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Timothy Tymniak

Cfo Capital Management Llc

Assets Managed
$121.466M
Holdings
104
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-9%(2Q avg: -4.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cfo Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Cfo Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 121.466M in assets, with a quarterly growth rate of -9% and a 2-quarter average growth rate of -4.5%. The portfolio is managed by Timothy Tymniak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -4.44%
8.47%
$10.28M
40,973 shares@ $250.89 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.12%
7.25%
$8.8M
50,873 shares@ $172.98 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.56%
4.05%
$4.918M
23,916 shares@ $205.65 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.73%
3.11%
$3.768M
12,173 shares@ $309.51 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 9.78%
3.03%
$3.674M
9,961 shares@ $368.86 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.34%
2.88%
$3.492M
12,241 shares@ $285.3 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 107.14%
2.66%
$3.225M
4,588 shares@ $703.03 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -4.54%
2.56%
$3.107M
4,646 shares@ $668.68 avg price
FHEQ
Fidelity Hedged Equity Etf
Recent Activity
Decreased -2.42%
2.5%
$3.028M
102,927 shares@ $29.42 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.11%
2.36%
$2.866M
10,008 shares@ $286.38 avg price

1-10 of 104