Cloud Capital Management
Latest statistics and disclosures from Cloud Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, SCHO, AAPL, DFAX, VTIP, and represent 35.79% of Cloud Capital Management's stock portfolio.
- Added to shares of these 10 stocks: DFAC, DFIC, TSPY, DFEM, AVUV, COKE, AVDV, BND, BRK.B, CAT.
- Started 1513 new stock positions in SCI, EW, CADE, LEVI, FRME, VST, GXO, APLE, CARR, SF.
- Reduced shares in these 10 stocks: AAPL, MSFT, SCHP, PANW, VEU, DCOR, SCHR, DFAX, AMZN, SCHO.
- Cloud Capital Management was a net buyer of stock by $18M.
- Cloud Capital Management has $190M in assets under management (AUM), dropping by 17.70%.
- Central Index Key (CIK): 0002060492
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Portfolio Holdings for Cloud Capital Management
Cloud Capital Management holds 1591 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Cloud Capital Management has 1591 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Cloud Capital Management Sept. 30, 2025 positions
- Download the Cloud Capital Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust (DFAC) | 13.7 | $26M | +4% | 673k | 38.57 |
|
| Schwab Strategic Tr sht tm us tres (SCHO) | 7.1 | $13M | 550k | 24.40 |
|
|
| Apple (AAPL) | 6.2 | $12M | -11% | 46k | 254.62 |
|
| Dimensional Etf Trust (DFAX) | 4.6 | $8.7M | -2% | 278k | 31.38 |
|
| Vanguard Malvern Fds strm infproidx (VTIP) | 4.3 | $8.1M | 161k | 50.63 |
|
|
| Microsoft Corporation (MSFT) | 3.6 | $6.9M | -10% | 13k | 517.90 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.4 | $6.4M | 59k | 108.70 |
|
|
| Dimensional International Core Equity 2 ETF (DFIC) | 3.2 | $6.1M | +13% | 186k | 32.79 |
|
| Alphabet Inc Class C cs (GOOG) | 2.9 | $5.4M | 22k | 243.28 |
|
|
| Dimensional Etf Trust (DCOR) | 2.5 | $4.8M | -6% | 67k | 71.93 |
|
| Schwab Strategic Tr intrm trm (SCHR) | 2.2 | $4.2M | -6% | 166k | 25.12 |
|
| Schwab Strategic Tr 0 (SCHP) | 2.1 | $3.9M | -11% | 146k | 26.95 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.0 | $3.8M | +13% | 38k | 99.51 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 1.8 | $3.3M | -9% | 47k | 71.36 |
|
| Vanguard Value ETF (VTV) | 1.6 | $3.0M | 16k | 187.24 |
|
|
| Amazon (AMZN) | 1.6 | $3.0M | -5% | 14k | 219.50 |
|
| Dimensional Etf Trust (DFEM) | 1.5 | $2.9M | +18% | 91k | 32.05 |
|
| Ishares Tr core msci intl (IDEV) | 1.5 | $2.8M | +6% | 35k | 80.14 |
|
| Vanguard S&p 500 Etf idx (VOO) | 1.5 | $2.8M | +9% | 4.5k | 613.32 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 1.4 | $2.7M | +5% | 4.5k | 600.26 |
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.4 | $2.7M | 34k | 79.91 |
|
|
| Dimensional Etf Trust (DFAS) | 1.4 | $2.7M | 39k | 68.44 |
|
|
| Dimensional Etf Trust (DFAI) | 1.2 | $2.3M | +5% | 63k | 36.35 |
|
| Dimensional Etf Trust (DFIV) | 1.1 | $2.1M | 45k | 46.11 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.1 | $2.0M | +20% | 23k | 88.99 |
|
| DFA Tax-Managed US Marketwide Value II (DFUV) | 0.9 | $1.7M | +12% | 38k | 44.68 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.8 | $1.6M | +2% | 49k | 31.91 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.7 | $1.4M | 4.2k | 328.79 |
|
|
| Dimensional Etf Trust (DFSV) | 0.7 | $1.3M | +10% | 41k | 31.82 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.0M | +16% | 5.6k | 186.34 |
|
| American Centy Etf Tr (AVLV) | 0.6 | $1.0M | +10% | 15k | 72.18 |
|
| Visa (V) | 0.5 | $1.0M | 3.0k | 341.15 |
|
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| Schwab Intl Small Cap Equity ETF (SCHC) | 0.5 | $1.0M | 22k | 45.48 |
|
|
| Tesla Motors (TSLA) | 0.5 | $923k | 2.1k | 444.61 |
|
|
| JPMorgan BetaBuilders Japan ETF (BBJP) | 0.5 | $910k | 14k | 66.31 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $838k | 20k | 42.73 |
|
|
| Vanguard Total Bond Market ETF (BND) | 0.4 | $821k | +57% | 11k | 74.21 |
|
| Allot Communications (ALLT) | 0.4 | $803k | 76k | 10.57 |
|
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| American Centy Etf Tr (AVDS) | 0.4 | $797k | 12k | 67.48 |
|
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| Financial Select Sector SPDR (XLF) | 0.4 | $777k | 14k | 53.81 |
|
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $661k | 8.4k | 78.85 |
|
|
