13F Filings History of Cloud Capital Management, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$211,694,000
Signature - Title
Rod Ehrlich - Consultant
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Cloud Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cloud Capital Management, LLC reported 103 stock holdings with total value $211,694,000 as of Q4 2025. Top holdings included DFAC, AAPL, SCHO, DFAX, and VTIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 103 $211,694,000 +$34,206,387 -$15,774,838 +$18,431,549 DFAC, AAPL, SCHO, DFAX, VTIP 13F-HR 12 Feb 2026, 13:03
Q3 2025 977 $189,697,000 +$23,312,309 -$4,862,898 +$18,449,411 DFAC, SCHO, AAPL, DFAX, VTIP 13F-HR 03 Nov 2025, 15:03
Q2 2025 78 $160,317,000 +$24,409,437 -$16,547,347 +$7,862,090 DFAC, SCHO, AAPL, DFAX, VTIP 13F-HR 05 Aug 2025, 18:12
Q1 2025 280 $140,831,000 $0 $0 $0 DFAC, SCHO, DFAX, VTIP, DCOR 13F-HR 29 Apr 2025, 15:17