-$98.7K)
Bank of New York Mellon Corp(BKcusip064058100)	7.1K	QoQ +3.03% (+210) YoY -23.28% (-2.2K)	All Managers (Combined)	$597.1K	0.1% ($597.1K/$492.5M)	QoQ +12.47% (+$66.2K) YoY +11.65% (-$62.3K)
AMPHENOL CORP /DE/(APHcusip032095101)	9.1K	QoQ +67.32% (+3.7K) YoY +375.57% (+7.2K)	All Managers (Combined)	$595.2K	0.1% ($595.2K/$492.5M)	QoQ +58.01% (+$218.5K) YoY +170.35% (+$375.0K)
Coterra Energy Inc.(CTRAcusip127097103)	20.5K	QoQ -2.13% (-448) YoY -32.52% (-9.9K)	All Managers (Combined)	$593.0K	0.1% ($593.0K/$492.5M)	QoQ +10.73% (-$57.5K) YoY -30.05% (-$254.9K)
Atlassian Corp(TEAMcusip049468101)	2.8K	QoQ -19.29% (-666) YoY -54.69% (-3.4K)	All Managers (Combined)	$591.2K	0.1% ($591.2K/$492.5M)	QoQ -29.62% (-$248.9K) YoY -50.72% (-$608.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	8.1K	QoQ +0.06% (+5) YoY NEW(+8.1K)	All Managers (Combined)	$587.3K	0.1% ($587.3K/$492.5M)	QoQ +0.71% (+$4.2K) YoY NEW(+$587.3K)
Encompass Health Corp(EHCcusip29261A100)	5.8K	QoQ -0.94% (-55) YoY -14.19% (-952)	All Managers (Combined)	$582.7K	0.1% ($582.7K/$492.5M)	QoQ +8.62% (-$46.2K) YoY +5.22% (-$28.9K)
BECTON DICKINSON & CO(BDXcusip075887109)	2.5K	QoQ +24.92% (+507) YoY +25.79% (+521)	All Managers (Combined)	$582.1K	0.1% ($582.1K/$492.5M)	QoQ +26.14% (+$120.7K) YoY +16.41% (+$82.1K)
Expedia Group, Inc.(EXPEcusip30212P303)	3.4K	QoQ -0.37% (-13) YoY -11.29% (-436)	All Managers (Combined)	$575.6K	0.1% ($575.6K/$492.5M)	QoQ -10.11% (-$64.8K) YoY +8.26% (-$43.9K)
(cusip92647N527)✕	12.1K	QoQ -90.40% (-114.1K) YoY -90.04% (-109.5K)	All Managers (Combined)	$568.3K	0.1% ($568.3K/$492.5M)	QoQ -90.20% (-$5.2M) YoY -89.92% (-$5.1M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.2K	QoQ +8.62% (+92) YoY +74.28% (+494)	All Managers (Combined)	$561.9K	0.1% ($561.9K/$492.5M)	QoQ +30.77% (+$132.2K) YoY +102.14% (+$283.9K)
Ares Management Corp(AREScusip03990B101)	3.8K	QoQ -3.21% (-127) YoY +5.51% (+200)	All Managers (Combined)	$561.1K	0.1% ($561.1K/$492.5M)	QoQ -19.85% (-$139.0K) YoY +16.32% (+$78.7K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	2.9K	QoQ -5.67% (-177) YoY -15.38% (-535)	All Managers (Combined)	$559.4K	0.1% ($559.4K/$492.5M)	QoQ -13.73% (-$89.1K) YoY -35.09% (-$302.5K)
(cusip464287432)✕	6.1K	QoQ NEW(+6.1K) YoY +1.02% (-62)	All Managers (Combined)	$556.2K	0.1% ($556.2K/$492.5M)	QoQ NEW(+$556.2K) YoY -2.81% (-$16.1K)
GARTNER INC(ITcusip366651107)	1.3K	QoQ +1.22% (-16) YoY -17.81% (-287)	All Managers (Combined)	$555.7K	0.1% ($555.7K/$492.5M)	QoQ -12.30% (-$78.0K) YoY -27.63% (-$212.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.6K	QoQ -6.68% (-327) YoY -8.88% (-445)	All Managers (Combined)	$555.6K	0.1% ($555.6K/$492.5M)	QoQ -5.92% (-$35.0K) YoY +9.41% (-$47.8K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.8K	QoQ -31.99% (-1.8K) YoY -47.56% (-3.4K)	All Managers (Combined)	$553.3K	0.1% ($553.3K/$492.5M)	QoQ -28.98% (-$225.8K) YoY -62.09% (-$906.3K)
(cusip03073E105)✕	2.0K	QoQ -19.04% (-464) YoY -29.94% (-843)	All Managers (Combined)	$548.4K	0.1% ($548.4K/$492.5M)	QoQ +0.21% (-$1.2K) YoY -19.85% (-$135.9K)
DEERE & CO(DEcusip244199105)	1.2K	QoQ +0.43% (+5) YoY +8.30% (+89)	All Managers (Combined)	$544.8K	0.1% ($544.8K/$492.5M)	QoQ +11.21% (+$54.9K) YoY +23.68% (+$104.3K)