| Dimensional Etf Trust (DFAE) | 0.3 | $608k | +49% | 19k | 31.49 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $599k | +6% | 11k | 54.14 |
|
| American Centy Etf Tr avantis emgmkt (AVEM) | 0.3 | $596k | +5% | 7.9k | 75.07 |
|
| SPDR Gold Trust (GLD) | 0.3 | $589k | -4% | 1.7k | 355.03 |
|
| American Centy Etf Tr (AVNM) | 0.3 | $588k | 8.3k | 70.58 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $559k | +8% | 2.3k | 243.15 |
|
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.3 | $477k | 1.2k | 402.19 |
|
|
| Etf Opportunities Trust (TSPY) | 0.2 | $464k | NEW | 18k | 25.51 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $455k | +4% | 492.00 | 924.80 |
|
| American Centy Etf Tr (AVES) | 0.2 | $450k | +8% | 7.9k | 57.26 |
|
| Facebook Inc cl a (META) | 0.2 | $441k | +14% | 601.00 | 733.78 |
|
| American Centy Etf Tr (AVEE) | 0.2 | $435k | +8% | 6.8k | 63.93 |
|
| JPMorgan BetaBuilders Canada ETF (BBCA) | 0.2 | $435k | 5.0k | 87.17 |
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| Danaher Corporation (DHR) | 0.2 | $407k | 2.1k | 198.05 |
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| Ares Management Corporation cl a com stk (ARES) | 0.2 | $407k | 2.5k | 159.73 |
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| Oracle Corporation (ORCL) | 0.2 | $398k | +6% | 1.4k | 281.07 |
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| Taiwan Semiconductor Mfg (TSM) | 0.2 | $389k | 1.4k | 279.45 |
|
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| Vanguard Admiral Fds Inc equity (VOOG) | 0.2 | $386k | 886.00 | 435.67 |
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| Dimensional Etf Trust (DFLV) | 0.2 | $385k | 12k | 32.86 |
|
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.2 | $352k | NEW | 3.0k | 116.83 |
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| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.2 | $331k | 1.9k | 178.24 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $325k | +11% | 1.0k | 315.23 |
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| Broadcom (AVGO) | 0.2 | $322k | +10% | 977.00 | 329.58 |
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| Vanguard Small-Cap ETF (VB) | 0.2 | $320k | 1.3k | 253.97 |
|
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| Philip Morris International (PM) | 0.2 | $318k | 2.0k | 161.75 |
|
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| Dimensional Etf Trust (DFAT) | 0.2 | $310k | 5.3k | 58.05 |
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| Hartford Financial Services (HIG) | 0.2 | $306k | 2.3k | 133.51 |
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| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.2 | $304k | 2.2k | 138.06 |
|
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| Jpmorgan Betabuilders Developed Asia-ex Japan Etf (BBAX) | 0.2 | $287k | 5.1k | 56.18 |
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| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.1 | $272k | 3.0k | 89.33 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $269k | NEW | 537.00 | 500.93 |
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| Spotify Technology Sa (SPOT) | 0.1 | $266k | -2% | 382.00 | 696.34 |
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| Digital Realty Trust (DLR) | 0.1 | $261k | 1.5k | 172.39 |
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| Caterpillar (CAT) | 0.1 | $260k | NEW | 546.00 | 476.19 |
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| Spdr Ser Tr sp500 high div (SPYD) | 0.1 | $254k | 5.8k | 43.92 |
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| Dimensional Etf Trust (DFEV) | 0.1 | $241k | 7.6k | 31.88 |
|
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| Boeing Company (BA) | 0.1 | $240k | NEW | 1.1k | 214.09 |
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| Johnson & Johnson (JNJ) | 0.1 | $230k | +4% | 1.2k | 185.33 |
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| Netflix (NFLX) | 0.1 | $221k | +5% | 185.00 | 1194.59 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $218k | 1.0k | 216.70 |
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| American Centy Etf Tr (AVSC) | 0.1 | $206k | NEW | 3.6k | 57.13 |
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| Starbucks Corporation (SBUX) | 0.1 | $206k | -26% | 2.4k | 84.15 |
