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Cloud Capital Management, LLC

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13F filer, CIK 2060492, SEATTLE, WA

Cloud Capital Management, LLC reported holdings worth $160,317,000 (the sum of its rows) across 78 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. The total stated on the cover page is $90,000. Its ten largest share positions make up 57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002060492-25-000001

The cover page states a total of $90,000, about 1/1,000 of the sum of the rows, $160,317,000. The filer likely wrote its cover total in thousands and its rows in dollars. This page uses the sum of the rows.

Period
2025-06-30
Value, sum of rows
$160M
Stated on the cover page
$90K
Holdings
78
Top 10 weight
57%
New
2
Sold out
204

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+35,957$7.31M
AVUSadded+42,843$4.41M
MSFTadded+5,429$2.58M
DFAIadded+33,204$1.14M
DFICadded+32,737$1.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFACreduced-45,325-$1.66M
DFAXreduced-25,026-$741K
AVSCexited-11,388-$551K
SCHOreduced-22,170-$539K
QQQreduced-873-$492K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 78 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AVSCAMERICAN CENTY ETF TR11,388$551Kshares
COKECOCA COLA CONS INC300$404Kshares
EPDENTERPRISE PRODS PARTNERS L5,889$201Kshares
BBEUJ P MORGAN EXCHANGE TRADED F3,200$197Kshares
IJHISHARES TR3,023$176Kshares
VGSRMANAGER DIRECTED PORTFOLIOS17,536$176Kshares
ISHARES TRISHARES TR6,639$166Kshares
SAPSAP SE618$165Kshares
PGPROCTER & GAMBLE CO963$164Kshares
IBDRISHARES TR6,333$153Kshares
RACEFERRARI N V357$152Kshares
OHIOMEGA HEALTHCARE INVS INC4,000$152Kshares
AZNASTRAZENECA PLC-SPONS ADR1,963$144Kshares
SCHFSCHWAB STRATEGIC TR7,311$144Kshares
GSGOLDMAN SACHS GROUP INC256$139Kshares
IBMINTERNATIONAL BUSINESS MACHS557$138Kshares
CATCATERPILLAR INC412$134Kshares
NVONOVO-NORDISK A S1,904$133Kshares
IWDISHARES TR700$131Kshares
WMTWALMART INC1,480$130Kshares
VALUVALUE LINE INC3,299$127Kshares
ACGLARCH CAP GROUP LTD1,269$122Kshares
MELIMERCADOLIBRE INC62$120Kshares
LINLINDE PLC239$111Kshares
NUNU HLDGS LTD10,735$109Kshares
PEPPEPSICO INC721$108Kshares
TEAMATLASSIAN CORPORATION502$106Kshares
VBRVANGUARD INDEX FDS566$105Kshares
CPCANADIAN PACIFIC KANSAS CITY1,482$104Kshares
ICLRICON PUB LTD CO578$101Kshares
TSPYETF OPPORTUNITIES TRUST4,286$100Kshares
VBKVANGUARD INDEX FDS389$98Kshares
VXUSVANGUARD STAR FDS1,580$98Kshares
STESTERIS PLC434$98Kshares
IBNICICI BK LTD3,061$96Kshares
ASMLASML HLDG NV144$95Kshares
PSXPHILLIPS 66772$95Kshares
MNDYMONDAY COM LTD390$94Kshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR457$94Kshares
CPNGCOUPANG INC4,276$93Kshares
PGRPROGRESSIVE CORP326$92Kshares
VOEVANGUARD INDEX FDS578$92Kshares
