Cloud Capital Management, LLC Portfolio Holdings

Cloud Capital Management, LLC

  • $152 Million
  • Q2 2025

Cloud Capital Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Million distributed in 160317 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 $23M, Schwab Short Term Us Treasury with a value of $13.5M, Apple Inc. with a value of $10.6M, Dimensional ETF Tr with a value of $8.35M, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.08M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $141M to 152M.

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 $152 Million
ETFs: $109 Million
Technology: $20.8 Million
Communication Services: $5.24 Million
Consumer Cyclical: $4.4 Million
Financial Services: $2.06 Million
Consumer Defensive: $820,000
Healthcare: $588,000
Real Estate: $264,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 160,317
  • Current Value $152 Million
  • Prior Value $141 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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