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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SYNOPSYS INC

SNPS|871607107

Shares:790

Value:$338.8K

% of Portfolio:0.1% ($338.8K/$492.5M)

CORNING INC /NY

GLW|219350105

Shares:7.4K

Value:$337.6K

% of Portfolio:0.1% ($337.6K/$492.5M)

NOVARTIS AG

NVS|66987V109

Shares:3.0K

Value:$336.8K

% of Portfolio:0.1% ($336.8K/$492.5M)

HOME BANCSHARES INC

HOMB|436893200

Shares:11.9K

Value:$336.0K

% of Portfolio:0.1% ($336.0K/$492.5M)

46654Q203

Shares:6.5K

Value:$334.2K

% of Portfolio:0.1% ($334.2K/$492.5M)

EQUIFAX INC

EFX|294429105

Shares:1.4K

Value:$332.8K

% of Portfolio:0.1% ($332.8K/$492.5M)

S&P Global Inc.

SPGI|78409V104

Shares:654

Value:$332.3K

% of Portfolio:0.1% ($332.3K/$492.5M)

AIR LEASE CORP

AL|00912X302

Shares:6.9K

Value:$332.2K

% of Portfolio:0.1% ($332.2K/$492.5M)

CABOT CORP

CBT|127055101

Shares:4.0K

Value:$330.9K

% of Portfolio:0.1% ($330.9K/$492.5M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.6K

Value:$330.4K

% of Portfolio:0.1% ($330.4K/$492.5M)

Macro Bank Inc.

BMA|05961W105

Shares:4.4K

Value:$329.4K

% of Portfolio:0.1% ($329.4K/$492.5M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:3.0K

Value:$328.7K

% of Portfolio:0.1% ($328.7K/$492.5M)

Fortinet, Inc.

FTNT|34959E109

Shares:3.4K

Value:$328.6K

% of Portfolio:0.1% ($328.6K/$492.5M)

PERRIGO Co plc

PRGO|G97822103

Shares:11.6K

Value:$324.3K

% of Portfolio:0.1% ($324.3K/$492.5M)

CARMAX INC

KMX|143130102

Shares:4.1K

Value:$323.1K

% of Portfolio:0.1% ($323.1K/$492.5M)

464288877

Shares:5.5K

Value:$322.6K

% of Portfolio:0.1% ($322.6K/$492.5M)

CAMPBELL'S Co

CPB|134429109

Shares:8.1K

Value:$322.4K

% of Portfolio:0.1% ($322.4K/$492.5M)

British American Tobacco p.l.c.

BTI|110448107

Shares:7.8K

Value:$322.3K

% of Portfolio:0.1% ($322.3K/$492.5M)

HARMONY GOLD MINING CO LTD

HMY|413216300

Shares:21.8K

Value:$321.6K

% of Portfolio:0.1% ($321.6K/$492.5M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.9K

