CFO CAPITAL MANAGEMENT LLC
All 13F Filings
- Location
- Fairfield, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 121,466
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 104 | 121,466 | 13F-HR | CFO CAPITAL MANAGEMENT LLC |
| Q4 2025 | 3/2/2026 | 110 | 133,487 | 13F-HR | CFO CAPITAL MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.16 K | 75.9% | 0 | 15.03 K | -15.03 K |
| ETFs | 24.2 K | 19.9% | 2.521 K | 0 | 2.521 K |
| Debt | 5.109 K | 4.2% | 485 | 0 | 485 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
121,466
Holdings
104
QoQ value change ($000)
-12,021
(-9.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.