Cloud Capital Management, LLC
Cloud Capital Management, LLC reported 126 holdings worth US$273K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Cloud Capital Management, LLC reported 126 holdings worth US$273K as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 126
- Value as reported
- US$273K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 48,696 | US$14.1M | 5161.2% |
| Alphabet Inc (google) Class C | 27,476 | US$9.82M | 3596.7% |
| Microsoft Corp. | 15,337 | US$5.72M | 2095.6% |
| Amazon.com, Inc. | 15,758 | US$3.75M | 1375.1% |
| Nvidia Corporation | 11,583 | US$2.31M | 846.9% |
| Tesla, Inc. | 4,190 | US$1.76M | 645.1% |
| Visa Inc. | 3,204 | US$1.1M | 402.6% |
| T-mobile Us, Inc. | 6,137 | US$1.03M | 376.9% |
| Meta Platforms, Inc. | 1,788 | US$1.01M | 368.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,552 | US$742K | 271.8% |
| Caterpillar, Inc. | 563 | US$598K | 219.1% |
| Coca-cola Consolidated, Inc. | 2,972 | US$566K | 207.3% |
| Asml Holding Nv | 272 | US$541K | 198.2% |
| Berkshire Hathaway Inc. | 1,064 | US$531K | 194.5% |
| Broadcom Inc. | 1,355 | US$511K | 187.2% |
| Jp Morgan Chase & Co. | 1,400 | US$458K | 167.8% |
| Micron Technology, Inc. | 368 | US$425K | 155.7% |
| Danaher Corporation | 2,198 | US$419K | 153.5% |
| Costco Wholesale Corporation | 435 | US$406K | 148.7% |
| Walmart Inc. | 3,372 | US$382K | 139.9% |
| Cipher Digital Inc. | 15,530 | US$380K | 139.2% |
| Philip Morris International Inc | 1,956 | US$356K | 130.4% |
| Advanced Micro Devices Inc | 608 | US$353K | 129.3% |
| Lam Research Corporation | 786 | US$340K | 124.5% |
| Johnson & Johnson | 1,299 | US$330K | 120.9% |
| Intel Corporation | 2,202 | US$307K | 112.5% |
| Vertiv Holdings, Llc | 919 | US$307K | 112.5% |
| Ares Management Corporation | 2,516 | US$280K | 102.6% |
| The Hartford Insurance Group, Inc. | 2,106 | US$280K | 102.6% |
| Digital Realty Trust, Inc. | 1,555 | US$279K | 102.2% |
| United Rentals, Inc. | 233 | US$263K | 96.3% |
| The Baldwin Insurance Group, Inc. | 9,508 | US$252K | 92.3% |
| Enterprise Products Partners L.p. | 6,275 | US$230K | 84.3% |
| Boeing Company (the) | 1,052 | US$227K | 83.2% |
| Eli Lilly And Company | 182 | US$219K | 80.2% |
| Applied Materials, Inc. | 297 | US$215K | 78.8% |
| Servicenow, Inc. | 2,154 | US$213K | 78.0% |
| Starbucks Corporation | 1,998 | US$203K | 74.4% |
| Opendoor Technologies Inc | 31,389 | US$144K | 52.7% |
| Lloyds Banking Group Plc | 14,988 | US$87,000 | 31.9% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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