Cloud-Capital-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-29
Total Holdings
280
Total Value
135765
Accession Number
0001898296-25-000006
Form Type
13F-HR
Manager Name
Cloud-Capital-Management
Data Enrichment
80% identified
224 identified56 unidentified

Holdings

280 positions • $135.8K total value
Manager:
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Merck & Co., Inc.
Shares:149
Value:$13.0K
% of Portfolio:9.6% ($13.0K/$135.8K)
US Foods Holding Corp.
Shares:194
Value:$12.0K
% of Portfolio:8.8% ($12.0K/$135.8K)
Cheniere Energy, Inc.
Shares:53
Value:$12.0K
% of Portfolio:8.8% ($12.0K/$135.8K)
92204A876
Shares:75
Value:$12.0K
% of Portfolio:8.8% ($12.0K/$135.8K)
EDISON INTERNATIONAL
Shares:205
Value:$12.0K
% of Portfolio:8.8% ($12.0K/$135.8K)
ALLEGRO MICROSYSTEMS, INC.
Shares:513
Value:$12.0K
% of Portfolio:8.8% ($12.0K/$135.8K)
92206C714
Shares:154
Value:$12.0K
% of Portfolio:8.8% ($12.0K/$135.8K)
69374H741
Shares:375
Value:$11.0K
% of Portfolio:8.1% ($11.0K/$135.8K)
AVIS BUDGET GROUP, INC.
Shares:150
Value:$11.0K
% of Portfolio:8.1% ($11.0K/$135.8K)
ADOBE INC.
Shares:29
Value:$11.0K
% of Portfolio:8.1% ($11.0K/$135.8K)
Cloudflare, Inc.
Shares:98
Value:$11.0K
% of Portfolio:8.1% ($11.0K/$135.8K)
QUALCOMM INC/DE
Shares:77
Value:$11.0K
% of Portfolio:8.1% ($11.0K/$135.8K)
Reddit, Inc.
Shares:104
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)
SOUTHERN CO
Shares:112
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)
HOME DEPOT, INC.
Shares:29
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)
46429B598
Shares:207
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)
Kenvue Inc.
Shares:449
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)
464287184
Shares:285
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)
NXP Semiconductors N.V.
Shares:55
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)
ABBOTT LABORATORIES
Shares:81
Value:$10.0K
% of Portfolio:7.4% ($10.0K/$135.8K)