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| Manager Directed Portfolios (VGSR) | 0.1 | $190k | NEW | 18k | 10.61 |
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| Asml Holding (ASML) | 0.1 | $188k | NEW | 195.00 | 964.10 |
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| Robinhood Mkts (HOOD) | 0.1 | $177k | NEW | 1.2k | 142.51 |
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| Procter & Gamble Company (PG) | 0.1 | $173k | NEW | 1.1k | 152.83 |
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| Ishares Tr ibonds dec2026 (IBDR) | 0.1 | $173k | NEW | 7.1k | 24.22 |
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| Wal-Mart Stores (WMT) | 0.1 | $169k | NEW | 1.6k | 102.74 |
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| Omega Healthcare Investors (OHI) | 0.1 | $168k | NEW | 4.0k | 42.00 |
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| Enterprise Products Partners (EPD) | 0.1 | $167k | NEW | 5.4k | 31.18 |
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| Sap (SAP) | 0.1 | $165k | NEW | 618.00 | 266.99 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $161k | NEW | 3.8k | 42.15 |
|
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $160k | NEW | 1.1k | 140.23 |
|
| Ishares Tr ibnd dec25 etf (IBDQ) | 0.1 | $154k | NEW | 6.1k | 25.04 |
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| MercadoLibre (MELI) | 0.1 | $149k | NEW | 64.00 | 2328.12 |
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| iShares Russell 1000 Value Index (IWD) | 0.1 | $143k | NEW | 706.00 | 202.55 |
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| Snowflake Inc Cl A (SNOW) | 0.1 | $142k | NEW | 634.00 | 223.97 |
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| Coupang (CPNG) | 0.1 | $139k | NEW | 4.3k | 32.11 |
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| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $138k | NEW | 8.7k | 15.90 |
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| Shopify Inc cl a (SHOP) | 0.1 | $138k | NEW | 932.00 | 148.07 |
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| Schwab International Equity ETF (SCHF) | 0.1 | $136k | NEW | 5.9k | 23.14 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $134k | NEW | 1.8k | 74.57 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $132k | NEW | 790.00 | 167.09 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $131k | NEW | 624.00 | 209.94 |
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| Phillips 66 (PSX) | 0.1 | $131k | NEW | 967.00 | 135.47 |
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| Linde (LIN) | 0.1 | $130k | NEW | 274.00 | 474.45 |
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| Value Line (VALU) | 0.1 | $128k | NEW | 3.3k | 38.80 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $126k | NEW | 488.00 | 258.20 |
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| Agilysys (AGYS) | 0.1 | $125k | NEW | 1.2k | 104.52 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $125k | NEW | 834.00 | 149.88 |
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| Vanguard Information Technology ETF (VGT) | 0.1 | $123k | NEW | 164.00 | 750.00 |
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| Piper Jaffray Companies (PIPR) | 0.1 | $122k | NEW | 353.00 | 345.61 |
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| Seagate Technology (STX) | 0.1 | $119k | NEW | 504.00 | 236.11 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $116k | NEW | 389.00 | 298.20 |
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| Vanguard Growth ETF (VUG) | 0.1 | $116k | NEW | 242.00 | 479.34 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $116k | NEW | 1.6k | 73.42 |
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| Arch Capital Group (ACGL) | 0.1 | $114k | NEW | 1.3k | 90.55 |
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| Servicenow (NOW) | 0.1 | $112k | NEW | 122.00 | 918.03 |
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| Ubs Group (UBS) | 0.1 | $110k | NEW | 2.7k | 40.89 |
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| Vanguard Total World Stock Idx (VT) | 0.1 | $107k | NEW | 783.00 | 136.65 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $105k | NEW | 359.00 | 292.48 |