SPYSTATE STR SPDR S&P 500 ETF T159$89Kshares
VUGVANGUARD INDEX FDS242$89Kshares
VGTVANGUARD WORLD FD164$89Kshares
CMECME GROUP INC333$88Kshares
EOGEOG RES INC690$88Kshares
VOTVANGUARD INDEX FDS359$87Kshares
SHOPSHOPIFY INC910$86Kshares
XLISELECT SECTOR SPDR TR657$86Kshares
AGYSAGILYSYS INC1,196$86Kshares
PIPRPIPER SANDLER COS350$86Kshares
BABOEING CO507$85Kshares
KKRKKR & CO INC723$83Kshares
KNFKNIFE RIVER CORP922$83Kshares
SNOWSNOWFLAKE INC572$83Kshares
UBSUBS GROUP AG2,690$82Kshares
BABAALIBABA GROUP HLDG LTD616$81Kshares
DFAUDIMENSIONAL ETF TRUST2,089$80Kshares
AONAON PLC198$79Kshares
IWFISHARES TR216$78Kshares
PCARPACCAR INC812$78Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL139$74Kshares
NOWSERVICENOW INC93$74Kshares
WCNWASTE CONNECTIONS INC369$72Kshares
LULULULULEMON ATHLETICA INC251$71Kshares
WMWASTE MGMT INC DEL309$70Kshares
NBTBNBT BANCORP INC1,602$68Kshares
CNQCANADIAN NAT RES LTD MED TER2,190$68Kshares
INTUINTUIT106$65Kshares
VLTOVERALTO CORP667$64Kshares
NSCNORFOLK SOUTHN CORP270$64Kshares
METMETLIFE INC758$60Kshares
BNEDBARNES & NOBLE ED INC5,762$60Kshares
VRTVERTIV HOLDINGS CO820$59Kshares
MMM3M CO387$56Kshares
BKNGBOOKING HOLDINGS INC12$55Kshares
INTCINTEL CORP2,457$55Kshares
TAT&T INC1,953$54Kshares
LLYELI LILLY & CO66$54Kshares
MTUMISHARES TR268$54Kshares
RTXRTX CORPORATION411$54Kshares
UNHUNITEDHEALTH GROUP INC102$53Kshares
EFAISHARES TR660$52Kshares
RINGISHARES INC1,311$50Kshares
HUBSHUBSPOT INC86$49Kshares
VEEVVEEVA SYS INC212$49Kshares
MAMASTERCARD INCORPORATED87$48Kshares
MDYSTATE STR SPDR S&P MIDCAP 4091$48Kshares
ETNEATON CORP PLC173$47Kshares
HOODROBINHOOD MKTS INC1,146$47Kshares
HWMHOWMET AEROSPACE INC363$47Kshares
UBERUBER TECHNOLOGIES INC622$45Kshares
XOMEXXON MOBIL CORP385$45Kshares
VCRVANGUARD WORLD FD137$44Kshares
LRCXLAM RESEARCH CORP598$43Kshares
RSPINVESCO EXCHANGE TRADED FD T247$42Kshares
ZMZOOM COMMUNICATIONS INC575$42Kshares
VTEBVANGUARD MUN BD FDS841$41Kshares
BACBANK OF AMER CORP963$40Kshares
CVXCHEVRON CORPORATION234$39Kshares
IAUISHARES GOLD TR676$39Kshares
IWNISHARES TR257$38Kshares
UMHUMH PPTYS INC2,000$37Kshares
IVWISHARES TR391$36Kshares
FFORD MTR CO3,599$36Kshares
SNPSSYNOPSYS INC84$36Kshares
DISVDIMENSIONAL ETF TRUST1,175$34Kshares
VDEVANGUARD WORLD FD268$34Kshares
TWLOTWILIO INC348$34Kshares
GTGOODYEAR TIRE & RUBR CO3,645$33Kshares
SGCSUPERIOR GROUP OF CO INC3,000$32Kshares
XLVSELECT SECTOR SPDR TR216$31Kshares
ANETARISTA NETWORKS INC392$30Kshares
AWKAMERICAN WTR WKS CO INC NEW202$29Kshares
GTLBGITLAB INC632$29Kshares
TXNTEXAS INSTRS INC158$28Kshares
IVEISHARES TR146$27Kshares
TTDTHE TRADE DESK INC507$27Kshares
EISISHARES INC371$27Kshares
NEMNEWMONT CORP547$26Kshares
CPRTCOPART INC476$26Kshares
AVMVAMERICAN CENTY ETF TR432$26Kshares
CFLTCONFLUENT INC-CLASS A1,132$26Kshares
CRWDCROWDSTRIKE HLDGS INC73$25Kshares
