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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.95B
$152,000 0.11% of portfolio
4,000
Q1 2025 New
$3.32B
$86,000 0.06% of portfolio
350
Q1 2025 New
$8.17B
$25,000 0.02% of portfolio
283
Q1 2025 New
$8.75B
$23,000 0.02% of portfolio
356
Q1 2025 New
$3.11B
$33,000 0.02% of portfolio
3,645
Q1 2025 New
$4.1B
$29,000 0.02% of portfolio
632
Q1 2025 New
$3.4B
$26,000 0.02% of portfolio
1,132
Q1 2025 New
$6.29B
$14,000 0.01% of portfolio
364
Q1 2025 New
$4.41B
$11,000 0.01% of portfolio
150
Q1 2025 New
$3.59B
$12,000 0.01% of portfolio
513
Q1 2025 New
$9.98B
$19,000 0.01% of portfolio
317
Q1 2025 New
$5.54B
$19,000 0.01% of portfolio
350
Q1 2025 New
$6.07B
$20,000 0.01% of portfolio
169
Q1 2025 New
$2.71B
$17,000 0.01% of portfolio
1,384
Q1 2025 New
$2.49B
$17,000 0.01% of portfolio
1,043
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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