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| JPMorgan BetaBuilders Europe ETF (BBEU) | 0.1 | $102k | NEW | 1.5k | 69.58 |
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| Industrial SPDR (XLI) | 0.1 | $101k | NEW | 657.00 | 153.73 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $101k | NEW | 216.00 | 467.59 |
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| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $101k | NEW | 580.00 | 174.14 |
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| Cme (CME) | 0.1 | $97k | NEW | 359.00 | 270.19 |
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| Ferrari Nv Ord (RACE) | 0.1 | $95k | NEW | 196.00 | 484.69 |
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| Credo Technology Group Holding (CRDO) | 0.0 | $93k | NEW | 642.00 | 144.86 |
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| AstraZeneca (AZN) | 0.0 | $92k | NEW | 1.2k | 76.35 |
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| ICICI Bank (IBN) | 0.0 | $92k | NEW | 3.1k | 30.06 |
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| Ford Motor Company (F) | 0.0 | $92k | NEW | 7.8k | 11.80 |
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| MasterCard Incorporated (MA) | 0.0 | $91k | NEW | 160.00 | 568.75 |
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| International Business Machines (IBM) | 0.0 | $91k | NEW | 326.00 | 279.14 |
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| Advanced Micro Devices (AMD) | 0.0 | $90k | NEW | 564.00 | 159.57 |
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| Dimensional International Small Cap Value ETF (DISV) | 0.0 | $89k | NEW | 2.5k | 35.40 |
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| Progressive Corporation (PGR) | 0.0 | $89k | NEW | 363.00 | 245.18 |
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| Kkr & Co (KKR) | 0.0 | $87k | NEW | 672.00 | 129.46 |
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| Home Depot (HD) | 0.0 | $87k | NEW | 215.00 | 404.65 |
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| Norfolk Southern (NSC) | 0.0 | $87k | NEW | 292.00 | 297.95 |
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| Ishares Msci Global Gold Min etp (RING) | 0.0 | $85k | NEW | 1.3k | 64.49 |
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| Intuit (INTU) | 0.0 | $85k | NEW | 125.00 | 680.00 |
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| Walt Disney Company (DIS) | 0.0 | $83k | NEW | 726.00 | 114.33 |
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| Lam Research (LRCX) | 0.0 | $83k | NEW | 622.00 | 133.44 |
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| Paccar (PCAR) | 0.0 | $82k | NEW | 843.00 | 97.27 |
|
| American Centy Etf Tr (AVMV) | 0.0 | $80k | NEW | 1.2k | 68.20 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $77k | NEW | 101.00 | 762.38 |
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| Howmet Aerospace (HWM) | 0.0 | $77k | NEW | 396.00 | 194.44 |
|
| Pepsi (PEP) | 0.0 | $76k | NEW | 546.00 | 139.19 |
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| Chevron Corporation (CVX) | 0.0 | $75k | NEW | 483.00 | 155.28 |
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| Waste Management (WM) | 0.0 | $74k | NEW | 339.00 | 218.29 |
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| Aon (AON) | 0.0 | $74k | NEW | 209.00 | 354.07 |
|
| Veralto Corp (VLTO) | 0.0 | $74k | NEW | 699.00 | 105.87 |
|
| EOG Resources (EOG) | 0.0 | $73k | NEW | 653.00 | 111.79 |
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| Eaton (ETN) | 0.0 | $72k | NEW | 195.00 | 369.23 |
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| American Centy Etf Tr (AVGV) | 0.0 | $72k | NEW | 1.0k | 69.77 |
|
| MetLife (MET) | 0.0 | $71k | NEW | 869.00 | 81.70 |
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| J P Morgan Exchange Traded F (JPLD) | 0.0 | $71k | NEW | 1.4k | 52.40 |
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| Canadian Natural Resources (CNQ) | 0.0 | $70k | NEW | 2.2k | 31.96 |
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| Cisco Systems (CSCO) | 0.0 | $69k | NEW | 1.0k | 67.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $69k | NEW | 403.00 | 171.22 |
