Cloud Capital Management, LLC Portfolio Holdings

Cloud Capital Management, LLC

  • $141 Million
  • Q1 2025

Cloud Capital Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Million distributed in 313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $22.7M, Schwab Short Term Us Treasury with a value of $14M, Dimensional ETF Tr with a value of $8.11M, Vanguard Sht Trm Inflt Prot Fd with a value of $8.03M, and Dimensional Us Core Ety 1 with a value of $4.58M.

Examining the 13F form we can see an increase of $141M in the current position value.

Cloud Capital Management, LLC is based out at Seattle, WA

Below you can find more details about Cloud Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $97.8 Million
Technology: $9.73 Million
Communication Services: $4.47 Million
Consumer Cyclical: $4.35 Million
Financial Services: $3.28 Million
Consumer Defensive: $1.43 Million
Healthcare: $1.3 Million
Industrials: $807,000
Other: $1.19 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$3.47 Million 2.46% of portfolio
15,612
Q1 2025 New
$986B
$3.43 Million 2.44% of portfolio
21,964
Q1 2025 New
$2.94T
$3.25 Million 2.3% of portfolio
9,479
Q1 2025 New
$1.91T
$2.54 Million 1.8% of portfolio
13,360
Q1 2025 New
$558B
$970,000 0.69% of portfolio
2,768
Q1 2025 New
$220M
$452,000 0.32% of portfolio
79,302
Q1 2025 New
$439B
$433,000 0.31% of portfolio
459
Q1 2025 New
$922B
$430,000 0.31% of portfolio
1,660
Q1 2025 New
$145B
$416,000 0.3% of portfolio
2,028
Q1 2025 New
$11.3B
$404,000 0.29% of portfolio
300
Q1 2025 New
$26.3B
$372,000 0.26% of portfolio
2,540
Q1 2025 New
$97.4B
$308,000 0.22% of portfolio
3,151
Q1 2025 New
$38.9B
$287,000 0.2% of portfolio
2,314
Q1 2025 New
$957B
$259,000 0.18% of portfolio
1,678
Q1 2025 New
$272B
$255,000 0.18% of portfolio
2,356
Q1 2025 New
$55.8B
$235,000 0.17% of portfolio
1,383
Q1 2025 New
$1.25T
$235,000 0.17% of portfolio
408
Q1 2025 New
$853B
$226,000 0.16% of portfolio
1,361
Q1 2025 New
$46B
$215,000 0.15% of portfolio
1,504
Q1 2025 New
$111B
$205,000 0.15% of portfolio
374
Q1 2025 New
$67B
$201,000 0.14% of portfolio
5,889
Q1 2025 New
$385B
$164,000 0.12% of portfolio
963
Q1 2025 New
$342B
$165,000 0.12% of portfolio
618
Q1 2025 New
$84.6B
$152,000 0.11% of portfolio
357
Q1 2025 New
$408B
$157,000 0.11% of portfolio
951
Q1 2025 New
$8.95B
$152,000 0.11% of portfolio
4,000
Q1 2025 New
$162B
$134,000 0.1% of portfolio
412
Q1 2025 New
$215B
$138,000 0.1% of portfolio
557
Q1 2025 New
$380B
$136,000 0.1% of portfolio
978
Q1 2025 New
$501B
$138,000 0.1% of portfolio
149
Q1 2025 New
$222B
$144,000 0.1% of portfolio
1,963
Q1 2025 New
$187B
$139,000 0.1% of portfolio
256
Q1 2025 New
$261B
$130,000 0.09% of portfolio
1,480
Q1 2025 New
$264B
$130,000 0.09% of portfolio
815
Q1 2025 New
$383M
$127,000 0.09% of portfolio
3,299
Q1 2025 New
$718B
$127,000 0.09% of portfolio
520
Q1 2025 New
$34.1B
$122,000 0.09% of portfolio
1,269
Q1 2025 New
$115B
$120,000 0.09% of portfolio
62
Q1 2025 New
$147B
$133,000 0.09% of portfolio
1,904
Q1 2025 New
$185B
$108,000 0.08% of portfolio
721
Q1 2025 New
$44.2B
$109,000 0.08% of portfolio
10,735
Q1 2025 New
$162B
$92,000 0.07% of portfolio
326
Q1 2025 New
$37.5B
$93,000 0.07% of portfolio
4,276
Q1 2025 New
$12.1B
$94,000 0.07% of portfolio
390
Q1 2025 New
$38.4B
$94,000 0.07% of portfolio
457
Q1 2025 New
$12.2B
$101,000 0.07% of portfolio
578
Q1 2025 New
$22.4B
$98,000 0.07% of portfolio
434
Q1 2025 New
$118B
$96,000 0.07% of portfolio
3,061
Q1 2025 New
$51B
$95,000 0.07% of portfolio
772
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 313
  • Current Value $141 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 280 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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