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PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertex Pharmaceuticals IncorporatedVRTX2.12K$1.05M
Constellation Brands, Inc.STZ2.12K$294.39K
Oshkosh CorpOSK2.11K$324.17K
Thermo Fisher Scientific Inc.TMO2.11K$1.06M
Simon Property Group, Inc.SPG2.06K$461.88K
NXP Semiconductors N.V.NXPI2.05K$578.3K
Quaker HoughtonKWR2.04K$324.12K
PulteGroup, Inc.PHM2.01K$276.09K
Ameriprise Financial, Inc.AMP1.96K$899.16K
Reinsurance Group of America, IncorporatedRGA1.95K$415.27K
Chord Energy CorporationCHRD1.94K$221.84K
Kimberly-Clark CorporationKMB1.94K$215.53K
C.H. Robinson Worldwide, Inc.CHRW1.91K$361.46K
GE Vernova Inc.GEV1.89K$2.22M
VSE CorporationVSEC1.86K$424.84K
Intuitive Surgical, Inc.ISRG1.86K$738.49K
Chesapeake Utilities CorporationCPK1.85K$228.01K
Cullen/Frost Bankers, Inc.CFR1.85K$285.69K
The Travelers Companies, Inc.TRV1.84K$606.93K
American Water Works Company, Inc.AWK1.84K$241.71K