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| wisdomtreetrusdivd.. (DGRW) | 0.0 | $69k | NEW | 779.00 | 88.58 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $69k | NEW | 379.00 | 182.06 |
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| Alibaba Group Holding (BABA) | 0.0 | $68k | NEW | 385.00 | 176.62 |
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| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $68k | NEW | 268.00 | 253.73 |
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| Novo Nordisk A/S (NVO) | 0.0 | $68k | NEW | 1.2k | 55.42 |
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| Uber Technologies (UBER) | 0.0 | $67k | NEW | 689.00 | 97.24 |
|
| NBT Ban (NBTB) | 0.0 | $66k | NEW | 1.6k | 41.17 |
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $65k | NEW | 540.00 | 120.37 |
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| Monday (MNDY) | 0.0 | $65k | NEW | 337.00 | 192.88 |
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| Booking Holdings (BKNG) | 0.0 | $64k | NEW | 12.00 | 5333.33 |
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| Waste Connections (WCN) | 0.0 | $64k | NEW | 369.00 | 173.44 |
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| Veeva Sys Inc cl a (VEEV) | 0.0 | $63k | NEW | 214.00 | 294.39 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $62k | NEW | 672.00 | 92.26 |
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| Bank of America Corporation (BAC) | 0.0 | $62k | NEW | 1.2k | 51.03 |
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| Applovin Corp Class A (APP) | 0.0 | $61k | NEW | 86.00 | 709.30 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $61k | NEW | 552.00 | 110.51 |
|
| Blackrock (BLK) | 0.0 | $59k | NEW | 51.00 | 1156.86 |
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| Palantir Technologies (PLTR) | 0.0 | $58k | NEW | 320.00 | 181.25 |
|
| Barnes & Noble Ed (BNED) | 0.0 | $57k | NEW | 5.8k | 9.89 |
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| Arista Networks (ANET) | 0.0 | $56k | NEW | 390.00 | 143.59 |
|
| Delta Air Lines (DAL) | 0.0 | $56k | NEW | 1.0k | 55.61 |
|
| Ciena Corporation (CIEN) | 0.0 | $55k | NEW | 378.00 | 145.50 |
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| Penn National Gaming (PENN) | 0.0 | $54k | NEW | 2.8k | 18.96 |
|
| First Trust IPOX-100 Index Fund (FPX) | 0.0 | $54k | NEW | 330.00 | 163.64 |
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| Goldman Sachs (GS) | 0.0 | $54k | NEW | 67.00 | 805.97 |
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| Dimensional Etf Trust (DFAW) | 0.0 | $54k | NEW | 760.00 | 71.05 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $54k | NEW | 643.00 | 83.98 |
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| Abbvie (ABBV) | 0.0 | $53k | NEW | 232.00 | 228.45 |
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| iShares MSCI Israel Capped Inv Mar ETF (EIS) | 0.0 | $52k | NEW | 519.00 | 100.19 |
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| Micron Technology (MU) | 0.0 | $50k | NEW | 301.00 | 166.11 |
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| Stryker Corporation (SYK) | 0.0 | $50k | NEW | 136.00 | 367.65 |
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| McDonald's Corporation (MCD) | 0.0 | $50k | NEW | 166.00 | 301.20 |
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| 3M Company (MMM) | 0.0 | $50k | NEW | 328.00 | 152.44 |
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| iShares Gold Trust (IAU) | 0.0 | $49k | NEW | 676.00 | 72.49 |
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| U.S. Bancorp (USB) | 0.0 | $48k | NEW | 988.00 | 48.58 |
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| Kkr Real Estate Finance Trust (KREF) | 0.0 | $48k | NEW | 5.3k | 9.12 |
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| Reddit (RDDT) | 0.0 | $47k | NEW | 206.00 | 228.16 |
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| Goodyear Tire & Rubber Company (GT) | 0.0 | $47k | NEW | 6.4k | 7.36 |
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| Palo Alto Networks (PANW) | 0.0 | $46k | -91% | 227.00 | 202.64 |