Value:$320.0K

% of Portfolio:0.1% ($320.0K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SYNOPSYS INC(SNPScusip871607107)	790	QoQ +25.59% (+161) YoY +88.54% (+371)	All Managers (Combined)	$338.8K	0.1% ($338.8K/$492.5M)	QoQ +10.97% (+$33.5K) YoY +41.48% (+$99.3K)
CORNING INC /NY(GLWcusip219350105)	7.4K	QoQ +0.88% (-65) YoY -59.60% (-10.9K)	All Managers (Combined)	$337.6K	0.1% ($337.6K/$492.5M)	QoQ -2.79% (-$9.7K) YoY -43.89% (-$264.1K)
NOVARTIS AG(NVScusip66987V109)	3.0K	QoQ -38.44% (-1.9K) YoY -43.72% (-2.3K)	All Managers (Combined)	$336.8K	0.1% ($336.8K/$492.5M)	QoQ -29.48% (-$140.8K) YoY -35.13% (-$182.4K)
HOME BANCSHARES INC(HOMBcusip436893200)	11.9K	QoQ -7.87% (-1.0K) YoY -16.42% (-2.3K)	All Managers (Combined)	$336.0K	0.1% ($336.0K/$492.5M)	QoQ -7.97% (-$29.1K) YoY -3.83% (-$13.4K)
(cusip46654Q203)✕	6.5K	QoQ +7.19% (-433) YoY +44.63% (+2.0K)	All Managers (Combined)	$334.2K	0.1% ($334.2K/$492.5M)	QoQ -1.55% (-$5.3K) YoY +38.03% (+$92.1K)
EQUIFAX INC(EFXcusip294429105)	1.4K	QoQ +6.71% (+86) YoY +14.69% (+175)	All Managers (Combined)	$332.8K	0.1% ($332.8K/$492.5M)	QoQ +1.99% (+$6.5K) YoY +4.36% (+$13.9K)
S&P Global Inc.(SPGIcusip78409V104)	654	QoQ -2.96% (-20) YoY +10.47% (+62)	All Managers (Combined)	$332.3K	0.1% ($332.3K/$492.5M)	QoQ -0.99% (-$3.3K) YoY +31.78% (+$80.1K)
AIR LEASE CORP(ALcusip00912X302)	6.9K	QoQ -4.59% (-331) YoY -12.11% (-948)	All Managers (Combined)	$332.2K	0.1% ($332.2K/$492.5M)	QoQ -4.39% (-$15.3K) YoY -17.46% (-$70.3K)
CABOT CORP(CBTcusip127055101)	4.0K	QoQ -7.11% (-305) YoY -6.33% (-269)	All Managers (Combined)	$330.9K	0.1% ($330.9K/$492.5M)	QoQ -15.41% (-$60.3K) YoY -15.54% (-$60.9K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.6K	QoQ +4.68% (-72) YoY NEW(+1.6K)	All Managers (Combined)	$330.4K	0.1% ($330.4K/$492.5M)	QoQ -6.75% (-$23.9K) YoY NEW(+$330.4K)
Macro Bank Inc.(BMAcusip05961W105)	4.4K	QoQ -1.20% (-53) YoY +3.19% (+135)	All Managers (Combined)	$329.4K	0.1% ($329.4K/$492.5M)	QoQ -22.89% (-$97.8K) YoY +61.74% (+$125.7K)
CONSOLIDATED EDISON INC(EDcusip209115104)	3.0K	QoQ +5.35% (+151) YoY -6.71% (-214)	All Managers (Combined)	$328.7K	0.1% ($328.7K/$492.5M)	QoQ +30.58% (+$77.0K) YoY +13.58% (-$39.3K)
Fortinet, Inc.(FTNTcusip34959E109)	3.4K	QoQ +17.64% (+512) YoY -41.98% (-2.5K)	All Managers (Combined)	$328.6K	0.1% ($328.6K/$492.5M)	QoQ +19.85% (+$54.5K) YoY -18.25% (-$73.4K)
PERRIGO Co plc(PRGOcusipG97822103)	11.6K	QoQ -4.40% (-533) YoY -10.18% (-1.3K)	All Managers (Combined)	$324.3K	0.1% ($324.3K/$492.5M)	QoQ +4.25% (-$13.2K) YoY -21.76% (-$90.2K)
CARMAX INC(KMXcusip143130102)	4.1K	QoQ -1.37% (-58) YoY -35.71% (-2.3K)	All Managers (Combined)	$323.1K	0.1% ($323.1K/$492.5M)	QoQ -6.01% (-$20.7K) YoY -42.49% (-$238.8K)
(cusip464288877)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$322.6K	0.1% ($322.6K/$492.5M)	QoQ NEW(+$322.6K) YoY NEW(+$322.6K)
CAMPBELL'S Co(CPBcusip134429109)	8.1K	QoQ +5.49% (+421) YoY +2.38% (-188)	All Managers (Combined)	$322.4K	0.1% ($322.4K/$492.5M)	QoQ +0.55% (+$1.8K) YoY -8.06% (-$28.3K)
British American Tobacco p.l.c.(BTIcusip110448107)	7.8K	QoQ +9.20% (+657) YoY NEW(+7.8K)	All Managers (Combined)	$322.3K	0.1% ($322.3K/$492.5M)	QoQ +24.40% (+$63.2K) YoY NEW(+$322.3K)
HARMONY GOLD MINING CO LTD(HMYcusip413216300)	21.8K	QoQ -2.34% (-522) YoY 0.00% (+0)	All Managers (Combined)	$321.6K	0.1% ($321.6K/$492.5M)	QoQ +75.69% (-$138.6K) YoY +80.78% (+$143.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.9K	QoQ -20.61% (-758) YoY -58.63% (-4.1K)	All Managers (Combined)	$320.0K	0.1% ($320.0K/$492.5M)	QoQ -29.76% (-$135.6K) YoY -60.02% (-$480.4K)