CMGCHIPOTLE MEXICAN GRILL INC514$25Kshares
ESTCELASTIC N V283$25Kshares
MDBMONGODB INC147$25Kshares
DTEDTE ENERGY CO180$25Kshares
VTRVENTAS INC364$25Kshares
FFWMFIRST FNDTN INC5,000$25Kshares
PYPLPAYPAL HLDGS INC379$24Kshares
KMBKIMBERLY-CLARK CORP169$24Kshares
EBAYEBAY INC.356$24Kshares
BARRICK GOLD CORPBARRICK GOLD CORP1,241$24Kshares
MSMORGAN STANLEY203$23Kshares
SPYMSPDR SERIES TRUST352$23Kshares
DDOGDATADOG INC233$23Kshares
CORCENCORA INC85$23Kshares
PCORPROCORE TECHNOLOGIES INC356$23Kshares
DFAWDIMENSIONAL ETF TRUST376$23Kshares
IBITISHARES BITCOIN TRUST ETF475$22Kshares
CLCOLGATE PALMOLIVE CO230$21Kshares
IWOISHARES TR83$21Kshares
VYMVANGUARD WHITEHALL FDS161$20Kshares
BSVVANGUARD BD INDEX FDS261$20Kshares
DISDISNEY WALT CO209$20Kshares
ONTOONTO INNOVATION INC169$20Kshares
VICRVICOR CORP439$20Kshares
MUMICRON TECHNOLOGY INC223$19Kshares
CIENCIENA CORP317$19Kshares
TSCOTRACTOR SUPPLY CO350$19Kshares
WYWEYERHAEUSER CO662$19Kshares
COPCONOCOPHILLIPS179$18Kshares
WDCWESTERN DIGITAL CORP466$18Kshares
GWREGUIDEWIRE SOFTWARE INC99$18Kshares
ADPAUTOMATIC DATA PROCESSING IN56$17Kshares
PENNPENN ENTERTAINMENT INC1,043$17Kshares
FISFIDELITY NATL INFORMATION SV240$17Kshares
APLEAPPLE HOSPITALITY REIT INC1,384$17Kshares
VHTVANGUARD WORLD FD65$17Kshares
CRMSALESFORCE INC60$16Kshares
TMOTHERMO FISHER SCIENTIFIC INC34$16Kshares
SBACSBA COMMUNICATIONS CORP74$16Kshares
DFUSDIMENSIONAL ETF TRUST267$16Kshares
ABBVABBVIE INC73$15Kshares
AMDADVANCED MICRO DEVICES INC150$15Kshares
ICEINTERCONTINENTAL EXCHANGE IN92$15Kshares
IEFAISHARES TR209$15Kshares
PFEPFIZER INC600$15Kshares
SPGIS&P GLOBAL INC31$15Kshares
WDAYWORKDAY INC66$15Kshares
KMIKINDER MORGAN INC DEL551$15Kshares
FITBFIFTH THIRD BANCORP393$15Kshares
VFHVANGUARD WORLD FD125$15Kshares
FLLFULL HSE RESORTS INC3,654$15Kshares
APHAMPHENOL CORP212$14Kshares
CRDOCREDO TECHNOLOGY GROUP HOLDI364$14Kshares
BXBLACKSTONE INC95$13Kshares
MRKMERCK & CO INC149$13Kshares
TJXTJX COS INC NEW107$13Kshares
VONGVANGUARD SCOTTSDALE FDS142$13Kshares
EMREMERSON ELEC CO126$13Kshares
LENLENNAR CORP120$13Kshares
TEMTEMPUS AI INC283$13Kshares
VONVVANGUARD SCOTTSDALE FDS154$12Kshares
VPUVANGUARD WORLD FD75$12Kshares
LNGCHENIERE ENERGY INC53$12Kshares
EIXEDISON INTL205$12Kshares
USFDUS FOODS HLDG CORP194$12Kshares
ALGMALLEGRO MICROSYSTEMS INC513$12Kshares
ADBEADOBE INC29$11Kshares
QCOMQUALCOMM INC77$11Kshares
NETCLOUDFLARE INC98$11Kshares
CARAVIS BUDGET GROUP INC150$11Kshares
SRVRPACER FDS TR375$11Kshares
ABTABBOTT LABORATORIES81$10Kshares
HDHOME DEPOT INC29$10Kshares
SOSOUTHERN CO112$10Kshares
FXIISHARES TR285$10Kshares
KVUEKENVUE INC449$10Kshares
NXPINXP SEMICONDUCTORS N V55$10Kshares
RDDTREDDIT INC104$10Kshares
INDAISHARES TR207$10Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002060492-25-000001 base2025-08-06acceptance time not in the bulk data set