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| iShares S&P 500 Value Index (IVE) | 0.0 | $45k | NEW | 221.00 | 203.62 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $45k | NEW | 92.00 | 489.13 |
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| iShares Russell 2000 Value Index (IWN) | 0.0 | $45k | NEW | 260.00 | 173.08 |
|
| Tempus Ai (TEM) | 0.0 | $44k | NEW | 549.00 | 80.15 |
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| Zoom Video Communications In cl a (ZM) | 0.0 | $42k | NEW | 519.00 | 80.92 |
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| Twilio Inc cl a (TWLO) | 0.0 | $42k | NEW | 425.00 | 98.82 |
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| Ishares Bitcoin Tr (IBIT) | 0.0 | $42k | NEW | 655.00 | 64.12 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $41k | NEW | 69.00 | 594.20 |
|
| Dimensional Etf Trust (DFUS) | 0.0 | $41k | NEW | 575.00 | 71.30 |
|
| Barrick Mining Corp (B) | 0.0 | $40k | NEW | 1.2k | 32.23 |
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| eBay (EBAY) | 0.0 | $40k | NEW | 443.00 | 90.29 |
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| Morgan Stanley (MS) | 0.0 | $40k | NEW | 252.00 | 158.73 |
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| Citigroup (C) | 0.0 | $40k | NEW | 399.00 | 100.25 |
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| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $38k | NEW | 585.00 | 64.96 |
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| Metropcs Communications (TMUS) | 0.0 | $38k | NEW | 160.00 | 237.50 |
|
| Amphenol Corporation (APH) | 0.0 | $38k | NEW | 310.00 | 122.58 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $37k | NEW | 618.00 | 59.87 |
|
| Wells Fargo & Company (WFC) | 0.0 | $37k | NEW | 448.00 | 82.59 |
|
| American Tower Reit (AMT) | 0.0 | $36k | NEW | 186.00 | 193.55 |
|
| Coinbase Global (COIN) | 0.0 | $36k | NEW | 108.00 | 333.33 |
|
| Honeywell International (HON) | 0.0 | $35k | NEW | 171.00 | 204.68 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $35k | NEW | 187.00 | 187.17 |
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $35k | NEW | 88.00 | 397.73 |
|
| Cadence Design Systems (CDNS) | 0.0 | $35k | NEW | 100.00 | 350.00 |
|
| Hubspot (HUBS) | 0.0 | $35k | NEW | 76.00 | 460.53 |
|
| Apple Hospitality Reit (APLE) | 0.0 | $34k | NEW | 2.9k | 11.81 |
|
| Aberdeen Standard Glb Infr Incm (ASGI) | 0.0 | $34k | NEW | 1.6k | 20.92 |
|
| Dimensional Etf Trust (DEXC) | 0.0 | $34k | NEW | 632.00 | 53.80 |
|
| Air Products & Chemicals (APD) | 0.0 | $34k | NEW | 128.00 | 265.62 |
|
| Amgen (AMGN) | 0.0 | $34k | NEW | 122.00 | 278.69 |
|
| Vanguard Energy ETF (VDE) | 0.0 | $33k | NEW | 268.00 | 123.13 |
|
| UnitedHealth (UNH) | 0.0 | $32k | NEW | 95.00 | 336.84 |
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $32k | NEW | 496.00 | 64.52 |
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $32k | NEW | 1.5k | 21.33 |
|
| At&t (T) | 0.0 | $31k | NEW | 1.1k | 28.21 |
|
| Network Associates Inc cl a (NET) | 0.0 | $31k | NEW | 147.00 | 210.88 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $31k | NEW | 65.00 | 476.92 |
|
| AmerisourceBergen (COR) | 0.0 | $31k | NEW | 100.00 | 310.00 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $30k | NEW | 381.00 | 78.74 |
|
| Paypal Holdings (PYPL) | 0.0 | $30k | NEW | 459.00 | 65.36 |
|
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $30k | NEW | 1.3k | 23.44 |
|
| Steris Plc Ord equities (STE) | 0.0 | $29k | NEW | 119.00 | 243.70 |
|
| Abbott Laboratories (ABT) | 0.0 | $29k | NEW | 219.00 | 132.42 |
|
| Automatic Data Processing (ADP) | 0.0 | $29k | NEW | 100.00 | 290.00 |
|
| UMH Properties (UMH) | 0.0 | $29k | NEW | 2.0k | 14.50 |
|
| American Water Works (AWK) | 0.0 | $29k | NEW | 213.00 | 136.15 |
|
| Starwood Property Trust (STWD) | 0.0 | $29k | NEW | 1.5k | 19.33 |
|
| DTE Energy Company (DTE) | 0.0 | $28k | NEW | 200.00 | 140.00 |
|
| iShares Russell 3000 Index (IWV) | 0.0 | $28k | NEW | 75.00 | 373.33 |
|
| Shp Etf Trust (SPYI) | 0.0 | $27k | NEW | 533.00 | 50.66 |
|
Past Filings by Cloud Capital Management
SEC 13F filings are viewable for Cloud Capital Management going back to 2025
- Cloud Capital Management 2025 Q3 filed Nov. 3, 2025
- Cloud Capital Management 2025 Q2 filed Aug. 6, 2025
- Cloud Capital Management 2025 Q1 filed April 29, 2025